Shell and Total Executives on Oil and its Price
January 30th, 2010 at 7:07 am by CB | No CommentsThe following two interviews revolve around oil and are with the chief executive officer of Royal Dutch Shell and the chairman of Total SA, two of the oil majors. The first interview was on CNBC and featured Peter Voser, the chief executive officer of Royal Dutch Shell. Regarding the reasons that oil’s... [Read more]
Tagged with: Economic Recovery, Non-Carbon Energy, Oil, Oil Demand, Oil Price, Oil Supply
Matt Simmons: Oil Industry Needs a Shock, Oil Supply is at Risk
January 24th, 2010 at 6:45 am by CB | No CommentsCB found an archived interview that King World News conducted with Matt Simmons, head and founder of Simmons & Company International, on November 13, 2009 regarding his thoughts on the current state of the oil industry. The full 23 minute interview can be accessed from the King World News Website. ... [Read more]
Tagged with: Algeria, Angola, Brazil, Car Demand, China, Colin Campbell, Commodity, Deep Water, Flow of Oil, IEA, India, International Energy Agency, Iran, Iraq, Libya, Majnoon, Matt Simmons, Mexico, North Sea, Oil Shortage, OPEC, Peak Oil, Petroleo Brasileiro, Rust, Saudi Arabia, Shell, Simmons & Company International, Total France, Transportation, Twilight in the Desert, Water Shortage, Zombie List
TPI Index Review of the Global Outsourcing Industry
October 20th, 2009 at 8:23 pm by CB | No CommentsBelow are slides put together by TPI, a firm that gathers market data on the sourcing industry, regarding the global outsourcing industry. Definitely worth a look for anyone considering investing in the outsourcing space. You can listen to the replay from their site or call +800 633 8284 or 402-977-9140;... [Read more]
Tagged with: Outsourcing
Auto Industry Output and Consumption Numbers
October 15th, 2009 at 5:44 pm by CB | No CommentsIn today’s Daily Download (“Daily DL”) there was an article that discussed a positive increase in September retail sales when excluding autos and parts from the calculations. This article sparked CB’s interest, as a result some brief research was conducted to determine what... [Read more]
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Demise of the U.S. Dollar and its Relationship with Oil
October 6th, 2009 at 9:33 pm by CB | No CommentsThe Demise of the Dollar, an interesting article from The Independent, states that meetings are being held between the Gulf Arabs, China, Brazil, Russia, Japan, and France to end the relationship between the U.S. dollar and oil. CB: For most of its history, oil has been linked to the dollar only... [Read more]
Tagged with: China, Gold, Gulf Arabs, Oil, U.S. Dollar
Association of American Railroads Reports Rail Traffic Down during Last Week
September 18th, 2009 at 4:15 am by CB | No CommentsCB considers railroad, trucking, and shipping data when trying to understand the current macro-economic situation. Some believe that this data can be used effectively as a leading indicator. Every Thursday the Association of American Railroads (“AAR”) releases data regarding rail traffic... [Read more]
Tagged with: Rail Traffic