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October 28, 2008Biofuels from food chain crops is not a viable nor sustainable business for any reason.
Analysis of: Reviewing biofuel policies and subsidies | www.fao.org
Author: Sam Timpano, President, Sam Timpano & Associates
The author of this article in the FAO newsletter is far behind times, as are most bureacratic analysts, especially at the United Nations. This issue is for the most part well settled and the answer to the question is a categoric "No". Food chain crops should not be used as feedstock for biofuels and...
October 27, 2008Looking in the rearview mirror will guarantee a crash, but, poor vision and steering to the front will as well
Analysis of: Bracing for a Storm | www.washingtonpost.com
Author: Sam Timpano, President, Sam Timpano & Associates
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...
October 24, 2008Deeper issues determine Russian participation with OPEC
Analysis of: OPEC tests prospect of a cut in Russian oil production | www.iht.com
Author: Sam Timpano, President, Sam Timpano & Associates
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.
October 20, 2008Time is ripe for a new paradigm in crude pricing policy
Analysis of: OPEC calls emergency meeting as oil prices plummet | www.iht.com
Author: Sam Timpano, President, Sam Timpano & Associates
The current slide in crude prices, casualty of the global financial and credit crisis, should serve as a harbinger to producers that there is a need for a shift in how they manage production and pricing. The current pricing mechanisms used based upon existing markets in the US and Europe exposes these...
October 13, 2008Demand is only a small part of this current price drop in crude
Analysis of: Oil price drops below $78 a barrel | www.iht.com
Author: Sam Timpano, President, Sam Timpano & Associates
While it is logical to expect that the demand for crude has and will continue to fall as the worldwide economic slowdown continues, the current levels of decline are not related to that fundamental part of the equation. Massive hedge fund and speculator margin calls are more responsible for the forced...
September 29, 2008Oil prices did not "soar over doubts about bailout plan" as this author states.
Analysis of: Oil prices soar over doubts about rescue plan | www.iht.com
Author: Sam Timpano, President, Sam Timpano & Associates
The spike in oil prices on Monday was as far removed from the doubt on the Treasury's Plan as this author happens to be from a true understanding of crude trading. The only reason for the spike is what every novice trader who has ever stepped onto a trading floor knows--- a short squeeze on...
September 29, 2008The first issue is to characterize the Treasury Plan as a bailout. It is not that at all.
Analysis of: Everybody Calm Down. A Government Hand In the Economy Is as Old as the Republic. | www.washingtonpost.com
Author: Sam Timpano, President, Sam Timpano & Associates
With all due respect to the author, Washington is not the appropriate President to site as the authority that foresaw the current financial and economic issues we are facing today. Nor would many other Presidents be good examples. Not, Kennedy, nor Carter, nor Regan or even Clinton. In point of fact,...
September 24, 2008There is no problem here for AIG nor risk to Airbus, Boeing or others
Analysis of: AIG draws up list of assets for sale in attempt to prevent nationalisation | business.timesonline.co.uk
Author: Sam Timpano, President, Sam Timpano & Associates
AIG has sufficient assets to manage all of it's businesses effectively and efficiently.
They also have more than adequate capability to buy itself back, if you like, from the US Treasury in short order.
All of this is dependent upon the current stabilization plan presented by Treasury and the...
September 18, 2008Federal and Exchange regulators are at fault as are the "Short Sell Raiders"
Analysis of: Stocks volatile amid uncertainty | news.bbc.co.uk
Author: Sam Timpano, President, Sam Timpano & Associates
There are two primary failures that have produced these "death spirals" of the financial institutions in the US and affecting others across the globe. On top of the lax oversight at the institutions themselves and the ever aggressive creation of instruments and derivatives, the following...
July 31, 2008This plan will help but no single plan or alternative can produce "Energy Independence"
Analysis of: IT'S TIME TO STOP AMERICA'S ADDICTION TO FOREIGN OIL | www.pickensplan.com
Author: Sam Timpano, President, Sam Timpano & Associates
Wind power is an alternative that can help in the augmentation of reducing transport fuels from crude, however, it cannot produce energy independence. Every alternative should be developed and Pickens is making a very big business bet on wind. He is in it for profit and the overriding factor...
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