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"The Stone Age came to an end not for a lack of stones and the oil age will end, but not for a lack of oil.'' 

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Table of Contents
Editorial
*Sky may be limit for oil prices - United Press International
*Oil Prices Briefly Rise Above $55 a Barrel - San Francisco Chronicle
*US bullish in 2005 oil price forecast - Financial Times
*Bush talk on Middle East spark crude oil rally to near record - Channel News Asia - Singapore
*Oil prices to continue to rise, says Hugo Chavez - Financial Express - Bombay,India
*High oil prices dampening growth as Japan, Germany toil to rebound - Bloomberg
*Fears over oil supplies - Melbourne Herald Sun - Australia


David Seaton's Energy Links® Editorial -  Stirring the Pot
Some times when I look at the world situation, after a long day reading umpteen dozen newspaper articles, I am tempted to sum it all up by saying like an Indian in a western movie, “Bush bad-crazy, world go straight to hell”… But I then I give in and try to elaborate. This is a moment where we are waiting for “the other shoe to drop” in Lebanon. We have lived several days of a Ukraine like “Beirut Spring,” practically a photocopy of the successful Kiev demonstrations that brought Viktor Yushchenko, to power. Modern Beiruti young people, some 70,000 at the biggest demonstration, lots of girls, mostly Christian, in tight t-shirts and fashionably torn blue jeans were waving placards in English for the cameras etc demanded that Syria abandon Lebanon. Cynics called it the “Gucci Revolution” Bush has been issuing statement after statement warning Bashir Assad to respect “the will of the Lebanese people”…  Then on Tuesday, the Shiite Hezbollah brought at least a half a million people into the streets of Beirut… Lebanese authorities say they mobilized at least three times that….  They are planning further demonstrations in Tripoli on Friday the 11th, Sidon next week and then a truly provocative one in pro-American Maronite Christian Zakhla on March 18th.  Bush has stirred the pot and the Shiites , 40% of Lebanon’s population are going to boil over… just like the Shiites in Iraq. Shiite Religious leader Sheik Nasrallah has simply called Bush’s bluff. With the US Army tied up in Iraq… What is Bush’s next move? Asking for democracy and the will of the people in a region where the overwhelming majority hates you is not the most intelligent thing to do, really. Wiser heads in the past, knowing that public opinion was against them (much less then than now) left well enough alone. Are Bush-Cheney-Rice really this dumb or is there some dark reason for throwing the oil rich Middle East into total chaos? Except to keep Israel from having to eventually give back a piece of Jerusalem, thus spoiling some apocalyptic “Rapture” narrative, I can think of none.  Bush’s greatest danger in his second term is to turn into an instant lame duck… His domestic agenda is going nowhere…. What now?  Ortega said he preferred bad people to stupid people because bad people sometimes took a rest… I almost wish there was some dark reason for melting down the Middle East, but I’m afraid Bush and Company are making it all up as they go along. Tentatively I think that Bush and his team are trying to get back the impetus they had when Saddam’s statue fell in Firdus Square. Like some aging pop singer that had one hit record many years ago, now playing in cheap clubs and trying to make a comeback, to recover the “magic”.  David Seaton


David Seaton's Energy Links®

Sky may be limit for oil prices - United Press International
The steady increase in oil prices at a time when supply shortages have not been an obvious problem indicates that there is likely little hope that U.S. consumers will avoid a summer of even loftier gasoline prices. Crude prices came close to the record high price on the New York Mercantile Exchange Wednesday despite increases in both crude and gasoline supplies noted in two weekly inventory reports that are closely watched by oil traders. The continuing uncomfortable price trends on NYMEX have been giving credence to the blunt statement made Saturday by Venezuelan President Hugo Chavez, who said in India that the world should "forget cheap oil." Chavez' comments referred to the days of the Asian recession in 1999 when crude crumbled to around $10 per barrel; however, they also likely applied to the times just a year ago when crude was trading on NYMEX at under $40 per barrel. By contrast, April crude settled at $54.77 per barrel Thursday after apparent profit-taking kicked in late in the day after trading topped out at $55.65, just short of last October's record settlement price of $55.67. As has been the case in recent weeks, the mood on the exchange has been increasingly bullish even as the supply situation in