SINOPEC,Chinas größter Öl- und Gasexplorer,kauft sich in Kolumbien ein:
"...Aug. 14 (Bloomberg) -- Oil & Natural Gas Corp., India's largest explorer, is buying a stake in a Colombian oil field jointly with China National Petroleum Corporation, a government official said..."
"...Jim Rogers, co-founder of George Soros’s Quantum hedge fund, believes that oil prices could reach $100 a barrel within the next five months: “Unless somebody discovers something very quickly and very accessibly, we’re all going to be dumbfounded at how high the price of oil will go, including me,” 
Rogers recently told journalists in Singapore...."
Und 90$ Endes dieses Jahres ? 
".....oil price could reach up to $US90 a barrel by the end of the year, but this could be pushed higher on supply concerns....."
Hier schreibt einer das Russia nun der fuehrende Oilproduzent ist.
http://www.rumormillnews.com/cgi-bin/forum.cgi?read=92259
Venezuela, China Sign $11 Billion Oil, Transport Agreements 
By Peter Wilson and Allen T Cheng
Aug. 24 (Bloomberg) -- Venezuela, the world's fifth-largest oil exporter, has signed at least eight accords with China, including agreements on energy and banking, as it seeks to lessen its dependence on the U.S., President Hugo Chavez said.
China will invest $9 billion to help Venezuela build a railway line and $2 billion on the country's oil industry, Chavez, who is on a five-day official visit to the world's fourth-largest economy, said in Beijing today.
The country will double fuel sales to China next year to 300,000 barrels a day and more than triple them within five years to half a million barrels a day, he said earlier today in an interview with Venezuelan state television.
``We are going to reach 500,000 barrels within five years,'' Chavez said, up from 150,000 barrels a day now. China imported just 14,000 barrels a day from Venezuela in 2004.
Chavez has sought to lessen Venezuela's dependence on the U.S., which buys about two-thirds of the country's daily exports of 2 million barrels. Chavez, who took office in 1999, has repeatedly threatened to cut off sales to the U.S., alleging its government has attempted to assassinate or overthrow him.
Chavez's visit is an attempt by China to tell the U.S. that it has influence in South America and that it supports Venezuela's efforts to move away from the U.S., said James Brock, a Beijing-based independent energy adviser for major foreign oil companies.
Cooperation
The visit will ``push forward the development of our bilateral relations'' and promote cooperation on ``all aspects'' China's President Hu Jintao said at a welcoming ceremony.
State oil company Petroleos de Venezuela has signed an agreement with China National Petroleum Corp., the parent of China's largest oil company, to form a joint venture to manage and produce oil from the fields in the Zumano region and the Orenoco Oil Belt, Chavez said. No further details were available.
Zumano has proven reserves of about 400 million barrels of light oil and 4 trillion cubic feet of natural gas. Petroleos de Venezuela will hold a majority stake in the enterprise. The Zumano fields are currently producing about 25,000 barrels a day.
The two companies will also form a joint venture to certify reserves in the Junin 4 tract, one of Venezuela's heavy oil blocks. Venezuela is seeking to certify reserves in 27 blocks, which Chavez says may hold up to 235 billion barrels of oil.
``China would want to keep their options open on securing supply,'' Gavin Thompson, country manager for China at energy consultant, Wood MacKenzie Ltd., in Beijing said. ``Venezuela would like to see lots more Chinese investment for onshore, and the Chinese have experience in that area, in enhanced oil recovery from older, life-long fields, as long as the environment isn't very challenging like in deepwater. That's very good for Venezuela.''
Tankers and Rigs
Chavez also plans to sign contracts for 18 oil tankers worth $1.3 billion, and 24 oil drilling rigs. Part of the rigs would be constructed in Venezuela, he said.
The country has previously pledged to boost oil sales to China, the world's second-largest importer, with mixed success. Oil Minister Rafael Ramirez said in January that oil sales to China would top 300,000 barrels a day by the end of this year.
Venezuela's efforts to boost sales to China have been hurt by its type of crude oil, which is heavy in metals and sulfur. China's refineries aren't equipped to process the oil.
``China won't be able to process Venezuelan crude for five to 10 years,'' said Roger Tissot, an analyst with PFC Energy in Washington, D.C.
