DrumBeat: November 22, 2006
Posted by threadbot on November 22, 2006 - 9:30am
Topic: Miscellaneous
Summary of Weekly Petroleum Data for the Week Ending November 17, 2006
U.S. commercial crude oil inventories (excluding those in the Strategic Petroleum Reserve) jumped by 5.1 million barrels compared to the previous week. At 341.1 million barrels, U.S. crude oil inventories remain well above the upper end of the average range for this time of year. Total motor gasoline inventories increased by 1.4 million barrels last week, but remain in the lower half of the average range. Distillate fuel inventories fell by 1.2 million barrels, but remain in the upper half of the average range for this time of year. A decline in ultra-low-sulfur diesel fuel inventories more than compensated for a slight increase in low-sulfur diesel fuel (15 ppm to 500 ppm sulfur), while high-sulfur distillate fuel (heating oil) inventories inched slightly lower. Total commercial petroleum inventories rose by 3.8 million barrels last week, and remain above the upper end of the average range for this time of year.
Gasoline prices see abnormal rise
Refinery maintenance and tight supplies drove the uncharacteristic mid-November surge as the price of a gallon of self-serve regular gasoline in California rose 3.1 cents to $2.495, the third straight weekly increase, according to the Energy Department's weekly survey of filling stations. The price was 4.2 cents higher than in the same period in 2005.
Inch by inch, car by car: Incremental improvement isn't sexy, but when you turn it into a way of life, you can achieve astonishing results.
Fast Company senior writer Charles Fishman wrote a very good book about Wal-Mart (excerpted in Salon) and, more recently, a feature about Wal-Mart's plans to push compact fluorescent lightbulbs that caught the imagination of the entire enviroblogosphere. Now he has a new story, on how Toyota unflaggingly works to constantly improve its manufacturing processes, that is likely to be of interest to How the World Works readers.
Company vows to take ethanol to next level: Iowa plant will use not just corn kernels, but stalks and leaves
Stover to fill part of ethanol goal
Estimates of 5 billion gallons of fuel per year from stalks and cobs fall well short of 60 billion gallons by 2030.
BIO Releases New Report On Sustainable Agriculture To Support Growing Biofuel Industry
Urban railway, not highway, is Lehigh Valley's future
First, world oil production has probably peaked, and in 2030 may be 30 percent less than today. Alternative fuels like bitumen and ethanol, which will have to make up the difference and meet increased demand, are energy-intensive and will not be cheap substitutes for conventional gasoline. People will continue to drive cars as long as they can afford it, but it's not certain that individuals or society will be able to afford it much longer (i.e., 10 to 20 years).
Nigeria: Gunman seize seven from Italian vessel
PORT HARCOURT, Nigeria - Gunmen have seized seven hostages from an Italian oil supply vessel off the coast of southern Nigeria, police and company officials said Wednesday.
Opec quota pledges lift oil price
Oil prices are back above $59 a barrel, after confirmation from the United Arab Emirates (UAE) that it will follow Saudi Arabia and cut output next month.
Bulgaria’s EU accession threatens to grow into an energy catastrophe for the Balkans – as Romania will be the only one to win from that. The Balkan states are expecting the planned closing of two units of Kozloduy nuclear power plant on Dec. 31st with anxiety. Today, the plant, which was built with the help of the former Soviet Union, supplies electricity to the whole Balkan Peninsular and no one knows yet how these supplies will be compensated.
Twin pipeline to Turkey rendered useless, says minister
The twin pipeline which once used to carry more than 1 million barrels of Iraqi crude oil to terminals in Turkey is no longer of any use, according to Oil Minister Hussein al-Shahristani.Repeated rebel attacks and lack of repairs have rendered the pipeline useless, he said.
Global copper thefts on rise. Also...peak copper?
Jeffrey J. Brown: A Tale of Four Predictions – Hubbert, Deffeyes, Yergin & Jackson
Environmental cost of Sweden's imported food
Zimbabwe launches campaign to save energy
Harare - Energy-starved Zimbabwe has launched a campaign to save electricity, urging locals to switch off lights, hot water tanks and computers to stave off more frequent power cuts, it was reported Wednesday.
Putin says 370 arrested in energy sector anti-crime operation
The main goals of the operation are to prevent tax crimes committed by oil and gas companies, as well as economic and corruption crimes among federal, regional and local authorities.
U.S. report raps Chinese energy tactic
OTTAWA -- China is increasingly challenging U.S. interests around the world with its aggressive effort to lock up foreign energy resources for its rapidly growing economy, a report from a congressionally appointed commission says.
Africa Seen as Potential Leader in Biofuel Production
NAIROBI, Kenya -- For a number of reasons, including an agricultural sector that enjoys relatively low land and labor costs, many see sub-Saharan Africa as well suited to pioneer the development of biofuel as an alternative energy source for the continent and the world.
More cities reject coal-fired power
In forsaking their largest power source, the cities will be gambling on the availability of adequate alternative energy from cleaner sources by 2027, after their current contracts with the Utah facility expire.
Africa: Carbon Credit Trade Already Worth $5 Billion
Developing nations could earn as much as $100 billion annually by 2050 from selling carbon credits, according to an analysis released by the World Bank at the United Nations conference on climate change that ended in Nairobi last week.
The New World Oil Order, Part 1: Russia attacks the West's Achilles' heel
Russia has found the Achilles' heel of the US colossus. In concert with its oil-producing partners and the rising powerhouse economies of the East, Russia is altering the foundations of the current US-led liberal global oil-market order, insidiously working to undermine its US-centric nature and slanting it toward serving first and foremost the energy-security needs and the geopolitical aspirations of the rising East.All this is at the impending incalculable expense of the West. What is increasingly at stake is secure US access to global energy resources - strategic US energy security - because the West's traditional control respecting those global resources is seriously faltering in the face of the compelling strategies undertaken by Russia and its global partners.
Tom Whipple - The Peak Oil Crisis: Picking the Peak
Last week Cambridge Energy Research Associates (CERA) who characterize themselves as "a leading advisor to international energy companies, governments, financial institutions, and technology providers," sent out a press release announcing that they had a new report on peak oil for sale. For some time now, CERA has been the leading debunker of the notion that world oil production might just peak in the near future, so their reports are always of interest.
Survey: 3 Out of 4 Americans Want Detroit and Washington to Impose 40 MPG Fuel-Efficiency Standard
Fully 78% of Americans want Washington to impose a 40 mile per gallon (mpg) fuel-efficiency standard for American vehicles, according to a new Opinion Research Corporation (ORC) national opinion survey released by the nonprofit Civil Society Institute (CSI).



The economist argument long standing on world oil markets is that fungibility is a given because a producer would always want to get the best price for their product. But really they want to maximize everything - economics, security, political alliances, other trading agreements, etc.
Any student of world history before World War II will know that the more common trading relationships were either between military and political allies or master & servant type relationships where the master protected the servant from outside invaders (when it suited them). Even in the post WWII era the cold war and other political conflicts have caused the severing of economic ties between rivals.
My first thought after I realized the full impact of peak oil at the international level, was that the world oil markets would collapse and become regionalized or based on political / military / economic blocs. Oil will become too valuable a resource to export to one's rivals. Furthermore, the USA's hegemony is very tenous right now. Once other regional powers start assert themselves one of the first things they will do is seek to control the regional bloc's oil market.
Global Events Magazine
Edited by W. Joseph Stroupe with the mission of explaining correctly world events via strategic analysis & forecasting
Evidence for credibility among those with expertise in this arena?
May you live to see the end of the world and the lights in the skys of heaven fall to the ground and shake your faiths and may the noise you hear be the death of your heart as you fear the death of all, May you fear death now, and fear death in the future. May you cry at night and nash your teeth and suck your toothless gums in fear.
Quote,,,, Me,,, Right now,,,, a Poem of pain of Peak Oil failings.
Hey it might be a curse, it might be a joke, you might want to flame me, After all I am a pyro, send me e.mail and don't clutter the forum up.
Don't read my posts again, I tell you, don't you might go blind, deaf and dumb all at once.
Have a good day, I am going to be Post in the open tomorrow, see you on the downside I am going to enjoy the falling off this cliff or the slow ride down, or the steady even plat-toe of level travel.
What are you going to do?
I suppose that there are two models: (1) Available exports always go to the highest bidder and (2) Available exports go to preferred buyers, not just to the highest bidder.
I suppose that we will see something in between these two extremes. In any case, the US is in trouble with either model.
Regarding #1, exporters are going to wonder about the wisdom of exchanging BTU's of energy for dollars.
Regarding #2, we can't take on the whole world. What do we do? Threaten to nuke anyone who cuts in on our "rightful" share of total world petroleum exports?
The analogy has been used thousands of times, but I think that we (regarding our auto/real estate driven economy) are in the last stages of Tulipomania here in the states--right at the point when the Dutch began to realize that the world would not beat a path to their door offering ever higher prices for tulips. Increasingly, the US economy is going to be restructured into an economy focused on meeting needs--and not wants (like Tulips and McMansions, with SUV's out front.)
The collision of personal and gov't US debt./ declining energy suplies/ dollar devaluation will start to gain momentum.
I hate the thought of what we are in for.
Pres. Carter was so vilified - how he looks now...
My buddy thinks that in 2-4 years we are going to be demanding another GW...
The 4 horsemen and will I live long enough to see it? Probably...
Jeffery - I admire your courage. Best of luck to you and your family in the coming years.
Thanks for the kind words. We are in for "interesting times."
Things are going to get very interesting when things get actually bad. And we'll elect our Hitler or Mussolini, and people will natter on about how this has never happened before, first time in history, etc.
Model 1 describes a free market. Model 2 describes a command economy.
The only way you can convince a company not to maximize its profits is to remove the profit motive by directing its operations to satisfy criteria besides profit. Keeping oil at home to satisfy domestic needs will amount to accepting a lower price than might be available on the world market. The only way I can see of doing this is by nationalizing the oil companies.
Am I missing something? Is there any other way to accomplish this short of outright nationalization?
Even if there is, I expect we will see a wave of nationalizations sweep the industry as the decline starts to bite.
I would add a third model to the #1 and #2 above, and this has an impact on the "export land" model. The #2 above says "Available exports go to preferred buyers, not just to the highest bidder." In the export lands model the domestic users are considered the "preferred buyers". But the problem with this, and with many assumptions I've seen in discussions here about geopolitics, is that it is assumed that a "country" is a unified block acting as one individual, or family, or tribe, would. In reality, TPTB in a given country may see their own interests as higher than that of "the peasants" within their borders, and may see certain other, nonlocal, world powers as the "preferred buyers".
