2008-03-23

"Statoil", то норвежский гигант, оказалось, что газовых месторождений и окружающей среды, которые совместимы. Опыт Snovhit, в Баренцевом море, была проведена ревизия, как идеальное с точки зрения нулевой разлива нефти или аварии. 

К счастью, наука и отраслевых стандартов развиваются в этом направлении. Независимо от catastrophist мнения некоторых групп, мы должны поблагодарить "Statoil" для показа на правильный путь к изучению арктических скважин. 

Атмосфера усовершенствований будет исходить от характера помощи мы можем производить на всем земном шаре. Ущерб, видимый в Полярного круга, но причины и основные решения не в счет, без переноса добычи газа в новом шоу для получения международной известности или политическую пользу.

Barents Sea and environment


Statoil, the norwegian giant, has proved that gas exploration and environment are compatible. The experience in Snovhit, in Barents Sea, was audited as perfect in terms of zero oil spill or accidents.

Luckily, the science and industry standards are progressing in that way. No matter the catastrophist opinions of some groups, we should thank Statoil for showing the right path to explore the Arctic wells.

The atmosphere improvements will come from the nature care we could give around the globe. The damage is visible in the Polar Circle, but the causes and the main solutions are out, without converting the gas production and  in a new show to gain international fame or political advantages.  





 

2008-03-16

Investors exploring new niche markets

The main 'gurus' of global economy are reporting serious dammages in the financial sector and at least 2 year to recover its necessary good shape. What to do when the two traditional investments lines, real estate and stocks, are broken? 

The answer is clear, explore new niches safer than those two. Easy to say and hard to concrete. First of all you have to accept that a 10-20% minimum of your portfolio should go to explore what the mass media is considering the future. And with the rest taking conservative positions as TIPS (Treasury Inflation Protected Securities), but don't expect too much for the next two years. Even our portfolio energy master is suffering losses (-6 % as average) from first January.

This minimum percentage will be your only opportunity to find some financial satisfaction in this turbulent times. Lets follow our instinct. Scarcity is a fundamental factor for prices and profitability and abondance is a negative factor. When you saw formerly  how easy the credit was, your normal reaction should be to abandone the market quickly. The good investors only succed during short periods of formation of socio-economic behaviours or sector trends. But when you feel the market is fully serviced, please run away and rest in no risk positions.

Some reflexions: invest today around energy, but take care when the crowd is arriving, it's time for selling. Invest in the knowledge industry, specially via internet. Invest in metals, minerals during the expansion of companies. When you read that a project is needing 5 years is your time to buy and after those 5 years, even when the company is profitable, you have to sell. Because you are not talking about dividends, you are talking about stock value. And the new king in that already cosolidated industry is the management, not the investor.

If you are a person trying to get something else than money from your life, invest this free percentage in what you really love. Take a long term position with a credit to share the project in which you'd like to be involved. Time pass very quickly and the 80 % conservative will care you, but don't lose the opportunity to assit to the birth of a private company. No matter how small is your stake, you'll feel necessary and more important, you will share a hope, the invisible substance that make us to live longer and younger.

In my main private project,  focused to 5 years of oil success commitment and ocean research, we are considering to buy a little fleet of Remotely Operated Vehicles, ROV's, similar to the picture. I feel in advance that in every immersion will bring a piece of hope. Hope in extraordinary findings under the sea, hope in a better world in which explorers are fighting to protect the earth with their discoveries, hope in a rich life of emotions. My time and yours are irreversible and I have decided to take care for the 80% but not being its slave. 

Maybe you could find a strong reason to invest near your sofa, but I recommend you to abandon your financial credo with the past. After this crisis many things would run not as you see in your rear-view mirror. Too much money and overall too much players able to invent the shortest way to crash your investment. When you find the motorway crowded, you quickly imagine a new route. The common way to get profitability is full of new drivers trying to arrive first. Use your intuition and explore new niche markets. 
 

Арктических льдов: проблемы и перспективы


"Hesperides" является одним из океанографических судов, изучают последние изменения в Арктическом море. В ледяной продление, макс. В феврале и мин. в сентябре, является сокращение в Баренцевом регионе и растет в противоположную сторону, в направлении Берингова моря. Причина: в первой части вода теплее, 1-2 º С, а также в последние 40 лет. 

Но меньше льда создает другой тип zooplancton и специально типа водоросли, что (для упрощения этой должности) повышение вязкости из plancton, препятствуя жабры в небольших рыб и разорвать цепь питания. Нижняя фиксирует в код рыбы (в последнее время сокращается до одной трети от обычной в этом районе), могут быть прямым следствием ее. 

