During the big run up to $150, national oil companies were cash cows. But it now appears that little of the oil bounty was reinvested in new production or even maintenance of existing production. So what do we have now? We have a situation here. A situation where the falling oil price is leading a big reduction in oil production. This will match, for a while reduced demand for oil. But we also think it’s baiting the trap for a huge blowback in oil prices. And the spark for that could be geopolitical…
January 19th, 2009 | Dan Denning | 1 comment | Continued Our DR Global Editions: 
Saturday, March 20th, 2010
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2010-03-19 01:38 Most Comments
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M3 data is not very accurate tho Prozac, it tends to overstate monetary inflation. Unfortunately I cant find any TMS ...
Anon | 20Mar10 | More -
Certainly a lot of contradictory information out there.
I strongly expect inflation, and biker Pets comments are real, as the ...
nick | 20Mar10 | More -
Thanks for the link Prozac.
lol look at m3 growth from January 2001 to January 2010. 168% rise !
I wonder ...
Anon | 20Mar10 | More -
confusion reigns for those who mix talking about price inflation with inflation.
The definition in this piece is the most accurate ...
prozak | 20Mar10 | More -
Biker Pete my good friend. You don't know what you are talking about.
The article is not talking about 'right now'. ...
Pete | 19Mar10 | More -
Have just reread Canavan's piece 'Inflation or Deflation?' No question that it's inflation for Australia. Utilities and services rising steadily; ...
Biker Pete | 19Mar10 | More -
Think you're right, Shoes.
Potential political instability is the real threat to China's growth.
Biker Pete | 19Mar10 | More -
yeah have to agree with coffee addict, would like to see some extraction costs pb on this. uhm lets see, ...
Matto | 19Mar10 | More -
CA, if I had dipped my toe in as deep and read as widely as you in that sector I ...
Ross | 19Mar10 | More -
China's evolution in the next decade may see enormous pressure on China..
Civil unrest down the track is not out of ...
Stillgotshoeson | 19Mar10 | More
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M3 data is not very accurate tho Prozac, it tends to overstate monetary inflation. Unfortunately I cant find any TMS ...
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