GLG News in Energy & Industrials

U.S. is too large for this plan to work. There is no allowance for profit margin. Why would the auto companies want to be involved in this mess?

1.  Traction drive electric motors in the wheel has already been developed by Dana and Volvo. 2.  Yardney Technical Products, Inc., Stonington, CT has a battery system that has lasted for eights years and is working on a car battery that will charge in 15 minutes. 3.  The 2nd generation hybrid car should use a small diesel engine/generator set as a backup to the battery...

The Promise of Wind Power and the freeing up Natural Gas for internal combustion engine needs holds great promise for the US's shorter term Energy Needs.   We must not let our Antiquated Power Grid stop us from moving forward with wind and solar if we are to solve our energy problems.

Do not expect USG LNG exports anytime soon. The LNG is not available from the US. The infrastructure is not available to make LNG in the US Gulf. The U.S. political winds would not permit energy exports in this market.

Despite the 4b Euro "minimum" price that TUI is placing on Hapag, opposition from Hamburg, and a very conservative acquisition history, NOL is very likely to be the successful bidder.

Mexico’s Cantarell oil field is now producing less than 1 million bpd. The decline is faster than PEMEX anticipated (who would have guessed?) and forced the company once again to lower its 2008 daily production target, this time from 2.9 million bpd to 2.8 million bpd.

Rob Gilles with the Associated Press in Fort McMurray, Alberta reported in the August 26 issue of the International Herald Tribune that Shell is rapidly expanding oil sand production from Muskeg river open pit mines in the Athabasca region of Alberta. They are joined by ExxonMobil, Chevron, Imperial Oil and others in a development that covers an area the size of New York State. Current daily production...

What we are seeing in the hypothesis stated is the results of rising energy costs.  This is important because it may herald the start of some very fundamental changes across the entire airline industry and beyond. I am more concerned about understanding the dynamics of the rising energy costs; understanding whether they are transitory.  Will they continue to rise, fall or remain static. ...

As the author points up - chip supplies for pulp mills are becoming hard to procure.  The next "wave" of change is the emerging (erupting?) biomass markets.  There are over 40 US mills either announced, under construction, or running.  The largest of the bio pellet plants rival pulpmills in wood consumption.  These plants are running on fuelwood - except the Cottondale, FL mill...

End users of minor metals for critical purposes, i.e., for purposes that are not economically or technologically possible without a particular minor metal, can hedge the required supply of metal by financing the producer's output, through offtake agreements, for example, and by being the buyer of last resort as well as the holder of a small strategic excess inventory to use as a barrier against a...