GLG News by Mr. Sam Timpano, President
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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Biofuels from nonfood chain feedstock sources are viable alternative fuels
November 4, 2009
Biofuels do harm, aren't they? | pellets-wood.com
The biofuels and alternative energy project models that were originally based on feedstock materials from the food chain commodities have been shown to a failure, something many already knew.Not only did they add to the upward pressures on food chain commodities, especially corn and soyoil, they brought added deforestation pressures in several developing economies.Additional fertilizers and pressures on already low water supplies in some areas were additional exacerbations to the equation.The new generation of feedstock for biofuel production will be from nonfood chain sources and will add new benefits into the biofuel equation.
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A Birthday Still Worth Celebrating
July 5, 2009
Envoy Prepares to Visit Honduras | www.nytimes.com
Recent events in Iran and again in Honduras demonstrate the drift in American foreign policy and contributes to global confusion on what America stands for these days. These are just some private thoughts to share with all. Enjoy the 4th!
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Nice "touchy feely" and "green politics" no real meat
July 1, 2009
CSX Announces Commitment to Cut CO2 Emissions by Eight Percent | jacksonville.bizjournals.com
As we proceed along the path of everything green and while these efforts are press worthy and of corporate value these days, perception has to finally one day match science and reality.
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Transport fuel costs and economic recovery
June 26, 2009
The ups and downs of diesel | www.chron.com
Energy costs are at the heart of all economies and impact growth and most certainly recoveries from downturns. Transport fuel costs are second only to power generation in terms of importance to economic growth.
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Cramer is an entertainer more than he is an analyst these days
June 15, 2009
CEO pilloried | www.tradewinds.no
Jim Cramer has a horrible track record both for recommending stocks and for his CEO choices, good and bad.
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There is more to this than meets the eye
June 15, 2009
Gazprom CEO Sees Oil at $85 A Barrel by Year’s End | www.rigzone.com
CEO Miller is on target and probably has deeper insight than he showed in this interview. As certain economies begin to recover and others begin to feel the effects of their stimulus, the decline in demand will ease and gradually produce upward pressures on price. Inflation risk, especially in the US economy will also play a role in driving prices, especially if crude remains linked singularly to the dollar.
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Buffett's view is just the beginning
May 5, 2009
Buffett Sees Massive Inflation to Handle Staggering Debt | moneynews.newsmax.com
Inflation will become a serious problem within the next 2 years. However, there are more serious results that will occur due to the Obama administrations' irresponsible fiscal plans. Higher taxes for every citizen and company are virtual guarantees and will be an inhibitor to meaningful recovery and growth.
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April 29, 2009
One hundred | www.nytimes.com
This administrations' first 100 days have been a failure. The media in America cannot afford to objectively judge this President as their credibility now rests on the false buildup and hype they invested in his election. America is going to be irrevocably changed by this administration and there is little being done at the moment to resist this change. The Republican party is not doing enough to combat this change and are being further marginalized to an extremely dangerous position that will open the door to an even more dangerous paradigm shift in Americas' position in the world. The citizens must now get involved, informed and vocal about this dangerous shift.
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And there really are unicorns and if you see one you will live forever
April 23, 2009
Obama: Earth Day Speech Touts Green Jobs, Cap-and-Trade | blogs.wsj.com
The "green economy" has the potential to produce significant job growth but the Cap-and-Trade portion of this plan is failed. Cap-and-Trade is a reward for irresponsible behavior and will not remove one ounce of CO2 from the atmosphere. This is a system ripe for manipulation and corruption. It will actually increase prices and could serve to limit the value of the alternative energy initiative and job creation.
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April 20, 2009
Are Old Tires Fuel or Solid Waste? - Green Inc. Blog - NYTimes.com | greeninc.blogs.nytimes.com
Used tires, along with used plastic containers, used aluminum cans and a host of other manufactured good are at the same time fuel and recycled feedstocks as well as solid waste and are important parts of the energy/environmental equation. They are a substantial risk to the environment if not properly disposed of and are a hazardous waste if left to landfills or "used tire mountains" exposed to the environment. Used tires have a place in the whole business of recycling and environmental responsibility.
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Mr. Obama is running out of time and so is the country
February 13, 2009
Failure to Rise | www.nytimes.com
The current crisis in America is not of a type that will grant much more time to the administration to address correctly. So far, this President's lack of experience in leadership and Congressional "business as usual" and power playing are costing everyone valuable time and exposing the country to greater risks. The bold steps needed at this time are available from the Japanese experience of the 1990's but noone is taking many lessons even the newest economic student could give them.