the key U.S. market has been relatively secure and is showing no signs of any potential shortages of gasoline during the summer peak-demand season. The U.S. Energy Information Administration said in its supply report Wednesday that gasoline stocks "inched" lower by a paltry 200,000 barrels but remained within the normal volume range for this time of year. That fact alone should be good news for motorists who remember well the long summer of 2004 when pump prices were well above $2 per gallon.The fact that the EIA determined retail gasoline was averaging $1.999 per gallon on Wednesday indicated that perhaps supplies weren't quite so adequate. EIA analysts noted Wednesday that a steady increase in demand appeared to be catching up with the United States' capacity to produce and to import gasoline. "Recently, gasoline prices have been rising in response to late winter rising crude oil prices and high rates of refinery utilization," the federal agency noted."Despite relatively high absolute levels for gasoline inventories, days' cover -- the beginning inventories divided by demand per day -- for gasoline has generally been declining on a year-over-year basis for over two years, suggesting increasing short-term tightness for gasoline markets." Gasoline has also been trading at record levels and lost less than a penny Wednesday despite the reassuring conclusions about the supply picture heading into summer. Gasoline demand is indeed expected to grow in the coming weeks and is projected by the EIA to push the pump price of gasoline to an average of $2.15 this spring and $2.10 for all of 2005. Gasoline demand in the United States is expected to grow 1.8 percent during 2005 and 2006, which does not seem like much unless it is also considered that demand grew 1.4 percent last year, and U.S. refineries have been running at or above 90 percent of their capacity. At the same time, the EIA expects total world energy demand to grow 2.5 percent over the 2005-06 period, a rate the agency said "exceeds expected growth in non-OPEC (crude) supply and global refinery capacity." All eyes have been on growing oil demand in China and India as the new 600-pound gorillas in the energy market, and nothing short of another major economic meltdown in Asia or a significant strengthening of the slumping U.S. dollar will do much to cool off that demand. The EIA this week projected a steady uptick in Chinese demand for crude from 7.1 million bpd in the fourth quarter of last year to 7.6 million bpd at the end of the current year and peaking at more than 8 million in late 2006. At the same time, U.S. demand will hover around 20 million bpd, and total world demand will bounce around and land somewhere between 81 million and 89 million bpd.Crude production worldwide will average 85 million to 87 million bpd during the same period. So it is the longer-term supply-and-demand picture coupled with already hefty prices that have the bulls restless and seeing crude as a very attractive investment and thus are likely to keep bidding up the price in the coming weeks.
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Oil Prices Briefly Rise Above $55 a Barrel - San Francisco Chronicle
Crude oil futures briefly rose above $55 a barrel Wednesday as traders shrugged off evidence of rising supplies in the United States and focused instead on strong demand, cold weather and the weak dollar. Oil prices retreated at the end of the day, though prices remain more than 50 percent higher than a year ago. Light, sweet crude rose as high as $55.65 per barrel on the New York Mercantile Exchange — just two cents short of the intraday record — before slipping to settle at $54.77, a gain of 18 cents from Tuesday's close. The highest Nymex settlement price on record was $55.17 per barrel, set twice in late October, although prices would have to surpass $90 per barrel to meet the inflation-adjusted peak set in 1980. While analysts said the recent runup in oil prices has also been speculative in nature, they conceded that prices were likely to remain high so long as the economy continues to grow. "There is no shortage anywhere," said James Cordier, president of Liberty Trading Group in St. Petersburg, Fla. Even the top executive of Exxon Mobil Corp., the world's largest oil company, said Wednesday that energy markets were red-hot beyond what supply and demand alone would dictate. "We are in the mode where the fundamentals of supply and demand really don't drive the price," Lee Raymond, the chairman and chief executive of Exxon Mobil, said during the company's annual analyst conference in New York. Raymond said he believed the main reason for the "risk premium" placed on oil prices these days was the market's fear of a terror attack or some other political action that would disrupt the global oil supply chain and cause a real shortage. This premium would