What will the end game look like?

[ianben]

I agree with Cotton, governments are trying,the print
money solution, which is the only one could work and
is responsible for the rush to buy land and gold.
Anything which people with cash think will hold its
value as cash is devalued by this quantative easing.

I dont think there is any agenda to Chinese land
buying just the desire to turn cash into an asset. I
myself would rather own land than have cash in the
bank today. In fact I think I would rather have
anything physical.

If we have the other option Cotton describes, which is
what will happen when the quanative easing loses
credibility.
I dont think cash will be king or not the cash we
have today.
I dont think democracy would survive. I think at some
stage quite soon in the true senario he describes law
and order would break down as the disposesed take
to the streets.

Would the police or army be able or even willing to
take back control if not I think we would see how
fragile our just in time civilisation is.

[Hopperbin]

In a just in time civilization a farmer with grain or food in the bin should be well off. The part that does not make sense is that we as Western Canadian farmers have been heavily subsidized by our Canadian gov't up till now. Then we get bought out to some extent. It does not make economic sense to keep pouring money into something that does not pay back. Yet when we allow foriegne money into Canada it can make sense for today.

[Hopperbin]

Ian cash gets immigrants into Canada.

[Hopperbin]

How can law and order not survive? We vote. One can protest or riot like in England etc we are quite mellow here,

[cottonpicken]

Not sure what your question is.

Global capital flows have been around for quite some
time.

Thankfully gold is so cheap because the rich western
world has no clue.-for the tenth year in a row

[errolanderson]

Hopperbin . . . natural gas is
incredibly oversold. If natural gas
would be equated to an oil price on an
energy basis, crude would be only $15
per barrel.

U.S. rig count has really dropped plus
nat gas is used to replaced U.S. nuclear
power when these plants are down for
maintenance.

The way of the future for Cdn nat gas is
for LNG to be shipped to Japan. Our spot
nat gas price is around $2 per gigajoule
whereas Japan's spot price is around $15
per gig.

Go nat gas go . . . these oil companies
need competition and a kick in-the-ass.

Errol

[oneoff]

I don't know much about the vapor part of the oil industry business and neither do many others in the oil industry because gas processing has so few players and it is not even much of a part of many oil producers revenue.
Traditionally natural gas; the H2S contaminants; propane, butane and liquid natural gas (LPG) components were wasted and burned or sold for a song to a few companies such as BP (British Petroleum). It was a licence to print money for the few gas processors. The propane and butane and heavier ends were not even paid for; and pipeline infrastucture was not even built by BP unless they were guranteed a no loss outcome.
Recently Plains Midstream acquired most of the troubled BP assets (after the Gulf blowout).... and other smaller companies have constucted some independent gas processing plants; and are probably finding them quite profitable; and an important asset in reducing environmental pollution and putting valuable products to use.
The revenue from the CH4 (methane or natural gas is a suprisingly small part of the gas processing). You will note that products such as propane are priced competitively with gasoline and diesel. And those products are basically stolen as a near worthless product of oil production; along with LPG's mentioned above. They do have uses in thinning cheaper heavier crudes so they are more pumpable and command a higher price. (Just same as mixing in some better wheat with the poor and getting the better grade for it all). With further processing there can be a propane stream and a butane one and LNG's that can have the ethane etc. typically stripped out by further processing. That is a money maker.
There are lots of opportunity for cogeneration of electricity; waste heat from compressors etc. but that hasn't been addressed much yet. And the flares from downtime, surges that a single plant can't handle; and upsets in plant operations and shutdowns are typically burned and wasted. Thats a gross shame.
But when you are dealing with some product seen as nearly worthless and a nuisance; what more can be expected.