GLG News in Energy & Industrials
November 3, 2008Total and ExxonMobil to press on ( for the time being)
Analysis of: Energy firms told to invest to avoid another price spike | www.iht.com
Author: Michael Lynch, Consultant, Michael E. Lynch
Julia Werdiger in London reported in the October 30 issue of the International Herald Tribune that energy companies must continue to invest during the downturn. That was the message of Total’s CEO Christophe de Margerie at the Oil & Money 2008 conference in London. He said that supply would remain short. The recovery will come and crude oil prices will rise again. Oil companies have a responsibility...
November 3, 2008BP has already announced that it is on the prowl. XOM and RDS will be too.
Analysis of: Exxon Mobil quarterly income hits $14.8 billion | www.iht.com
Author: Michael Lynch, Consultant, Michael E. Lynch
Jad Mouawad in New York and Julia Werdigier in London reported in the October 31 issue of the International Herald Tribune that Exxon Mobil (XOM) and Royal Dutch Shell (RDS) earned higher-than-expected profits for the third quarter of 2008.Xom posted profits of $14.8 billion while RDS turned in $8.45 billion. Record high oil prices trumped production declines. The next quarter may signal the end of...
November 3, 2008Down, Down, Down: Three Straight Months of Truck Tonnage Declines
Analysis of: ATA truck tonnage index falls again | www.etrucker.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
The American Trucking Associations' advanced seasonally adjusted for-hire truck tonnage index dropped by 0.9 percent in September, it's third straight month-over-month decline. The details are even worse. The seasonally adjusted index was just 0.8 percent above year-ago levels. September 2007 was hardly a peak period either,a nd the index is quickly falling toward negative territory.
November 3, 2008
Africa a haven of traditional oil and gas sources and supply
Analysis of: Alternative Energy Suddenly Faces Headwinds | www.nytimes.com
Author: GLG Expert Contributor
Analysis of: Alternative Energy Suddenly Faces Headwinds | www.nytimes.com
Author: GLG Expert Contributor
Africa : Untapped in oil and gas deposits
Africa : A paradise of world emigration
Africa : Untouchable by natural disasters
November 3, 2008
Retail Cut Backs is a Lagging Indicator
Analysis of: Micron Cutting Jobs As Chip Prices Plunge | online.wsj.com
Author: John Wilkerson, Executive Director, Bellwether Logistics Services, LLC
Retail Cut Backs is a Lagging Indicator
Analysis of: Micron Cutting Jobs As Chip Prices Plunge | online.wsj.com
Author: John Wilkerson, Executive Director, Bellwether Logistics Services, LLC
Consumer Savings vs. Consumer Spending is a leading indicator for the electronics industry rebound.
November 3, 2008
Partial Managment Solution Won't Work in Today's Workplace
Analysis of: How Detroit Drove Into a Ditch | online.wsj.com
Author: John Wilkerson, Executive Director, Bellwether Logistics Services, LLC
Partial Managment Solution Won't Work in Today's Workplace
Analysis of: How Detroit Drove Into a Ditch | online.wsj.com
Author: John Wilkerson, Executive Director, Bellwether Logistics Services, LLC
Continuous improvement (CI) in this industry is here to stay, yet when management is concerned about basic functions such as payroll; very few strategic programs are on the radar.
October 31, 2008
Trancfomers & Pokemon are mightier than the Financial Crisis
Analysis of: 1Q FY3/09 Financials and Earnings Summary (Consolidated) | www.takaratomy.co.jp
Author: GLG Expert Contributor
Analysis of: 1Q FY3/09 Financials and Earnings Summary (Consolidated) | www.takaratomy.co.jp
Author: GLG Expert Contributor
In spite of current recession, TAKATA TOMY achive excellent sales result at 1Q FY3/09. their method is hybrid; media-mix and sincere products development. And they have strong their advocator in the US.I describe backgroud of their madia-mix strategy and products development and also the great advocator.
October 31, 2008
The Downside of Temple Industries
Analysis of: Temple-Inland Reports Third Quarter Result | www.paperage.com
Author: John Krier, President, JLK GLOBAL
The Downside of Temple Industries
Analysis of: Temple-Inland Reports Third Quarter Result | www.paperage.com
Author: John Krier, President, JLK GLOBAL
Temple has been eviscerated by Icahn to the extent that their long term viability is questionable anyway. Yes they are well managed but they have lost their key component for healthy returns in the future and that would be control over their own raw materials (forestlands) So-called "long term agreements" with landowners are only good as long as the landowner wants them to be....
October 31, 2008
Marketing pharmaceuticals to improve health worldwide.
Analysis of: Pfizer goes generic | blogs.wsj.com
Author: GLG Expert Contributor
Analysis of: Pfizer goes generic | blogs.wsj.com
Author: GLG Expert Contributor
Most consumers in economically developed countries understand capitalism, profit making, and recouping years of research and development costs with legal patent protections for pharmaceutical drugs that have proven efficacy. Today, Pfizer is recognizing that there are second-tier and niche markets in the U.S. that are often larger than the size of some foreign nations when it comes to...
October 31, 2008Food Versus Fuel Issue Turning Grain Farmers’ Numbers Ugly, Too
Analysis of: Reviewing biofuel policies and subsidies | www.fao.org
Author: Jay Thompson, President and General Manager, Transportation Business Associates
The food, energy and Biofuels industries all heavily depend on feedstock. I agree with colleagues Mr. Moser and Mr. Timpano regarding food versus fuel, future feedstock’s, food security and sugar cane use for ethanol. After recently attending a Purdue (my alma mater) meeting wearing my Zenergy Bio Fuel - switchgrass, miscanthus & Jatropha plantations - and old farmers hat, the numbers that...
More GLG News in
Energy & Industrials
Most Popular:
Source Article | Expert Analyses
YRC to Get Concessions?
tdu.org
BASF Cuts Profit Goal, to Idle Plants as Orders Drop
www.bloomberg.com
Half of dry bulk orders will ‘not be delivered’
www.lloydslist.com
Weekly US rail shipments tumble 9.1 percent
biz.yahoo.com
Amid economic crisis, wind power spins more slowly
features.csmonitor.com
The gale of a credit crisis blows the wind away!
November 26, 2008
The Peaksters are right on theory, perhaps wrong on timing
November 25, 2008
BASF, Dow Chemical, PPG signal arrival of new world financial order
November 24, 2008
Two Words About New Trucking and Logistics Index: "Yes, But..."
November 20, 2008
Petrochem Giants in Crisis Mode
November 20, 2008

