Energy & Industrials News by GLG Council Members

Diran MajarianManaging DirectorAmalia Tankers Inc

Innovative use of capital markets for Navios Maritime

October 23, 2009

Analysis of:Notes for Navios | www.tradewinds.no

Angeliki Frangou has been outperforming her Greek peers in innovative finance for her opportunistic expansion and aggressively picking up distressed assets in the dry cargo market. Her use of "mandatory convertible preferred shares" in the recent purchases of Capesize newbuildings lessens the leverage risks for Navios and avoids dilution. She succeeded in raising US$ 374 mio new equity for NMMat...

The Hard Road Ahead for a Budget Shipping Line

October 23, 2009

Analysis by:GLG Expert Contributor

Analysis of:Fredriksen confirms The Containership Company stake | www.lloydslist.com

This article looks at the rationale for starting a budget shipping line and finds little in common with that of a budget airline which is the presumed model. The article then goes on to suggest four steps for attaining low costs and ends in a plea for some brainpower to be applied to this industry. The main message is that you will not make money unless you are prepared to use the shipping cycle...

James AliucciPresidentThe Global Group

Ecuador Shrimp Problems May Be Good News For US Shrimpers

October 22, 2009

Analysis of:The Disappearance of Ecuador’s Mangroves | fishfarmaz.com

The USA shrimp industry has taken its share of hits lately. The imports form China, Cental and South America have caused the prices to drop to a point where US wild shrimp just seems to expensive to the average consumer. This may be about to change, as we look more closely at what is happening with the Ecuadorian farmed supply.

Michael LynchConsultantMichael E. Lynch

Compressed gas as transportation fuel still rising.

October 22, 2009

Analysis of:Enthusiasm for Natural Gas Cools | www.nytimes.com

Developing countries around the world are increasingly turning to natural gas as their alternative transportation fuel of choice. But official embrace in industrialized nations has waned. After ten years of double digit growth more than 10 million vehicles worldwide are powered by natural gas.Pakistan is the global leader with more than 2 million vehicles. Argentina is in second place with1.75 million....

Northrop Grumman & EADS Take Eyes Off KC-X Tanker Goal

October 22, 2009

Analysis by:GLG Expert Contributor

Analysis of:Boeing, Airbus Chiefs Exchange Tanker Barbs | www.aviationweek.com

Are Northrop Grumman and partner EADS really focussed on the KC-X tanker requirements? Or is their attention to being in the media spotlight a more pressing need?

James AliucciPresidentThe Global Group

Did CBS Just Wake Up To The Growing Salmon Problem

October 21, 2009

Analysis of:Salmon Industry in Deep Water | www.cbsnews.com

The story presented by CBS recently is a great illustration on why no one outside the industry seems to be aware of our growing crisis. Unfortunately food production, fisheries and more directly the farmed salmon industry does not garner the headlines. Well not yet, although they do at times, when it is not a crisis but a catastrophe. I believe we could be close to that catastrophe. The population...

LTL Marketplace for 2010

October 21, 2009

Analysis by:GLG Expert Contributor

Analysis of:LTL market remains in a state of flux | www.purchasing.com

The LTL market is undergoing a near perfect storm because of the economic problems, technology improvements and significant competition from the expert integrators, FedEx and UPS.Inventory levels have been pruned down and orders have increased providing a prognosis for increased growth. The bottom appears to have been hit and costs have been strongly cut.

Michael LynchConsultantMichael E. Lynch

Devon sells high development cost assets to fund less expensive projects

October 21, 2009

Analysis of:Devon Sees Oil Majors As Main Bidders on GOM Assets | www.rigzone.com

CEO Larry Nichols of Devon Energy said that the sale of some Gulf of Mexico projects will be complete next year. Major oil companies are likely to be the main bidders. The company's data room received interest from international and national oil companies. So far the company is not in talks that would lead to deals with anybody including the Chinese. China's Cnooc is thought to be in talks with...

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Best is Yet to Come for C.H. Robinson

October 21, 2009

Analysis of:Weak Demand Hurts Shipper C.H. Robinson | www.google.com

C.H. Robinson, the leading third-party logistics provider at nearly $8 billion in revenue, posted $95.5 million in third-quarter net profit despite a 15.6 percent decline in revenue to $1.95 billion. Its core trucking business rose 2.1 percent as the nation's industrial base began its economic recovery, although its ocean shipping business was off nearly 22 percent and its intermodal revenue decline...

Thorium allows safe expansion of $41bn UAE nuclear energy market

October 21, 2009

Analysis by:GLG Expert Contributor

Analysis of:NYT: Considering an Alternative Fuel for Nuclear Energy | www.nytimes.com

The nuclear energy market is growing fastest in developing countries. Yet security threats from the proliferation of nuclear weapons might become an important barrier to the global expansion of civil nuclear energy. US thorium nuclear fuel technology - rather than uranium or plutonium MOX nuclear reactor fuels - may be the ideal solution for Arabic states. The market may be worth $41 billion in the...

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