Of course, keeping the peasants from turning to barricades and pitchforks is part of the calculations of TPTB, but only part, and they only need to dedicate part of the oil and gas towards that end. Thus model #3 is that "preferred buyers" are chosen on a playing field that may ignore national boundaries.
That plan may or may not suceed. E.g., in Nigeria TPTB rake in the billions while the peasants only get oil stains on their clothes (when they wash them in the river). But this arrangement is getting more and more tenuous. So the question is: who will win this game, fascism/organized crime or local popular pressure.
As for the USA, I think it is clear that TPTB care not for the locals. Their plan, as brought into action over the last 20 years or so, was to move manufacturing elsewhere, eventually impoverishing the locals (once their purchasing power is no longer needed to keep the global rich getting richer). Now, even our fertilizer is made overseas, where the natural gas is.
The answer is an export duty. In Russia if you want to export a ton of crude oil you must pay $237.6 to the state budget (from December 1 it will be $180.7), thus the internal price is much lower. If the government want to increase internal supply it can raise a duty to the prohibitive level.
That plan, for some strange reason (sarcasm), is not working very well. And now since we bet the whole bank and political capital on that game, the other pathways to securing energy resources have all been cutoff. Russia watched it all and let it happen, all the while moving their chess pieces into position against western oil companies, unruly neighbors siding with the West, and building alliances with emerging, sympathetic economies (i.e., China).
So, BushCo has played it's game, short of nuclear confrontation, and has gotten us...further in debt and more relient on a southern neighbor that is losing ground on the energy treadmill, finding it hard to keep its own population in check.
Oil in the ground is like money in the bank - you don't have to spend it today.
They sell NG to friendly ex-bloc countries at below market prices. And the opposite is true, when the relationships are more beligerent, they cutoff/reduce supply.
Venezuela is another obvious example of #2 as well.
=======It's all about population!
I wonder if he has changed his mind a tad since the time he was knocking Peakists and peddling abiotic oil?
http://www.multi-science.co.uk/whycarbon.htm
And if he was the man who adivsed Tony Benn and UKGOV on Energy in the early days of the North Sea, then that tells me why we are up shit creek without a paddle.
An electric assisted tricycel suddnely seems more appealing and MUCH more energy efficient.
BTW, the overall energy efficiency of a compressed air car wil not be much better than a Prius. Somewharm but not greatly.
Adiabatic heating & cooling.
Alan
Imagine an accident with a hydrogen-powered car. Not much better.
I think spring-powered car, something like kid's toys, is more likely scenario. Advances in material engineering are awesome in recent years, so a spring with sufficient characteristics is achievable in the not-so-distant future.
On the other hand, hydrogen is very easy to ignite. Something like a 2% mixture of hydrogen in air will ignite.
I heard on the radio yesterday morning of hydrogen spill snarling traffic in Sunnyvale, CA. I wonder if it really was hydrogen. More likely a typo. I can't imagine the actually spilled liquid hydrogen and anything else with hydrogen in the title would be quite toxic, wouldn't it? Hydrogen sulfide, hydrogen fluoride, hydrogen chloride, hydrogen bromide.
I'm sure there is danger involved in compressed air, but let's not pretend that we're not driving around in vehicles with 10-15 gallons of explosive liquid on board.
What is the efficiency of the Drive system?
What is the weight of an 80 gallon tank that can safely handle 4300 PSI?
Who wants to ride around with an 80 gallon air bomb beside them?
How often do you drain the water from the pressure tank?
How do you keep the decompression coils from freezing up in a low temperature environment?
How do you keep warm during decompression in cold weather?
What becomes of all the water and heat during compression in a 90 degree 90% humidity environment? This is just for starters. Perhaps you could assist in the design.
The main problem with power assist bikes is that the assist motor quickly becomes the primary motor. With an electric this means a heavy battery, a heavy bike. Or no range.
The upside of electric bikes is they're simple. I've watched bike shop mechanics put together specials for over 40 years and every single one of them worked.
A power assist ICE bicycle could use a tiny engine. The old model airplane .049 engine would be enough. Those little things put out a quarter horse (190 watts equivalent) which is enough to get your bike down the road. But without torque not nearly enough to get the bike moving. Or to keep it going up hills. So the rider has to pedal. Human muscle puts out vast amounts of torque relatively easily. Simply making the rider pedal from time to time means a tiny tiny emgine could be used. And it would be more like a bicycle and less like a two wheel electric wheelchair.
Closest examples of anything familiar to Americans would be the old VeloSolex or the Schwinn-based Whizzer. Which used huge low-tuned engines and 1930's technology. Both those started life assuming the rider would pedal and compromised as the years went on.
Designing a transmission is not easy for home mechanics. All model size engines still mostly use exotic fuels. But conceptually ICE is the way to go
http://www.bikeengines.com/
In their formula they neglect that they are expanding against atmospheric pressure.
I get full expansion to atmospheric pressure Pa and volume Va gives
W =P1.V1(ln(V1/Va)-1) + Pa.V1
at P1 = 30.1MPa (301 bar absolute, 300 bar gauge)
Pa = 0.1MPa (1 bar) and V1 = 0.3m³ (300 litre)
and for isothermal expansion of an ideal gas V1/Va = Pa/P1
I get 42.53MJ ideal energy rather than their 46MJ
If you could get about 75% efficiency to the wheels
you might get about 32MJ
32MJ is enough to give 8kW of mechanical power for 1 hour 10 minutes. For this you would need say four cylinders quarter metre diameter by a metre and a half long made out of carbon fibre or similar strung along the bottom of the vehicle.
This energy is about equivalent to 18 car batteries at 40Ahr and 12V and, in carbon fibre, the tanks would weigh less than the batteries but take up more room.
Such a system might have some application in things like very clean vehicles to drive inside hospitals or airports but it is not a candidate for general road transport.
It is pretty useless but perhaps not quite as useless as you initially thought.
Is this likely to be feasible with a moving vehicle ? The speed of heat transfer to meet the energy demands of movement and the associated heat exchangers (weight !) mean that you cannot so easily zero out adiabatic heating then cooling.
Alan
I've seen some things about MDI before, and briefly reviewed the MDI website you linked.
As best I can tell, they've developed a very innovative compressed air engine that is probably a very efficient converter of the energy in compressed air to mechanical energy. Regardless, such a scheme is still limited by some very fundamental thermodynamics.
If this thing has a 300 liter pressure vessel that is filled with air pressurized to well over 4,000 psi, then the energy storage of 46 megajoules that they cite appears to be in the right ball park.
(However, I think you made an error in the conversion to BTUs. As 1 BTU is equivalent to 1,055 joules, 46 megajoules is equivalent to only 43,600 BTUs, not 92,000. So, the gasoline equivalent is even worse, at only about 0.37 gallons.)
If indeed that is the configuration they're talking about, then their claim of a range of over 200 km, or 125 miles, looks to be just a little far-fetched, as that would require an equivalent 'mileage' of about 340 miles per gallon. As their vehicle is not even all that light, I don't see how such a range could be possible. Even if one could attain 100% efficiency, there is still some minimum amount of power required just to overcome the rolling friction of even a very slow-moving vehicle.
The other thing to consider with this whole concept of a car run on compressed air is the energy losses incurred when you compress the air in the first place. Much energy is lost through the heat of compression, which if not largely dissipated before the air enters the pressure vessel will result in the pressure vessel initially filled with very hot air at a high pressure. As the air cools within the pressure vessel, the final pressure will decrease to some level significantly lower than the initial pressure. Energy is therefore lost.
While the efficiency across the air engine by itself may be very high, it is highly misleading to only consider that part of the system. Somewhere upstream, someone has to burn coal or natural gas in a power plant to generate electricity that is needed to run the air compressor that compresses the air for the air engine. I would venture that the overall efficiency across the entire system, from power plant to wheels, is probably quite poor.
If I recall correctly, some French company is also messing around with an air engine, but I believe they use it in conjunction with a small gasoline engine in a hybrid car, the compressed air pressure vessel taking the place of the battery in a conventional hybrid.
http://www.energybulletin.net/22733.html
Published on 20 Nov 2006 by ASPO-USA's Peak Oil Review. Archived on 20 Nov 2006.
A Tale of Four Predictions - Hubbert, Deffeyes, Yergin & Jackson
by Jeffrey J. Brown
I'm fairly certain that the mass of people don't understand that CERA, Jackson and Yergin keep changing the definition of oil to make potential production match their projections. They also don't emphasize costs-shale and tar sands are going to cost a huge amount more to produce, so CERA's price prdictions are bogus. This makes legitimate deals a much harder sale, but mainly it doesn't allow the public to make reasonable personal plans. They think the Ethanol Fairy and the Oil Shale Lepracan are going to make everything alright-Hummers are forever!. The Public doesn't see the necessity of Economise, Localise, Produce, your mantra, or Alan's electrification of rail proposals. They can't see that even if CERA is right, the time to act is now.
Any identical twins out there who care to share their (and their sibling's) response to peak oil or collapse?
So you take the tools you were born with and examine the evidence for peak oil. Remembering always that emotion will, with most people, play a far larger role than reason. (That predilection is largely genetic also.) You will examine the arguments from both sides. And owing to your genetic disposition, plus some environmental experience, most people will opt for the most comfortable side of the argument.
So if you do believe that peak oil is imminent then you probably have a tendency to rely on reason over emotion and desire. And that is what is largely, but not entirely, genetic, not the belief itself.
Ron Patterson
A correlation just shows that genetics weigh certain leanings. It doesn't prove that it is the predominant or overriding factor.
(Perhaps that's what a correlation of 100% would have meant?)
Your earlier post clearly implied that you may have been born with a belief. That is totally absurd. Beliefs are always acquired from your environment.
However the tendency toward spirituality, (religiosity), credulity or the lack thereof, may indeed be largely, but not entirely, genetic. I think that most people, who look at the facts and weigh them in the balance, would believe that the peak of world oil production is imminent. These people would have a lack of credulity. They also would give more weight to reason than most folks and that could largely be genetic. But people always use emotion in making their decisions or creating their beliefs. Just how much emotion they use is the critical factor. Do they let emotion or reason control their lives? And again, that is largely, but not entirely, genetic.
Ron Patterson
It was first noticed when researchers were doing a large study of schizophrenics. Schizophrenia is known to have a genetic component, so they were interviewing the family members of schizophrenia patients. And they noticed that relatives of schizophrenics were a little odd. Nothing you would notice by itself. It was the pattern that was striking. Something you'd only notice when you were interviewing hundreds of people.
Relatives of schizophrenia patients were more likely than most to literally believe in miracles, or to believe in visitations by angels or Jesus, say. They were also more likely to attend Star Trek conventions. The same genetic tendency, expressed differently due to different environments?
