GLG News in Energy & Industrials
September 29, 2008
Potential Hikes in Shipping Rates Involving Gulf of Aden Transits
Analysis of: Ship Owners, Unions Appeal for UN Action Against Somali Pirates | www.bloomberg.com
Author: GLG Expert Contributor
Analysis of: Ship Owners, Unions Appeal for UN Action Against Somali Pirates | www.bloomberg.com
Author: GLG Expert Contributor
Piracy in the Gulf of Aden is impacting the bottom line of shipowners. Owners may increase rates to offset added cost.
September 29, 2008Airline brand destruction - Qantas
Analysis of: Qantas devours its own | www.businessspectator.com.au
Author: Addison Schonland, Partner, Innovation Analysis Group
When you read the first three words above, you would normally think a US carrier world you not? Apparently the airline service contagion has now reached Australia's shores. What a pity.
September 29, 2008
Algae: the "green crude" of the future
Analysis of: Petro Algae Sees Pond Scrum As Fuel | www.miamiherald.com
Author: GLG Expert Contributor
Analysis of: Petro Algae Sees Pond Scrum As Fuel | www.miamiherald.com
Author: GLG Expert Contributor
Of all the potential cellulosic and agricultural feedstocks, algae is one of the most promising for two reasons; 1. It has the highest oil content yield, more than corn, switchgrass and even palm oil and the oil is realively easy to extract. 2. Algae does not compete with food supply in any way. In fact the dried algae cake which results after oil extraction...
September 29, 2008The Trouble with "One Solution" Answers
Analysis of: Power Plays | online.wsj.com
Author: Mark Burger, Principal, Kestrel Development Company
There is an interesting dichotomy in how most Americans, both the public and the leadership, address alternative energy. We mouth the rhetoric of "there's no one answer" to replacing present energy conversion and then are as petulant as a child who got underwear instead of a bicycle for Christmas, when we don't get the one answer. This goes for thin film solar photovoltaic technology. ...
September 29, 2008ExxonMobil and Chevron at top of the lists
Analysis of: Special Report: OGJ 200 earnings mixed as U.S. production, reserves climb | www.ogj.com
Author: Michael Lynch, Consultant, Michael E. Lynch
Senior Economics Editor Marilyn Radler and Statistics Editor Laura Bell reported in the September 15 issue of the Oil & Gas Journal that the 147 companies that make up the OGJ 200 recorded a decline in earnings last year. Greater expenses caused net income to fall by 2.5% even as revenue increased by 7%. Inflation in labor, equipment ands supplies caused the profit shortfall. Total assets of the...
September 29, 2008Chevron bets U.S. will come through financial crisis needing energy
Analysis of: Chevron’s 3 tcf Piceance basin project gears up | www.ogj.com
Author: Michael Lynch, Consultant, Michael E. Lynch
The Oil & Gas Journal reported in the September 15 issue that Chevron has begun natural gas production from its $7.3 billion project in Garfield County, Colorado. Gas is produced from the Williams formation of the Cretaceous. On August 25, the company began running 5 million cubic feet/day through a 30 inch pipeline. Eighty-two wells have been drilled with two rigs. Eventually from 2,000 to 3,000...
September 29, 2008Oil and gas stocks a good bet in the financial crisis
Analysis of: Oil prices soar over doubts about rescue plan | www.iht.com
Author: Michael Lynch, Consultant, Michael E. Lynch
Jad Mouawad in New York reported in the September 23 issue of the International Herald Tribune that crude oil prices posted their largest one day gains on Monday. The price rose more than $25/bbl as investors rushed into commodities. The government mulled a bail out plan to save the financial system. The final hour of trading was wild with futures surging as high as $130/bbl. The dollar also weakened,...
September 29, 2008Some Builders May Finally Be Getting Wise On PV
Analysis of: The Sun Shines on Solar | www.housingzone.com
Author: Mark Burger, Principal, Kestrel Development Company
Despite a horrendous housing market, solar powered installations on homes, especially new ones, are becoming a measurable market niche. This trend is being noted in mainstream homebuilder publications like housingzone.com, which has until now treated solar as something way into the future. It remains to be seen how many remaining builders will take advantage of a market that for new US...
September 29, 2008The Two Are Becoming One, and It's All Risk
Analysis of: Energy security 'more important than climate change' | www.guardian.co.uk
Author: Mark Burger, Principal, Kestrel Development Company
In the Paul Newman movie "The Private War of Harry Frigg", an opening scene has a bunch of generals in a steam room arguing over a map where the enemy is. After a few minutes, the enemy shows up at the door and takes the toweled lot away. So is the argument over what's worse, climate change or energy security. While we quibble, they threaten to merge and crash into our steam room....
September 29, 2008It's ALIVE!!!
Analysis of: U.S. Senate votes to extend solar, R&D tax credits; SEIA applauds move | www.pv-tech.org
Author: Mark Burger, Principal, Kestrel Development Company
Just when you think it's over, and the US solar and wind industries will have to scramble to finish 2008 installations and sweat out 2009 inactivity, Congress has passed fairly close versions of solar and wind power incentives that promise to be at least an adequate patch over to next year, and possibly the beginning of something of a strategic policy. The offshore drilling issue, a major bone...
More GLG News in
Energy & Industrials
Most Popular:
Source Article | Expert Analyses
Ports ready to enforce clean-trucks plan
www.joc.com
Accord on rescue plan
money.cnn.com
Global warming A changing climate of opinion?
www.economist.com
IBM questions TSMC's 28-nm strategy
www.eetimes.com
Ryanair to allow mobile phones on flights
www.guardian.co.uk
Good life ahead for those who were responsible of the financial crisis
September 29, 2008
The Trouble with "One Solution" Answers
September 29, 2008
Algae: the "green crude" of the future
September 29, 2008
There is no problem here for AIG nor risk to Airbus, Boeing or others
September 24, 2008
Ethanol, a logical response
September 24, 2008

