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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 is more than new lines

September 11, 2009

Grid Connectivity: Invest in Alternative Energy’s Missing Link | seekingalpha.com

 It is not enough to just run new transmission links to connect renewable power. There is a need for rights of way, new substations, new control software and the ability to balance the market demand with renewable energy production.

Areva and Alstom - A deal made in France

March 19, 2009

Siemens aims to sell Areva nuclear stake: report | www.reuters.com

Alstom and Areva will probably agree to a deal for the T&D portion of Areva, returning it to Alstom. The price will be about what Areva paid when Alstom needed cash.

BG - Pure Energy Deal should happen

March 19, 2009

BG sweetens bid for Australia’s Pure Energy | www.ft.com

BG should be successful in the purchase of Pure Energy, barring a white knight.BG gains knowledge for non-traditional gas harvest methods potentially to apply in the UK.Pure Energy gains checkbook to expand in Australia and elsewhere.

Nuon - Vattenfall deal good for all

March 19, 2009

Vattenfall nears $4.5 billion deal for Nuon unit: report | www.reuters.com

The Vattenfall deal for the unregulated Assets of Nuon offer a good deal to everyone. Vattenfall has the scale to help Nuon survive and expand in the Dutch Market as a retailer. Nuon offers expertise that the Vattenfall German units can use to expand their offerings in retail energy.

Article refers to Solar Photovoltaic - there are other solar power choices

November 10, 2008

Four Reasons to Expect a Solar Boom | seekingalpha.com

Title is misleading, though the article is well written. It ignores many other ways to consume solar and paints with a broad brush. I agree with the conclusions on photovoltaic.

Balance of generation resources is important

May 19, 2008

Wind Energy Could Produce 20 Percent of U.S> Electricity by 2030 | www.doe.gov

Wind is a variable resource, producing power only when the wind does not blow too slow or too fast. Balancing it with the customer load will be important Wind needs more ancillary services than conventional generation because of its variable nature. Estimates are 1MW of conventional generation for every 2 MW of wind power

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