Energy & Industrials News by GLG Council Members

Michael LynchConsultantMichael E. Lynch

BP, CNPC face uphill climb to triple output from Rumaila field

November 5, 2009

Analysis of:BP, CNPC to Triple Output from Super-Giant Rumaila Field | www.rigzone.com

BP and China National Petroleum Corporation have signed a service contract with Iraq's South Oil Company to expand production from the field located near Basra. The plan is to triple production to almost 3 million bbl/day. BP and CNPC plan to invest $15 billion over 20 years to raise production to a plateau level of 2.85 million bbl/day. BP has gained field information as a result of a three year technical assistance program and has historic information dating to the discovery in 1953.

Pakistan's Cotton Industry Flourishing

November 5, 2009

Analysis by: GLG Expert Contributor

Analysis of:Pakistan expects record cotton output | www.commodityonline.com

Pakistan is amongst the leading cotton producers. Currently it is fifth largest producer of cotton in the world. This season Pakistan is expecting a very strong cotton harvest which will improve its exports.

Sam TimpanoPresidentSam Timpano & Associates

Biofuels from nonfood chain feedstock sources are viable alternative fuels

November 4, 2009

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

The biofuels and alternative energy project models that were originally based on feedstock materials from the food chain commodities have been shown to a failure, something many already knew.Not only did they add to the upward pressures on food chain commodities, especially corn and soyoil, they brought added deforestation pressures in several developing economies.Additional fertilizers and pressures on already low water supplies in some areas were additional exacerbations to the equation.The new generation of feedstock for biofuel production will be from nonfood chain sources and will add new benefits into the biofuel equation.

Les BurkCFOTreble Clef Technologies

energy management and who we think will win...

November 4, 2009

Analysis of:Fort Irwin to build a 500 megawat solar farm | solar.coolerplanet.com

We know that GE's CEO has lunch 2X a week with the Brass in Washington... We know that GE has the most to gain or loose should they not get the contract to participate in this two billion dollar project. GE Infrastructure, GE Wind, GE... the list goes on and I am confident that all of the right people are talking to the right people. We think that understanding energy management and creating a system for open architecture prior to building the project is a must.

Michael LynchConsultantMichael E. Lynch

Devon's San Augustine good shale gas well moves field limits eastward

November 4, 2009

Analysis of:Devon Claims Highest Rate Haynesville Shale Well | www.rigzone.com

Devon announced that the Kardell Gas Unit 1H flowed 30.7 million cubic feet/day on a 24 hour test. The well was drilled to 18,350 feet including a 4,500 foot lateral. The company plans to accelerate drilling on their 47,000 acres principally located in San Augustine and Sabine counties in Texas and Sabine Parish, Louisiana. Devon has drilled 8 horizontal wells in the Carthage area. Devon has identified 950 risked drilling locations at Carthage and plans to go to a five rig program next year..

Why Biofuels are Good for the Us, the Environment and the Economy

November 4, 2009

Analysis by: GLG Expert Contributor

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

Food vs fuel proponents argue biofuels replace food crops, therefore causing food shortages For the following reasons this is a short sighted argument. 1. Most crops used for biofuels production in the US aren't for human consumption, their alternative use is as animal feed2. A co-product of the ethanol production process is a feed ingredient that replaces much of the nutrient value derived from the corn 3. Biofuels reduce the demand (and price) of oil which encourages further world trade

Airbus Delivery Rate For 2010 Questionable

November 4, 2009

Analysis by: GLG Expert Contributor

Analysis of:Airbus Expects to Maintain Delivery Rate Next Year, Leahy Says | www.bloomberg.com

2010 is poised to be a make-or-break year on many fronts. The chances are we’ll see Airbus revise their delivery forecast very quickly as carriers defer orders as the marketplace and financing becomes more of a strain.

Deepwater Drillers Poised For Long Term Growth

November 3, 2009

Analysis by: GLG Expert Contributor

Analysis of:ENSCO -- Expanding Into Deeper Waters | www.rigzone.com

Many offshore contractors have a hunch their future success might be tied to the deepwater market. The smart ones know it is.

The Effect Could be Felt World Wide

November 3, 2009

Analysis by: GLG Expert Contributor

Analysis of:Eon puts Kingsnorth plant on hold | www.ft.com

The effect could be wide spread not because of Eon or any other power generating company's decision to delay their coal fired projects.  But, from the hangover we still have from the 2008 financial meltdown along with the resistance from environmentalists, politicians and the general public.

Thom WilliamsPrincipal & Managing DirectorAmherstAlphaAdvisors Co.

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

November 3, 2009

Analysis of: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 before been accomplished in the otherwise dull and now financially beleaguered North American commercial freight transportation world!

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