---
title: "Energy Change"
url: https://independentstockanalysis.com/energy-change/
description: "Oil Set for Second Weekly Drop on Demand Outlook, Supply at Bloomberg . Short Opportunities in The Oil Market at Invested Central . The fourth quarter is…"
published: 2012-10-26
updated: 2012-10-26
---

# Energy Change

Published 2012-10-26

Posted on

by

J.J. Butler

Oil Set for Second Weekly Drop on Demand Outlook, Supply at [Bloomberg](http://www.bloomberg.com/news/2012-10-26/oil-set-for-second-weekly-drop-as-supply-rises-amid-weak-economy.html).

Short Opportunities in The Oil Market at [Invested Central](http://www.investedcentral.com/blogs/index.php/2012/10/25/short-opportunities-in-the-oil-market/?utm_source=feedburner&utm_medium=twitter&utm_campaign=Feed%3A+InvestedCentral+%28Invested+Central%29).

The fourth quarter is peak seasonal demand for oil, yet “Forecasters say that in the fourth quarter, global oil output will top demand by more than 630,000 barrels a day, the biggest surplus in four years.” [WSJ](http://online.wsj.com/article/SB10001424052970203937004578076892015038554.html) (Google the title to read the whole article)

Is the Keystone XL pipeline commercially necessary? Is the world changing that fast? [Climate News](http://insideclimatenews.org/print/16970)

“The (U.S.) gasoline market has become highly regionalized with the country apparently divided into areas of feast and famine.” [RBN Energy](http://www.rbnenergy.com/coast-to-coast-paradigm-shift-how-shale-crude-impacts-gasoline)

Not everything changes: “But a lot of these big oil companies are still just struggling to grow production.” [Reuters](http://www.reuters.com/article/2012/10/26/oil-results-q-idUSL5E8LPPFN20121026?feedType=RSS&feedName=marketsNews&rpc=43)

Natural gas into diesel: [SF Gate](http://www.sfgate.com/business/bloomberg/article/Shale-Glut-Becomes-2-Diesel-Using-Gas-to-Liquids-3981359.php#page-1).

The oil to natural gas ratio: [All Star Charts](http://allstarcharts.com/dont-be-afraid-to-change-the-denominator/).

Five or so years ago UPL struggled getting its gas out of the Rocky Mountains. Now, REX gas flows drop 33% this month due to Marcellus, spreads West from [Platts](http://www.platts.com/RSSFeedDetailedNews/RSSFeed/NaturalGas/6720747).

“Chevron has added Lithuania to the growing list of eastern European countries where it is hoping to find shale gas with the acquisition of a 50% stake in local exploration company LL Investicijos.” [Platts](http://www.platts.com/RSSFeedDetailedNews/RSSFeed/NaturalGas/8851272)

The Utica is so young, publicly available information is scant: [Reuters](http://www.reuters.com/article/2012/10/22/ohio-shale-idUSL1E8LM30420121022). Utica Shale Development: How do early-stage characteristics equate to other North American shale plays? [OGJ](http://www.ogfj.com/articles/2012/10/utica-shale-development-how-do-early-stage-characteristics-equate-to-other-north-american-shale-plays.html)

More on the monster Marcellus: [Fuel Fix](http://fuelfix.com/blog/2012/10/20/reports-marcellus-reserves-larger-than-expected/).

China is beginning to move into the LNG market: [Platts](http://www.platts.com/RSSFeedDetailedNews/RSSFeed/NaturalGas/7196410). We know what happens when China starts dominating the net exports of a commodity…

A 75 page technical Hydrofracking Risk Assessment [manual](http://dialog-erdgasundfrac.de/sites/dialog-erdgasundfrac.de/files/Ex_HydrofrackingRiskAssessment_120611.pdf) beyond me.