Far Away
Long distances are another factor, Tissot said. Venezuela can send oil to the U.S. Gulf coast in four to five days, while shipment to China can take as long as 40 days. Transportation costs also are higher, and Venezuela is probably losing as much as $3 a barrel by paying for the crude to be shipped to China, according to oil analysts.
``Most of the oil and Orimulsion is very heavy and you don't really want to be shipping them over, through large distances,'' said Wood MacKenzie's Thompson. ``There're some very clear economic reasons why they (the Chinese) are not as bullish about Venezuela as perhaps they might be.''
Orimulsion is a Venezuelan brand of alternate boiler fuel made of water and bitumen.
Venezuela last month ranked fourth in production from the Organization of Petroleum Exporting Countries, behind Saudi Arabia, Iran and the United Arab Emirates. The Latin American nation has failed to meet OPEC's output target since September 2002.
As Chavez has sought new markets for his country's crude, oil sales to the U.S. have fallen. Venezuelan oil and petroleum product sales to the U.S. fell 6.3 percent for the first five months, according to the U.S. Energy Department.
Still, Venezuela is one of the top four suppliers of crude oil and fuel to the U.S., according to Energy Department figures. In some months the country sends more to the U.S. than Saudi Arabia.
To contact the reporter on this story: Peter Wilson in Caracas at pewilson@bloomberg.net . To contact the reporter on this story: Allen T. Cheng in Beijing at acheng13@bloomberg.net
Last Updated: August 24, 2006 10:00
Geht der Oilpreis auf 300 Dollar ? 
The venerable and entertaining Matthew Simmons of Simmons International investment banking has managed to tweak the ear of the media once again this week. This time however it is not those nasty Saudi Arabians about which Simmons has written so much.
Instead it is about pipelines.
Apparently because BP has had serious corrosion at its Prudhoe Bay North Slope Alaska operations we are heading for $300 crude. Not surprisingly he did not specify a time frame for that.
The oil market is going to rest on the same fundamentals we plough over on this column week after week. It sounds cool to talk about price crashes or "Pearl Harbor" days but it is not the reality of the situation.
As Crude sits at around $71 there is plenty of upside left. We only need a hurricane, a belligerent statement from Iran and renewed attacks - as seem so likely - in Nigeria and $80 is here. The only real way we could ever get to $10 oil again is through a recession so great you won’t have the electricity to power your kettle let alone a computer. But then the newspapers do not like to report that. Not quite as sexy is it?
http://www.resourceinvestor.com/pebble.asp?relid=23165
Jetzt wurde es bestaetigt,die Russen haben die Saudis ueberholt und sind die Nummer 1 im Oilbereich.
Davon ist dieser Beitrag überzeugt:
.."Peak oil is when flows can't meet the required demand," he said. "This will cause an economic tsunami." Mr Skrebowski, addressing a Committee for Economic Development of Australia gathering, said that of the world's 18 largest oil fields, 12 were in production decline.
Few large discoveries were being made, with the prediction of even less new oil in coming years..."
Moin
vielleicht interessiert den einen oder anderen diese Meldung,
Iran droht den Japanern
http://www.rigzone.com/news/article.asp?a_id=35612
gruss
kalle
Wenn ich mir die Charts von Oil und Gas anschaue dann sehe ich einen Boden, ebenso bei deren Aktien.Es hat eine gewisse Aehnlichkeit mit dem PoG und deren Aktien wo wir sehr knapp am Boden sind.
Das Rad sollte sich in drei Wochen drehen, die Hurrican Season ist nicht vorbei, die geht bis Ende November. Bedenken das die US Wirtschaft weniger verbraucht an Rohstoffen druecken auf die Preise im moment.
Investing in Energy, ein video auf RobTV. 
10:40 AM ET
Market Morning with Marty Cej and Lisa Oake
Investing In Energy
Alex Ruus, portfolio manager, Northern Rivers Global Energy Fund
http://www.robtv.com/
Timer for cheap trusts ????
Ich moechte Euch mal meine Auswahl von Energy Trusts vorstellen die ich mir nun ausgesucht habe.
Einige habe ich schon laenger im Depot, die anderen neuen nur am Radarschirm. 
Setzt die zumindest mal auf Euren......
Can you trust a trust or a trustee ? :D...mir fehlt nur die Kohle.
