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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A380 Still A Big Headache For Airbus
October 30, 2009
Airbus may delay A380 deliveries | www.reuters.com
There’s no question that the A380 is an engineering feat. However, its market prospects have been diminishing all the time, and the concerns at Airbus continue to grow, particularly financially.
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Gary DrimmerPresidentDrimmer & Associates International
"Where's the Beef?" Will Meat Lose Global Favor?
October 30, 2009
Vegetarian diet is better for the planet, says Lord Stern | www.guardian.co.uk
The production of meats is responsible for 18% of man made green house gas emissions and 25% of man made methane emissions. No wonder there is talk that eating beef is not very green. WIll sustainable farming and green consumers move away from meats and towards a vegetarian diet?
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John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine
YRC's Spin May Be Positive, But the Operating Numbers Are Not
October 30, 2009
YRC Worldwide Reports Significant Sequential Improvement in 3Q 2009 Results | www.google.com
YRC Worldwide, the nation's largest trucking company by volume, reported a $158.7 million loss in the third quarter on sharply declining revenue of $1.3 billion, compared with a net loss of $720 million on $2.38 billion revenue in the year-ago quarter. Despite the huge losses, YRC Chairman and CEO Bill Zollars says the company "gained significant momentum" in the third quarter and some progress in new credit agreements with its consortium of lenders.
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Michael LynchConsultantMichael E. Lynch
Higher crude oil prices and natural prices can and will move the needle
October 30, 2009
Exxon Struggles To Move The Needle | www.forbes.com
ExxonMobil earned $4.7 billion in the third quarter of 2009, in line with its peers. Earnings were off 68% from last year. Liquids production were up 2%. The poor results are surprising when the company just reported the start up of three liquefied natural gas (LNG) trains in Qatar's North field. Train number 4 scheduled to go on line by end 2009. Projects will generate 5 billion cubic feet /day and 300,000 bbl/day of high quality liquid. If Qatar can barely move the needle, what can?
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October 30, 2009
Exxon Struggles To Move The Needle | www.forbes.com
ExxonMobil has always excelled at picking viable projects and flawless execution. They are not so concerned about quarter to quarter performance as looking long term. They won't be rushed into bad plays and have the financial strength to be selective and do things strategically. Long term they will continue to outperform.
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The End Justifies the Means: Russia, Germany and Turkey
October 30, 2009
The story of gas | www.todayszaman.com
European energy supply diversification policy is in contrast between the EU directives and German energy policy decision. Germany and Russia is very much integrated in both upstream and downstream sectors.
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Mike RiegelOwnerAviation IQ
Recovery In Business Jet Demand - A Few Simple Truths
October 29, 2009
Business-Jet Demand Likely to Skid Before Regaining Lift | online.wsj.com
1) A brief historical review will show any casual observer that new jet deliveries lag wider economic recovery by some 12 months. 2) Demand heading into the current downturn was already dominated by international demand. 3) What most forecasts fail to highlight is who the winners will be as the business jet market recovers. Unlike prior cycles, some demand sources will be late to the party, and demand will not be evenly distributed across all OEMs and service providers.
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Face of Refining Industry Could Be Changed
October 29, 2009
US Refiners Say Climate Laws Biggest Challenge | www.reuters.com
The US refining industry could be decimated as the domestic steel industry has been if current climate legislation disadvantages domestic refiners, such as Valero , Tesoro , Frontier , Holly , Western , and Alon .
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October 29, 2009
Biofuels do harm, aren't they? | pellets-wood.com
Biofuel is frequently billed as the temporary panacea for reducing dependence on fossil fuels. However, there is substantial evidence that production of biofuels using traditional ethanol (corn based) causes substantial environmental harm and contributes to higher food costs.
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Boeing's Bold 787 Move Outside Of WA State
October 29, 2009
Boeing to Place Second 787 Assembly Line in North Charleston, SC | boeing.mediaroom.com
To walk, you have to take your first step. Boeing probably isn’t ready to walk away from WA state just yet, but the first major widebody production line outside of its traditional base with the 787 means that the labour force is indeed an expendable asset.
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