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January 26, 2009
President Obama Seeks Tougher Financial Rules | www.nytimes.com
President Obama and his economic team need to focus on the next couple of shoes to drop on the financial system and not on regulation for now. While the world is still wrestling with the first shoe of the financial crisis that has engulfed most of the world economies, at least two more are becoming untied.
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January 20, 2009
The Nation Awaits Its New President | www.nytimes.com
President Obama must help the Nation shed an image of him as savior and bring himself and the rest of the Nation to realistic expectations of what he can do to address the crisis facing America. There is a need for a serious rethink on the proposed stimulus package and those that will follow. The role of government in economic stimulus and market intervention has become clouded and is dangerously close to a major shift in the American capitalist system.
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Long term fundamentals favor oil and gold price rises
January 7, 2009
Oil, gold tumble but base metals buck trend | www.guardian.co.uk
Crude may not see the highs of last year but will trade higher as 2009 ages and gold could test the highs as a result of actions being taken to deal with the financial crisis in America and the stimulus plans to restart the economy. While demand has fallen due to the current global economic crisis, the fundamentals for crude favor price increase rather than much lower pricing. Some of the same fundamentals that favor a price increase for crude will also have a similar effect on the price of gold.
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January 7, 2009
Oil Prices Rocket Following Gaza Attacks | www.oilvoice.com
Neither Gaza nor Israel have much to do with actual oil supplies or deliveries. The role of each is more in geopolitical terms of the Region and depending upon who gets involved and in how that involvement is done.
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Purchasing commodities to stimulate economies is not a solution to the current global downturn
December 5, 2008
Recovery starts with resources, Sprott says | www.financialpost.com
While Mr. Sprott makes a reasonable case for economic stimulus to be accomplished via commodity purchases by governments, it is not the means by which the current global crisis can be resolved nor should it. Commodity purchases could help in the short term but the root of the current crisis is not based in this sector. The real problems rest within the financial sectors of the world economy and the fallout onto the credit markets that is the root cause and what must be stabilized before any real economic upturn could be expected. In actual fact, if implemented, this plan would add to the future consequences that much of these current "bailout" plans and "stabilization" plans will produce, especially inflationary consequences which will (not may- WILL) result from all of this money being "printed" to avert the consequences of failed policy and business models.
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Biofuels from food chain crops is not a viable nor sustainable business for any reason.
October 28, 2008
Reviewing biofuel policies and subsidies | www.fao.org
The author of this article in the FAO newsletter is far behind times, as are most bureacratic analysts, especially at the United Nations. This issue is for the most part well settled and the answer to the question is a categoric "No". Food chain crops should not be used as feedstock for biofuels and businesses operating in that sector will fail and there is no real model that would convince anyone that these businesses are sustainable over the long term. Removed from this to a certain extent is sugarcane, which in certain instances and locations is a sustainable and viable business.
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October 27, 2008
Bracing for a Storm | www.washingtonpost.com
Most of the world has missed a major paradigm shift that is still not clear enough to most "drivers" to avoid major collisions in the future. The historical economic models have not been properly updated to account for this new paradigm and the factors of the new model are going to permanently change how the world is viewed. Alan Greenspans' admission that his 40 plus year model and view of the world was flawed should make everyone perform a serious rethink on their world view as well.
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Deeper issues determine Russian participation with OPEC
October 24, 2008
OPEC tests prospect of a cut in Russian oil production | www.iht.com
Russia has several issues of significance that keep them from becoming a major participant in OPEC price support efforts. This article does not take into account these macor-economic and geopolitical issues.
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Time is ripe for a new paradigm in crude pricing policy
October 20, 2008
OPEC calls emergency meeting as oil prices plummet | www.iht.com
The current slide in crude prices, casualty of the global financial and credit crisis, should serve as a harbinger to producers that there is a need for a shift in how they manage production and pricing. The current pricing mechanisms used based upon existing markets in the US and Europe exposes these producers to a level of risk due to outside, non-aligned interests and speculators that should be the centerpiece of their upcoming meetings. Production cuts and investment into new production will certainly be cut back, but, if the producer nations can accept the lessons of the past, they will not rely on this lever to be what brings stability to pricing.
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