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GLG News by Ethanol Experts

Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Russian gas executives visit Palin's turf (www.iht.com)
Putin sent a twelve member delegation to a premature meeting in Alaska, including  Gazprom's chief executive Aleksei Miller and deputy director Aleksandr Golubyev, like Putin a veteran of the KGB. The delegation did not meet with Governor Sarah Palin but with Tom Ivan, the commissioner of the Department...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Firms vie for Papua New Guinea LNG plant contract (www.ogj.com)
Exxon is moving systematically ahead with their PNG LNG project to be located near Port Moresby.  The FEED (Front End Engineering) has been completed and Exxon has shortlisted Bechtel and Chiyoda for bid on the EPC contract.  Construction is to start in 2010, and plant start-up is expected...
Sam Timpano, President
Sam Timpano, President
Sam Timpano & Associates
Analysis of: Bracing for a Storm (www.washingtonpost.com)
Most of the world has missed a major paradigm shift that is still not clear enough to most "drivers" to avoid major collisions in the future. The historical economic models have not been properly updated to account for this new paradigm and the factors of the new model are going to permanently change...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: General Motors, Driven to the Brink (www.nytimes.com)
The American owned and operated OEM automotive industry was only profitable when it had both a monopoly and credit was cheap. This situation can never again occur, because the OEM American owned and operated car industry's domestic market share is already below 50% and is  still rapidly decreasing...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Chrysler makes a poor fit for GM (www.freep.com)
Is the American Government smart enough to see that the average American has already written off General motors, Ford, and Chrysler? The proposed bailout of any of these mismanaged train wrecks is nothing of the sort; it would be rather a stimulant to a dying industry intended to get an unrepresentative...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: FTR Conference Call: Bad News Bears (www.truckinginfo.com)
The forecast models used by the industry to predict equipment sales needs a readjustment. The forecasting models included diesel prices, metal prices, industrial production, manufacturer orders and personal income / spending, but they had not used at least one major factor - financing availability -...
Sam Timpano, President
Sam Timpano, President
Sam Timpano & Associates
Analysis of: OPEC tests prospect of a cut in Russian oil production (www.iht.com)
Russia has several issues of significance that keep them from becoming a major participant in OPEC price support efforts. This article does not take into account these macor-economic and geopolitical issues.
Craig Marston, Managing Director
Craig Marston, Managing Director
CEM Marine
Analysis of: ICI hits rocks (www.tradewinds.no)
The bankruptcy filing by Industrial Carriers Corp (ICI) is likely to be replicated many times over the next two years, but will not affect a significant percentage of drybulk operators.
Craig Marston, Managing Director
Craig Marston, Managing Director
CEM Marine
Analysis of: Sector Snap: Drybulk shares sink on demand worries (biz.yahoo.com)
Spot rates for dry bulk shipping have dropped below variable operating costs.  Fundamentally, this should not be the case.  Rates will recover.
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Revamped lead-acid battery could slash cost of hybrids (technology.newscientist.com)
For reasons of economics, safety, reliability, and longevity we can now say bye-bye to the lithium-ion battery for mass production.   The automotive press, taking its leads from a technologically ignorant automotive industry  assumed that there would be a progressive advance going...

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