Flipping bargain wurde ich sagen... wer es solide will (TLM) ist ebenso spottbillig.
So here we go:
COS-UN.TO
PWT-UN.TO
CNE-UN.TO
BTE-UN.TO
EEE-UN.TO
VET-UN.TO
FEL-UN.TO
CCR-UN.TO
TET-UN.TO
Die Ticker hab ich leider nicht da, aber interessant für mich sind: Bonavista; Crescent Energy; Advantage energy, Transforce, Contrans
Vor allem auch, da EUR/CAD zur Zeit günstig ist.
Der Rest lohnt sich fundamental oder wegen der Steuer nicht.
Zu Bedenken ist allerdings das die Zeit der Income Trusts seinen Höhepunkt längs überschritten hat und eine latente Gefahr ungünstiger Gesetzmäßigkeiten durch die kanadische Regierung besteht.
Trotzdem könnte man sich auch noch anschauen:
ARC ENERGY TRUST
ALTAGAS SERVICES INCOME TRUST
BADGER INCOME FUND
BFI CANADA INCOME FUND
CANADIAN OIL SANDS
CCS INCOME TRUST
CONNORS BROS. INCOME FUND
DAVIS + HENDERSON INCOME FUND
FOCUS ENERGY TRUST
GAZ METRO LTD. PARTNERSHIP
NORANDA INCOME FUND
NORTH WEST COMPANY FUND
SFK PULP FUND
SLEEP COUNTRY CANADA INCOME FUND
TRANSCANADA POWER
UE WATERHEATER INCOME FUND
VERMILION ENERGY TRUST
YELLOW PAGES INCOME FUND
Zu Bedenken ist allerdings das die Zeit der Income Trusts seinen Höhepunkt längs überschritten hat und eine latente Gefahr ungünstiger Gesetzmäßigkeiten durch die kanadische Regierung besteht.
Was meinst du damit ?
In der Richtung ist mir nchts bekannt, viele erfahrene Analysten empfehlen Energy Trusts nach wie vor noch, erst Recht bei den Oil und Gaspreisen im moment.
Innerhalb von zwei Monaten gehen die Richtung Norden, IMO.
Der ganze Oil/Gas/Kohle Sektor wurde heftig gehaemmert, schau auf die Charts und dann sage mir wo der Hoehepunkt ueberschritten ist ?
...wenn man die Chart umdreht vielleicht. :D..just joking !
Interessant auch NVA.TO NGAS XEC MRO OXY CRED CPE CMZ...nun ebenso auf Radar gelegt....mir fehlt Cash..
Naja, 70 andere habe ich noch. :D...die Energy Trusts mache alles einfachen wenn man nur die nimmt,da spart man sich viel Arbeit/Nerven und es gibt immer wieder Dividenden.
Der Tiefpunkt bei den Oil/Gas Aktien waere besser gesagt, aber wenn du nur von ""Income Fonds"" redest dann vielleicht ja.... da kenne ich mich nicht aus.
Interessant was du alles aufgefuehrt hast, einige sind auf der Liste aber nur mit Kuerzel.
Die ich erwaehnt habe sind ansich sehr solide Trusts.
Transcanada und Enbridge sind ebenso saubillige Pipeline Aktien die man vergessen hat und weniger vom Oil/Gas Preis abhaengen.
Btw, die besten Trusts was Alternative Energie und Uran z.B. angeht sind fuer mich PNP.TO PBW MNE.L... da habe ich viel Moos drin, ein long time investment die ich beruhigt in der Schublade lasse. ![:]](https://goldseiten-forum.com/wcf/images/smilies/pleased.gif "Freude"){kind=small}
Nun ein Steuerproblem hat nicht jeder, jedenfalls sind viele ein Schnaeppchen.
Well done !..XKC
Geh auf Yahoo Finanzen und gib die Ticker ein.
