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To: Dennis Roth who wrote (181905)	12/27/2013 9:42:28 AM
From: Eric	1 Recommendation Recommended By CommanderCricket Respond to of 206177

Because it's true Dennis. Just depends from which direction you are looking at the problem. I doubt very, very much that the U.S. will ever get above 10 Million bbls of daily production. JMHO eia.gov Eric

To: Dennis Roth who wrote (181905)	12/27/2013 9:46:21 AM
From: Bearcatbob	Respond to of 206177

Anyone skeptical of these guys conclusions? The Peak Oil Crisis: California’s Bubble Pops DECEMBER 11, 2013 5:52 PM 33 COMMENTS By Tom Whipple There was an important study released by the Post Carbon Institute last week that gives us an insight into how long our great shale oil bonanza or more likely bubble is going to last. As you might suspect, the thrust of the new report is bad news so we are unlikely to ever read much about it in the mainstream media which continues to tell us about the bright energy-rich future ahead.

To: Dennis Roth who wrote (181905)	12/27/2013 12:20:07 PM
From: Dennis Roth	1 Recommendation Recommended By evestor Respond to of 206177

Peak oil? The trend to watch is peak car December 15, 2013 12:48 pm by Nick Butler blogs.ft.com ...In summary “peak car” was in 2004...

To: Dennis Roth who wrote (181905)	12/27/2013 12:24:44 PM
From: Keith J	Read Replies (1) \| Respond to of 206177

What's amazing to me is the disconnect between market expectations (i.e., the NG futures market) and such reports. There are certain points I would agree with - including production is being fuel by cheap debt, production with recent NG prices not sustainable over time, etc. Others I would disagree with, and part of that is just looking at particular points in time which context is not provided for (i.e., NG pricing in 2008 vs now). But with expectations for LNG facilities, growth in NG/NGL liquids use in manufacturing (especially chemicals), and overall population growth, how is it possible that the futures market doesn't have a $5 print for NG until late 2022??? KJ

To: Dennis Roth who wrote (181905)	1/2/2014 11:28:10 AM
From: Dennis Roth	2 Recommendations Recommended By Eric evestor Respond to of 206177

Will the Mexican Oil Bubble Burst Before its Even Begun? By Kurt Cobb \| Wed, 01 January 2014 oilprice.com ...Will Mexico fare better than Brazil? Art Berman, a petroleum geologist and consultant who accurately forecast the bust for shale gas investors, offered this analysis in a recent email: I have worked in Mexico since the early 1990s inside Pemex. There is a reason that no significant discoveries have been made since the 1970s--no reservoirs...