Stuart coined the phrase "permeable to evidence." He sees being permeable to evidence as a good thing. I think it can go both ways. There is such a thing as being too permeable to evidence.
I think that is absolutely true. You can also look at autism, and how it is more prevalent in Silicon Valley, where there is a higher proportion of "nerds". If you look at a list of autism symptoms, it is really a list of typical male traits but taken to an extreme. Nerds are kind of half way there already.
For some reason, people like to think in black or white. Either you are normal or crazy. Either you have the gene or not. In reality, there is an infinite number of shades of grey, and biology is no exception. Indeed, variation is essential to evolution by natural selection!
So really, we are all crazy. It's just a question of how much.
Those that understand binary and those that don't
/nerd joke
or to quote that great philosopher Lilly Tomlin, "What is reality except a collective hunch?"
Roger Conner known to you as ThatsItImout
No, I got the article the first time. You inferred something not implied.
Wrong! You wrote:
You are implying that you might have been born with what you believe. Totally absurd.
To imply is to suggest. To infer is to derive by reason. The article did not infer that beliefs were genetic and neither did it imply any such thing. That was your mistaken take on the article. The article, in my opinion, made perfect sense. Your take on what you thought the article implied made no sense at all.
Ron Patterson
To know the first you have to see inside my head. And, I'm afraid that is kind of a read flag in discussion! When someone says they know more about your words than you do, either they are around the bend or ... actually there isn't another choice.
"born with" seems a good ballpark phrase for "heritable" ... in my head.
Why is it impossible? It's been done, hasn't it?
IIRC, all kinds of fascinating things came out of that "separated twin" research.
http://www.springerlink.com/content/735mg282v8810527/
Besides, the last of the four authors (Cyril Burt) cited in that study was involved in one of the most egregious cases of fabricated scientific results, so roughly one fourth of those 122 cases was likely purely fictitious:
http://en.wikipedia.org/wiki/Cyril_Burt
Ron Patterson
And twins reared together are marvellous at deferring to each other, a sort of authority granted.
The answers we get will vary with the questions we ask. Always ask how we know what we think we know. No, I am not certain my answers are better than yours. Just derived differently.
Total bullshit! The twins were separated because they were given up for adoption at birth. To ask people to adopt two children instead of one, while depriving one awaiting couple of a child would be an exercise of draconian authority.
But of course! Did you expect to get answers from questions not asked? Anyway, the twins were interviewed for an entire week. Thousands of questions were asked. Don't judge the study until you have yourself studied the study. I have studied it by reading several books on the Minnesota Twins study. I cannot comment further because I do not have time to write a book and the editors of TOD would not appreciate me posting a book on The Oil Drum.
But I must add observations were made also. That is there were shocking revelations made by simply observing the identical twins separated at birth. No questions were necessary.
But I must add observations were observed also. That is there were shocking revelations made by simply observing the identical twins separated at birth. No questions were necessary. There were dozens of them. There were the giggle twins, two British girls who both found everything so funny the both burst into fits of giggles at the slightest provocation. And there were twins from Trinidad. One adopted by a Jewish family who moved to Israel, the other Hitler Youth who grew up in Nazi Germany. It would take pages to describe the personality traits they had in common. They both even had the habit of faking a very loud sneeze in crowded places as a kind of joke.
Like I said, before you could criticize the work, you would have to read it. But I am sure you will anyway.
Ron Patterson
Is there ever a time when you examine your assumptions before you accuse your interlocutor?
Of course twins want to stay together. Brothers and sisters want to stay together but brothers and sisters separated at birth never knew one another. Use a little commons sense fella.
Ron Paterson
I really appreciate articles and discussion such as regarding the Caspian situation or Khebab's peak models. It would be fine to have shorter, more focused threads.
Just my two bits.
I don't expect my comments to change anything, just wanted to put it out there. And I will keep reading for the reasons I mentioned.
IMO...no. Peak oil is about more than energy. The editors have made clear that they don't just want to measure oil reserves and crunch numbers. They want to influence public policy. That means politics, religion, and whether a tendency to believe in peak oil is heritable may indeed be on-topic.
In fact, I think it's the political issues, not the technical ones, that are the real heart of the peak oil problem.
I certainly agree with the above statement, except I would add, as I'm sure you would, that it's also attitudes, expectations, social mores & pressures, etc. As with starvation in the world, it's not that enough calories aren't produced, it's their distribution which relates to a multitude of other factors.
You are the editor, and I'll back off. I guess I get frustrated at times with issues that are so hard to quantify or address. People can talk religion their entire life and nothing is ever settled, no one pursuaded. If you and the other editors have decided to have it so wide open, it's your call. I still think this is the best site for energy information and discussion by far.
IMO...the point isn't always to persuade. Sometimes, it's just to understand. Religious people are a huge chunk of the electorate. We can't just ignore them.
Sorry, my biases are showing :-) They are a huge chunk of the population, but I don't know if the religion is a communications barrier. Some people live their lives in a faith-based universe without ever setting foot inside a church, and I've known some very logical, rational religious types.
I enjoy talking religion with my mother-in-law, who is doing a Master's degree in Theology. I tend to use the religious concepts we throw around either as pure metaphor or for illuminating various aspects of human nature. The idea that religious ideas are to be taken literally is utterly foreign to me, but that doesn't mean the ideas don't have value in the non-literal sphere.
By the bye, I'm an INTP as well. It does seem to be more common on the internets than in real life.
Damn! I think you are right..... Pity.
But because politicians must cow-tow to them does not mean that I must. These people are best ignored, not argued with.
Ron Patterson
Drumbeat discussions often trigger specific-topic threads.
It's a good system! Thanks, Leanan!
Heck, Drumbeat discussions have triggered topic-related stories on other blogs and on larger media outlets. I think the Drumbeats have added quite a bit of flavor to TOD.
If I'm getting something wrong here Leanan tell me.
It is a comfort to be able to discuss some things here with folks that understand to some degree what you are thinking when we all know, bringing up some of these topics over turkey tomorrow with friends or family just wouldn't fly.
So, I think TOD functions as an excellent social resource/outlet for those that come to TOD.
They are dealing with similar issues over at PeakOil.com. While PeakOil.com has strong laissez-faire tendencies (Texas-based as they are ;-) Aaron has found some of the recent posts downright embarrassing (especially when they go out on the RSS feed). He's currently polling the membership about what changes to make, if any.
One of the options they are considering is to remove the Open forum and the Hall of Flames. While I wouldn't mind seeing the Hall of Flames go - I don't think it's too much to ask that people be civil to each other - I think the Open forum has to stay. I've seen it time and again, on fora tiny to humongous: if you don't have some kind of open forum, the off-topic posts pop up in the other threads. And if you try to stamp them out, it becomes even more disruptive than if you just allow the occasional OT post.
Both TOD and PO.com have become a bit "flabbier" than usual lately, and I suspect it's because there's not all that much going on on the peak oil front. No hurricanes, oil prices down, etc. It's temporary.
I think these topics can relate to the "and our future" part of TOD motto. This is not the first time I've been guilty of partaking in an off-topic thread, but I only do it in the drum beat section. Our interest in off-topic areas is in large part bc/ we are trying to understand how people and society will repond to PO. Bible prophecy may seem as far off as one can get, but I worry that as we slide down the back end of the slope of PO, millions of evangelical Christians will interpret the events as signs of the end times and base their response to PO on some sort of misguided, millenialist theology. And by the way, peakearl, I think you're a bigger man than most people on this site by being willing to accept Leanan's defense of off-topic threads without spinning into some angry diatribe.
It's been done. Some of the separated twins were raised by economic and social opposites yet the separated twins chose the same professions, cars, wife's name(!), year married, hobbies, personality, ect. Not to say there is no effect by the environment but we are hard wired when we are born with strong preferences and behavior. We are not a blank slate at birth.
Consider the case of hormone replacement therapy. Doctors had told women for decades to take hormones after menopause to prevent heart attacks. Huge studies with thousands of women had suggested this was the correct course of action. Yet, it wasn't until 2002 when a study of over 17000 women that we finally learned the truth: that we had been killing women with hormone replacement therapy. Small studies make great learning for graduate students but they are often misleading.
http://jama.ama-assn.org/cgi/content/abstract/288/3/321?ijkey=2643035ae46c0b56e08e202dc0b4d5ad98559e 1c&keytype2=tf_ipsecsha
The basic idea must be that with a large enough pool of identical and fraternal(*), they can look at the relative tendencies between the two groups.
That seems reasonable to me, as a gentle indication, but certainly not as a hard proof. I'm not suggesting any "societal prescriptions" on this one study ;-).
* - I'll use the non-scientific names because I don't know enough about the definitions and implications of the others to be throwing them around
I was raised with two younger brothers. We were raised the same but had very different core personalities. We of course had multitudes of genetic potentialities befor conception of which one made it through the reproductive gauntlet to become my mammalian self.. It speaks against the nuture argument as being dominant. Notice children from other families. They are uniquely different from each other right in the beginning of life. This stuff is hardwired and can be modified by nuture a large distance from the set-point at great difficulty.
This is called question-begging.
A person's willingness to accept, say, religious doctrine or parental authority may have a genetic component, but that's a far cry from saying specific beliefs are genetic.
You don't pop out of the womb with a predilection for believing that abortion is a sin. But you may have an innate tendency toward religiousness, or be more inclined than most to accept the beliefs of your parents.
This of course means that if you were born to a different family, or in a different society, your beliefs, though as closely held, might be entirely different.
Sure, it could be a religiosity gene.
FWIW, I think the most interesting thing from the standpoint of American politics is how certain elements from the various categories get bound in political party platforms.
And his argument against brainwashing any child with a particular religion...
So their sin was basically a failure of imagination. They should have imagined Christ, even if they weren't told about him.
I wonder what kind of hell our current failure of imagination is leading us to...
-Diane di Prima
This link posted by Leanan this morning is big news. This puts one million barrels per day off line. But from the article, one cannot tell exactly how long these pipelines have been off line. Iraq is currently producing approximately half a million barrels per day less than its pre-war levels, and even its pre Kuwait invasion levels.
So I am wondering, if this takes one million barrels per day off line, just how long has it been off line? Is this old news or new news? Does anyone have a clue? This is important because if it is new news, it is a shocker.
Ron Patterson
It's a small company, even by norwegian standards.
It is probably worth noting that there is an extensive black market for petroleum (may be mostly gasoline instead of crude) going back and forth across Iraq's borders. While this pipeline is shut down, there will continue to be exports using tanker trucks regionally. The resaon that the insurgents wreck the pipelines and export with tankers is to control the money.
How many hedgehogs have expressed impatience that I "do not get it?"
(my score is +16)
Actually, that's not surprising. According the Myers-Briggs, I am an INTP - extreme on all four scales.
