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September 29, 2008
as the market evolves even legacy airlines need to maintain competitiveness
Analysis of: Qantas devours its own | www.businessspectator.com.au
Author: GLG Expert Contributor
Analysis of: Qantas devours its own | www.businessspectator.com.au
Author: GLG Expert Contributor
qantas is in the difficult position of maintaining its current high yielding business and corporate market whilst developing a new low cost market, qantas is successfully developing a new low cost carrier in jetstar, qantas is in the unique position of being able to trial system improvements on the...
September 29, 2008
Aluminium market balance
Analysis of: Aluminum Producers Change Plans as Prices, Demand Fall | online.wsj.com
Author: GLG Expert Contributor
Analysis of: Aluminum Producers Change Plans as Prices, Demand Fall | online.wsj.com
Author: GLG Expert Contributor
for the aluminium market to remain balanced over the coming few years would require world metal growth in the order 4% to 5%, thereafter for the aluminium market to remain balanced due to the reduced amount of announced increase in metal production necessitates a market growth of around 0.5%; ...
July 30, 2008
Base Metal Prices May be at a Turning Point
Analysis of: Gold futures drop $36 in three days | www.marketwatch.com
Author: Paul Glantz, President, Metal Recycling Consultants
Base Metal Prices May be at a Turning Point
Analysis of: Gold futures drop $36 in three days | www.marketwatch.com
Author: Paul Glantz, President, Metal Recycling Consultants
Base metal prices have been somewhat bearish as of late as have other commodity prices such as oil and gas. Speculators often react and overreact to daily news items forcing large swings in commodity pricing. However the greatest real effect on commodity prices will be whether Chinese buyers come...
May 28, 2008Even the best projects are difficult to deliver
Analysis of: Two year delay for BHP’s Ravensthorpe nickel mine | www.metalmarkets.org.uk
Author: Salvatore Pinizzotto, Managing Director , Xida Market Research
Raventhorpe nickel mine has always been considered a first class deposit but it shows as difficult is nowadays even for the best equipped mining companies to deliver a project on time.
May 28, 2008Mix of techonologies to reduce carbon emission
Analysis of: Europeans switching back to coal | www.iht.com
Author: Salvatore Pinizzotto, Managing Director , Xida Market Research
Enel's investment plan is considering the development of a mix of technologies to increase security of energy supply and bring Italy a step forward to comply with the Kyoto's goals.
May 27, 2008Only an economic issue ?
Analysis of: Producers say $200 oil is possible as prices hit record three days running | www.guardian.co.uk
Author: Salvatore Pinizzotto, Managing Director , Xida Market Research
The diversification of sources in energy production is not a matter only correlated to the level of oil price. The current level of oil price certainly stimulate differentiation but security of supply is another driving force.
May 21, 2008Will the expectations be real?
Analysis of: Global Stainless Steel Output Expected to Rise in '08 | www.engineeringnews.co.za
Author: Salvatore Pinizzotto, Managing Director , Xida Market Research
The stainless steel market is strongly dependent by the Chinese market. Stainless steel production has been so far below expectations and it will be very difficult any recovery during the second half of the year.
May 15, 2008
MINING WORKER SHORTAGE AT ALL LEVELS
Analysis of: U.S. energy industry is hampered by labor shortage | www.iht.com
Author: Richard Rouse, President, ROR Mine Consulting
MINING WORKER SHORTAGE AT ALL LEVELS
Analysis of: U.S. energy industry is hampered by labor shortage | www.iht.com
Author: Richard Rouse, President, ROR Mine Consulting
During the early 1970's the coal industry started to expand and found that not only was there a shortage of engineers and technical people but ...
April 29, 2008
They Have Arrived (Metal ETF’s that is)
Analysis of: The Best and Worst Natural Resource Funds | www.thestreet.com
Author: Paul Glantz, President, Metal Recycling Consultants
They Have Arrived (Metal ETF’s that is)
Analysis of: The Best and Worst Natural Resource Funds | www.thestreet.com
Author: Paul Glantz, President, Metal Recycling Consultants
While reviewing the performance of resource funds for the first quarter of 2008, I realized that there is now an availability of buying or selling specific commodities for actual users as a 'hedge' against price volatility.
February 28, 2008
Traditional Future Metal Price Analysis is for the Birds
Analysis of: Survey of Forecasts (of Metal Prices) | www.recycling-magazine.com
Author: Paul Glantz, President, Metal Recycling Consultants
Traditional Future Metal Price Analysis is for the Birds
Analysis of: Survey of Forecasts (of Metal Prices) | www.recycling-magazine.com
Author: Paul Glantz, President, Metal Recycling Consultants
As published in Recycling Magazine Feb 2007, “Survey of Forecasts”, basemetals.com compiled price predictions of 22 analysts. These analysts are paid researchers that spend their time analyzing the metal markets. In order to determine the price prediction, in this case in one year, the analyst...
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Source Article | Expert Analyses
Russia and Brazil crumble as commodity prices crash
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Slimmer Packages Mean Slimmer Profits for Truckers
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Ports ready to enforce clean-trucks plan
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Bombardier Predicts Continued Growth
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Auto markets face ‘outright collapse’ in 2009
October 10, 2008
Shipping markets and commodities in the financial crisis
October 8, 2008
ExxonMobil, Chevron, Shell, others gird for tough times ahead
October 6, 2008
Good life ahead for those who were responsible of the financial crisis
September 29, 2008
Algae: the "green crude" of the future
September 29, 2008

