SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: robert b furman who wrote (12726)4/4/2011 1:32:53 AM
From: John Pitera1 Recommendation  Respond to of 33421
 
Hi Bob, great to talk to you. I saw the comment you made about us having much more energy in this country than was conceivable 6 or 10 years ago.

The technological advances in horizontal drilling and other new technology tools have created a real boom, for the Exploration and production companies. There's a huge demand for Oil Landman in Texas, Colorado, North Dakota, Canada etc.

just a small snippet from Wiki:
(www.landman.org), these services include: negotiating for the acquisition or divestiture of mineral rights; negotiating business agreements that provide for the exploration for and/or development of minerals; determining ownership in minerals through the research of public and private records; reviewing the status of title, curing title defects and otherwise reducing title risk associated with ownership in minerals; managing rights and/or obligations derived from ownership of interests in minerals; and unitizing or pooling of interests in minerals.

Since the services provided by the "Landman" to the oil and gas exploration industry and other industries are so varied it is not uncommon for a "Landman" to specialize in certain aspects of the profession that requires specific knowledge, such as title and lease negotiations and acquisition, onshore/offshore contracts, rights-of-way and surface land management, federal lands, and numerous other areas. The term "Landman" and nuances thereof


properties adjacent to what are thought to be mature depleted oil fields, provide access to additional deposits that you recover when you drill horizontally. There also a huge expansion in extracting natural gas, from the shale formations and new drilling and recovery innovations.

As it turns out when companies capture the Carbon emissions from Power plants etc. what they are collecting can be pumped into the energy fields and it provides much higher yields. Companies like Exxon and several other majors have been doing this and I recall a WSJ article last year where the writer was commenting that the firms play it close to the vest in discussing the pricing and metrics of the process.

Obviously there is an incredible amount of oil and gas in Alaska.

It's widespread knowledge even Al Gore admits that the corn conversion into ethanol is not yielding a net energy savings, it's a huge subsidy for ADM, and the big Agricultural firms.

One our old time buddies the stocktrasher, who was out at the Reno Piffer get together at the Golden Nugget in 1999, put together by Jan and Jorj (Tom D) ... well Rick has been working in a firm that deals with the new composites and nanotechnology enabled products like graphene; which he's pumped up about.

He sent me an email with some links to the technology and these newer materials are 200 times stronger than steel and have incredible tensile strength. The Nano industry will enable a radically different world over the next 10-15 years fuel efficiency increases that are ALMOST beyond imagination. ...and as you know there are people and companies who are going to be ringing the cash register with these innovations.

AviationWith its immense tensile strength and light weight, it may be possible to realize the dream of a vacuum airship, first proposed by Francesco Lana de Terzi in 1670

the idea is that just as a boat is lighter than the liquid it floats in graphene is lighter than air and can rise into the sky. The Graphene article at Wiki is interesting and the 2010 Nobel prize in Physics.

The Nobel Prize in Physics for 2010 was awarded to Andre Geim and Konstantin Novoselov "for groundbreaking experiments regarding the two-dimensional material graphene

I attended a Nanotech Adult Ed course at Rice in Houston a few years ago, Rice had a Nobel prize winner in Physics for work doing with Carbon Isotopes. The giest of the Nanotechnology is that when you work with materials from zero to 400 nanometers in size, the properties of the materials defy the Laws of Physics that apply to materials larger than that. As you know these physicists have been mapping out quantum mechanics, string theory and other exciting stuff that's above my pay grade!!!!!!! -g-

so there is a brighter future down the road, but we've got the second act of The end of the Debt Supercycle and how it changes everything......... btw that's the subtitle of John Mauldin's most excellent new book Endgame.

I have my copy write next to my keyboard. It's got a real cool cover picture of two Chess Pieces the two Kings in motion. I really love Chess and just don't get to play enough.

check out graphene...we have a realtionship with a company that can make KG's of this stuff at a time.

en.wikipedia.org
sciencedaily.com
wired.com


(a few links he sent me.)

great talking to you.

John