Industrialized Cyclist Notepad


U.S. tries to leverage China with Iran sanctions
January 12, 2012, 04:12
Filed under: Uncategorized | Tags: , , , , , ,

The terms of the sanctions set arbitrarily by US govt. Could see this coming from the cheap seats.

http://www.nytimes.com/2012/01/12/world/asia/china-balks-as-geithner-presses-on-iran-curbs.html

And let’s just keep this little bit handy —



Natural gas trade movements
January 1, 2012, 13:26
Filed under: maps | Tags: , , , , , , ,

According to BP Statistical Review of World Energy 2011 Review.


click to enlarge

Companies working in the US want to put another LNG line from here to Euro. Domestic nat gas price probably too low to make much dough.



Mexican oil production still falling, not as fast

http://www.marketwatch.com/story/pemex-oil-output-slips-for-7th-year-2011-12-31



Another Pipeline Map


click to enlarge

The blue lines are product pipelines. Greens are oil and reds are gas.

From this James Hamilton post on the petroleum product net export situation.



More confusion

Louise Basinese, Wall Street Daily. The confusion about refinery product exports is getting brutal.

http://www.wallstreetdaily.com/2011/12/16/peak-oil/



Utter confusion in the newsroom
December 11, 2011, 05:14
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http://portlanddailysun.me/node/30737/

Portland Daily Sun founding editor Curtis Robinson is also badly confused about the significance of the refinery products exporting “milestone.” What happens when your editor needs an editor? That WSJ article has spread absolute carnage through the newsrooms of America…

Trick question indeed.



Lying or confused, part 2

http://www.statecollege.com/news/columns/daniel-nestlerode-as-us-becomes-a-net-energy-exporter-greenenergy-push-on-last-legs-951653/

From statecollege.com, Dec. 4, 2011.

very quietly, I guess.

The author Dan Nestlerode is apparently the Director of Research at his firm. Ouch Dan!



U.S. energy overview (total BTU’s)
December 10, 2011, 08:32
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For the people (especially journalists) who have written that the US is now a “net energy exporter.”

From EIA data: http://www.eia.gov/totalenergy/data/monthly/pdf/mer.pdf (pdf)



Natural gas prices
December 8, 2011, 14:26
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BP STATISTICAL REVIEW OF WORLD ENERGY, NAT. GAS PRICES

Notice how the price in the US is about half the average German import price for 2010.



EIA natural gas flow chart 2010
December 8, 2011, 11:58
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From: http://www.eia.gov/totalenergy/data/annual/diagram3.cfm



Even though we have to import massive portion of our energy fix …
December 8, 2011, 10:00
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… the oil and gas companies will export overseas if they can make a buck off of it when prices ‘collapse’ in the US. This pretty much fracks the whole idea of drilling for ‘energy independence.’ The only thing independent here is the oil/gas company.

Ross Kelly, “Conoco Studying North America’s Gas Export Potential,” Rigzone, Dec. 8, 2011



EIA’s Iran page and map
December 4, 2011, 03:25
Filed under: maps, Uncategorized | Tags: , , , , , ,

Iran – Analysis – U.S. Energy Information Administration (EIA).



Senate unanimous on sending gas prices straight to the moon
December 4, 2011, 01:50
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Iran Faces Oil Curbs as U.S. Targets Central Bank While EU Adds Sanctions – Bloomberg.

I don’t know if these guys realize. Iran produces a lot of oil, and exports about 2.2 million barrels per day. This is a very strange/interesting development. “Choking off” Iranian exports will not only send prices to the stratosphere here, but could also cause very serious supply disruptions around the world, gas lines, rationing, general chaos. Now why would they want to do that?