GLG News in Energy & Industrials

David Jolly in Paris reported in the August 23-24 issue of the International Herald Tribune that Europe, seeing American exploitation of shale gas, has now begun a similar search. The first chore is to determine how much gas could be available. Many of the same type of North American shale formations exist across Europe. Scientists of the GFZ Research Center are undertaking a six year study to map...

The Class I railroads have boosted their earnings and share prices in recent years by increasing their freight rates much faster than their costs have risen, both fuel and labor. The high price/earnings multiples of their common shares (ranging between 17 and 21) attest to many investors’ belief that the rate increases and the resulting earnings growth will continue for some time. For more cautions...

   Dioxins usually refer to a group of highly toxic chlorinated compounds  The US Environmental Protection Agency (EPA) does not have an acceptable level for exposure, but has an “Action Level” of 1000 parts per trillion (ppt) for the most toxic dioxin (2,3,7,8- tetrachlorodibenzo-p-dioxin). Dioxins are formed as byproducts during chlorination processes.. An example is Agent Orange...

The Key Implications: Capacity is being reduced. Prices will firm up and increases are available. When demand increases, capacity & price will be at a premium

The story speaks of a few planes at O'Hare, but its worse than that. This was not an isolated event.

The fact that the total market share of the top 10 logistics providers in China is only 13 percent certainly spells “opportunity”, but do not think that it will happen over night.

The oil markets' price increases have caused a rippling effect, not only, altering the world trade market, but the world itself.

Minefinders Corp.’s problems at their Dolores gold and silver mine highlight again what is probably Mexico’s biggest economic obstacle: the ejido landownership structure.

The impact of the credit crunch is expected to have limited impact on US shipbuilders. Strong demand for US built ships enabled for secured financing and contracts. Strength in construction is expected to remain through 2011.

Smaller-sized trucking companies make up 80% of the industry. As failures continue, it exposes the primary causes experienced by all, individual ones that contribute for the specific company, how different parties are affected, and how others’ benefit. It also brings to light the key issues facing transport companies looking to grow in the future - Freight (demand), Fuel (cost management), Financing...