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

To: bart13 who wrote (99176)3/17/2013 2:15:24 AM
From: energyplay2 Recommendations  Read Replies (2) | Respond to of 220065
 
One of the reasons for higher oil imports was the loss of production from the Gulf of Mexico, after BPs problem with the Deepwater Horizon on 22 April 2010.

Looking on your graph, you can see imports headed up rioght after that - and now have headed back down.

So the oil from shale has been able to makeup for much of the Gulf of Mexico shortfall and then some.

Looking at actual production, there is a sharp turn upwards in the past 2 years...
eia.gov
Nice graph here.

>>The other issue is that GDP used to be rising 2-3% per year, but it is now much flatter.



To: bart13 who wrote (99176)3/17/2013 2:34:58 AM
From: KyrosL  Read Replies (1) | Respond to of 220065
 
but oil imports against GDP aren't exactly showing what the shale folk are promoting.

What do you mean? Here is the EIA net oil imports data. It shows net oil imports at the lowest level since the early nineties.

eia.gov



To: bart13 who wrote (99176)3/17/2013 9:37:51 AM
From: dvdw©  Read Replies (1) | Respond to of 220065
 
That chart is Only fully prepared for the past.....which is a problem of many charts....

data series changes can often be unwound by underlying assumptions which reset thier own initial conditions.

in a recent post Morgan stanley called a similar series, an inflection point.

we have many Inflection points, we have entered the Next Baktun....that in and of itself is the catalyst for how the variable Time will dictate the new shapes of capital.


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