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GLG News by Mining Experts

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August 7, 2008
The demand-supply gap of coal is likely to surge in India, and the growth of imported coal may continue to be in double digit for next few years.
Analysis of: Forest ministry rebuts coal claims; says shoddy reports delay approval | www.livemint.com
Author: GLG Expert Contributor
    Presently India produces around 430 MT of coal and imports  50 MT per year. India will need over 700 MT of coal by year 2011-12. Since the production in existing mines is not witnessing any significant growth, the delay in  execution greenfield...
Jack LiftonAugust 6, 2008
Obama, Like GM, Does't Lack Inexperience In The Management of Scientific and Engineering Enterprises
Analysis of: Obama: 1 million plug-in hybrid vehicles by 2015 | www.autobloggreen.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Liberal politicians and overpaid executives seem to have exactly the same solution to all problems whether they be environmental, cultural, or scientific: Throw somebody elses's money at them. Isn't it obvious that the presently touted solutions to old problems may not be the correct ones? Isn't it...
August 6, 2008
COAL IS NOT THE CULPRIT.
Analysis of: Coal's future is safe - but what about the climate? | www.reuters.com
Author: GLG Expert Contributor
Most of the temperature rise since the last ice age occurred before the Industrial Revolution according to studies of Icelandic coring. Even though countries such as India and China are not signatory to any global warming treaty they are pursuing a course of cleaning up their pollutants. India for instance...
July 28, 2008
Cleveland-Cliffs/Alpha Natural Resources Became A Takeover Target Once Deal Was Announced
Analysis of: Cleveland-Cliffs' Fateful Flaw | online.wsj.com
Author: Markus Bates, Executive Vice President, Geo Trade International, LLC
Contrary to the hedge fund, Harbinger's, belief that Cleveland-Cliffs takeover bid of Alpha was to put Cleveland-Cliffs itself out of reach of potential acquirers, my first thought on this deal was: which steel company is now going to buy this newly formed company?  These are two companies that...
Jack LiftonJuly 24, 2008
Ford Executive Inadvertently(?) Sinks The Chevrolet Volt; The Lady's Logic Is Tough To Refute."
Analysis of: Ford mass plug-ins at least 5 years away | uk.reuters.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
As James Carville might say to GM's Bob Lutz, "It's the battery, stupid, we don't have enough reliability and longevity data to put it on the market. That'll take at least five years after we finally choose a specific technology based in great part on initial reliability and longevity testing which...
Jack LiftonJuly 22, 2008
Is China Seeking To Practice The Golden Rule Of Natural Resources: He Who Has The Natural Resources Makes The Rules?
Analysis of: China urged to spend FX on mines, resources | uk.reuters.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Reuter's has now reported the official statement of a ranking official of China's Ministry of Economics, http://gateway.andohs.net/player/?sid=826&nid=2920 , to the effect that China's treasury must follow Chinese 'private' business and use its immense reserves of US dollars to obtain ownership...
Jack LiftonJuly 21, 2008
Without Supporting Domestic, North American, Production Of Rare Earth Metals Wind Power Advocates Are Just P*****g In The Wind
Analysis of: Wind Power: Turbine Time | www.economist.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Wind turbines can be used to produce electricity but in order to do so they must use permanent magnets and batteries. Building even the 'modest' 17 gigawatts  of wind power generated electricity that Texas alone projects would add so much demand for rare earth metals as to be impossible to...
Jack LiftonJuly 9, 2008
Toyota Solves Hybrid Problems In a Remarkably More CLever Way Than General Motors Does
Analysis of: Toyota to add solar panels to some Prius hybrids | www.washingtonpost.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
In order to maximize the range of a hybrid or all electric car it is important to minimize the drain on the battery from any load but that of the drive train.
Jack LiftonJuly 7, 2008
Short Selles of Solar Cell Raw Materials Stocks Seem To be Wriitng The News
Analysis of: Solar power: Supply and demand tables start to turn | www.ft.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
This article seems mostly nonsense to me. It is poorly researched and seems to conflate different solar technologies and their problems with one another in a purposefully confusing way.
Jack LiftonJuly 7, 2008
Germanium And Gallium Byproducts Of Zinc Mining Go from No value To Value Added
Analysis of: SRA agrees germanium and gallium leachate supply deals | www.semiconductor-today.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Minor metal byproducts of major 'base' metals, which were discarded as waste or for which the mine did not get paid by the refiner are rapidly growing in importance and may represent enough added value to allow for the re-opening of marginal mines.

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