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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Metacomet who wrote (6777)5/25/2006 6:49:47 PM
From: energyplay  Read Replies (2) | Respond to of 217774
 
So roughly a marginal cost of $20 ? It is intersting to learn the marginal cost, since if crude falls, that will determine the price level where the tar sands plants will be shut down.

Longer term, the > $70 oil price will feed through to both new capital equiment prices and expenses.

Those giant tires on the mining trucks will keep going up in price.

Kurt Wulff on www.mcdep.com expects $ 150 oil and $ 30 Natural gas in 2010, about 4 years away.

I was surprised at those numbers. Mr. Wulff is not given to flights of fancy, he's pretty conservative.



To: Metacomet who wrote (6777)5/25/2006 8:33:18 PM
From: Elroy Jetson  Read Replies (1) | Respond to of 217774
 
So Syncrude doesn't break-out the market price of Tar Sand Bitumen.

They only provide the market price of "Syncrude Sweet Blend" the light crude equivilent product they convert the Tar Sand Bitumen into with a lot of added hydrogen.
.


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