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Energy & Industrials News by GLG Council Members

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

Dave Hillman, Independent Consultant

Dave HillmanIndependent ConsultantDave Hillman What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Domtar Follows IP Lead In Reducing UCF Overcapacity

October 25, 2009

Domtar To Convert Plymouth, NC Mill To 100% Fluff Pulp | www.paperage.com

Domtar has made a positive strategic move to reduce its UCF (uncoated freesheet) capacity at a time when this paper grade is shrinking. At the same time it is increasing its position as a Fluff Pulp producer - a market that many estimate is growing 6-7%/year.The Plymouth mill will, by the 4Q of 2010 be producing 444,000mt/year of Fluff PulpThey will reduce UCF production by 210,000. This follows IP announced shut down of their Franklin, VA mill which produces 600,000st/year.

Biofuel is not just Ethanol

October 25, 2009

GLG Expert Contributor

Biofuels do harm, aren't they? | pellets-wood.com

Sugar, Beets, Corn, Rape and Soybeans are the current feedstock for bio ethanol, but the potential for cellulosic, algea and seaweed based ethanol, butanol and other developing fuels has very large potential to offset fossil fuels. Certainly, it is not sustainable to take food and escalate prices over the long term, farmers have ramped up as demonstrated by the bumper crop in corn this year, but prices have not fallen. The US needs to put the research, development and implementation funding into cellulosic biofuels, biomass and biogas because they represent North America's ability to get off fossil fuels, the current ethanol and biodiesel industry have started to established an infrastructure for this conversion over time. Other sustainable alternatives including plug in hybrid and pure electric vehicles from wind, hydro and solar sources will also reduce our dependance on crops for fuel.

Michael Lynch, Consultant

Michael LynchConsultantMichael E. Lynch What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Schlumberger in unique position to observe worldwide oil and gas activity

October 25, 2009

Schlumberger Reports 3Q Earnings of $5.43B | www.rigzone.com

Schlumberger reported third-quarter revenue of $5.43 billion compared with $7.26 billion in the third quarter of 2008. Quarterly sequential results were about the same. Oilfield Service revenue was down 22% year on year while Western Geco was down 48%. CEO Andrew Gould predicted that the remainder of 2009 could show modest gas drilling improvement but flat pricing. He saw no significant oil service activity increase until late 2010. New liquefied natural gas (LNG) will keep prices low.

Mexico To Start Growing GM Corn

October 25, 2009

GLG Expert Contributor

Mexico issues first permits to grow GM corn | www.reuters.com

Mexico is famous for its Corn and wheat research center by the name of CIMMYT.Mexico is amongst the leading countries to produce white corn. Recently Mexico scientists and farmers have got the signal to grow GM maize which means the production and quality will definitely improve.

Diran Majarian, Managing Director

Diran MajarianManaging DirectorAmalia Tankers Inc What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Berlian Laju taking its distance from Eitzen Chemical in the CECO Merger

October 25, 2009

Eitzen takeover a milestone for Asia | www.tradewinds.no

BLT plans to leave Eitzen Chemical as a separate entity and retain the previous management to run it. They will transfer Eitzen Chemical debt from the CECO holding company back to the subsidiary. As a deal prerequisite, CECO lenders must agree to waive all principal payments and loan covenants for a three-year period. Of the US$ 200 mio cash that BLT is required to inject in CECO, only US$ 50 mio will go to Eitzen Chemical. BLT will invest US$ 130 mio of these funds in Indonesian projects.

Harnath SithamrajuConsultantHarnath Sithamraju What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Basking in the Sun

October 24, 2009

Three solar companies set up units in Andhra | www.business-standard.com

There is lot of scope and room for expansion of power generation in India.Solar power will prove a boon for energy hungry population. There is an urgent need for more such projects.

Addison Schonland, Partner

Addison SchonlandPartnerInnovation Analysis Group What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

JAL is playing poker

October 24, 2009

JAL faces $8.8 billion excess debt if liquidated: source | www.reuters.com

The airline is in trouble, with what you would think is a weak hand. But it is inscrutable and playing a weak really well.

Graeme Bethune, Chief Executive Officer

Graeme BethuneChief Executive OfficerEnergyQuest (Australia) What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Biofuels and Food

October 24, 2009

Biofuels do harm, aren't they? | pellets-wood.com

The debate continues on whether biofuel production has adverse impacts on food supply and production. However another way of looking at the question is whether, in the absence of subsidies, biofuels can compete with food.

Harmful biofuels

October 24, 2009

GLG Expert Contributor

Biofuels do harm, aren't they? | pellets-wood.com

The supply of oil is running out - biofuels grow using solar power on the same area of land. They are sustainable.Food cost increased through panic buying by forward traders.

Dave Hillman, Independent Consultant

Dave HillmanIndependent ConsultantDave Hillman What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

IP Leads In Capacity Reduction

October 23, 2009

International Paper to Shut Down Three Mills | www.paperage.com

IP has said there is excess capacity in both containerboard and uncoated freesheet (UFS). Now they've made a significant move to correct this situation by shutting down 3 papermills. plus one large machine in Oklahoma.Containerboard capacity was reduced by 2.1 million mt. Uncoated Freesheet by 600,000tpy. Coated paperboard (SBS) by 140,000 typy.The mills are located in Franklin, VA, Albany,Oregon, Pineville, LA and the one paper machine in Valliant, OK

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