be smaller, Raymond suggested, if not for the fact that producers are pumping just slightly more than the 84 million barrels a day the world is consuming. To that end, OPEC oil ministers have signaled they will not raise output at their meeting next week — a stance that analysts said was not surprising considering the organization already is producing over its quota. In the U.S. government's latest petroleum supply report, inventories of crude oil rose, as expected, while supplies of gasoline and distillate fuel, which includes heating oil, showed modest declines. "Supplies in the U.S. are at very comfortable levels coming out of the heating season and months before the driving season," Cordier said. Still, gasoline prices are also on the rise, with regular unleaded averaging $2 a gallon nationwide, according to the Energy Department. While some Democrats in Congress have called on President Bush to release oil from the nation's emergency reserve to ease market conditions, the administration said Wednesday it had no such plans. "We do not believe it (the reserve) should be used to manipulate prices or for political purposes," White House press secretary Scott McClellan told reporters. On bond markets Wednesday, the yield on 10-year Treasury notes rose as inflationary concerns grew. However, analysts said it was faster-than-expected economic growth underpinning those concerns, not high oil prices. "I just don't hear from anybody that high oil prices will derail economic expansion at this time," said Steve Stanley, the chief economist at RBS Greenwich Capital in Connecticut. Also driving prices higher was the strong euro, which rose above $1.33, its highest level since early January. Because crude is sold worldwide in U.S. dollars, and because the currency has lost 8 percent of its value against the euro in the last four months, OPEC nations have signaled support for higher oil prices as a hedge to maintain their buying power in Europe. Venezuela, Qatar and Algeria have all come out against raising output, and OPEC President Sheik Ahmed Fahd Al Ahmed Al Sabah of Kuwait said Sunday that although prices were high, the market was well supplied. The U.S. Energy Department's weekly petroleum supply report showed inventories of crude oil rose last week by 3.2 million barrels to 302.6 million barrels, or 9 percent above year ago levels. The nation's inventory of gasoline declined by 200,000 barrels to 224.3 million barrels, or 11 percent above year ago levels, the agency said. The supply of distillate fuel, which includes heating oil and diesel, shrank by 800,000 barrels to 109.2 million barrels, or 1 percent below year ago levels. In other Nymex trading, April gasoline futures fell less than a penny to $1.5329, heating oil futures rose less than a cent to $1.5325 per gallon and natural gas futures climbed 3.3 cents to $6.88 per 1,000 cubic feet.
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US bullish in 2005 oil price forecast - Financial Times
The US government on Tuesday emerged as one of the most bullish forecasters of oil prices, raising its outlook for this year to nearly $50 a barrel. The report by the US Department of Energy pushed Brent crude futures, the European benchmark, to an all-time high in nominal terms of $53.20 a barrel. The rising oil price also helped propel the Reuters CRB index, which tracks a basket of commodities, to a 21-year high. Concern about high oil prices will dominate the Organisation of the Exporting Petroleum Countries meeting in Isfahan, Iran, next Wednesday. The US estimated in its March short-term outlook report that the 2005 average price of West Texas Intermediate (WTI), the US oil benchmark, to $48.95 a barrel, up 7.5 per cent on last month's report. It also raised the 2006 WTI average to $47.05 from $43.20 previously, indicating it believes high oil prices are here to stay. This time last year, it predicted a price of only $29.40 in the forecast for 2005. The Department of Energy warned yesterday: “Oil prices are likely to be sensitive to any incremental supply tightness that appears during periods of peak demand worldwide. Imbalances in light product markets could cause light crude oil prices to increase to well above $50 per barrel, as has recently occurred.” It said its forecast was based on Opec not cutting production at the Isfahan meeting. The report saw no sign of slowing demand, predicting an increase in global oil consumption averaging 84.7m barrels a day in 2005, up 200,000 b/d from the February report. The increase was due to China, where demand is forecast to average 7.4m b/d, up 12 per cent from last year. Washington is concerned about supplies from non-Opec countries because lower production would increase dependence on Opec oil. It said lower production in Mexico and the North Sea would contribute to a 300,000 b/d decline in non-Opec supply forecasts to
