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GLG News by Utilities and Power Generation Consultants (Asia)

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November 20, 2008
Pickens Mega Wind Farm Project: Unreliable source of energy stuck up at unreliable time
Analysis of: USA-Pickens Puts Texas Wind Farm Project On Hold | www.kbtx.com
Author: GLG Expert Contributor
A report from the Dept of Energy said in May 2008 that US could build enough wind farms to provide 20% of country’s electricity by 2030. At that time oil prices were $147 a barrel, Boone Pickens calls for US to achieve this by building wind farms throughout the windy corridor from Texas to Dakotas....
November 14, 2008
What is wrong with Auatralia’s leading iron ore miners?
Analysis of: Australian miners cut iron ouput as China slows | www.theaustralian.news.com.au
Author: GLG Expert Contributor
China announced US$ 586 billion stimulus plan. Their planners are trying to make “CHINA’S EXPORT DRIVEN ECONOMY TO DOMESTIC DRIVEN” and will spend this amount in next 2 years. Focus will be in 10 areas, mainly post earthquake reconstruction, low cost housing, infrastructure etc. To achive such huge...
November 13, 2008
Will Indian metal, natural resources & commodity industries benefit from China’s recently announced $ 586 billion stimulus plan?
Analysis of: China announces $586 billion stimulus plan | ap.google.com
Author: GLG Expert Contributor
Exit of FDI from Indian equity market has shockingly pushed all infrastructure, steel, transport, natural resources and allied industries’ stocks towards South side. Presently Indian infrastructure, real estate, construction, steel, iron ore, shipping & hotel industry are worst suffered due to liquidity...
November 12, 2008
Whether buying Corus was a wise decision by Tata Group?
Analysis of: Steelmaker Corus to Cut Production by 30% | industryweek.com
Author: GLG Expert Contributor
Corus is Europe’s 2nd largest steel producer which produces over 20 Mn tones crude steel with annual revenue of around 12 billion GBP. Corus was acquired by India based Tata Steel for $ 13.7 Bn. during April 2007. The company has steel manufacturing facilities in Britain and Netherlands. After...
November 10, 2008
Let somebody find the root cause of Suzlon's failure
Analysis of: Windmill Mishap Weighs on Suzlon | online.wsj.com
Author: GLG Expert Contributor
I have more than 35 years experience in power & energy industry that includes fossil (Coal & Gas) based power plants as well as non conventional energy like hydro power & wind energy farms. I was key person for selection of vendors / OEM suppliers among all leading Wind Energy vendors e.g....
September 5, 2008
Natural gas prices will continue rising. There is no reason to worry.
Analysis of: Oversupply of natural gas dulls luster of exploration and production companies | www.iht.com
Author: GLG Expert Contributor
I feel prices of natural gas will sharply increase.Those worried should stop worrying and purchase stocks freely and companies in the field should increase their operations. I have reasons for my confidence being a power professional and well aquainted with importance of natural gas in very near future....
July 30, 2008
Wind Turbine Generation Farms are not reliable source of energy
Analysis of: When the wind stops - the other side of the wind turbine argument | www.telegraph.co.uk
Author: GLG Expert Contributor
I have come across one negative analysis about my published topic. I stand with contains of my published article. The said article was written based on my physical experience while developing two wind energy generation farms in south and west part of India. Duding vendor development process, I...
July 28, 2008
Wind Turbine Generation Farms are not reliable source of energy
Analysis of: When the wind stops - the other side of the wind turbine argument | www.telegraph.co.uk
Author: GLG Expert Contributor
As a normal procedure, Wind Farms are developed at selected sites after installing wind masts at proposed sites and wind conditions are observed for at least one year. But this is not a proven technology. Due to many factors, depending on local conditions, Wind conditions may vary from what was observed...
November 19, 2007
A Sustainable Future Based On Unconventional Fossil Fuel
Analysis of: Why $100 Oil Can't Float | online.wsj.com
Author: GLG Expert Contributor
$100 per barrel oil is a blip in the long term landscape of fossil fuel  for the following reasons: (1)At $100 oil, economic extraction of unconventional oil in Athabasca Tar Sands  and Orinoco Heavy Oil  more than double remaining conventional oil reserves  increasing the ratio...
Christophe BongarsNovember 9, 2007
The narrow path to chinese blue gold
Analysis of: Liquid Asset, China Economic Review | www.chinaeconomicreview.com
Author: Christophe Bongars, CEO and Founder, SustainAsia Limited
The water industry is a very fragmented industry, where opportunities for investment abound. Large water services giants (Veolia and Suez) established in China for several decades are being challenged by smaller regional and local competitors (Hyflux, Biotreat, etc.). From multi-million capital intensive...

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