Energy & Industrials News by GLG Council Members

New strategic alliances will be key for future growth

November 8, 2009

Analysis by: GLG Expert Contributor

Analysis of:JAL faces $8.8 billion excess debt if liquidated: source | www.reuters.com

Present task force efforts are sound especially by securing much needed short term cash. Things and possibly more cash support are developing on the alliances front as Delta and the SkyTeam Alliance sees a viable and much needed tie-up with JAL's route network.

New gas to Italy or through Italy?

November 8, 2009

Analysis by: GLG Expert Contributor

Analysis of:New Gas Pipeline to Italy by 2009 says algerian president Abdelaziz Bouteflika | www.arabesques-editions.com

New sub sea gas pipeline Algeria Italy impacts and potential impacts

Effect of reported Cairn sale of oil to RIL

November 8, 2009

Analysis by: GLG Expert Contributor

Analysis of:RIL close to buying crude oil from Cairn | www.business-standard.com

1. Overall very little effect on supply demand dynamics.2. Interesting question - why RIL

More Algerian gas to Italy - what does it mean?

November 8, 2009

Analysis by: GLG Expert Contributor

Analysis of:New Gas Pipeline to Italy by 2009 says algerian president Abdelaziz Bouteflika | www.arabesques-editions.com

An article has been selected for analysis, quoting the Algerian president announcing algerian gas to italy in 2009. First, the news needs to be correct - gas will not be supplied by this in 2009.Second, the pipeline needs to be in perspective - there is already much gas flowing from Algeria to Italy, with long experiences in ensuring economicsThird, other suppliers will have to be attractive in an uncertain future, where demand may not grow as previously expected

Qatar Looks For Urea Export To South America

November 8, 2009

Analysis by: GLG Expert Contributor

Analysis of:Qatar fertiliser firm ups output, eyes South America | www.arabianbusiness.com

Global fertilizer demand is on the move and Qatar being a major urea producer is looking to explore new markets.

Rio Investment in Ivanhoe provides geographical advantage but not control

November 7, 2009

Analysis by: GLG Expert Contributor

Analysis of:Rio Tinto completes second tranche of its investment in Ivanhoe Mines | www.yourminingnews.com

The Oyu Tolgoi copper-gold project is the primary focus of Ivanhoe Mines in Mongolia. Rio Tinto's investment in Ivanhoe provides Rio entry into an advanced stage major mineral project. With similar conditions in neighboring China and Russia, major project experience in Mongolia will be advantageous to Rio in other projects. However, the region is not homogenous, other companies already have and are establishing positions, and Rio's experience will be helpful to it but will not preclude others.

James AliucciPresidentThe Global Group

Millions Of Canadian Salmon Still Missing

November 7, 2009

Analysis of:Canada to probe missing salmon stocks: PM | www.google.com

We have no idea what happens to the salmon when they go out to sea, but they always return. Well, up until now they have returned, this year they did not. This has had a devastating and ruinous effect on a billion dollar fishery in Canada. The sockeye salmon appear to have just disappeared. The appropriate Canadian authority is out to find the answer, they also should seek a solutions, looking forward, for the industry as a whole.

3Q2009 An Ugly One For Refiners

November 7, 2009

Analysis by: GLG Expert Contributor

Analysis of:Frontier Oil, Holly Hit By Weak Refining Margins | www.reuters.com

Weak demand has hurt the profitability of refiners.

Diran MajarianManaging DirectorAmalia Tankers Inc

Is Chinese demand for dry cargo as sustainable as industry analysts claim?

November 7, 2009

Analysis of:Fear the Dark Side of China's Lending Surge | english.caijing.com.cn

Despite the global financial crisis, this year has seen some revival in dry cargo rates, especially for Panamax and Capesize vessels. This has led to some renewed investor interest in the sector, notably by Peter Georgiopoulos. The investment thesis rests on Chinese growth potential. Chinese analysts tend to be more reserved. They see significant barriers to expansion in the hinterland and have mounting concerns over misinvestment and asset bubbles, jeopardizing future financial stability.

Michael LynchConsultantMichael E. Lynch

Halliburton to coax more oil out of largely depleted Ghawar field

November 7, 2009

Analysis of:Halliburton Wins 5-Yr Drilling Gig in Mega-Giant Ghawar Field | www.rigzone.com

Halliburton was awarded a five year integrated turnkey contract for Ghawar field. Work will be performed in Uthmaniyah, Haradh, Hawiyah and Shedgum. Halliburton will provide drilling rigs, directional and horizontal drilling tools, logging, cementing, mud engineering, perforation, completion and well construction services. Halliburton will engineer and manage the entire drilling operation.Three to four rigs will drill and complete between 153 and 185 oil and water injection wells.

Previous Page : 12345678910Next51 to 60 of 7789