Gnight
Eldo
Energy Trusts Provide Stable Returns Despite Natural Gas Prices
By The Canadian Press
08 Sep 2006 at 08:47 AM EDT
Für kanadische Investoren sind die Dividenden der Income Trusts steuerfrei. Die regelmäßigen Erträge sollen zum Beispiel als Baustein der Alterssicherung dienen. Was dazu geführt hat, daß Anfang dieses Jahrzehnts jede Hot-Dog-Hütte zum Income Trust wurde. Daraus resultieren zwei Hauptprobleme:
1. Dem Staat gehen hohe Summen an potentiellen Steuern verloren. Meiner Erinnerung nach wurde bereits letztes Jahr darüber diskutiert, die Dividenden zu besteuern. Bislang wurde dies nicht realisiert, aber in nicht allzu ferner Zukunft ist es wohl soweit. Daraufhin dürfte es erstmal zu einem gewissen Kursrutsch kommen, der besonders dem nichteinheimischen Investor interessante Kaufgelegenheiten bieten wird.
2. Bei den Income Trusts nicht nur auf die Rendite schauen. Da ein Großteil der Investoren nur auf möglichst hohe Renditen schaut besteht ein Wettbewerb unter den Trusts um die höchste Ausschüttung, das hat dazu geführt, daß ein Großteil der Trusts alles ausschüttet was sich zu Geld machen läßt und somit die Substanz abbaut, Verschuldung hochfährt und Investitionen unterläßt. Die dauerhafte Ertragskraft, wenn nicht gar die Existenz der meisten Trust ist mehr als fragwürdig. Wenn ich Langfristschnäppchen erwerben will, dann sollten diese eigentlich auch noch ein Weilchen leben... Also ganz genau hinschauen und zweimal umdrehen.
Transport und Pipeline Werte sind sehr interessant. ÖL/Erdgas/Kohle ect. Rohstoffe ... der Preis kann und wird auch mal nach unten schwanken. Die Verbrauchsmenge jedoch tendenziell eher wachsen. Transcanada ist derzeit nicht mehr günstig. Engridge ist gut (Safety, Income & Growth ).
Gute Werte kann man immer kaufen, die Ölwerte sind jedoch in hohem Maße vom Ölpreis abhängig. Der Preis der Anteile marschiert also im Gleichklang oder Vorlauf zum Preis des Öl. Wohin dessen Entwicklung geht ist mehr als unklar. Bei Öl kann ich mir durchaus einen nochmal 20-25% niedrigeren Kurs vorstellen. Eine dezidierte Kaufermunterung in Form eines zyklischen Tiefes sehe ich derzeit nicht. If in doubt stay out. Trotzdem muß man die Energy Trust jetz beobachten um den richtigen Zeitpunkt zum Einstieg nicht zu verpassen, lange wird es nicht mehr dauern. Erdgas ist auf jeden Fall unterbewertet und zukunftsorientiert. Jetzt ist der richtige Zeitpunkt zum Kaufen.
Uran und Kohle, Alternative Energie ist derzeit in aller Munde, ich weiß nicht so recht. Alternative Erbergie ist zu teuer. Kohle zu reichhaltige Vorkommen. Uran die Gefahr der Naturalisierung zu groß.
Danke fuer die Info XKC..bist ja gut informiert.
So ein Gruenschnabel bist du nicht, good to have you on Board.
Das mit dem 20-25% Oilpreisfall kann ich mir nicht vorstellen,wenn dann fuer eine Woche mit Bullshit News vielleicht.
Was die Amis im Moment machen ist doch klar, die entschaerfen mit allen Tricks in der Kiste die Lage vor der Wahl.
Everything is just fine !
Ich bin der Meinung das der Oilpreis in kuerze wieder ansteigt und rechne das er sich in der Region von min. 60-75 USD bewegen kann womit die meisten Firmen auch zufrieden sind. Erdgas ist im Eimer, nun kommt aber wieder die kalte Zeit und es sollte teurer werden.
Bei den Income Trusts kannst recht haben, aber wer weiss ob die Regierung diese Luecke schliessen wird, Kanada hat ansich eine gesunde Bilanz und es ist nicht so einfach diese Steuerluecken zu schliessen ohne diftigen Grund.IMO
Diskutieren koennen sie ruhig weiter
Kohle ist auch eine Luftverschmutzung, deren Aktien sind ebenso im Eimer, eine gute Gelegenheit falls man noch keine hat im Portfolio.
Ich halte weiter die BTU MEE SSL FDG ANR CNX YZC ACI und habe einige nachgeladen vor kurzen.
