Az egyre különösebb irányt vevő itteni beszélgetéseket megpróbálván érdemibb mederbe terelni, itt egy hírcsokor. (Természetesen ismét elloptam AoL accountját. YP)
Az oroszok azt állítják, a jelenlegi árak mellett veszteséges biznisz nekik az olaj. Azt nem tudjuk, hogy a hír igaz-e. Lehet, hogy nem igaz. Annyit tudunk, hogy ha igaz, ha nem: a jelenlegi árak mellett nem számíthatunk tőlük a közeljövőben túl sok exportra. Mármint a jelenlegi mennyiségben nem. Ami persze majd hatással lesz az árakra is.
Tegnap egy olajhomokból olajat előállító, kanadai cég jelentette be, hogy 100 USD alatt veszteséges a projekt, pontosabban: ha az olaj ára 100 USD alatt van, akkor nem érik el a befektetéshez szükséges, 10-15% környéki határhasznot. Persze a tar sand valóban drága, de nem olcsó az off-shore orosz olaj sem. A hangok mindenesetre egy irányba mutatnak: ne menjen az ár 100 USD alá, mert leállnak a projektek.
Ilyesmit mondtam pár hete.
Oil Firms Producing at Loss Due to Lower Crude Prices
The country's oil companies are losing money on crude production after a decline in prices pushed the market value of a barrel of the Urals blend below the cost of getting the fuel to consumers and paying taxes, UBS said Tuesday.A Russian company shipping crude from the Siberian city of Nizhnevartovsk would post an operating loss of $13 per barrel after costs and taxes are taken into account, analysts Dmitry Lukashov and Maria Radina said a note to investors. "Every company in Russia is losing money on crude oil export deliveries or crude oil domestic deliveries," Lukashov said later by telephone. "If you don't have a refinery, you're losing money."
Mideast to Cut Oil Investments If Prices Dip Below $80/Barrel
Middle East oil producers will shelve projects to boost output if crude prices drop below $80 a barrel, a senior official from the Organization of Arab Petroleum Exporting Countries, or Oapec, told Dow Jones Newswires. Abbas Naki, the Secretary General of Oapec, said that if oil prices fall further "we will see investments and developments in the oil sector in these countries decrease drastically."Middle East oil producers have come under repeated attack for not investing enough in boosting production capacity, which they say has helped push prices to new records. This huge slide will definitely affect development projects in Arab oil producing countries. There is an uncertainty right now, and this uncertainty is delaying the execution of some projects," he said.
Refilling fuel tanks after Ike to take weeks
HOUSTON (Reuters) - Oil refiners and producers on Thursday rushed to restore Gulf of Mexico production following Hurricane Ike, but energy traders and analysts warned it will take several more weeks to refill U.S. fuel inventories, increasing the risk of shortages.vAt least five refineries were restarting out of 15 shut by Hurricane Ike that hit Texas on Saturday, while two switched off by Hurricane Gustav at the beginning of the month were restarting, as producers flew crews back to platforms across the Gulf of Mexico.
Oil's hurricane recovery: Slow going
Of the 32 Gulf coast refineries - 26 of which were in Ike's path - 12 remained completely shut down Thursday morning, and 9 were operating with reduced capacity, according to the U.S. Department of Energy. The decline in refinery operations has resulted in about 5 million barrels per day in reduced gasoline output.
Storm-hit US refiners cancel Mexico oil cargoes
MEXICO CITY, Sept 18 (Reuters) - Some U.S. oil refiners affected by Hurricanes Gustav and Ike canceled some Mexican crude oil cargoes, a spokesperson for Mexico's state oil company Pemex said on Thursday. "There have been some cancellations by some clients," said the spokesperson.
Nigeria Loses 280,000 Barrels Daily to Attacks Over Five Days
Nigeria lost 280,000 barrels daily of its crude output to attacks launched by armed militants in the Niger Delta oil region in the past five days, bringing currently shut output to about one million barrels a day, the state-run oil company said. ``Current shut-in production stands at about one million barrels a day, but it's not necessarily due to militant attacks,'' Levi Ajuonuma, spokesman for the Nigerian National Petroleum Corp. said by phone from the country's capital, Abuja, today. ``Only 28 percent (280,000 barrels) is because of militant action.''
IEA Still Determining Strategic Oil Stocks Release
The International Energy Agency (IEA) is still assessing the impact of Hurricane Ike on U.S. oil and gas production and has yet to decide whether it needs to release strategic oil stocks, the agency said on Thursday. Member-countries of the IEA hold emergency oil stocks for use in case of supply shocks. They were last tapped in 2005 after Hurricane Katrina caused major disruption in the Gulf of Mexico.
We need an expensive miracle
Two imperatives point to the urgent development of renewable energy: security of supply and controlling climate change. Much the largest source of renewable energy is hydroelectric power, which provides 17% of world electricity (and 6% of world energy), about the same as nuclear power; both are CO2-free. All the other renewables - wind, wave, tidal, solar, biomass (which are either CO2-free or CO-neutral) - hardly feature in the statistics at the present time.The UK is third from the bottom in the EU league table, just above Luxembourg and Malta, at 1.3% (the UK's 2020 target is 15%). Sweden gets a remarkable 40% of its energy from renewables. This form of energy is frequently invoked by the green lobby as being the only way ahead for electricity supply, providing all that we need. This must be a case of "Omne ignotum pro magnifico est" ("That which is unknown is assumed to have great potential", to quote Tacitus).But engineers do know a great deal about renewable energy: first and foremost, it is expensive, and is only being developed commercially because of the provision of subsidies of various kinds.
Government steps up call for nuclear power
Britain's nuclear power plants provide 19 percent of the country's electricity. However, all but one are due to be closed within 15 years.The government, which said in 2003 new nuclear plants were unnecessary, changed its mind last year and called for a new fleet to be built with private money. Earlier this year Prime Minister Gordon Brown said the new fleet must produce more power than the existing plants.(…)However, despite the rhetoric from government and expressions of interest from major utilities EDF and E.ON, no firm plans have been submitted in Britain and no new plant is even close to construction. The nuclear industry is very cagey about the costs of building a new nuclear plant, but most estimates put the figure at around four billion dollars.