From another page:
http://www.danieldrezner.com/archives/002441.html
I don't buy that, not for a minute. Similarly, I believe if Newton or Einstein had died stillborn, someone else would have made their discoveries...probably at about the same time.
The fox vs. hedgehog thing sounds roughly analogous to the Myers-Briggs Judging-Perceiving scale. Perhaps with some Sensing-Intuition mixed in.
I can say that I am not hooked by any single 'big idea' about our futures.
I think people react to me here most often want me to buy into one.
(That is a trademark of the INTP, BTW. They make lousy missionaries, because they don't argue to persuade, they are argue to understand. Once they feel they do understand, they lose interest.)
Our discussions way back were about what might happen a century or more forward from this time.
If:
Then surely a fox cannot know.
OTOH, nuclear war could break out tomorrow and destroy the earth.
The thing is, not all futures are equally probable. That being the case, we're better off preparing for the worst...as best we can.
If you want to leave the breadcrumb that says "The thing is, not all futures are equally probable" why not take it further?
We know that humans have a hard time putting good probability numbers on their own predictions. What is our confidence in our confidence in our prediction?
That's the crux of the peak oil thing, and it becomes much harder as we start to consider the after effects, after N cycles of human response and counter-response.
... now what was that one about windmills? Did you say you didn't think windmills would be sustainable after the crash? To me a statement like that implies a couple confidence levels have been determined. First for a crash, and second for post-crash industry.
Enough to drive a fox around the bend ;-)
To me, this is like saying, "Why are you worrying about your 401(k)? You could win the lottery tomorrow!"
According to that test you posted, the more extreme your score, the more likely it is to be accurate. +16 is hardly extreme, so how you do you know you are a fox, and not just another hedgehog who thinks he's a fox?
We cannot. That's why we should prepare for the worst.
I will also add that mammals in general and humans in particular have a natural bias toward optimism. Hence, reality will likely be worse than our predictions.
There are also opportunity costs to be considered, some tangible and some intangible. The intangible might be the city life we miss by living in the country, or vis versa.
From a dollars and cents standpoint, we simply can't afford to defend against worst case tsunamis, and asteroids, and yellowstone calderas, and ...
So no, I don't feel a need to concentrate on the worst. There are plenty of less-bad things that are more obviously in front of us.
Harvard researcher Daniel Gilbert wrote a book called Stumbling On Happiness. It's been discussed here before, but I think it's worth bringing up again, because it touches on your question of how to best predict the future. Though it's about happiness, I think Gilbert's work applies to predictions in general.
The NY Times review of the book is entitled "The Joy of Delusion," because that is what we do: we fool ourselves.
Gilbert's research has found that the best way to accurately make predictions is to talk to others who have or are experiencing the thing you are trying to predict. Many of us do this, but we tend to trust our own imaginations over other's experiences. Sure, most lottery winners end up broke within five years and many say they wish they'd never won...but we all think it would be different if we won.
So how does this apply to peak oil? Obviously, we can't ask others who have already experienced peak oil what it's like. But there are historical experiences we can draw from.
Why do I think wind turbines are not sustainable on solar power alone? Because no solar-powered society has built wind turbines. Windmills, yes, but not wind turbines. Until fossil fuels, no society came close to our level of complexity; what makes you think we can sustain it without them?
True, we have a head start. We have the science and technology we accumulated with fossil fuels.
But a lot of other societies also built up bodies of knowledge, that were lost, sometimes for millennia. Egyptians no longer remember how to build pyramids or embalm mummies. Easter Islanders and Inca can no longer do their amazing stonework. The Maya lost the knowledge of how to build and maintain their temples and irrigation systems. I see no reason to assume we will be different.
If there's "one big thing" people tend to cling to, it's the idea that they - individually, as a society, and a species - are special. Carl Sagan described it as a white picket fence around Homo sapiens, with a sign saying, "Natural selection stops here." If we were talking about yeast or Ethiopians, we'd have no problem with the idea that they might suffer a collapse. But if it's us...us being humans, or Westerners, or Americans...we automatically put our rose-colored glasses on.
I remember explaining that "without fossil fuels" is (IMO) too far out for rational prediction. Peak oil should be more tractable because (like "my gas tank") it is a little more here-and-now.
When do we think we'll be "without fossil fuels"?
Who knows? A hundred years hence? Next month?
Of course we won't run out, geologically speaking...but I could foresee a future where they are reserved for military use only. Or for agricultural use only.
and you answered "We cannot."
I took the second answer, thinking I must have interpreted you too literally the first time.
?
That doesn't mean we can't have some assessment of probabilities. The chance of the Dallas Cowboys winning their game tomorrow is certainly higher the chance of my winning the lottery, for example; I can tell you that without doing any calculations at all.
In that light how do we assess odds, confidence, probability, xxx, for our various futures?
Which is, BTW, pretty much what Tainter is all about.
Unless we can come up with a system (the more numeric the better) to rationally assign confidence, why would we return again and again to one set of parallels?
(as foxes we certainly don't want to think of Tainter as a big man, or as having the big idea.)
We aren't. We're using many parallels, and Tainter isn't the only one to draw them.
Diamond's work is perhaps more relevant, because he puts more emphasis on what it takes to avoid collapse.
Though as I've said before, I think Greer is probably the most likely to be correct.
Surely, the existence of the argument is not sufficient that I must accept it. No, I think we need to lay out in plain speech, how we grant those studies a "high confidence" or "high probability."
(you say "Greer is probably the most likely to be correct" perhaps a way to start would be to lay out how you assigned him highest probability.)
No.
I'm afraid I have to press you. If you have a rational way to assign high probability to Prof. Greer's forecast, you should be able to lay it out.
FWIW, I do have some rules of thumb on accessing confidence to predictions about our future. I'll be happy to go second.
We could alternatively talk about "very low, low, medium, high, very high" ... things like that. Fuzzy logic is fine too, often useful, but rougher for communication.
Does Greer get "very high" and if so why?
I think it's silly to try and put numbers on this like this. It's the modern equivalent of arguing about how many angels can fit on the head of a pin.
But just because we don't have enough information to do a statistical analysis doesn't mean we should ignore it.
I don't know if any scenario gets "very high." Greer strikes me as most likely because it's the status quo, only with less energy.
But very high? I dunno. I think his vision of 2050 (posted to today's DrumBeat) could happen. OTOH, maybe people who are used to big screen TVs and SUVs will not go quietly into a world where most of their income is spent on food. That might lead to war or civil insurrection (which also has historical parallels). Which might make the collapse sudden rather than catabolic.
Maybe the best thing is to wish everybody a happy thanksgiving, and give it a break.
For what it's worth though, I think it's worth considering the tension between the idea that Greer's model is "most likely" and not knowing if any scenario gets "very high."
I get what that might mean ... a "best guess" with "low confidence" ... which means less to be worried about.
I think the chance of a Greer-like scenario is 10%, but the confidence I have in my own prediction is ... what, 70%? Hard to say.
I guess the second number captures that I am a part of the "prediction system" surrounding the "societal question." My answer is in part about me, just as your answer is in part about you.
We have to recognize this as especially true when we are looking at predictions that "feel right" to us, or are "seductive" without mathematical or logical proof. If we look around and pick one theory, among the many we've seen, we choosing "the most attractive pattern."
We are back to the blinking lights experiment:
http://cwx.prenhall.com/bookbind/pubbooks/morris4/medialib/readings/split.html
Perhaps those subjects, thought the odds were even better than 50% that the 20% light would blink ... when their "prediction system" said it would? Sure, why else would they select it.
Much higher in fact with Romo at QB. They have been a different team with him in there. How 'bout them Cowboys! (My favorite team since I was 9 years old).
And I'm thrilled that Tony Romo is finally getting to start. I've been saying he should be the starter since last season.
You're an optimist odo. You couldn't possibly stop.
I thought the exact same thing. I'm also an INTP, and tend to notice MBTI themes in a lot of things (not just personality tests ;) ).
+46 on this test, btw.
INTPs are relatively rare in the U.S., but IME, very common online. I suspect self-selection: INTPs love to debate, and don't mind if no one ever "wins." :)
My first introduction to Myers-Briggs was in the Air Force. They used it to teach people how to communicate with others who might not be on the same wavelength. Perhaps it might be worth considering from a peak oil standpoint. Charts and figures may convince Ts, but they may not be the best way to convince everyone.
This may be my own (MBTI) bias at work, but it also appears to me that there is a tendency of certain types to accept PO, while other types tend to reject it. Likewise, there are certain types that are more likely to be optimistic or pessimistic about what it all means. I'm not trying to turn my observations into a 'rule', but I think the N/S preference jumps out on this last one. I guess this is similar to your observation about INTPs online (I'd expand it to NTs, generally), just applied differently.
Finally, how can a person 'win' an argument, since arguments are never finished?
Interesting. I'd never considered that.
I think I'd agree with that. Perhaps because Ns see the big picture - the patterns, not the details?
I think it's INs. It's the introverts who are more likely to hang out online instead of meeting people face-to-face.
I have a couple of friends who debate online all the time. One is an INTP, and she argues until she thinks she understands where the other person is coming from. Once she understands, she loses interest and drops the subject. The other is an ENFJ, who argues until the other person stops. She thinks that if you stop arguing, you're admitting she's right. She thinks she "won," and is happy.
They get along great.
There's also this:
http://skepdic.com/myersb.html
I think people like to pigeon-hole things to try to make life easier to understand. The easiest answer is not always the correct answer.
Maybe it's my British background...but I confess to never having come across INTP before and had to Google it...
Going to intp.org I was therefore shocked to find a clear description of how I perceive myself!!
But the funniest bit was "Their primary weakness is likely to be a tendency to overlook or become impatient with details."
How true!!
I read the description at http://www.typelogic.com/intp.html
and find it fascinating, especially this bit:
Yes, I am an INTJ. I generally do not argue a point unless I have done the research beforehand and am sure of my position. I try to be nice about it but don't always succeed. :-)
They're the ones like to argue for fun...and don't mind if nothing is ever settled and no one ever "wins." :)
Yes, I think that's true. They argue to understand...not just their opponents' POV, but their own.
Self-selection at its finest. :-) If this is the case then almost by definition it's no surprise so many of the posters are INTP. I'll pop up from time to time to comment on something or argue a point I am sure of, but arguing "for fun" with no closure is just not my thing. Fascinating, this Myers-Briggs Type Indicator... I was skeptical when I first came across it, but it's astounding how accurate it seems to be. And not just in the one-horoscope-fits-all "The stars predict tomorrow you'll wake up, do a bunch of stuff, and then go back to sleep" kind of way.
