GLG News in Energy & Industrials

I have more than 35 years experience in power & energy industry that includes fossil (Coal & Gas) based power plants as well as non conventional energy like hydro power & wind energy farms. I was key person for selection of vendors / OEM suppliers among all leading Wind Energy vendors e.g. Suzlon, Enercon, Vestas RRB and NEG Mecon, for development of two wind energy farms with total capacity...

Japanese Old economy goes to do worldwide  M&A market use their handheld cash. But, If If they does not change yet, and if they are still in their mind before "Lost Fifteen years at 1990's" , they only do great waste again. This is the time of International cooperation. Social importance is requested from their M&A actions. I think whether it is possible.  ...

Title is misleading, though the article is well written. It ignores many other ways to consume solar and paints with a broad brush. I agree with the conclusions on photovoltaic.

First the banks, now the auto-makers come to the U. S. taxpayers for a bail-out. Are the railroads trying to get their place in line with the Obama administration?   Government regulation, environmental impact and unionized labor costs are key factors making railroads unattractive investments. Obama and a democrat congress are unlikely to lower these barriers to competitiveness.

Crude oil prices hit a 19-month low this week and are now expected to go below the magic $60 per barrel mark. Crude-oil inventories are at 312 million barrels, 1.5 percent above year-ago levels. Wednesday's DOE inventory report was expected to show a rise of 1.2 million barrels for crude oil and came up with a whopping increase of 1.8 million barrels instead.  Gasoline stocks,...

The duration of the cycle will determine the fate of most juniors. Sector differences matter - Base Metals (Cu, Ni, Zn) look particularly week and will get weeker. PGM's and U are at the bottom and should start to trend up. Gold looks reasonable and gold juniors should find financing. I expect a early 1970's style 2 year peak to peak cycle not a 1980's 5 year cycle. If the down cycle lasts longer...

Producers had expected to produce 60 million mt in 2008 but now two dozen pulp mills are taking one and two week shutdowns to keep from building any further inventory.  Worldwide inventory is at 4.688 mmt - which is 44 days days-of-supply.  This pulp is located at the mills, in transit, or, at Ports.  Customers now have no dread of running out of pulp so they can begin to place "j.i.t."...

Continued tunnel vision of business segments makes the problems harder to solve rather than easier. This reminds anyone me of rearrainging the deck chairs as the Titanic goes down Logistics has been long envisioned as a chain. attempts to favor one link in the chain are never going to be successful unless the whole process improves

The decrease in demand for cement, steel and other construction materials that is hurting domestic producers in China will drastically reduce imports of these materials, This should moderate the increase in construction cost of power plants in the U.S., which has largely been driven by increases in the cost of these materials, driven by China's demand.

The law is needed and necessary.  Technology may not be the best solution in every case.