Alternative Energien wie Wind und Sonne werden eine grosse Rolle spielen in ...(2012 --- ?????)
Ja da muss man am laengsten warten denke ich mal.
Um Uran kommen sie nicht rum, es gibt so oder so eine Energieknappheit diese Weltweit.
Schwer einzuschaetzen ob Transcanada zu teuer ist.
Die sollten auch beim Oilsand Boom profitieren mit ihren Pipelines denen Spotpreise von Oil nichts ausmachen.
Liquid Natural Gas ist ebenso weiter am kommen, eine moderne Stadt wie Singapore wird nun fast 70% gepeist von Gas Pipelines die von Sumatra und Malaysia kommen um sie dann mit Strom zu versorgen.
Man will nun auch LNG von West Australien holen um von Kohle ganz wegzukommen als Beispiel, die Hafen Terminal werden gerade gebaut.
Btw ich habe neue Energy Trusts gefunden die nicht schlecht ausschaun.
TDG-UN.TO und HTE-UN.TO
...ich glaube ich habe sie nun alle am Radar.
""SLEEP COUNTRY CANADA INCOME FUND ""
...davon lasse ich die Finger weg.
Mfg
Eldo
Falls ihr`s nicht kennen solltet:
http://www.canadianbusiness.co…iew=&customCols=&content=
Gruss midas
Thanx Midas ;)..das hilft zum nachdenken...
Welche nehmen wir nun, die unten oder oben auf der liste stehen
Eldo,
Dein Bild ist das richtige, aber nicht oben oder unten, sondern der Linke verkauft das Gold, das ihm nicht gehört!
Jetzt fahren wir mit allem was uns lieb und teuer war ein paar Tage durch den Hades, da ist egal wo man zugreift sofern es Gold, Silver, Oil oder Gas ist . 
Es gibt aber kaum Trusts für Gold und Silver!
Hatte vor ein paar Wochen, genau wie Edelman, zum Glück die
COS-UN rausgeworfen und bin überrrascht, dass die nur mit F eingestuft sind - auch heute wieder -5,4 % !?
Schau Dir mal S.TO an, was hältst du davon ?
Im Moment bekomme ich Sachen, da hatte ich schon vergessen, dass ich die mit Abstauberlimit laufen hatte.
midas
Hi Bob
Ich habe bzw.glaube das Central Fund of Canada (CEF) der beste TRust ist, ich habe dort eine Menge Units.
Wenn die baden gehen, dann alle.
Ich schau mir die Sherritt gleich an, keine Ahnung was die machen.
Cheers, take care.
XEX
Motley Fool
Oil Again on Center Stage
Monday September 11, 3:13 pm ET
By Robert Aronen
Oil has been at the center of most world conflicts since the beginning of the 20th century. In The Prize, Daniel Yergin recounts the World War II battle for North Africa. The German army was sweeping east to try to control the Suez Canal and associated oil shipments. Once the Suez Canal was under control, the plan was to continue to the oil fields of Iran. The Germans ended up losing the battle of North Africa because their tactics relied on speed, tanks, and oil. When the oil ran out (ironically in Libya), the German war machine could only retreat.
The attackers of Sept. 11, 2001, were probably not thinking about the history of oil. However, the geopolitical landscape -- dominated by oil -- was established long before that day and created an environment in which extremism could thrive. In the years since the attacks, the war in Iraq, the showdown with Iran, and the thawing of relations with Libya have again brought oil squarely into the center of global conflict.
Fertile ground
People spend their entire careers trying to dissect the seeds of terrorism and the people who engage in it. Without stealing someone's Ph.D. thesis, I think it's safe to say that masses of unemployed young men living in a restrictive society that relies upon oil revenue for social equity (or inequity) might be some fertile ground for extremism. Obviously, there is much more to global terrorism than oil, but I believe there is a link worth exploring.
The majority of the 9/11 attackers were from Saudi Arabia -- the world's largest oil producer and home to the world's largest oil reserves. In a society that should be rich from oil, why would such extreme behavior take root so firmly? In The World Is Flat, Thomas Friedman suggests that cheap oil would force Middle Eastern governments to develop other sectors of their economies, open their markets, and liberate their people. Unfortunately for Mr. Friedman's theory, there were 15 years of cheap oil leading up to Sept. 11. Saudi Arabia was a country with a shrinking government budget providing fewer services to a growing population of unemployed youth. Not the whole story to be sure, but low oil prices certainly may have contributed to the already fertile ground.
