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June 20, 2008
Grounded By Reality
Analysis of: Continental cuts 3,000 jobs, grounds planes | money.cnn.com
Author: GLG Expert Contributor
Analysis of: Continental cuts 3,000 jobs, grounds planes | money.cnn.com
Author: GLG Expert Contributor
The high costs for jet fuel are a direct result of international oil supply and demand dynamics. To reduce jet fuel costs, overall oil demand needs to be reduced. As the world's largest consumer of oil, America is in the best position to reduce demand and lower world oil prices. What...
June 19, 2008
Aramco Production
Analysis of: Saudi oil output to rise in July | news.bbc.co.uk
Author: GLG Expert Contributor
Analysis of: Saudi oil output to rise in July | news.bbc.co.uk
Author: GLG Expert Contributor
In the 1970s the US Congress forced the Aramco partners (SOCONY, SOCAL, Exxon and Texaco) to divulge the reserve base they had in Saudi Arabia. In the 1990s, Matt Simmons reviewed all the AAPG and SPE papers by Aramco engineers about the problems with the reservoir decline. The Aramco management...
June 19, 2008
Big Oil and the Future
Analysis of: Why Big Oil is not to blame for fuel prices | www.thefirstpost.co.uk
Author: GLG Expert Contributor
Analysis of: Why Big Oil is not to blame for fuel prices | www.thefirstpost.co.uk
Author: GLG Expert Contributor
Big Oil (TOT, BP, RDS, XOM, COP, CVX) control very little of the world's oil and gas reserves. National Oil and Gas Companies (NOC) control over 85% of the oil and gas in the ground. These are Saudi Aramco, NNPC, NIOC, Pemex, PDVSA, Petronas, LNOC, Sonotrach, etc. Big Oil does not have technology...
June 17, 2008There Is No "Best Way" When It Comes to Renewable Energy
Analysis of: BrightSource's novel solar thermal power concept for California heats up | www.latimes.com
Author: Mark Burger, Principal, Kestrel Development Company
There is still a tremendous bias to find "the" answer to the challenge of providing cleanly, affordable and secure energy that is also profitable to investors. Our centralized, command-and-control way of extracting and delivering non-renewable energy blinds us to the fact that even there, different...
June 16, 2008When will the sawmills come back?
Analysis of: Sawmills Falling Silent | www.nationalpost.com
Author: Robert Weinberger, Sole Proprietor, Bob Weinberger Forest Management Consulting
The article very dramatically portrays the plight of the wood products industry and its workers in British Columbia and raises the question: " When will homebuilding pick up to the point where all the shut sawmills will be able to restart? But, more importantly, will all these shut mills still be able...
June 16, 2008CSP--The "Other" Solar Power--Finally Gets Some Respect
Analysis of: BrightSource's novel solar thermal power concept for California heats up | www.latimes.com
Author: Terry Peterson, Principal, Terry M. Peterson, PhD. Solar Power Consulting
As the LA Times article describes, solar thermal electric generation schemes have actually been technically successful for some years and the 354 MW of parabolic trough systems built in the late 1980s are still running very well. What's needed now for these technologies, collectively known as...
June 12, 2008BP may be loosing a major stake in Russia
Analysis of: Russian partners sue BP as talks collapse | www.iht.com
Author: Hans Linhardt, President, LTDI, Inc.
The disagreement of the Russian shareholders Vekselberg, Fridman and Blavatnik with BP over the management and board structure of TNK-BP has reached its boiling point. The Russian partners demanded the resignation of Robert Dudley CEO of TNK-BP(executive of BP) and equal board representation....
June 9, 2008From Starved Kitten to Overstuffed Goose
Analysis of: $45 trillion 'revolution' against warming urged | www.msnbc.msn.com
Author: Mark Burger, Principal, Kestrel Development Company
A call for a revolution in how we use energy is overdue. But the "real" revolution will come when we learn as a society how to harvest it, not mine it. That means going with renewables and efficiency, not traditional nuclear and fossil fuel systems that are just more of the same, and more...
June 5, 2008Culture, Not Conspiracy
Analysis of: Oil Companies eschew renewable energy | www.iht.com
Author: Mark Burger, Principal, Kestrel Development Company
The reasons why Big Oil does not invest significantly (say, 10% or more of their revenues) in solar and wind power is not conspiratorial. It is more in the cultural makeup of an organization that is used to doing business largely one way (selling a consumable item) versus one that lasts a long...
June 5, 2008US Wind Power industry Continues to Show Growth and Maturation
Analysis of: DOE Releases Annual Report On Wind Installation | www.nawindpower.com
Author: Mark Burger, Principal, Kestrel Development Company
The annual US Department of Energy report on wind power spells out details on the American achievement of 5,329 megawatts (MW) of capacity in 2007, the largest increase of any one country, and placing the US ahead of Spain and behind Germany in the Number 2 slot. The report, issued by Lawrence...
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Source Article | Expert Analyses
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Weekly US rail shipments tumble 9.1 percent
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Polk: Truck Registrations for September Lowest Since February 2003
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The Peaksters are right on theory, perhaps wrong on timing
November 25, 2008
BASF, Dow Chemical, PPG signal arrival of new world financial order
November 24, 2008
Two Words About New Trucking and Logistics Index: "Yes, But..."
November 20, 2008
Petrochem Giants in Crisis Mode
November 20, 2008
Land Ahoy...The Dawn of Concentrated Solar Power
November 18, 2008

