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December 3, 2007
Kurdish Oil Contracts in Northern Iraq
Analysis of: EU, US oil firms’ uneasy gamble in Northern Iraq | www.neurope.eu
Author: GLG Expert Contributor
Analysis of: EU, US oil firms’ uneasy gamble in Northern Iraq | www.neurope.eu
Author: GLG Expert Contributor
1. Iraq in general and Kurdish sector in particular remain as the world’s most untouched hydrocarbon reserve source amidst in the most politically turmoil country and at the highest commodity value period. 2. Respective Oil Laws and model concession agreements accepted in KRG and still negotiated in...
November 23, 2007
Gazprom strategies and energy supply to Europe
Analysis of: South Stream deal 'on the table' | www.upstreamonline.com
Author: GLG Expert Contributor
Analysis of: South Stream deal 'on the table' | www.upstreamonline.com
Author: GLG Expert Contributor
1.Gazprom wants to remain as monopole to supply and determine the price to Europe 2.North Stream project involved Germany as the partner 3.Proposed South Stream project targets Italy as the partner 4.Italy is already in a progressing project to bring Azeri gas to Europe via Turkey and Greece
September 5, 2007The "Free Rider " Syndrome
Analysis of: Idaho Transmission Dispute Settled | www.renewableenergyaccess.com
Author: Eric Smith, Professor and Associate Director, A.B. Freeman School of Business, Tulane University
The issue of access to crucial transmission infrastructure is not limited to wind power. Much the same argument can be made about pipeline access for non-conventional natural gas developments in areas of the midwest or indeed for conventional forms of merchant power generation. Ask any merchant generator...
August 10, 2007
Increased Taxes on US Oil and Gas Assets and Companies - The Dems #1 Issue
Analysis of: House Approves $16 Billion In Taxes On Oil Companies | online.wsj.com
Author: GLG Expert Contributor
Analysis of: House Approves $16 Billion In Taxes On Oil Companies | online.wsj.com
Author: GLG Expert Contributor
Let there be no doubt that the recently passed House bill to extract US$16bn in new taxes is just a harbinger of things to come - especially if the Dems win the White House next year as they seem likely to do. Ms. Clinton is going to make the O&G industry the new symbol of corporate excess. ...
July 26, 2007
Two unique companies combine to keep out competition in Ultra-Deep Water
Analysis of: Drilling For Deals | blogs.wsj.com
Author: GLG Expert Contributor
Analysis of: Drilling For Deals | blogs.wsj.com
Author: GLG Expert Contributor
1. The combination of these two unique and innovative competitors in a very limited market is a one-of transaction. 2. The companies themselves are operating at their historical highs and have all the capital and opportunities they need to grow independently. 3. So...the only rationale...
July 17, 2007Wind Power Woes
Analysis of: Offshore Score since 2001: Europe 24, U.S. 0 | www.renewableenergyaccess.com
Author: Eric Smith, Professor and Associate Director, A.B. Freeman School of Business, Tulane University
The use of onshore windpower has made remarkable strides in the US where the proper conditions exist, for example, in Texas where windy conditions are endemic and where the body politic supports initiatives of this type. In contrast, the major US effort for offshore widnpower, the Cape Wind project...
July 13, 2007
CO2 Capture and Storage - Coming to a power plant near you
Analysis of: Inside Messy Reality of Cutting CO2 Output | online.wsj.com
Author: GLG Expert Contributor
Analysis of: Inside Messy Reality of Cutting CO2 Output | online.wsj.com
Author: GLG Expert Contributor
WSJ readers, have no fear. AEP, NRGEnergy and the rest are quite serious about CCS. Carbon capture and storage will be proven safe and cost effective. It will implemented on a vast scale and transform how and where we build power plants (…Texas 1, New England 0). Hot tip : buy pore space and...
July 12, 2007
Maturing Asset Base Resulting in Accelerated Decline Rates in Several Areas
Analysis of: Global oil demand to outstrip supply | money.cnn.com
Author: GLG Expert Contributor
Analysis of: Global oil demand to outstrip supply | money.cnn.com
Author: GLG Expert Contributor
Non-OPEC production growth excluding Angola is expected to decline by over 200 kbd in 2007 and by over 750 kbd in 2008 putting additional pressure on crude supply. Of additional concern is that a great portion of that decline has come from areas far more politically stable than other major...
July 9, 2007Where does the corn come from?
Analysis of: Riding the Rails With Ethanol | www.businessweek.com
Author: Eric Smith, Professor and Associate Director, A.B. Freeman School of Business, Tulane University
A quick look at the location of the ethanol plants will reveal that most are located in corn producing regions. That isn't particularly surprising. However, within those regions the majority of the ethanol plants are located as far from the river systems as possible. The reason for this is that corn...
June 4, 2007Windpower, the good, the bad and the ugly
Analysis of: FPL Energy Files Texas Transmission Application | www.nawindpower.com
Author: Eric Smith, Professor and Associate Director, A.B. Freeman School of Business, Tulane University
The analysis does a fine job of describing the good points of wind power. That's the "good" in the title. The "bad" is that just adding transmission capacity will not solve the real problem with wind which is that it is an opportunistic supply. In order to utilize it, every kilowatthour needs to...
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