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GLG News by Council Members who are Knowledgeable about Ethanol

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Truck Order Predictions Pretty Well Laid Out Through 2010

November 19, 2009

Truck orders indicate pre-2010 surge | www.etrucker.com

In the midst of the optimism with the recent surge in truck orders, reality is setting back in that 2010 truck orders will be slow due to the mew emissions rules - again! We have written several articles over the last 6-months about the slow truck sales marketplace leading into the current prebuy. So here’s a look ahead....

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Integrated Fuel Technologies Non-Urea SCR Option Hits A Speed-Bump

November 16, 2009

Cover Story: Pipe Schemes | www.seattleweekly.com

One of the two non-urea Selective Catalyst Reduction (SCR) developers as noted in GLG articles has legal problems prompting potential major users to steer clear for now. The referenced article by Laura Onstot for the Seattle Weekly is an interesting read including alleged money, fraud, religion, mistresses and other sorted issues - but more about business issues than the technology.

Hans Linhardt, President

Hans LinhardtPresidentLTDI, Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Shell in Competition with Exxon in Asia

November 16, 2009

Qatar Petroleum buys assets from Shell Singapore | www.shell.com

Shell had to sell downstream petrochemical assets in Singapore to Qatar Petroleum to compete with Exxon. 

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

JB Hunt Intermodal Will Do Well For A Couple of BIG Reasons

November 11, 2009

J B Hunt (JBHT) Gets S&P 4 Star Buy Rating But Showing Bearish Technicals | www.marketintelligencecenter.com

After 20-years, Intermodal as pioneered by JB Hunt and United Parcel Service is even more of a bright spot. I share our colleague Mr. Williams’ optimism regarding Intermodal - and that for JB Hunt’s continued success therein. There are idiosyncrasies in the numbers discussed that offers an opportunity for a different look.

Hans Linhardt, President

Hans LinhardtPresidentLTDI, Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

ENI and U.S. natural gas players deserve more recognition

November 10, 2009

Eni Faces Threat to Lucrative Gas Network | online.wsj.com

ENI is a major  natural gas supplier to the EU.  However, the EU bureaucrates threaten to force separation of upstream and downstream oil& gas activities of ENI in order to generate more competition for gas delivery to the EU.  

Hans Linhardt, President

Hans LinhardtPresidentLTDI, Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Coal Bets on High Gas Prices

November 9, 2009

Contract let for coal gasification plant | www.ogj.com

Siemens Energy secured a licensing and equipment contract from Tenaska Energy Inc. , Omaha for a commercial-scale coal gasification plant with CCS features to be located in Taylorville , Illinois.  The plant output is synthetic natural gas ("SNG").  The project budget is $3.5 billion with a potential gross capacity of 730 MW.

Michael MilamConsulting EngineerMichael F. Milam, P.E. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

3Q2009 An Ugly One For Refiners

November 7, 2009

Frontier Oil, Holly Hit By Weak Refining Margins | www.reuters.com

Weak demand has hurt the profitability of refiners.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Class 8 Truck Prebuy Is Coming To An End - 2010 Skepticism Here!

November 6, 2009

Class 8 Orders See Sharp Rise From September | www.truckinginfo.com

FTR Associates President Eric Starks shows North America Class 8 October order numbers at 21,792 trucks. This is a rate more triple than we were seeing February through July of this year - ranging 6,000-8,000 per month and double the August and September numbers. My friend Eric knows the numbers better than most, so we’ll offer some customer comments as to why.

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Fertilizer Musical Chairs Coming to Sad End- Agrium & CF Industries Last Offers

November 6, 2009

Agrium increases cash portion of bid in final attempt to buy CF Industries | www.chicagotribune.com

Since the beginning of the year Agrium Inc.  and CF Industries Holdings  Inc.  have been seeking to make a major acquisition in consolidation effort after drop in sector share prices. This week new offers went out and we might be reaching an end to this round of efforts as the outlook for the sector finally appears to be touching bottom. 

Sam Timpano, President

Sam TimpanoPresidentSam Timpano & Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Biofuels from nonfood chain feedstock sources are viable alternative fuels

November 4, 2009

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.

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