Il suicidio del fracking

[animal]

Il Wall Street Journal ha citato Rex Tillerson della Exxon che diceva

“Stiamo perdendo tutti anche le mutande oggi. Non facciamo un soldo. E' tutto in rosso”.

questa e' la realta' del cosiddetto business fracking!

[Amati75]

Il Wall Street Journal ha citato Rex Tillerson della Exxon che diceva



questa e' la realta' del cosiddetto business fracking!

Eh bella la fallacia logica del cgherry picking (che manco' sapra' cosa sia).

Le faccio notare, vistoche da solo non ci arriva, che in tutta evidenza dal 2013 ad oggi la EXXON ha ovviamente cambiato idea... come da articol postato... cosi come l' affermazione fatta nell' articolo era di per se errata, in quanto aziendo come la EOG Resources, che e' focalizzato SOLO nello shale, e' in profitto, ANCHE con i prezzi attuali.


Insomma, lei ci prova, ma e' troppo poco equipaggiato per poter davvero rispondere.

[Amati75]

Gli U$A non esporteranno gas, anche perche' finita l'onda lunga del ciclo estrattivo , al massimo fra un anno ritorneranno debitori di gas e il crollo produttivo sara' drammatico.

Riguardo ai presunti contratti di esportazione di LNG dagli U$A sono long deal contracts assemblati e redatti prima della crisi, e che poi per propria sponte devono andare avanti.
Comunque briciole che comunque non interessano, se non minimamente il gas da scisto, dato che per la componenente pesante e notoriamente asfaltogena, mal si presta ad essere liquefatta ed esportata come LNG se non con ulteriori ed alti costi di trasformazione.

ma queste cose il cambiavalute del chiosco di Milano marittima ( made in Florida) non lo sa!

eh gia'.. considerato che il contratto stipulato dalla E.ON per l' esportazione di LNG USA e' del Febbraio 2015.....

Quella che il gas shale non potrebbe essere esportato per via di costi elevati... mica per quello stanno retrofittando gli export terminals.... noooooooo

Lei ha letto qualche cosa da qulache parte senz aminimamente preoccuparsi di controllare...e via che l' ha ripetuto... ma perfavore....

[Amati75]

As the price of oil plunged in the second half of last year, producers started shutting down rigs at an unprecedented rate. First to go were rigs that operated without long-term contracts. Then companies began terminating agreements early and letting expired contracts go unrenewed. Active rigs declined by more than 40 percent. Remaining drilling efforts have focused on the most productive oil regions—sweet spots where oil will be profitable even at $40 a barrel.
So with all these drilling rigs shutting down, why isn’t oil production slowing? The short answer is efficiency. (See the longer answer here.) New wells pump more oil faster, so raw rig counts are losing some of their predictive power, at least for now. In fact, despite the tumbling number of active rigs, the U.S. is pumping more oil than any time since 1972.

Producers are running out of places to put all that oil. Storage-tank levels are at record highs, and production could drop sharply if inventory space ever maxes out.
Just as worrisome to oil investors is the so-called fracklog—thousands of nearly completed wells that are being left untapped. As soon as oil prices start to rise, these wells can start pumping crude after just a few weeks of finishing work. The fracklog has become America’s de facto backup storage.



Watch Four Years of Oil Drilling Collapse in Seconds | Bloomberg Business - Business, Financial & Economic News, Stock Quotes

[Amati75]

Carissimo millantatore, ho semplicemente ripetuto dati di fatto, cosi come la comprovavazione che lei e' appunto un millantatore, un semplicissimo bugiardo.

Ora, le vorrei far notare che gli USA esporteranno GAS (il primo terminale export nel golfo entra in operazione nel 2015), non petrolio, il petrolio per legge NON si può esportare se non tramite buchi nella legge, ma per poche quantità, e' probabile che la legge sia modificata anche perché la produzione e' elevata e la capita' di magazzinaggio sta arrivando al limite, difatti il differenziale fra WTI e Brent si e' allargato, ovvero gli USA hanno al presente troppo petrolio, quindi, ceteris paribus (se non capisce cosa vuole dire faccia un fischio), o diminuiranno le importazioni, quindi maggiore pressioni sugli altri produttori in quanto aumenterebbe l'offerta in altri mercati,o dare valvola di sfogo tramite esportazioni, in ogni caso aumentano l'offerta sui mercati internazionali.