В заключение хуже настоящей научной экспедиции, состоит в том, что полярные banquise загрязнена более чем 200,000 химических веществ, и облака взимается древних ХФУ и других газов (vulcans, нефтехимии ,...), создании парникового эффекта. Таким образом, естественной эволюции и загрязнения является ускорение процесса сокращения льда. Для reluctants на климатические изменения теории, ничто не должно незамедлительно немедленного кампании по очистке воды и атмосферы. 

Толщина льда шляпки колеблется от 1,8 до 3,1 м (молодой и тоньше лед замену старых), с отрицательной записи на продление в 2007 году, но более важным является то, что мы имеем в переменной снизу. Океанических течений и пол штольни являются сильным. Есть также хорошая новость, но лучше быть разумным и ждать более глубокого анализа. Они получили баллоны, содержащие льда формируются в течение последних 400 лет, чтобы изучить реальное воздействие на шапка. 

Конечно, большинство научных участников полярной экспедиции против бурения нефти в арктических районах. Будьте уверены, заключения и рекомендации, они будут предлагать будут в соответствии с их помещений. Но наш профессиональный долг будет удовлетворять то, что мир требует как comsumption без какой-либо прямой или залога dammage на природу. Окружающей среде специалистов должны быть нашими партнерами, а не наших врагов.

2008-03-15

Arctic ice: problems and perspectives

'Hesperides' is one of the oceanographic vessels studying the recent changes in the Arctic Sea. The ice extension, max. in February and min. in September, is reducing in Barents area and increasing in the opposite side, towards Bering Sea. The reason: the first segment of water is warmer,  plus 1-2ºC  in the last 40 years. 

But less ice generates another type of zooplancton and specially a type of algae, that (simplifying for this post) increase the viscosity of the plancton, obstructing the gills in small fishes and breaking the food chain. Lower captures in code fish (lately reduced to one third of the usual in the area) could be a direct consequence of it.

The worse conclusion of this scientific expedition, is that the polar  banquise is contaminated with more than 200.000 chemical substances and the clouds are charged of ancient CFC and other gases (vulcans, petrochemicals,...), creating the greenhouse effect. Thus natural evolution and contamination is accelerating the process of ice reduction. For reluctants to the climatic change theory, nothing should delay immediate campaigns to clean the waters and the atmosphere. 

The thickness of the ice cap is varying between 1,8 to 3,1 meters (young and thinner ice replacing old), with a negative record in extension in 2007,  but more important is what we have in a variable bottom. Ocean currents and seafloor drifts are strong. There are also good news but it's better to be prudent and wait for deeper analysis. They got cylinders containing ice formed during the last 400 years to study the actual impact over the ice cap.

Of course, most of scientific participants in polar expeditions are against oil drilling in Arctic areas. Be sure, the conclusion and recommendations they will offer will be according to their premises. But our professional commitment would be to satisfy what the world is demanding as comsumption without any direct or collateral damage to the nature. Environment specialists should be our partners and not our enemies.  


2008-03-14

J. Fredriksen: understanding the sea

John Fredriksen is one of the most eminent tycoons in Norway. Starting as a mere employee he understood quickly what the sea gives and needs. He produce farm fish, oil tankers transport, and drilling. Surelly he is not the last entrepreneur going from sea transport to the oil business. 

The newspapers use to underline his expat life in Cyprus or his amazing home in Chelsea. But it's better to pay attention to his strategies instead of the way he spend his money privately. Seadrill is a nice example of his long term vision.

Only a bunch of companies will be able to offer efficient subsea operations. Ocean Rig (G. Economou) and Seadrill, are among my favourite groups  to gain this important match in the Arctic waters. Don't forget, my dear investor, to include them in your basket. And finally, let me suggest you to follow Mr. Fredriksen investments, he has a patent to convert salted water into money. 








2008-03-08

Economou, new investor in drilling.

George Economou, is one of the new investors in the world of drilling. His more than 400 million USD invested on the Norwegian Ocean Rig, it is not an isolated event but an international investment trend exceeding 2,000 mill. USD, last year. For 2008, is expected even greater arrival of capital. Everyone has already calculated that the future profits do not depend so much of the actual extractions but of new drilling operations.

The common factor in this new capital affluence, it is that more than 50% comes from investors with sea operations. Probably searching synergies and greater challenges in business related fields. And the rest, through investment funds, sovereign and commoners, as well as large portfolios, little individually as in the rest of the Stock Exchange actually. This is, fortunately, one sector not edible to hedge funds due to its low free float. Nor is interesting to derivatives markets, capable of ruin anything they touch and generate multi-million dollar loss in large institutions.

Welcome Mr. Economou, I wish you can find the kind of challenge and financial satisfactions you are looking for.