Gerson Lehrman Group - Intelligently Connecting Institutions and Expertise.

Energy & Industrials News by GLG Council Members

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

Thom Williams, Principal & Managing Director

Thom WilliamsPrincipal & Managing DirectorAmherstAlphaAdvisors Co. 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.

The Secret Formula JB Hunt Transport Doesn’t Want You to Know!

November 3, 2009

J B Hunt (JBHT) Gets S&P 4 Star Buy Rating But Showing Bearish Technicals | www.marketintelligencecenter.com

Working quietly from deep within the beautiful but rather remote corporate offices of J.B. Hunt Transport Services Inc. in peaceful Lowell, AR, a sharp and select group of savvy truckers & financial wizards have, together, written, tested, and applied a “Secret Formula” that is now consistently generating trucking company revenues, operating margins, and net incomes, the likes of which have never...

Frank ChuPrincipalFjc Associates 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.

Electric Car Makers Urge For Government Subsidies in China

November 3, 2009

Will China Miss Out On Electric Car Investment? | blogs.wsj.com

While China is poised to become the world's largest car market and manufacturer, its strategy to promote electric vehicles as a means to minimize foreign oil dependence has been called into questions.  Some analysts even observed that the  Government's reluctance to provide subsidies to private purchase of electric vehicles may lead to a miss opportunity for China.   What are the possible reasons...

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.

Talisman bets that natural gas prices set to rise beyond current levels in 2010.

November 3, 2009

Talisman Adds Acreage in North American Shale Plays | www.rigzone.com

Talisman has added 170,000 net acres in the Pennsylvania Marcellus and the Montney shales (Canada) in the last few months at a cost of C$570 million. Marcellus drilling will increase in 2010 and drilling in the Montney will begin. Talisman doubled its Tier 1 acreage which it defines as breakeven at $4/thousand cubic feet. Combined Tier 1 positions in the two areas is 350,000 acres with a potential...

Ian Davenport, President

Ian DavenportPresidentDavenport Associates 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.

How Sustainable is Demand for Chemicals?

November 3, 2009

Manufacturers boost hopes of economic revival | www.ft.com

Demand has recently been boosted artificially by incentives such as 'cash for clunkers'. 2008 ended dreadfully, companies are terrified of another crash in demand. Caution is justified.

bio alterative for fuel

November 3, 2009

GLG Expert Contributor

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

Review of recent article on biofuel viability

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine 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.

Big-Foot YRC Drops the Other Shoe on Shareholders

November 3, 2009

YRC is Seeking Big Concession by Shareholders | www.google.com

Embattled trucking giant YRC Worldwide is asking its shareholders to give up 95 percent ownership in the trucking company to lenders in what it calls a "final step" in its recovery plan. One analyst called the deal a "train wreck hitting the school bus full of kids and nuns" for shareholders, who caused a massive selloff in the stock in one day of more than 60 percent to $1.32 a share.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates 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.

Transports Telling Different Story Than 3.6% GDP Blip!

November 2, 2009

Why the Lagging Transports Are Worrying | www.minyanville.com

Some stock technicians who compare numbers from the past to today are throwing more red flags regarding the recent quarters’ very positive numbers because the transports are not showing it. Transports are a good leading indicator in real time when real tonnage grows or shrinks. Shipper planning leads that of course led by true economic activity. History tells us a number of things.

Bombardier Barbs Shows CSeries Can't Cut The Mustard

November 2, 2009

GLG Expert Contributor

Bombardier fires back at CSeries critics | www.montrealgazette.com

It’s all very well to criticise rival aerospace OEM’s because they’ve had issues with their own airplane development programs. But that doesn’t detract from the reality that the CSeries has failed to dampen enthusiasm for the A320 and 737.

Ryanair Trades New 737s For Dividends

November 2, 2009

GLG Expert Contributor

Ryanair signals halt to aggressive growth | www.telegraph.co.uk

Ryanair may not order 737s just yet, but it is, as usual, looking out for its own interests and shareholders have every right to be pleased.

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.

Statoil ASA, once StatoilHydro moves on to more reliable projects

November 2, 2009

StatoilHydro Halts Investments in Iran in Current Climate | www.rigzone.com

StatoilHydro announced on Friday that it has no plans for further investment in the Khorramabad block. The company's seismic operations were concluded before 2009. No firm plans exist for drilling a well. The Mehr News Agency has reported that the seismic data verified extensive gas and oil reserves. National Iranian Oil Company owns the block. Anaran field in the Khorramabad block is one of several...

Previous Page : 1 2 3 4 5 6 7 8 9 10 11 12 Next21 to 30 of 7183

Subscribe to Updates

RSS By RSS

Add to Google Reader or Homepage

Subscribe in Bloglines

Request a News Analysis

Leading institutions connect with members of the Energy & Industrials councils through GLG

Get Intelligently Connected
with the world's leading experts

GLG's 850+ Clients Include:

More than 70% of the world's leading
mutual funds
15 of the leading 20
global banks
7 of the leading 10
global private equity firms
5 of the leading 10
AmLaw firms
Fortune 500® Companies
in nearly every industry sector, including pharmaceuticals, insurance, chemicals, energy and computer software