---
title: "Monday!"
url: https://independentstockanalysis.com/monday/
description: "Natural Gas Vehicles: Raymond James Energy Stat of the Week Missing from the Export Land Model is the new booming US oil production growth. Saudi Arabia…"
published: 2012-05-14
updated: 2012-05-14
---

# Monday!

Published 2012-05-14

Posted on

by

J.J. Butler

Natural Gas Vehicles: [Raymond James Energy Stat of the Week](http://www.raymondjames.com/Branches/c2c/7ho/Whittakercooper/resource.asp?page=energy_stat.htm)

Missing from the Export Land Model is the new booming US oil production growth. Saudi Arabia and solar power? [Peak Oil](http://peakoil.com/generalideas/peak-oil-the-sun-also-rises/)

Economist Mark J. Perry posts on oil:

1) [Peak What?](http://mjperry.blogspot.com/2012/05/chart-of-day-peak-what.html)

2) [Green River Formation](http://mjperry.blogspot.com/2012/05/200-year-supply-of-oil-in-green-river.html) (Newfield NFX) loves the Uinta)

3) [Using the Bakken boom to pimp economic policy](http://mjperry.blogspot.com/2012/05/north-dakotas-amzing-economic-success.html).

Sinopec In Talks with US, Canada Cos for Unconventional Oil. [Rigzone](http://www.rigzone.com/news/article.asp?a_id=117806)

Typically the Materials sector rallies when China loosens monetary policy. Today doesn’t look good. [Bloomberg](http://www.bloomberg.com/news/2012-05-14/china-s-stocks-swing-between-gains-and-losses-on-economy-concern.html)

Since I opined on Friday, Chesapeake said they can’t sell assets to fund the capex gap because of debt covenants, the stock tanked, Goldman is loaning them $3 billion, Carl Icahn is a disclosing a stake and now a fund manager is calling for Aubrey’s head (per [CNBC](http://www.cnbc.com/id/47410404?__source=yahoo%7Cheadline%7Cquote%7Ctext%7C&par=yahoo)). And my call Aubrey will not be there is month seemed audacious! Chesapeake hosts a 8:30am EST conference call.