Energy & Industrials News by GLG Council Members

Frank ChuPrincipalFjc Associates

Electric Car Makers Urge For Government Subsidies in China

November 3, 2009

Analysis of:Will China Miss Out On Electric Car Investment? | blogs.wsj.com

While China is poised to become the world's largest car market and manufacturer, its strategy to promote electric vehicles as a means to minimize foreign oil dependence has been called into questions.  Some analysts even observed that the  Government's reluctance to provide subsidies to private purchase of electric vehicles may lead to a miss opportunity for China.   What are the possible reasons behind the government's inaction?

Michael LynchConsultantMichael E. Lynch

Talisman bets that natural gas prices set to rise beyond current levels in 2010.

November 3, 2009

Analysis of:Talisman Adds Acreage in North American Shale Plays | www.rigzone.com

Talisman has added 170,000 net acres in the Pennsylvania Marcellus and the Montney shales (Canada) in the last few months at a cost of C$570 million. Marcellus drilling will increase in 2010 and drilling in the Montney will begin. Talisman doubled its Tier 1 acreage which it defines as breakeven at $4/thousand cubic feet. Combined Tier 1 positions in the two areas is 350,000 acres with a potential of 4,800 locations. The last five wells drilled in the Marcellus have ultimate recoveries of 6bcf

Ian DavenportPresidentDavenport Associates

How Sustainable is Demand for Chemicals?

November 3, 2009

Analysis of:Manufacturers boost hopes of economic revival | www.ft.com

Demand has recently been boosted artificially by incentives such as 'cash for clunkers'. 2008 ended dreadfully, companies are terrified of another crash in demand. Caution is justified.

bio alterative for fuel

November 3, 2009

Analysis by: GLG Expert Contributor

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

Review of recent article on biofuel viability

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Big-Foot YRC Drops the Other Shoe on Shareholders

November 3, 2009

Analysis of:YRC is Seeking Big Concession by Shareholders | www.google.com

Embattled trucking giant YRC Worldwide is asking its shareholders to give up 95 percent ownership in the trucking company to lenders in what it calls a "final step" in its recovery plan. One analyst called the deal a "train wreck hitting the school bus full of kids and nuns" for shareholders, who caused a massive selloff in the stock in one day of more than 60 percent to $1.32 a share.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Transports Telling Different Story Than 3.6% GDP Blip!

November 2, 2009

Analysis of:Why the Lagging Transports Are Worrying | www.minyanville.com

Some stock technicians who compare numbers from the past to today are throwing more red flags regarding the recent quarters’ very positive numbers because the transports are not showing it. Transports are a good leading indicator in real time when real tonnage grows or shrinks. Shipper planning leads that of course led by true economic activity. History tells us a number of things.

Bombardier Barbs Shows CSeries Can't Cut The Mustard

November 2, 2009

Analysis by: GLG Expert Contributor

Analysis of:Bombardier fires back at CSeries critics | www.montrealgazette.com

It’s all very well to criticise rival aerospace OEM’s because they’ve had issues with their own airplane development programs. But that doesn’t detract from the reality that the CSeries has failed to dampen enthusiasm for the A320 and 737.

Ryanair Trades New 737s For Dividends

November 2, 2009

Analysis by: GLG Expert Contributor

Analysis of:Ryanair signals halt to aggressive growth | www.telegraph.co.uk

Ryanair may not order 737s just yet, but it is, as usual, looking out for its own interests and shareholders have every right to be pleased.

Michael LynchConsultantMichael E. Lynch

Statoil ASA, once StatoilHydro moves on to more reliable projects

November 2, 2009

Analysis of:StatoilHydro Halts Investments in Iran in Current Climate | www.rigzone.com

StatoilHydro announced on Friday that it has no plans for further investment in the Khorramabad block. The company's seismic operations were concluded before 2009. No firm plans exist for drilling a well. The Mehr News Agency has reported that the seismic data verified extensive gas and oil reserves. National Iranian Oil Company owns the block. Anaran field in the Khorramabad block is one of several promising discoveries. U.S. sanctions restrict investment in Iran to $20 million.

Threshold was exceeded in Iraq Risk Service Contracts

November 2, 2009

Analysis by: GLG Expert Contributor

Analysis of:Eni closes in on Iraq Zubair deal | www.upstreamonline.com

BP agreement in October of 2009 has helped the Iraqi Oil Ministry to exceed the threshold. New agreements will mean billions of dollars of investment dollars for the international oil companies and similar amount of revenue potentials for the oil and gas service industry.

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