Ma appunto, sono ipotesi, in quanto ad oggi il petrolio NON si può esportare.

Del resto, come fatto notare piu' volte, la IEA indica che la produzione di shale oil negli USA arriverà ad un plateau a meta' delle decada degli anni 2020, quindi puntare sulle esportazioni, a meno che siano appunto una valvola di sfogo, ha poco senso nel lungo termine, cosa diversa ne; settore dello shale GAS, il quale appunto invece continuera' ad aumentare la produzione per molto tempo e questo si, che ha un senso esportarlo.

Ma si stanno rifacendo discorsi troppo complicati per lei, non ha le capacita' neuronali per arrivarci, difatti, appunto, si vede costretto a millantare impieghi fantasiosi, al massimo lei faceva l'aiuto lavapiatti.

Facendo riferimento a questo post di ieri ed in particolare:

" il petrolio per legge NON si può esportare se non tramite buchi nella legge, ma per poche quantità, e' probabile che la legge sia modificata anche perché la produzione e' elevata e la capita' di magazzinaggio sta arrivando al limite, difatti il differenziale fra WTI e Brent si e' allargato, ovvero gli USA hanno al presente troppo petrolio, quindi, ceteris paribus (se non capisce cosa vuole dire faccia un fischio), o diminuiranno le importazioni, quindi maggiore pressioni sugli altri produttori in quanto aumenterebbe l'offerta in altri mercati,o dare valvola di sfogo tramite esportazioni, in ogni caso aumentano l'offerta sui mercati internazionali."

Oil CEOs Press Obama Administration to Lift Export Ban

Bloomberg) -- About a dozen U.S. drilling executives, including ConocoPhillips Chief Executive Officer Ryan Lance, were in Washington this week trying to persuade White House officials and lawmakers to lift the 40-year ban on U.S. oil exports, according to two people familiar with the meetings.
Chief executives from the lobbying group Producers for American Crude Oil Exports, or PACE, met with White House senior energy policy adviser Brian Deese March 11 seeking a rollback of the U.S. oil export ban imposed after the 1973 Arab oil embargo, according to two people, who asked not to be identified because the discussions weren’t public.
Producers are eager to lift the ban because oil in the U.S. is selling for about $10 less than the global benchmark. The meeting preceded a report Friday by the International Energy Agency that record U.S. crude supplies may soon test the limits of the nation’s storage capacity, further threatening prices.

“We’ve had a series of very productive meetings with senators from both parties and the administration and look forward to continuing those conversations in the months ahead,” said George Baker, PACE’s executive director, in a statement that didn’t outline what the talks included.
CEOs from 11 of PACE’s 16 member companies flew to Washington to meet with administration officials and lawmakers, including Marathon Oil Corp. CEO Lee Tillman, Chesapeake Energy Corp. CEO Doug Lawler and Occidental Petroleum Corp. CEO Steve Chazen, according to the group. They also briefed federal officials and lawmakers on market conditions, including industry job cuts, oil-production levels and the idling of oil rigs, said one of the people who was briefed on the discussions.
More Conversations

Frank Benenati, a White House spokesman, didn’t respond to a request for comment.
Administration officials, including Energy Secretary Ernest Moniz, have called the restrictions antiquated, and they are being reviewed in a years-long study in the department.
U.S. oil supply will expand this year by about 750,000 barrels a day to 12.56 million a day, up from a projection of 12.41 million in last month’s report, the Paris-based IEA, which advises 29 nations, said in a monthly market report. The agency boosted estimates for North American output in the fourth quarter of 2014 by 300,000 barrels a day.
U.S. energy policies severely restrict crude exports while applying no such limits to products processed in refineries. U.S. refiners are exporting record amounts of gasoline while producers contend with depressed oil prices. The U.S. has surpassed Russia and Saudi Arabia as the world’s largest producer of oil and natural gas, according to the U.S. Energy Information Administration.
Free Trade

