Energy & Industrials News by GLG Council Members

Michael LynchConsultantMichael E. Lynch

Exxon to redevelop Upper Zakum on the cheap

November 13, 2009

Analysis of:Exxon Sees Major Cost Savings on Abu Dhabi Oil Field | www.rigzone.com

Exxon Mobil expects to save billions of dollars at massive Upper Zakum oil field in the Persian Gulf. Instead of setting many steel platforms, Zadco (Exxon Mobil, Inpex and Adco) will build artificial islands from which to drill new wells. Zadco plans to increase production to 750,000 bbl/day by 2015. Zakum oil field comprises both Upper and Lower zones and is the second-largest field in the Persian Gulf. The project is on track for award of production facilities in late 2010.

Thom WilliamsPrincipal & Managing DirectorAmherstAlphaAdvisors Co.

Truckers need Grief Counseling more than financing!

November 12, 2009

Analysis of:Used truck values fall 45% in last 10 months! | www.nada.com

The brutal numbers displayed in the NADA Nov. '09 report of ever-declining used truck values! The markets now value a 3-year old truck at 45% less than its market value of just ten months ago! You can read the latest NADA Commercial Truck Market Update via this link: http://www.nada.com/B2B/home/home.asp

Chinese Downstream Oil Sector Entering a New Stage of Multi Player Competition

November 12, 2009

Analysis by: GLG Expert Contributor

Analysis of:Exxon, Prospecting for Growth, Flips the Switch on Chinese Plant | online.wsj.com

The Chinese downstream oil sector began entering a new stage of development since early 2009, when CNOOC turned its first world-class refinery into operation in Guangdong Province. And Increasing market competition is also opening opportunities to active international oil companies. The new multi player competition scenario will no doubt produce significant influences on the Chinese downstream oil sector.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Flavor of the Month is Railroads, But Freight Eventually Will Move Back to Truck

November 12, 2009

Analysis of:Trucking 101--This Analyst is Half Right | www.forexyard.com

How solid is the case for intermodal rail? Is it merely the flavor of the month, or can be be an honest-to-goodness, legitimate alternative to all-truck movements of surface freight? Analysts are touting intermodal rail, but how important and encompassing can rail transport be to U.S. shippers?

Sequencing of Palm Oil Genomes

November 12, 2009

Analysis by: GLG Expert Contributor

Analysis of:MPOB And Orion Complete Sequencing Of Three Oil Palm Genomes | www.bernama.com

The world demand for palm oil has soared in the last two decades, first for its use in food, consumer products and more recently as the raw material for the production of biofuel.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Is the Web Going to Save These Two Freight Behemoths?

November 11, 2009

Analysis of:For FedEx, Holidays May Bring an Upturn | online.wsj.com

FedEx Corp. is predicting an 8 percent rise in its "busiest day shipments" on Dec. 14, compared with last year's busiest day total. FedEx expects to ship more than 13 million packages on that day. Arch-rival UPS, which is about 35 percent larger than FedEx, says it will issue its own, separate "busiest day shipments" forecast next year, after eschewing such forecasts last year.

Jay ThompsonPresident and General ManagerTransportation Business Associates

JB Hunt Intermodal Will Do Well For A Couple of BIG Reasons

November 11, 2009

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

After 20-years, Intermodal as pioneered by JB Hunt and United Parcel Service is even more of a bright spot. I share our colleague Mr. Williams’ optimism regarding Intermodal - and that for JB Hunt’s continued success therein. There are idiosyncrasies in the numbers discussed that offers an opportunity for a different look.

Dubai Air Show Hots Up Before Opening

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:Emirates could buy more aircraft | gulfnews.com

The Middle East market has become strategically important to Airbus and Boeing. Both have big orders yet to be fulfilled and both want to win further business in time for when a wider global recovery starts.

Singapore Airlines Continues To Struggle

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:Singapore Airlines says losses narrow | sg.news.yahoo.com

The industry bellwether airline underscores perfectly why Asia is key to global recovery and also highlights just why yield attrition will stay in the headlines for many months to come.

Michael LynchConsultantMichael E. Lynch

Ensco gets out of town before it's too late

November 11, 2009

Analysis of:Ensco to Move Corporate Headquarters to UK | www.rigzone.com

Ensco announced that its Board of Directors has approved a plan to change the company's corporate structure. Ensco's legal domicile would change from Delaware to the U.K. Most of the senior officers would be based in the U.K. where the company has substantial operations. The move will enhance management efficiency, improve access to key customers, enhance access to European investors improve perceptions that Ensco is a global offshore drilling contractor and reduce tax rates.

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