While I'm putting in pop references* for fun (not arguing for fun, just writing for fun :-) ) I'd like to include this HitchHiker's Guide to The Galaxy quote regarding self-selection:
* http://www.azlyrics.com/lyrics/weirdalyankovic/yourhoroscopefortoday.html
George Washington did not really want the job, could not wait to quit it, but did a superb jon whilst in office :-))
Best Hopes for more reluctant office holders,
Alan
Newton and Einstein are like Mozart and Picasso. Without them there would still be music and painting, but the creative path taken forward would have been distictly altered.
And I remember Leibniz, if only because he has a notation named after him. ;-)
OTOH, General Relativity was a unique tour de force IMHO. I am not aware of anyone else working on even Special Relativity other than that Swiss patent office clerk.
The contributions of Buckminister Fuller are also unique because of his daring and broad range of synthesis.
Alan
I used to laugh when hearing the USSR's media apparatchiks claimed they invented baseball, but knowing what I know now about how empires manage and filter their media, hell, they probably did!
A comment on the "e=mc^2 thing"
And no I am not defending zionism or his trtmt of women.
stopped reading
To my knowledge, GR is his alone modulo the mathematicians who developed Riemannian Geometry and Tensor Calculus.
There was no experimental evidence driving GR, and the last experiments to nail it down (experiemnts looking for subtle effects) were within my adulthood. Gravity waves are still NS AFAIK.
Any physical truth will one day be discovered, absent social collapse (see Roman Empire) or a l;ack of other resources. (PO ?).
I checked out the Iralian that came up with E-mc2 and I was not impressed, even if are claims are true. Constant speed of light, ether winds are part of his world view.
Best Hopes for Science.
Alan
Perhaps, although the people doing string theory have GR popping up even though the approach is foundationally Quantum Mechanical. Hard to see where things would have gone. From the experimental side, it seems possible we could have figured it out from the anomalies in our GPS satellites caused by GR. The effects are not insignificant. Or maybe from gravitational lensing observable in astronomy. One caveat: its possible the laws governing our universe (String Theory?) require energy levels inaccessible to almost any imaginable planetary civilization in order to experimentally verify them.
As far as the others involved with SR, I agree with you. Einstein's was the insight that put it into context, provided understanding. I empathize with the sentiment.
AFAIK I am the only person in the PO universe that has done detailed work & analysis on electrifying inter-city freight rail and a massive buildout on Urban rail in the US as a response to Peal Oil. (The EU & the Swiss are thinking about ways to get more freight onto their already electrified rail, the Russians & Indians are steadily electrifying their railroads).
I am on a deliberate campaign to spread this meme as broadly as possible at some cost to "what I would rather be doing".
Since the logic is compelling, will it happen anyway without me ? Or would it likely be "The Road Not Taken" as we each buy out own EV, struggle through a depression, bicycle and walk ?
How much influence can I have ?
Thanks,
Alan
If you haven't, take a look at Malcolm Gladwell's book The Tipping Point: How Little Things Can Make a Big Difference. Yes, it's pop sociology but nevertheless provides a useful paradigm for thinking about this idea diffusion process.
IMO, start out with the objective of solving that critical person's problem, packaging the information they need in the most compelling, concise, emotionally neutral form that you possibly can. Provide what they need as well as what they want. Make the evidence solid with traceback to sources where possible, providing an audit trail for your credibility. Make assumptions and conclusions explicit as a common error is assuming the audience is making the same assumptions and draws the same conclusion from the evidence and the logic. But they come to the information with different experiences, knowledge sets and biases than yours.
Join Toastmasters and use it as a forum to try things out and to get audience feedback to check how you are doing at the above.
IMO, Use this technology to hang it out there 24/7 in all the forms that you can. Put up webpages (old fashioned), convert your slide presentations to PDF handouts and post them, put together wiki pages on the topics. Then, when the decision maker has the need to know and goes looking, your information is there ready and waiting. But you likely will never know when or where.
Alan,
I have loved the electric rail idea for years, even the old historic ones like the New Canaan, from a purely aesthetic point of view, and the principles they operate by are clearly so efficient that I don't think a technical argument can be made against them. The problem is, of course, that no one can see a way to get rich by going into that business (even billionaires such as Matt Simmons, T. Boone Pickens, and Richard Rainwater, all who are convinced ABSOLUTELY that peak oil is soon, do not put their money in rail in general, or electric rail in particular in a noticable way (does that bother anyone other than me by the way? Likewise barge lines....Simmons is absolutely correct in pointing out that transportation use of fuel can be reduced in America by VAST amounts if we simply move non time sensitive commodity shipping over to barge and rail....in other words, we CHOOSE to use the current astronomical amount of fuel we do for transportation, it is IN NO WAY a technical or physical nessicity, it is a CHOICE...so why is it that the billionaires of the peak movement do not invest in at least a few small pilot projects in the electric rail and barge industry? hmmm....
Alan, I will close by way of a question....why is it that you see electric rail and electric car as mutually exclusive?....I am crazy about the idea of electric rail for commute and intercity passenger and frieght, combined with electric car for nieghborhood, local shopping mall and to school work....even little rental electrics used as station cars...mixed into a garden city type nieghborhood like Village Homes in Davis CA, with semibermed houses and passive solar..., lots of home working by computer and gardening. and the shopping area close by bermed into the ground, with fresh produce available and greenhouses on sight...man, I am so DREAMIN', but it would be the way to live alright....the consumption CRASH could be heard around the world, and the next pop you hear is the sound of the OPEC back breaking!
I am so dreamin'.....:-)
Roger Conner known to you as ThatsItImout
I think I'm more naturally a more "internal" type, but had to learn to become an ESTJ to survive.
But I may be fooling myself, there have been times in my life when .... TSHTF, or was about to, one case where it was "the plane hits the sea" if I didn't do something, and I was ESTJ all the way.
red hammer Think about it ..... RED HAMMER You see, I was listening to ol' Dr Dean Edell one day, and he did this thing, where he asked some simple arithmatic questions, I remember the first one added up to 26, and the rest all 15. Then asked listeners to think of a color and a tool. I thought of red hammer, which is kinda lame, but rationalized that some of the leaves out front are red, and the guy across the st. is using a hammer quite a lot. WELL..... it turns out that after mentally calculating those math questions, amost everyone thinks of red hammer!!
Frankly, I like blue more, and my idea of a cool tool is something like a vise-grips or diagonal cutters.
So, what it is about human brain wiring that makes almost everyone do some simple math questions of a certain type, sum, etc., and then think of red and hammer?
and how much of this stuff do TPTB know, that they can insert into radio conversations, TV, billboards, etc., to make people think a certain way? Dean Edell says this kind of thing is common, and used quite a bit by stage magicians.
I must be a hedgehog because my one big thing that I know is that things aren't simple :-/?!
I don't know any one big thing. My mom has been complaining that I'm a "jack of all trades, master of none" ever since I was kid.
Couldnt find a fox and a hedgehog,
But here is one I always liked.
http://www.umass.edu/aesop/content.php?n=10&i=1
http://bestiary.ca/etexts/guerber1896/guerber1896.htm
Here's Aesop's shortest, most fabulous fable:
"Finding itself in a smith's shop and spying there a File, a viper set upon it, gnawing upon it as greedily as can be. 'You had best leave me be,' said the File, 'for I am one who, upon occasion, can bite iron and steel.'
Moral: It is the fate of Envy to attack those characters that are superior to its malice.
[sounds like a troll I know...]
This one in particular is a little tainted, by the pre-survey discussion, and (amazingly) the point value listed at the start of every question.
If they were collecting results it might be enough to make you wonder if those sneaky psychologists were really testing something else. It would be amusing for instance to change the preamble, or the point value, and see how the distribution of answers changes.
Crude UP 5.1M
Gasoline UP 1.4M
Crude a build of 5.1 million barrels.
Gasoline a build of 1.4 million barrels.
Distillates a draw of 1.2 million barrels.
This is very bearish. Crude is dropping fast, down 80 cents just minutes after the news.
Ron Patterson
Crude oil keeps piling up:
US production looks good:
SPR Stocks W/D or Added -15
Other Stocks W/D or Added -314
IMPORTS
Total Crude Oil Incl SPR +1,040 (since last week)
PRODUCT SUPPLIED 10/27/06 11/03/06 11/10/06 11/17/06
Finished Motor Gasoline 9,499 9,256 9,110 9,149
Kerosene-Type Jet Fuel 1,622 1,580 1,878 1,453
Distillate Fuel Oil 4,590 4,364 4,603 4,210
Residual Fuel Oil 690 648 507 667
Propane/Propylene 1,213 1,348 1,252 1,257
Other Oils 3,870 3,880 3,966 3,595
Total Product Supplied 21,484 21,076 21,317 20,331
And again, we don't know what percentage of crude oil inventories consists of heavy, sour versus light, sweet.
The SPR decline is a mystery to me.
Venezuelan oil exports to US drop again
MARIANNA PÁRRAGA
EL UNIVERSAL
11/17/06
Perhaps the oil revenue should be concentrated in the hands of corporations like BP, so that they could ignore the deteriorating condition of pipelines in Alaska? (Was that BP?)
Or maybe we should concentrate oil wealth in the hands of a few people who can buy themselves some political power and kill off all those damned "useless eaters"....?
I don't know, RR, it seems pretty easy to take potshots at those damned commies as well as those damned capitalists.
The only thing worse than "Godless Communism" is "Godless Capitalism." We are all Christ-haunted whether we like it or not. Whatever we do to "the least of these" is the mirror into which we look. Especially if we unexpectedly become "the least of these" some day.
The question is: "what I you want to do between now and whenever I die?"
How can we figure out what to do with all that money coming from the blessed bloody curse of petroleum? Shall we send it to poor Nigerians? Shall we send it directly to the USA Department of War? Or maybe to Disney, so they can build more theme parks? Or maybe to mega-churches, so they can build bigger parking lots for Jesus? Will the Great and Infallible God Free Market save us all? Or will we be damned after placing our faith in Free Market's Only Begotten Son, The American Military, out there killing for the Lord?
Maybe if we all tended our own gardens more, we'd have less time to kill each other and less need to overuse petroleum.
Sorry for the rant, but evil is diffuse and the errors of the so-called free market are at least as foolish as those of the so-called command economies. All economics are designed and manipulated for someone's benefit, and frankly nobody seems to really give a damn about the oil industry's infrastructure.
Oil itself, meanwhile, is still a blessed curse or a cursed blessing. Tower of Babel, anyone?
Ron Patterson
New technology will allow use of entire corn plant as well as other plant material.
Now we're talking. The first step is to reject coal power. We can't wait for carbon taxes or other schemes to get utilities to switch away from coal power. It is not the answer but it is the beginning of the answer while we fiddle with taxing externalities.
