Energy & Industrials News by GLG Council Members

Obama's Speech in Beijing Promoting Shale Gas Development in China

November 20, 2009

Analysis by:GLG Expert Contributor

Analysis of:Shale gas is part of US-China clean energy accord | www.ogj.com

Sino-US collaboration to develop shale gas resources in China was included in both the two countries joint statement and President Obama's speech at the press conference. All the driving elements are now gaining sufficient strength to vigorously and quickly push shale gas development forward in China. Those unconventional gas supplies would significantly change the current conventional view on China’s...

Big Commodity Index Funds to Influence Year End Markets

November 19, 2009

Analysis by:GLG Expert Contributor

Analysis of:Patients, Families Take Up the Cause of Hospital Safety | online.wsj.com

DJ / UBS announced changes in their commodity index allocations. The new allocations will likely push corn much higher, and the oil refining spread narrower.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Truck Order Predictions Pretty Well Laid Out Through 2010

November 19, 2009

Analysis of:Truck orders indicate pre-2010 surge | www.etrucker.com

In the midst of the optimism with the recent surge in truck orders, reality is setting back in that 2010 truck orders will be slow due to the mew emissions rules - again! We have written several articles over the last 6-months about the slow truck sales marketplace leading into the current prebuy. So here’s a look ahead....

Michael LynchConsultantMichael E. Lynch

Marginal oil and gas operations disappearing in wake of financial downturn

November 19, 2009

Analysis of:Chevron Drops Plans for Inlet Exploration | www.rigzone.com

Chevron announced that it is dropping a program to develop more oil from aging Cook Inlet. The production workforce will be reduced by 10 percent. A statement issued by the company cited "difficult economic conditions." The company will continue to operate some platforms. Chevron said the Cook Island business would contract because of production declines, high lifting costs, financial issues andvolcanic...

Pest Management and Rice Production

November 19, 2009

Analysis by:GLG Expert Contributor

Analysis of:Pesticides and rice production | beta.irri.org

Integrated pest management is the key to producing good crop using relatively less amount of pests.

It Will Definitely Redefine the Market Place

November 18, 2009

Analysis by:GLG Expert Contributor

Analysis of: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

Analysis by:GLG Expert Contributor

Analysis of: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?

Feed Grains, Seed, Fertilizer, and Chemicals Outlook 2010

November 18, 2009

Analysis by:GLG Expert Contributor

Analysis of:USDA World Agricultural Supply Demand Estimates | www.usda.gov

US planted surface area for corn will likely rise over 90 million acres increasing demand and prices for crop inputs in 2010.

Market Favors CF in Nitrogen War

November 18, 2009

Analysis by:GLG Expert Contributor

Analysis of:Nitrogen Wars: Bidding for & by Agrium, CF, and Terra | online.wsj.com

The market has a low return for CF buying Terra and it is much lower than an Agrium tender. Thus the market thinks CF will win in this war. Cash is King. ...but it could take another year to get enough Board members to vote a solution.

Paul HodgesChairmanInternational eChem

Abu Dhabi looks to build its petchem activities

November 18, 2009

Analysis of:IPIC Mulls Bayer Joint Venture, Not Acquisition, Chairman Says | www.bloomberg.com

The Middle East is continuing to grow its role in petrochemicals. The latest move is by Abu Dhabi, to access technology for its ambitious new multi-$bn Chemaweyaat project.

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