At the time of the attack
In the fall of 2001, oil prices were below $20 a barrel. Immediately following the attack, prices dropped to $16 a barrel as recession appeared imminent. Big Oil stocks like ExxonMobil (NYSE: XOM - News), Chevron (NYSE: CVX - News), and ConocoPhillips (NYSE: COP - News) held up fairly well right after the attacks, but oil did not find its way into the spotlight for two more years.
Aftermath
In the wake of the attacks, two factors caused oil to become a central part of the story. First, to avert recession, the Federal Reserve cut interest rates to historic lows, causing a consumption boom. Second, the political response to the attacks sent American troops to Iraq -- the country with the fourth-largest oil reserves in the world.
The economic response to the attacks created a huge pool of liquidity in the economy. Americans bought houses in record numbers. The houses were bigger, farther from city centers, and needed to be filled with furnishings. The building boom began to drive prices for basic materials higher. New owners needed new cars to drive longer distances to work and they increasingly chose larger SUVs. American consumption relied on inexpensive imports from China.
The result? By 2004, American oil consumption was increasing at an annual rate of 3.5%, up from a historical average near 1.5%. In China, oil consumption rocketed ahead by 14.7% in 2004, compared with a historical average closer to 6%. These massive demand increases arrived at the end of 17 years of low oil prices. During that time, oil companies used very tight criteria for investment projects, and there was no spare capacity to quickly adjust to the new demand. Prices soared from $20 a barrel in the fall of 2001 to nearly $70 a barrel today.
Beyond supply and demand, the political response to 9/11 has added a serious "fear premium" to oil prices. The war in Iraq -- which has more than 100 billion barrels of oil reserves -- has not fostered stability in the country. Attacks on the oil infrastructure have resulted in oil production remaining lower than pre-war levels, reducing the flow from a country that should be one of the world's leading producers.
Furthermore, there has been renewed agitation between the U.S. and Iran, which is fourth in world oil production and third in world oil reserves. The U.S. has been pushing for a United Nations resolution to stop Iran's nuclear program. Iran says it will keep the oil flowing, as long as it can do what it wants. Every time the two countries exchange words, oil prices head higher.
High oil prices, lack of spare capacity, and geopolitical turmoil have given power to otherwise minor oil players. Nigerian rebels send the price of oil up every time they blow up a pipeline. Hugo Chavez tries to impose his influence wherever he can find a willing audience and has extracted all he can from the foreign oil companies willing to remain. Evo Morales made big headlines by nationalizing Bolivia's gas fields. Terrorists threaten to cut Saudi oil production. Is this the wave of the future?
The good news
Perhaps the most positive political outcome in the aftermath of 9/11 has been the thawing of relations with Libya. Libya renounced weapons of mass destruction and admitted its role in the 1988 Lockerbie bombing, and the environment for developing Libya's oil fields improved dramatically. Marathon Oil (NYSE: MRO - News) and Occidental Petroleum (NYSE: OXY - News) returned to the land where the Germans ran out of gas so many years ago.
High oil prices have also led to accelerated development of energy sources closer to home. Gulf of Mexico deepwater fields are being drilled with rigs from Transocean (NYSE: RIG - News), Global Santa Fe, and Noble. This activity recently led to Chevron uncovering one of the largest oil fields in U.S. history.
Production from Canada's oil sands is growing at a rapid clip. The development has already moved Canada into second place in world oil reserves, and it should be in the top five in world oil production within 10 years.
Finally, high oil prices have improved social services in Saudi Arabia. It seems that the Saudi government understands the need to diversify the economy and provide more opportunity. Hopefully, the fertile ground that bred the attackers of 9/11 will begin to dry up.
What now?
After 2001, there has been little to be excited about in the oil markets. Headlines have suggested that world oil production may be entering irreversible decline, that most of the world reserves are held by countries with links to terrorism, and that the era of cheap oil is over. While there may be some truth to these negative headlines, there is also reason to think we may have turned the corner. With Chevron's big find, the potential for stability in Libya, and rapidly growing production from Canada's oil sands, in a few years, we may just emerge with greater energy security.
