Energy & Industrials News by GLG Council Members
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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Domestic Refiners Need Level Playing Field
November 1, 2009
Washington's Carbon Rules Need Refining | online.wsj.com
Foreign refiners will get a significant advantage if current proposals for carbon legislation do not change.
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Gary DrimmerPresidentDrimmer & Associates International
Omega-3 Soybean Oil Closer To Commercial Reality For Monsanto and Solae
November 1, 2009
The GRAS certification of Monsanto's new omega-3 Soybean Oil is a major step not only for Monanto and their partner on this product, Solae LLC, but a it could also help pave the way to the acceptance of GMO crops around the world. The product still needs to be developed and marketed correctly as it is SDA and not EPA or DHA.
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Michael LynchConsultantMichael E. Lynch
Gasprom to go slow on high cost LNG in worsening market conditions
November 1, 2009
Russian LNG Aims Face Big Challenges in Arctic Regions | www.rigzone.com
Russia, world's largest natural gas producer, has invited international majors to help it obtain 20% of the natural gas market. Experts say it could be 2020 before new production comes on stream. Russia's priority project, Shtokman offshore field in the Barents Sea is scheduled to begin deliveries in 2014. Many experts question Gazprom's financial and technical ability to make it happen in a time of worldwide recession. Vitaly Yermakov of CERA in Moscow cited uncertainty about gas projects.
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Prerequisites for Success in Residential Alternative Energy
November 1, 2009
Recovery through Retrofit | www.whitehouse.gov
The idea of generating your own electricity is exciting. Solar PV, solar thermal systems and "energy-from-wind" generation equipment is readily available and, according to some, should be installed right away. But in order to get a worthwhile payback from any of these technologies, homeowners need to prepare their homes for the upgrade by addressing some of the major causes of energy inefficiency - namely excessive air infiltration, lack of insulation and poor household energy habits.
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Biofuels – Just One Component Of A Long Term Solution
October 31, 2009
Biofuels do harm, aren't they? | pellets-wood.com
Biofuels are fuels such as bioethanol, biobutanol or biodiesel made from plant or less commonly animal material or food waste. Bioethanol and biobutanol are typically used to reduce the amount of gasoline used while biodiesel is used to lower the amount of diesel fuel used. Although the first generation biofuels are not economically viable, second generation biofuels should be more economically attractive and thus part of a strategy to reduce long term our dependence on fossil fuel.
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Bio Fuels - Temporal Business Choice
October 31, 2009
Biofuels do harm, aren't they? | pellets-wood.com
Holistic approach let's conclude that business and investment into bio fuels are in contradiction to principles of sustainable development same as corporate business responsibility and can’t assure positive assessment from society in long term perspective. A sense of responsibility and interests of safety of investments should advise to businessmen to choose not burning kinds of energy sources like wind, solar, water, etc.
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High Time To Tackle Ug99 Wheat Rust
October 31, 2009
Fighting Ug99 and other wheat rusts | www.scientistlive.com
Scientists globally are working really hard to find some genetic solution to the devastating Ug99 wheat rust which most people think is on its way to enter Asia.
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Paul HodgesChairmanInternational eChem
Chemical Companies remain Cautious on the Outlook
October 31, 2009
Looking at the world from a stable but low level of activity | www.icis.com
The chemical industry is a leading indicator for the global economy. The recent company results season gives no support for the idea that earnings are about to stage a major recovery.
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Is Competition a Serious Issue for DuPont in respect of Rynaxypyr?
October 30, 2009
DuPont’s Breakthrough Insect Control Product Registered in Japan, Brazil | www.yourpetrochemicalnews.com
Rapid introduction of the product, approvals by FAO and WHO and registration in 45 countries are strong points in favour of DuPont. There should not be any problem with EU and US registrations. Monsanto, with recent bad reputation on GM seeds may not be a difficult competitor. Syngenta is lesser known in many countries. Thus it cannot compete very effectively in all markets. But stiffer competition is likely from leading country-specific insecticide firms in certain markets.
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Don't Write the Epitaph for Oilsands Yet
October 30, 2009
The boom ends for Alberta oilsands | www.cbc.ca
Western Canadian oilsands are a strategic resource for North America and will continue to play an important role in the overall energy equation for the next twenty years, at a minimum.
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