Besides, look at what a great success cap and trade was in Europe. Some of the damn government put the caps at levels above what the affected industries were already emitting. Jeesh.
Rat
This song is called Alice's Restaurant, and it's about Alice, and the
restaurant, but Alice's Restaurant is not the name of the restaurant,
that's just the name of the song, and that's why I called the song Alice's
Restaurant.
You can get anything you want at Alice's Restaurant
You can get anything you want at Alice's Restaurant
Walk right in it's around the back
Just a half a mile from the railroad track
You can get anything you want at Alice's Restaurant
Now it all started two Thanksgivings ago, was on - two years ago on
Thanksgiving, when my friend and I went up to visit Alice at the
restaurant, but Alice doesn't live in the restaurant, she lives in the
church nearby the restaurant, in the bell-tower, with her husband Ray and
Fasha the dog. And livin' in the bell tower like that, they got a lot of
room downstairs where the pews used to be in. Havin' all that room,
seein' as how they took out all the pews, they decided that they didn't
have to take out their garbage for a long time.
We got up there, we found all the garbage in there, and we decided it'd be
a friendly gesture for us to take the garbage down to the city dump. So
we took the half a ton of garbage, put it in the back of a red VW
microbus, took shovels and rakes and implements of destruction and headed
on toward the city dump.
Well we got there and there was a big sign and a chain across across the
dump saying, "Closed on Thanksgiving." And we had never heard of a dump
closed on Thanksgiving before, and with tears in our eyes we drove off
into the sunset looking for another place to put the garbage.
We didn't find one. Until we came to a side road, and off the side of the
side road there was another fifteen foot cliff and at the bottom of the
cliff there was another pile of garbage. And we decided that one big pile
is better than two little piles, and rather than bring that one up we
decided to throw our's down.
That's what we did, and drove back to the church, had a thanksgiving
dinner that couldn't be beat, went to sleep and didn't get up until the
next morning, when we got a phone call from officer Obie. He said, "Kid,
we found your name on an envelope at the bottom of a half a ton of
garbage, and just wanted to know if you had any information about it." And
I said, "Yes, sir, Officer Obie, I cannot tell a lie, I put that envelope
under that garbage."
After speaking to Obie for about fourty-five minutes on the telephone we
finally arrived at the truth of the matter and said that we had to go down
and pick up the garbage, and also had to go down and speak to him at the
police officer's station. So we got in the red VW microbus with the
shovels and rakes and implements of destruction and headed on toward the
police officer's station.
Now friends, there was only one or two things that Obie coulda done at
the police station, and the first was he could have given us a medal for
being so brave and honest on the telephone, which wasn't very likely, and
we didn't expect it, and the other thing was he could have bawled us out
and told us never to be see driving garbage around the vicinity again,
which is what we expected, but when we got to the police officer's station
there was a third possibility that we hadn't even counted upon, and we was
both immediately arrested. Handcuffed. And I said "Obie, I don't think I
can pick up the garbage with these handcuffs on." He said, "Shut up, kid.
Get in the back of the patrol car."
And that's what we did, sat in the back of the patrol car and drove to the
quote Scene of the Crime unquote. I want tell you about the town of
Stockbridge, Massachusets, where this happened here, they got three stop
signs, two police officers, and one police car, but when we got to the
Scene of the Crime there was five police officers and three police cars,
being the biggest crime of the last fifty years, and everybody wanted to
get in the newspaper story about it. And they was using up all kinds of
cop equipment that they had hanging around the police officer's station.
They was taking plaster tire tracks, foot prints, dog smelling prints, and
they took twenty seven eight-by-ten colour glossy photographs with circles
and arrows and a paragraph on the back of each one explaining what each
one was to be used as evidence against us. Took pictures of the approach,
the getaway, the northwest corner the southwest corner and that's not to
mention the aerial photography.
After the ordeal, we went back to the jail. Obie said he was going to put
us in the cell. Said, "Kid, I'm going to put you in the cell, I want your
wallet and your belt." And I said, "Obie, I can understand you wanting my
wallet so I don't have any money to spend in the cell, but what do you
want my belt for?" And he said, "Kid, we don't want any hangings." I
said, "Obie, did you think I was going to hang myself for littering?"
Obie said he was making sure, and friends Obie was, cause he took out the
toilet seat so I couldn't hit myself over the head and drown, and he took
out the toilet paper so I couldn't bend the bars roll out the - roll the
toilet paper out the window, slide down the roll and have an escape. Obie
was making sure, and it was about four or five hours later that Alice
(remember Alice? It's a song about Alice), Alice came by and with a few
nasty words to Obie on the side, bailed us out of jail, and we went back
to the church, had a another thanksgiving dinner that couldn't be beat,
and didn't get up until the next morning, when we all had to go to court.
We walked in, sat down, Obie came in with the twenty seven eight-by-ten
colour glossy pictures with circles and arrows and a paragraph on the back
of each one, sat down. Man came in said, "All rise." We all stood up,
and Obie stood up with the twenty seven eight-by-ten colour glossy
pictures, and the judge walked in sat down with a seeing eye dog, and he
sat down, we sat down. Obie looked at the seeing eye dog, and then at the
twenty seven eight-by-ten colour glossy pictures with circles and arrows
and a paragraph on the back of each one, and looked at the seeing eye dog.
And then at twenty seven eight-by-ten colour glossy pictures with circles
and arrows and a paragraph on the back of each one and began to cry,
'cause Obie came to the realization that it was a typical case of American
blind justice, and there wasn't nothing he could do about it, and the
judge wasn't going to look at the twenty seven eight-by-ten colour glossy
pictures with the circles and arrows and a paragraph on the back of each
one explaining what each one was to be used as evidence against us. And
we was fined $50 and had to pick up the garbage in the snow, but thats not
what I came to tell you about.
Came to talk about the draft.
They got a building down New York City, it's called Whitehall Street,
where you walk in, you get injected, inspected, detected, infected,
neglected and selected. I went down to get my physical examination one
day, and I walked in, I sat down, got good and drunk the night before, so
I looked and felt my best when I went in that morning. `Cause I wanted to
look like the all-American kid from New York City, man I wanted, I wanted
to feel like the all-, I wanted to be the all American kid from New York,
and I walked in, sat down, I was hung down, brung down, hung up, and all
kinds o' mean nasty ugly things. And I waked in and sat down and they gave
me a piece of paper, said, "Kid, see the phsychiatrist, room 604."
And I went up there, I said, "Shrink, I want to kill. I mean, I wanna, I
wanna kill. Kill. I wanna, I wanna see, I wanna see blood and gore and
guts and veins in my teeth. Eat dead burnt bodies. I mean kill, Kill,
KILL, KILL." And I started jumpin up and down yelling, "KILL, KILL," and
he started jumpin up and down with me and we was both jumping up and down
yelling, "KILL, KILL." And the sargent came over, pinned a medal on me,
sent me down the hall, said, "You're our boy."
Didn't feel too good about it.
Proceeded on down the hall gettin more injections, inspections,
detections, neglections and all kinds of stuff that they was doin' to me
at the thing there, and I was there for two hours, three hours, four
hours, I was there for a long time going through all kinds of mean nasty
ugly things and I was just having a tough time there, and they was
inspecting, injecting every single part of me, and they was leaving no
part untouched. Proceeded through, and when I finally came to the see the
last man, I walked in, walked in sat down after a whole big thing there,
and I walked up and said, "What do you want?" He said, "Kid, we only got
one question. Have you ever been arrested?"
And I proceeded to tell him the story of the Alice's Restaurant Massacre,
with full orchestration and five part harmony and stuff like that and all
the phenome... - and he stopped me right there and said, "Kid, did you ever
go to court?"
And I proceeded to tell him the story of the twenty seven eight-by-ten
colour glossy pictures with the circles and arrows and the paragraph on
the back of each one, and he stopped me right there and said, "Kid, I want
you to go and sit down on that bench that says Group W .... NOW kid!!"
And I, I walked over to the, to the bench there, and there is, Group W's
where they put you if you may not be moral enough to join the army after
committing your special crime, and there was all kinds of mean nasty ugly
looking people on the bench there. Mother rapers. Father stabbers. Father
rapers! Father rapers sitting right there on the bench next to me! And
they was mean and nasty and ugly and horrible crime-type guys sitting on the
bench next to me. And the meanest, ugliest, nastiest one, the meanest
father raper of them all, was coming over to me and he was mean 'n' ugly
'n' nasty 'n' horrible and all kind of things and he sat down next to me
and said, "Kid, whad'ya get?" I said, "I didn't get nothing, I had to pay
$50 and pick up the garbage." He said, "What were you arrested for, kid?"
And I said, "Littering." And they all moved away from me on the bench
there, and the hairy eyeball and all kinds of mean nasty things, till I
said, "And creating a nuisance." And they all came back, shook my hand,
and we had a great time on the bench, talkin about crime, mother stabbing,
father raping, all kinds of groovy things that we was talking about on the
bench. And everything was fine, we was smoking cigarettes and all kinds of
things, until the Sargeant came over, had some paper in his hand, held it
up and said.
"Kids, this-piece-of-paper's-got-47-words-37-sentences-58-words-we-wanna-
know-details-of-the-crime-time-of-the-crime-and-any-other-kind-of-thing-
you-gotta-say-pertaining-to-and-about-the-crime-I-want-to-know-arresting-
officer's-name-and-any-other-kind-of-thing-you-gotta-say", and talked for
forty-five minutes and nobody understood a word that he said, but we had
fun filling out the forms and playing with the pencils on the bench there,
and I filled out the massacre with the four part harmony, and wrote it
down there, just like it was, and everything was fine and I put down the
pencil, and I turned over the piece of paper, and there, there on the
other side, in the middle of the other side, away from everything else on
the other side, in parentheses, capital letters, quotated, read the
following words:
("KID, HAVE YOU REHABILITATED YOURSELF?")
I went over to the sargent, said, "Sargeant, you got a lot a damn gall to
ask me if I've rehabilitated myself, I mean, I mean, I mean that just, I'm
sittin' here on the bench, I mean I'm sittin here on the Group W bench
'cause you want to know if I'm moral enough join the army, burn women,
kids, houses and villages after bein' a litterbug." He looked at me and
said, "Kid, we don't like your kind, and we're gonna send you fingerprints
off to Washington."
And friends, somewhere in Washington enshrined in some little folder, is a
study in black and white of my fingerprints. And the only reason I'm
singing you this song now is cause you may know somebody in a similar
situation, or you may be in a similar situation, and if your in a
situation like that there's only one thing you can do and that's walk into
the shrink wherever you are ,just walk in say "Shrink, You can get
anything you want, at Alice's restaurant.". And walk out. You know, if
one person, just one person does it they may think he's really sick and
they won't take him. And if two people, two people do it, in harmony,
they may think they're both faggots and they won't take either of them.
