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GLG News by Oil and Gas Industry Academic Experts

Analysis of: Iran Responds Obliquely to Nuclear Plan (www.nytimes.com)
1-     Key assumption for the oil market: the nuclear standoff will continue 2-     Iran will continue to enrich uranium regardless of whether a Republican or a Democrat is US president. 3-     At the same time, the US will oppose any Iranian...
October 1, 2007
The Politics of Fear
Analysis of: Etnamol, schmethanol (www.economist.com)
-Fear of Terrorism -Fear of Global Warming -Link both to Oil -The Result: Launch a war on oil and promote other substitutes….at any price
Analysis of: A new Kazakh law is a threat to contracts with foreign oil companies (www.iht.com)
-It remains to be seen whether the government will implement the law or not. -One of the main reasons for the spread of nationalism is the weak institutional framework in the oil-producing countries. -Industrial countries should help the oil producing countries strengthen their institutional framework...
Eric Smith, Professor and Associate Director
Eric Smith, Professor and Associate Director
A.B. Freeman School of Business, Tulane University
Analysis of: Idaho Transmission Dispute Settled (www.renewableenergyaccess.com)
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...
Eric Smith, Professor and Associate Director
Eric Smith, Professor and Associate Director
A.B. Freeman School of Business, Tulane University
July 17, 2007
Wind Power Woes
Analysis of: Offshore Score since 2001: Europe 24, U.S. 0 (www.renewableenergyaccess.com)
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...
Eric Smith, Professor and Associate Director
Eric Smith, Professor and Associate Director
A.B. Freeman School of Business, Tulane University
Analysis of: Riding the Rails With Ethanol (www.businessweek.com)
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...
Eric Smith, Professor and Associate Director
Eric Smith, Professor and Associate Director
A.B. Freeman School of Business, Tulane University
Analysis of: FPL Energy Files Texas Transmission Application (www.nawindpower.com)
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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