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To: bart13 who wrote (92286)7/7/2012 1:16:34 PM
From: elmatador  Respond to of 218167
 
Reserves vs Resources. But for many emerging markets – China, Argentina, Mexico and South Africa especially – the scale of the shale reserves is, potentially, a game changer. If you can extract it.

chart here:

blogs.ft.com



To: bart13 who wrote (92286)7/7/2012 3:59:45 PM
From: Haim R. Branisteanu  Read Replies (2) | Respond to of 218167
 
Bart what is the source basing the cost at $85 per barrel - is this a price equivalent to what? Brent or WTI?



To: bart13 who wrote (92286)7/7/2012 4:17:21 PM
From: dvdw©  Read Replies (1) | Respond to of 218167
 
" The unconventional oil sources are far costlier to deliver per BTU in general, marginal costs per barrel these days being at least $85/bbl best I can tell."

Complete Nonsense.



To: bart13 who wrote (92286)7/8/2012 8:36:43 AM
From: elmatador  Respond to of 218167
 
peak cheap oil = peak cheap road transport. Road transport will get expensive.

Smaller cars.

Rail becomes competitive.

Costlier air travel.



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