tag:blogger.com,1999:blog-32841798.post242365803965348489..comments2024-03-18T16:33:31.633+00:00Comments on Capitalists@Work: Gazprom: Total Capitulation on OilCityUnslickerhttp://www.blogger.com/profile/15929544047783163175noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-32841798.post-70703969084875927252012-10-02T23:01:27.765+01:002012-10-02T23:01:27.765+01:00Mr W, I'm not sure Nordstream is the answer at...Mr W, I'm not sure Nordstream is the answer at all<br /><br />they were pinning their hopes on post-Fukushima gas (LNG) prices in the Far East, which have also been oil-indexed & running at twice European prices (just as ours are higher than US<br /><br />but in 3rd Qtr this year, the Far Eastern spot price has collapsed (hey! market forces again)<br /><br />Gazprom just want to signal they are open for business, to be high on everyone's 'potential supplier' list as opposed to struck-off-as-matter-of-policy<br /><br />it's the only game they've got & they have to rejoin itNick Drewhttps://www.blogger.com/profile/13670594203660051701noreply@blogger.comtag:blogger.com,1999:blog-32841798.post-71689360203622231082012-10-02T16:33:15.705+01:002012-10-02T16:33:15.705+01:00Could this be linked to Nord Stream 2 coming onlin...Could this be linked to Nord Stream 2 coming online round about now? So Gazprom no longer has to pay a rake-off (ahem, percentage) to Ukraine, Poland etc, and probably now has spare pipeline capacity.<br /><br />I recall some in the west (U.S.??) being somewhat resistant to the Russians building Nord Stream. Foolish resistance?rwendlandhttps://www.blogger.com/profile/07861901317813829419noreply@blogger.comtag:blogger.com,1999:blog-32841798.post-62088205238321752822012-10-02T13:44:21.500+01:002012-10-02T13:44:21.500+01:00Thanks ND. Regulation: I remember the old days whe...Thanks ND. Regulation: I remember the old days when we use to send company notes to private clients if they enquired about a company. That made for free markets. Why can't fools have the right to self determination?measuredhttps://www.blogger.com/profile/11281134269555074558noreply@blogger.comtag:blogger.com,1999:blog-32841798.post-59638369177782116812012-10-02T11:49:29.824+01:002012-10-02T11:49:29.824+01:00Budgie I have lived in Russia and know very well t...Budgie I have lived in Russia and know very well that they are 'nationalistic'<br /><br />(a very polite euphemism: some of their views would make a Guardian reader pass out on the spot: I once had to revive an American colleague when a Russian after-dinner speaker made a joke that compared Ukrainians very unfavourably with Africans ...)<br /><br />my point is that they can wave their flags as vigorously as they like; but sooner or later they need to play the global game<br /><br />a one-off ? watch this spaceNick Drewhttps://www.blogger.com/profile/13670594203660051701noreply@blogger.comtag:blogger.com,1999:blog-32841798.post-79846044376569134752012-10-02T00:13:28.397+01:002012-10-02T00:13:28.397+01:00Nice try, ND, but I don't suppose even you are...Nice try, ND, but I don't suppose even you are claiming that the Russians have suddenly embraced the concept of a global free market, and rejected nationalism. So, a one off it is, then.<br /><br />The English habitually pretend that we are not nationalistic, and, in a ghastly simplicity, assume that others shouldn't be either. We then affect consternation upon discovering that most nations in the rest of the world actually are. But usually too late for our own good.<br /><br />No wonder we are regarded as weak negotiators by other countries, and perfidious too.Budgienoreply@blogger.comtag:blogger.com,1999:blog-32841798.post-77712286838670698362012-10-01T21:36:04.484+01:002012-10-01T21:36:04.484+01:00BG yes, PrO d/k; CU may have views.
Just MHO, no ...BG yes, PrO d/k; CU may have views.<br /><br />Just MHO, no advice here etc etcNick Drewnoreply@blogger.comtag:blogger.com,1999:blog-32841798.post-33060808354461215772012-10-01T15:17:30.578+01:002012-10-01T15:17:30.578+01:00Well done, for drilling down into the fine print, ...Well done, for drilling down into the fine print, ND. <br /><br />Without obligation, would you still be a buyer of BG Group and what of Premier Oil? Txs.measuredhttps://www.blogger.com/profile/11281134269555074558noreply@blogger.com