GLG News by Natural Gas Pipeline Experts (US)
Analysis of:
The Return of Inflation? (www.washingtonpost.com)
A wise friend once told me that a cobra is not a danger in and of itself. It is only a danger if one is not aware of it's presence and if, upon becoming aware of it's presence one takes a wrong action and is bitten by the cobra. So it is with inflation. It is not so much that it is here, it is reaching...
Analysis of:
Oil prices mark the need for alternative energy sources (www.busrep.co.za)
It is never fun to go to a party and realize that the hosts were just looking for something to do and needed a cover story but never really wanted you there to begin with. Equally unpleasant is to go to a party and find out that your expectations were completely wrong as to what it was all about....
Analysis of:
China Raises Fuel, Power Prices to Curb Energy Demand (www.bloomberg.com)
Anyone experienced in China understands what is said publicly and what the true political motivations are is usually a fairly wide distance from each other. There is no difference here. China's reduction of subsidies has more to do with helping their refineries margins than an attempt to dampen demand....
Analysis of:
Oil - paying the political price (news.bbc.co.uk)
The geopolitical implications have an even deeper root in several of the producing countries. As internal demand in these producer nations increases the supply tensions are going to increase on both import countries as well as many of these exporters. With the current policies of most of the Western...
June 13, 2008
China together with other members that make up BRIC could significantly alter growth in other regions.
Analysis of:
China Is Urged to Conserve Resources (online.wsj.com)
China together with other members that make up BRIC could significantly alter growth in other regions.
The question posed does not specify a time period, so the reply is a qualified "yes". China's growth alone to reach even a major percentage of the GDP of the US will have a significant impact to aspects of the worls's other developed economies. We are experiencing some of that impact now. Even greater...
Analysis of:
Eco coal power may cost 'double' (news.bbc.co.uk)
While this is a bit like asking the fox that is in the henhouse if he intends to eat the chickens, coal-fired plants can be cleaned without this type of technology risk, cost and delay.
Analysis of:
Dow Jones plunges about 400 points (www.msnbc.msn.com)
The question as to whether or not anything can be done to control the rise in crude oil prices is not reasonable as it would relate to a global commodity such as crude oil. The better question would be is there anything that can be done to control the various groups that are contributing substantially...
June 9, 2008
No fundamental reason to believe Iraq will be able to lift production now or into the forseeable future.
Analysis of:
Iraq oil deals could lift production (www.iht.com)
No fundamental reason to believe Iraq will be able to lift production now or into the forseeable future.
Iraq is anything but stable and will remain so well into the near future. Expecting that their production can be increased over a sustain future at this point in time is more than optimistic, it is pure conjecture. Nothing in the present conditions of any segment of Iraq can be viewed as stable, not...
Analysis of:
Oil expert says 3 countries control prices (www.charleston.net)
This analysis does not hold water for a number of reasons. Oil prices are easy to explain without the conspiracy theories that make for interesting reading and conversation but not in reality.
Analysis of:
Sugar prices sink to 7-month low on supply glut (ap.google.com)
The US corn based ethanol policy was, is and will always be a failed policy and a boondoggle of incredible proportions. Adopting a sugar to ethanol policy would have tremendous positive impact here and to everyone involved. It should be done as quickly as possible.
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