Exxon Mobil Corp. CEO Rex Tillerson, who isn’t a member of PACE, also urged the government and Congress to allow U.S. exports of oil and gas in a speech in Washington Thursday night.
“With free trade in energy and common-sense regulatory reforms, the U.S. energy industry can strengthen U.S. energy security and continue to pioneer the innovations that make possible the safe and responsible development of energy,” Tillerson said in remarks to the Economic Club of Washington D.C., according to an Exxon statement.
Executives also met on Capitol Hill with aides to Senator Lisa Murkowski, chairwoman of the Senate Energy and Natural Resources Committee. Murkowski, a Republican from Alaska, has publicly backed lifting the ban on U.S. oil exports and is working on a broad rewrite of U.S. energy laws.
West Texas Intermediate crude, the U.S. benchmark, reversed earlier gains to fall 95 cents, or 2 percent, to $46.10 a barrel at 8:14 a.m. in New York. Brent, the international benchmark, dropped 60 cents to $56.48 a barrel.
‘Listening Sessions’

“We’ve been holding a series of listening sessions and PACE has been part of that,” said energy committee spokesman Robert Dillon. Oil executives met with Republican and Democratic committee staff this week. “As we start to draft legislation, we want to make sure we gather all the ideas. We want to hear from everybody.”
Producers calling for an end to the ban have been beset by the biggest oil-market crash since 2009, which has made it harder to turn a profit by drilling in shale, a technological achievement that helped unlock a boom in North American supply.
Last year, the Department of Commerce began to clarify some rules relating to a kind of ultra-light crude called condensate. That review allowed companies including Pioneer Natural Resources Co. to export condensate after a minimal amount of processing, akin to existing regulations that allow refined products such as gasoline and diesel to be exported.
It isn’t clear how much exports have increased because of those allowances, since government data doesn’t release a separate tally of how much condensate has been shipped abroad. U.S. crude exports rose 11 percent in January from December, to 491,000 barrels a day, according to Bloomberg calculations from U.S. Census Bureau data. Of that total, 400,000 barrels a day went to Canada, where U.S. producers and traders are allowed to export under federal rules.
(A previous version of this story corrected a company name in the penultimate paragraph.)
To contact the reporters on this story: Dawn Kopecki in Washington atdkopecki@bloomberg.net; Bradley Olson in Houston at bradleyolson@bloomberg.net
To contact the editors responsible for this story: Reg Gale at rgale5@bloomberg.net Jim Efstathiou Jr., Will Wade

[Metabo]

Il Wall Street Journal ha citato Rex Tillerson della Exxon che diceva



questa e' la realta' del cosiddetto business fracking!

Non arrivano a fine 2015

[Amati75]

Non arrivano a fine 2015

Non ne hai beccata una fino ad ora... ma continua pure a far finta di no.

Questa previsione e' da salvera per tirarla fuori a fine 2015.

[animal]

Signor Amati quella pancetta che mostra da bagnino d'antan e' frutto dei pranzi a mac donald o delle piadine che sembrano piacerle?

[Amati75]

Signor Amati quella pancetta che mostra da bagnino d'antan e' frutto dei pranzi a mac donald o delle piadine che sembrano piacerle?

Ah ho cpaito, nulla da dire in tema, si cerca la fallacia logica dell attacco ad personam, benissimo.

Ha qualcosa da commentare in tema? No?

Da Mcdonald non vado da 4 anni, e la piadina a meno che me la faccia io, qua non c'e', ma si trovano ottime Pita, Naan, arepas, pupuzas e cosi via a sostituzione, ma non vedo cosa centri con la discussione sugli Shale.

[Amati75]

In riferimento al commento fattto a Luglio 2014 sull' inevitabile consolidamento del settore:

?Be Careful? in Shale Oil Stocks, ?Big Oil? Stands to Get their Assets for Cheap: Frank Curzio, Wall Street Unplugged