Energy & Industrials News by GLG Council Members

2009 was a transition year for North American windows and doors market

October 23, 2009

Analysis by: GLG Expert Contributor

Analysis of:Annual Window & Door survey reflects deteriorating expectations | www.windowanddoor.com

What were once gloomy forecasts became hard realities for the window and door industry in 2008. Some companies closed plants or distribution locations, while others simply closed their doors. The 2009 Industry Pulse, Window & Door’s exclusive annual survey of North American window and door manufacturers and dealers, suggests most industry executives foresee another tough year ahead.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Don't Panic. This Trucking Recovery May Be Two Steps Ahead, One Step Back

October 23, 2009

Analysis of:ATA Truck Tonnage Index Slipped 0.3 Percent in September | www.reuters.com

The American Trucking Associations' closely watched advanced seasonally adjusted for-hire Truck Tonnage Index fell 0.3 percent in September. This came after it increased 2.1 percent in both July and August.

Lewis GainesPresidentGaines Family Foundation

Lubrizol Surprises as Analysts MIss a Changing Specialty Chemical Environment

October 23, 2009

Analysis of:Lubrizol forecasts 3Q profit above Street view | finance.yahoo.com

Lubrizol and Newmarket both recently announced drastically improved sequential profit margins in a difficult general business environment. The doubling in run rate operating margins in 2009 suggests a structural change in the supplier customer price negotiation process. What happened in the lubricant additives business could also happen in other specialty chemical areas. The key requirement is that suppliers mange their product profile to help improve their customers profitability.

Emerging Trend of Solar Military Installations

October 23, 2009

Analysis by: GLG Expert Contributor

Analysis of:Being Army-Strong for Solar: largest DOD plant in U.S. | www.examiner.com

As noted in this original source article, the Fort Irwin U.S. Army installation will be housing the largest military solar energy plant in the country, and ACCIONA Solar Power and Clark Energy Group`s joint partnership for the project will likely develop more than the initial 500 megawatts of solar power, since expansion plans allow for up to 1 gigawatt to be generated in later years.

Michael LynchConsultantMichael E. Lynch

World oil demand might grow if everything works out OK

October 23, 2009

Analysis of:World oil demand to grow next year | www.offshore-mag.com

The IHS and Cambridge Energy Research Associates expect crude oil demand to grow in 2010 for the first time since 2007 and return to pre-recession levels by 2012. The rebound would mark a turnaround from the largest drop in global demand since the oil crisis of the early 1980s. Oil demand dropped from a high of 86.5 million bbl/day in 2007 to 83.8 million in 2009. The last time the world experienced a severe decline in crude oil demand, nine years were required for it to reach 1979 levels.

Diran MajarianManaging DirectorAmalia Tankers Inc

Georgiopoulos gives thumbs up to dry bulk in an opportunistic play

October 23, 2009

Analysis of:Wall Street darling Georgiopoulos nears first shipping IPO since June 2008 | www.tradewinds.no

Peter Georgiopoulos is aiming for an opportunistic asset acquisition play thorough Genco's (GNK) new Baltic Trading, which could seek US$ 230 mio in its initial public offering (IPO) with a plan to purchase five to seven vessels by the end of 2010. He is betting on recovery in this sector, carefully sheltering his existing dry cargo company Genco and he is demanding top dollar for his participation and management in the new venture.

Diran MajarianManaging DirectorAmalia Tankers Inc

Innovative use of capital markets for Navios Maritime

October 23, 2009

Analysis of:Notes for Navios | www.tradewinds.no

Angeliki Frangou has been outperforming her Greek peers in innovative finance for her opportunistic expansion and aggressively picking up distressed assets in the dry cargo market. Her use of "mandatory convertible preferred shares" in the recent purchases of Capesize newbuildings lessens the leverage risks for Navios and avoids dilution. She succeeded in raising US$ 374 mio new equity for NMM at a minimum discount. Her US$ 375 bond issue to cover new buildings and debt is smart finance.

The Hard Road Ahead for a Budget Shipping Line

October 23, 2009

Analysis by: GLG Expert Contributor

Analysis of:Fredriksen confirms The Containership Company stake | www.lloydslist.com

This article looks at the rationale for starting a budget shipping line and finds little in common with that of a budget airline which is the presumed model. The article then goes on to suggest four steps for attaining low costs and ends in a plea for some brainpower to be applied to this industry. The main message is that you will not make money unless you are prepared to use the shipping cycle and buy/charter in ships when prices are low and sell/charter out ships when prices are high.

James AliucciPresidentThe Global Group

Ecuador Shrimp Problems May Be Good News For US Shrimpers

October 22, 2009

Analysis of:The Disappearance of Ecuador’s Mangroves | fishfarmaz.com

The USA shrimp industry has taken its share of hits lately. The imports form China, Cental and South America have caused the prices to drop to a point where US wild shrimp just seems to expensive to the average consumer. This may be about to change, as we look more closely at what is happening with the Ecuadorian farmed supply.

Michael LynchConsultantMichael E. Lynch

Compressed gas as transportation fuel still rising.

October 22, 2009

Analysis of:Enthusiasm for Natural Gas Cools | www.nytimes.com

Developing countries around the world are increasingly turning to natural gas as their alternative transportation fuel of choice. But official embrace in industrialized nations has waned. After ten years of double digit growth more than 10 million vehicles worldwide are powered by natural gas.Pakistan is the global leader with more than 2 million vehicles. Argentina is in second place with1.75 million. Iran, with the world's second largest gas reserves has 1.5 million.

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