And three people do it, three, can you imagine, three people walking in
singin a bar of Alice's Restaurant and walking out. They may think it's an
organization. And can you, can you imagine fifty people a day,I said
fifty people a day walking in singin a bar of Alice's Restaurant and
walking out. And friends they may thinks it's a movement.
And that's what it is , the Alice's Restaurant Anti-Massacre Movement, and
all you got to do to join is sing it the next time it come's around on the
guitar.
With feeling. So we'll wait for it to come around on the guitar, here and
sing it when it does. Here it comes.
You can get anything you want, at Alice's Restaurant
You can get anything you want, at Alice's Restaurant
Walk right in it's around the back
Just a half a mile from the railroad track
You can get anything you want, at Alice's Restaurant
That was horrible. If you want to end war and stuff you got to sing loud.
I've been singing this song now for twenty five minutes. I could sing it
for another twenty five minutes. I'm not proud... or tired.
So we'll wait till it comes around again, and this time with four part
harmony and feeling.
We're just waitin' for it to come around is what we're doing.
All right now.
You can get anything you want, at Alice's Restaurant
Excepting Alice
You can get anything you want, at Alice's Restaurant
Walk right in it's around the back
Just a half a mile from the railroad track
You can get anything you want, at Alice's Restaurant
Da da da da da da da dum
At Alice's Restaurant
Alice's Restaurant
By Arlo Guthrie
O-bla Di, O-bla Da Kumbaya, Babe!
Off their website:
Maybe so in the long term, but in the USA midwest in the near term it is likely Food or Fuel as the ethanol tsunami washes across the agricultural system, forcing producers to make both short term production and long term investment decisions, many betting the farm on each turn.
Do livestock producers make the big long term facility investments to switch from raising livestock that eat corn but not distillers grains to those than can? With the prospect of cellulosic biomass and gassification, will the supply of the distillers byproducts disappear before they recover their investment? Do they invest in corn growing and handling equipment and facilities with the prospect of a crop like switchgrass becoming the preferred biomass source, requiring different equipment and facilities?
With ethanol's current impact on corn prices, livestock producers likely can't continue doing business the way that they have been and crop producers would likely be foolish to do what they have been. Crop producers that rent certainly won't as absentee landlords increase rents to reflect the increasing land prices that result from markedly increased corn prices. Both livestock and crop prodcuers have to keep their bankers happy both in the short term (year to year cash flow to obtain and pay off operating notes) and in the long term (cash to service the mortgage).
Following a link from by Gary Dikker's comment on the post Gas Prices, Gouging, and Food versus Fuel on Robert R's R-Squared Energy Blog:
AgriNews- Tuesday, November 21, 2006 Where will all the corn come from?
Ethanol and Livestock: Synergies or Competition? PowerPoint
Kearney News 11/14/2006 Cattle-ethanol-corn has unknowns
The Corn and Soybean Digest Aug 16, 2006 Ethanol Shifts Crop Acres To Corn In Corn Belt States
A farm-supply co-op view of ethanol
John Deere stock is also reflecting the ethanol boom: Deere posts record year for earnings
With the campaigns for the '08 elections beginning, a big issue to put on the radar screens is the 2007 Farm Bill and the behavior of the politicians and stakeholders in this sausage-making. With the arrival of biofuels, this chessmatch is going to be even more complex than usual. Should make for some very interesting alliances.
Corn producers will likely be pushing hard to remove the future risk of low prices due to oversupply from their acreage expansion by putting a taxpayer subsidized floor under corn prices. Taking this potential market risk out will likely drive expansion even farther and may inhibit future transitions to crops unsupported by Federal subsidy programs. Such policy could lead to an even larger transfer of funds from taxpayers in the blue states to farmers in the red states, an interesting phenomenon in itself.
(See Environmental Working Group's Farm Subsidy Database)
The Farm Bill -- An upcoming heavyweight bout
Farm Bill Clean Energy - AgEnergy Newswire
See the US Farm Bill 2007 section of the Institute for Agriculture and Trade Policy's Ag Observatory
A little talked about ethanol problem is the h-u-g-e growing volume of distillers grains and how they can be used. Producers say they need research $$ to figure it out.
What if the whole of the internet is one big computer program doing the full study of human actions on the world around us? What if the normal world you hve grown up in has never been normal from the first radio signal to the present right this second. NOW!
What if I were writing a story on all this? What if I was doing research and found the Noise in the Machine and discovered it all?
What if you all think I am crazy?
What if Ron and I are clones?
What if leanan is a robot?
Lovely morning to you all,
Food for thought.
peak Oil is here and you are falling off the edge of reason, can I be far wrong or far gone to splaT!!
No links, just yours,
Now I know that's you in "Make Love Not Warcraft" (excellent funny episode on YouTube until they remove it by the way).
And Leanan is a robot, and I'm a slightly kooky gov't AI, and we're all in the Matrix.
A diet of Twinkies and Coke will make you drifty, get some meat'n'vegs and B-vitamins into you, nerd boy.
I suggest steak'n'salads, and get yourself some StressTabs. Dr. Laura notwithstanding, StressTabs will shape you up in a couple of days. In Southern California the remedy for the blues and flakeys is a Cobb Salad, lots of good greens and protiens there. Results may vary outside the geographical region.
Make your own gas: The average person (with $1.95 million) can now own and run his or her own biodiesel plant.
A friend of my sons' bought the book and made his own digester for even less. Currently, he runs a generator, pick-up, small tractor,and a 4 wheeler on his own fuel.
This is killing me. I want, I want... 100MPG standard! (but I want to drive my Hummer). I want... 100K/year minimum wage! (but I don't want to pay $100 for a cheap haircut). Anybody want to join the wishlist?
OTOH, I want to enjoy life and I already have enough hassles and problems in my life. Don't need no more !
Best Hopes for "We are all in this together" (WW II motto)
Alan
Well it looks pretty hopeless now, but in the longer run it is not a question of if, but when. If you and the others who work on community solutions can keep it going, I'm sure it will be sooner rather than later.
This doesn't even address the fact that these polls just represent a bunch of people who have their head up their ass and don't seem to realize that 40mpg and greater vehicles are available now. Give up your "need" for larger and larger and more powerful vehicles now and we would have 40mpg vehicles in a heart beat. The auto companies have done a stellar job of increasing efficiency but this is not reflected in mpg simply because all this has been canceled out by size and power.
The answer, as usual, to our problems is to mandate that the auto companies engage in magic and unleash all that secret technology they've had for years that will allow all of us to drive Expeditions at 40mpg plus. It's all their fault, of course, and we can't expect anyone to exercise any responsibility in this area. It is, of course, an American right to sit on our fat asses and wait for someone else to fix the problems that we have created due to our own sloth,ignorance, and unwillingness to experience even the slightest degree of inconvenience.
Now let's see a poll asking what percentage will demand that we institute higher and higher gas taxes, carbon taxes, and/or rationing pronto.
My first reaction was to send this poll to my congressional representatives but then I realized that if all these people really wanted 40mpg, they would have it now. My Prius does 50mpg and I am so not suffering or inconvenienced.
I repeat. Increased CAFE standards, while they will do little harm, will do little good. The registered base is just too overwhelming.
Of course, I do not believe for one moment that any American President (Rep or Dem) would ever engage in such a vote-losing policy.
How utterly American !
Alan
http://www.greencarcongress.com/2006/02/us_vehicle_flee.html
Over a ten year period, improved CAFE for new cars would have a significant impact on the overall fleet. Of course, gas prices & recession/depression will also have major impacts 2007-2016.
New cars tend to be driven more, and the fuel efficient car is more likely to be driven more when gas costs more (one of the few sources of price elasticity of demand in American suburbia, see SUVs & hybrids sharing a garage).
This is particularlt true of US households where the # of vehicles > # of licensed drivers. Speciality use, low mileage (gas & actual) vehicles skew the fleet averages.
If gas is >$4 gallon, how many times will the boat be hauled to the lake ? And how much gas is used for boat hauling when gas is $2/gallon ?
CAFE improvements are a silver BB. Small for the first few years but growing in importance over time.
In 2015, when US imports of oil are 8.7 million/day, the "Fuel Economy Act on 2007" will no longer be needed, but the "hybrid econoboxes" built as a consequence of that Act in 2009-2012 (pre-PO) will SLIGHTLY soften the blow.
OTOH, the 58 Urban rail projects started between 2008-2011 from the "Non-Oil Transportation Act of 2007" will be completed by 2015 and the completion of the second wave of 117 Urban rail projects will be desperately anticipated as ground is broken on the third wave of 552 projects.
ABOVE IS A BEST CASE SCENARIO !!
Best Hopes,
Alan
Mom'n'pop on bicycles, in fact during the last gas price spike a redneck couple on bikes glided by me one day, conversing in their Okie twangs, it warmed my heart no end.
I'm not sure about that. Current CAFE standards have promoted light trucks over cars. Also, manufacturers are engineering to the EPA mileage tests, resulting in vehicles designed for non-real-world use; higher CAFE means higher levels of non-real-world design.
I buy a new vehicle about every two years.
I have got better mileage than the window sticker in EVERY instance.
People expect the trusty Camry to get 32mpg when the accerlerator or brake is in constant use.
Guess thats why my girlfriend can drive my 05 Solara and get 29mpg, and I drive it over the same commute and get 34.
So what is "real world use"?
If your my G/F, it is:
Keep the accelerator mashed as you head for the stop sign, then nail the brakes.
Keep the gas mashed toward the "reduce speed ahead" sign, then when you hit the reduced speed limit, nail the brakes.
Brake all the way downhill, then mash the gas uphill.
Warm the car up 20 minutes before you leave in the am.
Follow the car ahead close enough, so you need to constantly accerlerate and brake.
When your not paying attention (adjusting the radio) automatically brake.
Check the tire pressures when a tire is flat.
Synthetic oil will ruin your engine!
I don't need an air filter, I need nail polish!
If you are only averaging 34 MPG, you aren't doing all that well. The EPA lops 17% off their highway test and 10% off the city one when reporting figures to consumers. As I wrote above (and you apparently consider "crap"), the tests do not reflect real-world driving. A 2007 Solara that is reported as 29/34 MPG actually benched 26/41 MPG. Where I live, typical highway driving is with A/C running, 75 to 80 MPH, and using California RFG II gasoline--I bet you won't get close to 41 MPG. EPA highway doesn't run CA RFG II gasoline, doesn't use the A/C, and only goes (briefly) 65 MPH; average "highway" speed is something like 50 MPH.