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Bush talk on Middle East spark crude oil rally to near record - Channel News Asia - Singapore
Crude oil futures flirted with new record highs on global markets after comments by US President George W. Bush on the Middle East deemed aggressive by traders. On the New York Mercantile Exchange, the April contract soared as high as 55.15 dollars a barrel after the Bush remarks. The closing price was 54.59 dollars, a barrel, up 70 cents from the prior day and the highest close since last October. Brent North Sea crude soared to an intraday record 53.30 dollars in London, then settled back at 52.84, a jump of 75 cents. Bush warned Syria on Tuesday to leave Lebanon before the May parliamentary elections there, hailing a "thaw" he said was melting authoritarian rule throughout the Middle East. The US leader had other words of warning for Damascus and Tehran, linking a recent suicide bombing in Tel Aviv to extremists based in Syria. Traders reacted with concern for the outlook in the Middle East. Donald Luke at Fimat USA said the tone of the Bush speech "sounds like threatening remarks" that could result in more instability. "If we go into Lebanon, it would be supportive to the price of oil, but I don't think it's a possibility right now." Bush warned Syria on Tuesday to leave Lebanon before the May parliamentary elections there, hailing a "thaw" he said was melting authoritarian rule throughout the Middle East. The US leader had other words of warning for Damascus and Tehran, linking a recent suicide bombing in Tel Aviv to extremists based in Syria. "We had some comments from George Bush that were fairly aggressive towards some of the Middle East nations including Syria and Iran," said Bache Financial trader Tony Machacek. "This again reiterated concerns about the instability of the Middle East." "The market is very sensitive to any comment that George Bush makes because we are not really quite sure what his next move might be," Machacek said. Iran -- the second biggest oil producer in the Organization of Petroleum Exporting Countries -- produces approximately 3.7 million barrels per day and has reserves of almost 100 billion barrels. OPEC is to meet to discuss production next week in Isfahan, south of Teheran. Syria was considered a much smaller oil producer, providing less than 500,000 barrels per day, but its proximity with Iraq worried investors. Another factor behind surging oil prices was Royal Dutch/Shell's decision to shut down its platform in the Draugen oilfield, Norway's main producing field, owing to a leak of condensate, a very light type of oil. Royal Dutch/Shell operates the only platform in the Draugen field, which produces 120,000 barrels per day. It could take days to get production going again, according to a company spokesman. Finally, traders geared up for the latest weekly snapshot of US inventory data, to be published Wednesday. Oil prices have now more than doubled since early 2002. Adjusted for inflation, however, they remain far below levels reached in the wake of the 1979 Iranian revolution when prices surged to upwards of 80 dollars a barrel in today's money. Phil Flynn, analyst at Alaron Trading, said the weak dollar is also a factor in the recent runup because "it's giving OPEC the excuse they need not to increase production ... They can blame the dollar for the rise and not shortages in production."
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Oil prices to continue to rise, says Hugo Chavez - Financial Express - Bombay, India
Venezuela, the fifth largest oil exporter in the world, on Monday said it expected the oil price to move in the range of $30 to $40 per barrel and it would "keep increasing" in future but maintained Opec could not be blamed for the rise. "Opec will continue to monitor the oil markets but the world should forget about cheap oil in the same way it is useless to find a car that costs $1,000," Venezuelan President Hugo Chavez told reporters here. "There is an evolution of a number of variables in the international oil market. My expectation is that the price of oil will be around $30 to $40 per barrel. It will keep increasing in future." Asserting that the Organisation of Petroleum Exporting Countries was not to blame for the rising oil prices, he said, "It is not in Opec that we find a solution for the high oil prices" and explained the factors including the Iraq war and the recent US threats to attack Iran which had pushed up the prices. He said before the war, Iraq was producing two million barrels of crude a day which now had shrunk to around one million barrels. "The person who wants to take the oil prices to $260 a barrel is called Mr (George W) Bush. Bush wants this oil to reach $260. I would not be surprised since he is a man who has huge oil business," he said.
