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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.

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.

A Birthday Still Worth Celebrating

July 5, 2009

Envoy Prepares to Visit Honduras | www.nytimes.com

Recent events in Iran and again in Honduras demonstrate the drift in American foreign policy and contributes to global confusion on what America stands for these days. These are just some private thoughts to share with all. Enjoy the 4th!

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.

Nice "touchy feely" and "green politics" no real meat

July 1, 2009

CSX Announces Commitment to Cut CO2 Emissions by Eight Percent | jacksonville.bizjournals.com

As we proceed along the path of everything green and while these efforts are press worthy and of corporate value these days, perception has to finally one day match science and reality.

Thomas ShewskiOwnerHigh Energy Services 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.

Key Points Contained in Climate and Energy Bill Passed by U.S. House of Representatives

June 29, 2009

House Narrowly OKs Sweeping Climate Change Bill | www.dallasnews.com

    The U.S. House of Representatives narrowly passed the American Clean Energy and Security Act of 2009 (“ACES”) on June 26, 2009.  The discussion below contains the key points in the Bill now headed to the Senate for debate and action.

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.

Transport fuel costs and economic recovery

June 26, 2009

The ups and downs of diesel | www.chron.com

Energy costs are at the heart of all economies and impact growth and most certainly recoveries from downturns. Transport fuel costs are second only to power generation in terms of importance to economic growth.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine 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.

Economou Deserving Of Some Criticism

June 16, 2009

CEO pilloried | www.tradewinds.no

While not the epitomy of evil that Jim Kramer describes, George Economou has lost his way somewhat.

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.

Cramer is an entertainer more than he is an analyst these days

June 15, 2009

CEO pilloried | www.tradewinds.no

Jim Cramer has a horrible track record both for recommending stocks and for his CEO choices, good and bad.

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.

There is more to this than meets the eye

June 15, 2009

Gazprom CEO Sees Oil at $85 A Barrel by Year’s End | www.rigzone.com

CEO Miller is on target and probably has deeper insight than he showed in this interview. As certain economies begin to recover and others begin to feel the effects of their stimulus, the decline in demand will ease and gradually produce upward pressures on price. Inflation risk, especially in the US economy will also play a role in driving prices, especially if crude remains linked singularly to the dollar.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine 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.

Jinhui Shipping's Gloomy Outlook

June 4, 2009

Dry reality check | www.tradewinds.no

Jinhui Shipping (Oslo:JIN.OL) reported disappointing numbers coupled with a gloomy outlook on the near-term market, despite the recent recovery in dry bulk rates.  I agree with their market forecast, but Jinhui's near-term prospects have more to do with capacity.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine 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.

Demand Improvement Won't Help Dry Bulk

May 26, 2009

Bulker boomerang | www.tradewinds.no

Some iron ore contract renewals in Japan, impressive 1Q Chinese iron ore imports, and expectations of the impacts of stimulus packages have vastly improved market sentiment for a continued improvement in dry bulk shipping rates.  This is "irrational exuberance."

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