---
title: "Energy Linked"
url: https://independentstockanalysis.com/energy-14/
description: "Brent – WTI curves are not converging any time soon at Sober Look . OPEC warns EU low oil prices threaten future supply security at Platts . “Venezuela is…"
published: 2012-06-29
updated: 2012-06-29
---

# Energy Linked

Published 2012-06-29

Posted on

by

J.J. Butler

Brent – WTI curves are not converging any time soon at [Sober Look](http://soberlook.com/2012/06/brent-wti-curves-are-not-converging-any.html).

OPEC warns EU low oil prices threaten future supply security at [Platts](http://www.platts.com/RSSFeedDetailedNews/RSSFeed/Oil/8449386). “Venezuela is aiming for “an average price of $100 a barrel.”” at [Business Week](http://www.businessweek.com/ap/2012-06-28/venezuela-to-propose-opec-oil-price-band).

Geo-politics are *not* a reason to invest in oil, especially in a world changing in the direction of less net exports. We already knew the Iran sanctions meant squat: [Platts](http://www.platts.com/RSSFeedDetailedNews/RSSFeed/Oil/6428381).

What the price of gas tells us by [Frank Holmes](http://www.usfunds.com/investor-resources/frank-talk/what-the-price-of-gas-tells-us/). Recession and oil price increases at [Oil Price](http://oilprice.com/Energy/Oil-Prices/Why-Recession-Always-Follows-Oil-Price-Increases.html).

Rex Tillerson speech: *The New North American Energy Paradigm: Reshaping the Future*. [Transcript](http://www.cfr.org/united-states/new-north-american-energy-paradigm-reshaping-future/p28630) or [video](http://www.cfr.org/energy/new-north-american-energy-paradigm-reshaping-future-video/p28627).

If North America sells LNG, will the price be oil-linked or Henry Hub??? [Petroleum Economist](http://www.petroleum-economist.com/Article/3051230/US-LNG-set-to-change-LNG-pricing.html)

Suncor eyes Chinamen in the sandbox? [Financial Post](http://business.financialpost.com/2012/06/27/suncor-eyes-chinese-help-for-oil-sands-projects-ceo/?__lsa=380fecd6). Chesapeake likely to turn funding gap into $2 billion surplus, analyst says at [Fuel Fix](http://fuelfix.com/blog/2012/06/28/chesapeake-likely-to-turn-funding-gap-into-2-billion-surplus-analyst-says/).