Energy & Industrials News by GLG Council Members

Michael LynchConsultantMichael E. Lynch

Marginal oil and gas operations disappearing in wake of financial downturn

November 19, 2009

Analysis of:Chevron Drops Plans for Inlet Exploration | www.rigzone.com

Chevron announced that it is dropping a program to develop more oil from aging Cook Inlet. The production workforce will be reduced by 10 percent. A statement issued by the company cited "difficult economic conditions." The company will continue to operate some platforms. Chevron said the Cook Island business would contract because of production declines, high lifting costs, financial issues and volcanic activity. Total oil production from the region is 8,500 bbl/day.

Pest Management and Rice Production

November 19, 2009

Analysis by: GLG Expert Contributor

Analysis of:Pesticides and rice production | beta.irri.org

Integrated pest management is the key to producing good crop using relatively less amount of pests.

It Will Definitely Redefine the Market Place

November 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:E.ON UK, RWE npower nuclear joint venture fully established. | www.yourindustrynews.com

Anytime one company can take steps to improve their position it will cause a shock wave in the industry.  E.ON's aggressive action protects their future to a certain degree but raises questions as to the problem of what affect will the additional nuclear waste have on the environment.

Feed Grains, Seed, Fertilizer, and Chemicals Outlook 2010

November 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:USDA World Agricultural Supply Demand Estimates | www.usda.gov

US planted surface area for corn will likely rise over 90 million acres increasing demand and prices for crop inputs in 2010.

Market Favors CF in Nitrogen War

November 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:Nitrogen Wars: Bidding for & by Agrium, CF, and Terra | online.wsj.com

The market has a low return for CF buying Terra and it is much lower than an Agrium tender. Thus the market thinks CF will win in this war. Cash is King. ...but it could take another year to get enough Board members to vote a solution.

Paul HodgesChairmanInternational eChem

Abu Dhabi looks to build its petchem activities

November 18, 2009

Analysis of:IPIC Mulls Bayer Joint Venture, Not Acquisition, Chairman Says | www.bloomberg.com

The Middle East is continuing to grow its role in petrochemicals. The latest move is by Abu Dhabi, to access technology for its ambitious new multi-$bn Chemaweyaat project.

Ian DavenportPresidentDavenport Associates

Superabsorbent Dilemma at Rabigh?

November 18, 2009

Analysis of:Disappointment in India...speculation on Rabigh | www.icis.com

Cross ownership and a necessity to access key raw materials complicate the discussion. It is necessary to consider the history and current status of participants in the Acrylic Acid - Superabsorbent product chain.

Solar Tower Technology is Uneconomical and Unviable in US

November 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:Solar Tower Technology makes U.S. debut | www.yourrenewablenews.com

Solar Tower Technology is not a new phenomenon. Further developments on this technology have been done over the years, but the underlying fundamentals remain the same:- High upfront investment and long gestation periods and a regime of cheap interest rates.A case for solar tower technology may be made for desert areas like Nevada. But the key risks are:- Escalations in operations and maintenance costs over a period of time.- Better alternative technologies.

Frank ChuPrincipalFjc Associates

Fossil Fuel Technologies Emphasized in US China Energy Co-operation

November 18, 2009

Analysis of:U.S.-China Clean Energy Announcements | www.energy.gov

In a joint declaration, President Obama and President Hu of China announced a package of co-operation initiatives on clean energy to deal with the issue of climate change  and oil dependance.  While the 7 initiatives cover a wide range of actions and technologies  from joint R&D, energy efficiency standards, wind,  solar, biofuel and electric vehicles development, etc, the major emphasis appears to be on the efficient use of fossil fuel and carbon capture technologies. 

Thom WilliamsPrincipal & Managing DirectorAmherstAlphaAdvisors Co.

Savvy Trucker JB Hunt Heads East, By Train!

November 17, 2009

Analysis of:J.B. Hunt Transport Services, Inc. Announces Eastern Rail Deal | markets.on.nytimes.com

Truckers traveling via train? Yep, the smart ones do so with increasing frequency. Earlier this month, J.B. Hunt Transport Services Inc. announced that its already successful “Secret Formula” for Intermodal success will henceforth include much more of a current ingredient, one known as “NSC” or Norfolk Southern Corporation, which reported Intermodal revenues for this year’s 1st nine months of just slightly less than JBHT’s $1.2 billion of Intermodal biz. for the same three quarters.

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