Energy & Industrials News by GLG Council Members

SHALE GAS FROM USA to EUROPE EXXON FOLLOWS THE LIGHTS

November 7, 2009

Analysis by:GLG Expert Contributor

Analysis of:Technology to Help Meet Germany's Cleaner Energy Future | www.bakerinstitute.org

Shale Gas has become a target for exploration and development in Lower Saxony, Mako Trough, Baltic, East Paris, Weald, Vienna, Cambrian Alum and Dadas in Turkey by companies like ExxonMobil, Shell, OMV, Falcon Oil and Gas, 3Legs Resources, Toreador Resources and EurEnergy Resources.

BPC To Export Potash to China

November 7, 2009

Analysis by:GLG Expert Contributor

Analysis of:UPDATE 1- BPC To Resume China Potash Exports | www.futurespros.com

China is the largest consumer of potash and has to import most of it from different countries. BPC is negotiating with China to export potsh.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Class 8 Truck Prebuy Is Coming To An End - 2010 Skepticism Here!

November 6, 2009

Analysis of:Class 8 Orders See Sharp Rise From September | www.truckinginfo.com

FTR Associates President Eric Starks shows North America Class 8 October order numbers at 21,792 trucks. This is a rate more triple than we were seeing February through July of this year - ranging 6,000-8,000 per month and double the August and September numbers. My friend Eric knows the numbers better than most, so we’ll offer some customer comments as to why.

James GouldPresidentThe Floor Covering Institute

China’s Economy and Construction Boom Creates Huge Floor Covering Potential

November 6, 2009

Analysis of:World Bank Raises Forecast for China's Economy | www.nytimes.com

A new, 40 billion square meter floor covering market is expected to emerge in China between now and 2025. The urbanization of China continues and is expected to increase its cities’ population by another 350 million people, creating demand for as many as five million new buildings. Every square meter of new construction will require floor covering. Ultimately China may be the world's largest floor...

A major player in diamond production from West Africa?

November 6, 2009

Analysis by:GLG Expert Contributor

Analysis of:Proposed merger between Stellar Diamonds and West African Diamonds | www.yourminingnews.com

A business combination in the form of a takeover of Western African Diamonds Ltd by Stellar Diamonds Ltd will have little impact on the diamond producing countries of West Africa. Production will remain small in volume and revenue. The combined company as a pure diamond company may have increased attractiveness to investors. Renewed interest in Western African diamond deposits is good for the local...

Toby KolstadPresidentRail Theory Forecasts

Mr. Buffet, buying a real railroad is not like in the board game.

November 6, 2009

Analysis of:Buffett: Railroad business is 'in tune with the future' | www.usatoday.com

Hardly anyone can resist the temptation to by a railroad in the game of “Monopoly.” They are reasonably priced, have OK earnings potential, and if all four are owned, they have outsized rental rates and the payment rates with sites on all four sides of the board. In real life however, railroads are rarely cheap compared to their earnings and the STB will keep anyone from owning more than one. Sowhy...

Gary DrimmerPresidentDrimmer & Associates International

Fertilizer Musical Chairs Coming to Sad End- Agrium & CF Industries Last Offers

November 6, 2009

Analysis of:Agrium increases cash portion of bid in final attempt to buy CF Industries | www.chicagotribune.com

Since the beginning of the year Agrium Inc.  and CF Industries Holdings  Inc.  have been seeking to make a major acquisition in consolidation effort after drop in sector share prices. This week new offers went out and we might be reaching an end to this round of efforts as the outlook for the sector finally appears to be touching bottom. 

Michael LynchConsultantMichael E. Lynch

Baker Hughes report shows state of oil industry worldwide

November 6, 2009

Analysis of:Baker Hughes' Profits Take a Hit, BJ Services to Advance Portfolio | www.rigzone.com

Baker Hughes reported net income for Q-3 of $0.18/share, down from Q-2's $0.28/share. Q-3 North American margins rebounded from the low of the second quarter but international results were disappointing. Revenue in Latin America declined because of reduced revenue from Venezuela, Argentina, Bolivia and Chile. Europe, Africa, Russia and Caspian declined except for Angola. The Middle East Asia Pacific...

British Airways Not Out Of The Woods Yet

November 6, 2009

Analysis by:GLG Expert Contributor

Analysis of:British Airways slumps to record loss as strikes loom | www.telegraph.co.uk

The first summer loss since it’s privatisation is not a surprise - British Airways has been on a downward spiral for a while and now it is time to pull it out of that nose-dive.

China and Potash

November 6, 2009

Analysis by:GLG Expert Contributor

Analysis of:China In Race To Corner Canada’s Potash? | www.potashinvestingnews.com

Potash remains one of the most vital crop inputs. Major importers of potash like china are always looking for strong negotiations. Also countries such as China desperate to feed its growing population, could the Chinese market bolster demand and put a bottom on prices that have fallen from US$ 1,000 a tonne last year to about US$ 500 a tonne this fall.

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