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High oil prices dampening growth as Japan, Germany toil to rebound - Bloomberg
European Central Bank president Jean-Claude Trichet and his Group of 10 (G-10) counterparts may say record oil prices risk damping global economic growth as Germany and Japan struggle to rebound from fourth-quarter contractions. The central bankers “will focus more again on the risks to growth, such as the oil price” when they meet in Basel, Switzerland on Monday, said Holger Schmieding, co-head of European economics at Bank of America in London. “We’re seeing good figures from the US, the global situation is looking robust, but Europe is still lagging quite a bit behind.” Oil price above $50 per barrel is threatening to cool global growth and weigh on export prospects in Japan and Germany, the second and third-largest economies in the world. ECB last week cut its 2005 euro-region growth forecast to about 1.6%, less than half the 3.5% rate the International Monetary Fund (IMF) predicts for the US. Mr Trichet said last week that the 26% surge in crude prices this year, to a record $53 per barrel on March 3, is jeopardising growth. US treasury secretary John Snow said on Sunday oil prices are creating “headwinds” for the economy. The oil price is “one of the risk factors,” said Bank of Japan governor Toshihiko Fukui in Basel on Sunday. Mr Trichet will address the media in Basel after chairing the G-10 discussions, which will also be attended by Mr Fukui and US Federal Reserve vice-chairman Roger Ferguson. The bimonthly meeting is held under the auspices of the Bank for International Settlements, which serves the world’s central banks. “They’ll probably discuss whether oil prices will be able to show the same impact again as in 2004, when they significantly hit global growth,” said Thorsten Hock, an economist at Zuercher Kantonalbank in Zurich. Growth in the dozen-nation euro region will probably slow this year after unemployment in Germany rose to the highest since World War II and as the global growth cools. Retail sales in the region fell the most in nine months in February amid concern about rising unemployment and oil prices, the Bloomberg purchasing managers index showed on Tuesday. Japan’s economy fell into recession last year for the fourth time since 1991 as exports slowed and consumer spending fell. Mr Trichet, who used the Basel meet twice last year to warn investors against “brutal” currency shifts, may send a few new signals about the exchange rate after the euro’s 3% retreat against the dollar this year. “Mr Trichet has sometimes used the meetings to influence the euro-dollar exchange rate, but that’s not needed at the moment,” said Astrid Schilo, an economist at IDEA Global in London. “They can be happy with the level and that’s why we can’t expect much from that side.” For now, the US and China are still driving global growth. Employers in the world’s largest economy added 262,000 workers in February, the most since October, a report from the labour department showed on March 4. The US Federal Reserve has raised its overnight lending rate six times since June, taking borrowing costs to 2.5%. By contrast, the ECB has left its benchmark rate at 2% since mid-2003.
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Fears over oil supplies - Melbourne Herald Sun - Australia
IRAN and Venezuela - two of the world's major oil nations - have responded to US policy to get tough on rogue states by threatening to cut supplies to world markets. Venezuelan president Hugo Chavez also said the world should forget about any return to cheap oil prices. "The world should forget about cheap oil . . . it won't happen," he said, adding that oil would remain between $US40 and $US50 a barrel. Iran's top nuclear official Hassan Rowhani said an oil crisis would result for the US and Europe if Tehran was taken before the UN security council over its nuclear program. He rejected outright both US and European demands for Iran to halt uranium enrichment. Taking the matter to the security council would be "playing with fire", he said. Iran is the second largest oil producer member of the Organisation of Petroleum Exporting Countries and Venezuela is the only South American member of the cartel. "The first to suffer will be Europe and the United States themselves, this would cause problems for the regional energy market, for the European economy and even more so for the United States," Mr Rowhani said at a conference in Tehran on nuclear technology and sustainable development. EU members Britain, France and Germany are trying to convince Iran to dismantle nuclear fuel work -- which the US says is part of a covert atomic weapons development -- in return for economic and political rewards. Tehran has argued that it wants to enrich uranium to generate atomic energy for purely civilian use, and argues such work is authorised by the nuclear Non-Proliferation Treaty. Light sweet crude for delivery in April closed at a four-month high of $US53.78 a barrel in New York on Friday. Oil prices have been rising amid concern the global economy will need more oil to keep up with economic growth and that OPEC may be keeping supplies tight. Mr Chavez renewed charges at the weekend that Washington was trying to kill him, a claim the Bush Administration brands ridiculous. The Venezuelan leader deliberately sought to distance Venezuela from US markets by signing a major oil deal with fuel-hungry India Indian Prime Minister Manmohan Singh agreed to take a 49 per cent stake in a Venezuelan oil field. The US imports 15 per cent of its crude needs from the Latin American nation.
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