For model year 2008, the EPA will start using revised tests. They are doing this because consumer's typically don't get the mileage on the sticker (even though it is already lowered by 17% and 10% for highway and city). Just Google the terms EPA, rating, and 2008.
Here's a choice bit from US Federal Register (bold text added by me):
What would be really interesting is if CAFE used these new figures. A vehicle with current window stickers of 15/20 currently scores 15/(1-10%)x0.6 + 20/(1-17%)x0.4 = 19.6 according to CAFE. However, if it in year 2008 it scores 15x(1-10%)x0.6 + 20x(1-5%)x0.4 = 15.7 in the best case or 15x(1-20%)x0.6 + 20x(1-15%)x0.4 = 14 MPG in the worst, that vehicle will be in a heap of trouble.
What will probably happen is that CAFE will still use the outdated and inaccurate numbers and consumers will see the new (even lower still) numbers. In this case we'll have an interesting scenereo: optimize for the window sticker (if gasoline prices are high enough that consumers get scared) or optimize for the CAFE (thus making the sticker worse than it has to be).
http://www.marketwatch.com/News/Story/Story.aspx?guid=%7B7DF640E5%2D1CFF%2D4E20%2D9426%2DBDF3468782F A%7D&symb=&sid=&siteid=NYT&dist=NYT&osymb=
API reports fall in crude, gasoline supplies
SAN FRANCISCO (MarketWatch) -- The American Petroleum Institute said crude supplies fell 1.7 million barrels for the week ended Nov. 17. The Energy Department had reported a rise of 5.1 million. Motor gasoline supplies were down 766,000 barrels, the API said, in contrast to the 1.4 million-barrel rise reported by the government. Distillate stocks declined by 1.4 million barrels, the API said. The Energy Department had reported a fall of 1.2 million barrels.
Any info on this?
I gather the weekly EIA report is only an estimate. They basically call around and ask people to guess how much inventory they have. I don't know how the API report is done.
All data (production, refinement, etc) was input into an automated system called IBMS. (At that time it was a DEC VAX/VMS platform and the database was RDB. A customer "black box" Fortran program handling the compilation of data)
The inputs into the system were done by API members directly, not the API itself. This was a huge deal making sure all members reported within deadline. Can recall many times calls being made to Exxon, Mobil, etc to force them to report. I was on call while the data was compilated in case of a systems crash.
I am sure it is different now, but the reported data always came directly from the producer, refiner, etc.
As the old DP saying goes, garbage in - garbage out.
"People think you put honest figures into a computer, you'll get honest figures out. So did I, until I met a computer with a sense of humor.." -The Moon is a Harsh Mistress
I don't think I ever got a satisfactory answer beyond, "I think they're pretty good."
It is not a trivial or nit-picking question, because many times the analysts at TOD are drawing various conclusions based on small differences between very large numbers. It is therefore important to know whether say a stated 100,000 bbl difference in a certain inventory is indeed a real number or no more than noise falling within the uncertainty band width.
Based on my experience in an unrelated field (environmental), I am always just a bit suspicious about self-reported and unaudited statistics. It's not necessarily that someone is deliberately reporting false information, but rather a matter of inherent slopiness when you know no one is likely to check up on how or why you arrived at the number reported.
So, I will ask the question once again to anyone out there who feels qualified to answer it: What is the expected confidence level in month-to-month inventory reports? For example, is a difference of 1% statistically meaningful? Or 2%, or whatever percent?
Confessions of a statistician
And Dante sayeth:
gasoline-situation-update.pdf
Inventories listed in
millions of barrels (Average National ).
Week Ending
November 10: 203.7
Week Ending
November 3: 205.1
Change from
November 3 to
November 10: -0.7%
Year Ago*
(2005): 201.3
Change from
2005 to 2006: 1.2%
2001-2005: 199.4
Average**
Change from
2001-2005: 2.2%
From this briefing by InsideFutures.com come
Rumors? Facts?of China halting corn exports:-------------------------------
Corn is still being supported by continued news out of China that they will be limiting their exports or canceling existing exports.-----------------------------------------------
This WesternFarmPress article suggests:
----------------------------------------
Corn for ethanol demand driving prices higherAn insatiable demand for corn for ethanol production combined with projected record exports is likely to drive U.S. corn stocks-to-use ratio down to 10 percent this season.
The last two times that happened, prices soared.
Adverse global growing conditions have resulted in severe shortfalls in feed grain and wheat supplies in much of the world," Morrison said. This means export trade in feed grains will be the highest in decades due to the lowest world ending stocks in 30 years.
The United States is harvesting its third consecutive corn crop of more than 11 billion bushels; however, the burgeoning corn ethanol industry is taking an ever increasing share of the U.S. corn production.
USDA projects 2.15 billion bushels of corn will go into producing ethanol this season. However, a private forecaster says the United States will need 2.233 billion bushels of corn to turn out 6.114 billion gallons of ethanol in 2006/07. If realized, this would be a 35 percent one-year increase in corn demand for ethanol and a 240 percent increase since 2000/01.
"If it were not for the robust corn export demand, 2006/07 may have become the first year for the U.S. to send more corn to ethanol production than export sales," said Morrison. That distinction will likely come by 2007/08 "as new ethanol production continues to come online at breakneck speed."
"World corn trade volume will set a new record and total coarse grain global trade volume will reach the lofty heights last seen near the end of the fabled `Russian deals' of the late 1970s and early `80s.Wheat did not fare as well as corn in the United States and joined the rest of the wheat-producing world in a weather-impacted smaller crop. Morrison noted that the poor crops will result in the lowest world wheat ending stocks in the last 25 years.
"Global demand for wheat will keep U.S. exports well supported despite our relatively tight domestic supplies."
-------------------------------------------------
If TODer Westexas is right about decreasing amounts of cheap oil, does anyone have any idea how this impacts farmers? Does rising FF's prices reduce water-pumping and fertilizer use faster than rising grain prices incentivize farmers to go all out planting everywhere? Or is it climate change and overpopulation what is really driving this issue?
I wish was a data-freak like SS or Khebab.
Bob Shaw in Phx,Az Are Humans Smarter than Yeast?
RE: BIO Releases New Report On Sustainable Agriculture To Support Growing Biofuel Industry
As I stated in an earlier post, the increase in feed prices is already affecting farmers, especially in my observations of local dynamics. Feed is being bought, but herd trimming has increased markedly this fall. Official US numbers won't be out for awhile. Butchers and custom meat processors are having a huge increase, with local operators complaining of the lack of help. Local oat producers are still not offering, hedging for believed higher prices this winter. Whether this is all caused by increased demand via midwest ethanol production, or the Australian drought, I don't know but the combination has sure spiked grain.
As to the future effects question, I think it is self evident. Farmers will increase acreage as much as possible, especially with the burden of high fuel prices. That fallow piece of ground will get new scrutiny, and CRP contracts will be reevaluated. Just look back to the 70's with the Russian grain deal. Earl Butz's "plow fencerow to fencerow" edict was taken seriously, and most fence were ripped out.
Thxs for responding. LOL--even the fences were ripped out to get extra planting space!
Yep, with a lot of the other big potential exporters not exporting this year due to FF's prices + GW, plus population growth pressures, plus ethanol demands: it looks like a new golden age for American farmers when/where the weather cooperates, and where water supplies in acquifers or storage lakes are sufficient.
What will be interesting is how all these dynamics play out over time. Rising grain prices could start widespread starvation among the world's poor, but will most Americans even notice or give a damn? Is ethanol availability subject to moral elasticity? My guess is 90% of Americans could care less about a starving Zimbabwean, Darfurian, Bangladeshi, or even a fellow American... if feeding them resulted in loaf of bread costing an extra dollar, or a tank of ethanol-petrol blend costing an extra $10 when grain supplies get very tightly constrained. They will just be bitching and whining about the price.
We will see, but
this will be a most compelling drama unfolding in real time: what is our obligation to our fellow man as the distance and costs increase?Will a farmer in Iowa be interested in foregoing profits to feeding a long unemployed California telemarketing or Disneyland employee, or is selling the corn for ethanol profits to go into a Wall Street trader's SUV the better moral choice? Stay tuned--it will be fascinating!Bob Shaw in Phx,Az Are Humans Smarter than Yeast?
I think pure Dawkinsian calculus will be the rule. So the Amish, a fairly genetically homogeneous group, will sure as hell care if the Amish people 3 villages over are starving. In the coastal cities, one person will not care if the people right next door are starving, if they are of a different race. I can vouch for this last example, myself, I grew up in the Dirty 1970s remember. Maybe not as bad as the Dirty 30s but seemed pretty damn close.
What is the better choice WTSHTF?
Debate please: who deserves my help more? Assume same age & health, no kids.Bob Shaw in Phx,Az Are Humans Smarter than Yeast?
Building good human networks will be the key to survival, and you don't do that that by sitting in judgment, but by offering up your own cooperation as an example.
As Fuel Prices Soar, A Country Unravels
Chip Cummins, Wall Street Journal via China Gate
Energy shock hits the upwardly mobile poor hardest
in Africa's Guinea. Riots, blackouts cripple cities.
A hospital's incubator shuts down
The premise of your question seems to be that Todd has better survival skills than the neighbor. I would work out some kind of deal with Todd for a semi-sustainable joint venture arrangement.
I think that a very good idea is for groups of 10 or so people to buy small tracts of agricultural land, to be converted to organic farming and/or raised bed permaculture. In the short term, you could lease it out to an organic farmer. Your return on investment would be lousy, but the key point is that it would put you in the "P" column, as a food and/or energy producer.
Whether we like it or not, IMO, we are rapidly moving toward an economy focused on meeting needs, not wants. Just look at the news every day regarding real estate and Detroit auto sales. You do not want to be on the discretionary side of the economy.
Compare that to the situation in Detroit. Following is an excerpt from The Housing Bubble Blog. As I have been saying: Economize; Localize and Produce.
So, once we agree that starvation is a good thing, then we can also agree that high food prices are just as good as high oil prices in achieving our goals. Perhaps, just as russia taxes oil exports, we should tax food exports (tricky, though, requires a constitutional amendment.)
one further thought-much of the irrigation in the US, esp the west, is government subsidized or flat out price controled. Most of the rest of private irrigation is electric-based on Ag rates which will probably not change that much next year w/0 huge spikes nationally. so I don't forsee irrigation costs forcing much additional changes without big spikes in all energy. Fertilzer prices had their whammy last spring-that was the time of the biggest jump from higher fuel in a long time, and they are grudgingly factored in for next spring, again, barring huge oil spikes this winter.
So the big variable now for producers, as always, is grain prices and what they believe next fall will be. And most read the world supply outlook-57 days reserve-or the futures market, and see plant. It's the only option. For the 20th century, the history of ag for an individual producer has been to expand acreage for increa