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GLG News by this Author

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

It Will Definitely Redefine the Market Place

November 18, 2009

E.ON UK, RWE npower nuclear joint venture fully established. | www.yourindustrynews.com

Anytime one company can take steps to improve their position it will cause a shock wave in the industry.  E.ON's aggressive action protects their future to a certain degree but raises questions as to the problem of what affect will the additional nuclear waste have on the environment.

Will it be too Little too Late?

November 18, 2009

Frankly Tough | www.portfolio.com

Why does retrospect always have the best vision and insight? Why do we wait until a problem occurs before we look for ways to keep it from happening again?

Why Not? Would the Results be any Different?

November 12, 2009

Obama Taking Hands-Off Stance on Citi, AIG Pay | www.bloomberg.com

Why should Obama have to be directly involved with the process?  How would the process be any different if he did?

The Effect Could be Felt World Wide

November 3, 2009

Eon puts Kingsnorth plant on hold | www.ft.com

The effect could be wide spread not because of Eon or any other power generating company's decision to delay their coal fired projects.  But, from the hangover we still have from the 2008 financial meltdown along with the resistance from environmentalists, politicians and the general public.

0.9 % Efficiency Increase, But at What Price?

September 29, 2009

DSM contributes to world record for most efficient solar module | www.yourpetrochemicalnews.com

China is building more solar panel plants, reducing the cost per watt and increasing their market share, and, the rest of the world is going bonkers over a 0.9% increase in efficiency.

Economics of Scale Not Larger Profit Margins

September 9, 2009

Biotricity Corporation: “Would you like green electricity?” | www.yourrenewablenews.com

The cost comparison between constructing a renewable energy plant verses a coal or nuclear plant is like comparing apples with steak. The only similarity between the two is that they are both eatable food.

It’s More Involved Then Two Grains!!

September 7, 2009

Tale of Two Grains | seekingalpha.com

It all starts with an article reporting the crop yield predictions for corn and soy beans. Which led to a question regarding if the increase in the use of high fructose syrup. That was raised because of another article reporting the conditions in the world sugar market. Then we proceed to see a rising prices due to a short fall the sugar crop in India. And finally we get to another article about soy beans that predicts China will cause prices to rise because they will stock pile them.

The Key to Carbon Emission Reduction is Not Cap & Trade!

September 5, 2009

U.S. carbon market: many projects, many clouds | www.reuters.com

In the long run Cap & Trade will create more problems and risks for investors than a policy of carbon reduction. As the mandated reduction percentage increase the opportunity for individuals to originate strategic maneuvers to take advantage of the regulations rises tenfold. And, without complete transparency in the market along with the cost associated with continuous measurement of carbon emissions, there will be plenty of opportunity for creativity in cap & trade transgressions.

It Can’t Because We Lack the Discipline to Establish Long Term Solutions!

August 30, 2009

RENEWABLE ELECTRICITY STANDARD WON’T CREATE JOBS UNLESS STRENGTHENED | www.awea.org

Congress and the Senate can pass all of the legislation along with the President set all of the Policy he wants, it will not provide more American jobs in the short or long term. Why, because we still lack the discipline and courage to correct the problems that prevents jobs from leaving the country and creating new jobs other than in service, financial and government sectors of the economy. Why and what’s the problem you ask, it’s simple but yet very complex in its nature, that is, “Profits”!!

No, it Provides an Opportunity for European Companies!

August 26, 2009

China’s Huge Wind Initiative | www.windenergynews.com

China's plans to increase their wind generation capacity from its current level to 100 GW by 2030 should be considered as an opportunity to expand into China not future competition in Europe. Some manufacturers are in place and will be able to participate in China’s planned expansion.

Why Not? What Would Happen If We Did?

August 23, 2009

Transparency in Derivatives | norris.blogs.nytimes.com

The first question that comes to mind is “What are they tiring to hide and why”? Under ordinary circumstances when two or more parties are conducting any type of financial transaction for as little as one cent up to Billions of Dollars, Yen, Euro’s or any other currency, transparency is provided through various documents. But, in the financial industry non disclosure is the standard operation procedure.

It’s Being Done!!!

August 22, 2009

A need to reconnect | www.ft.com

The current financial mess was created by a group of bumptious individuals. We can’t continue to do business as usual or hide our heads in the sand hoping it will go away by itself. Or, allow the individuals that propagated the mess to correct it or create a new disaster.

What impact would this have on the world economy if the principles where integrated into all business models?

March 13, 2009

A need to reconnect | www.ft.com

The question should be part of the evaluation process for any business seeking funding for their current operation, acquisition, expansion or IPO.

Business As Usual

February 16, 2009

China, India key for ExxonMobil Chemical growth | www.icis.com

Before closing a plant because its old, it should be evaluated as to its profitability, effeciency and product quality.

Alternate Fuel Exists

July 19, 2007

Potential Energy Crunch May Bring Other Fuels to Fore | online.wsj.com

Why do we constantly look for new fuel to produce electricity? New technology is not the answer!

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This author consults with leading institutions through GLG