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Study Group: Coal Industry Consultants(?)

Council Members in this Study Group: 86

This study group may include experts knowledgeable on topics such as aerospace & defense, building materials, chemicals, construction, oil & gas, timber & forest products, utilities & power generation, mining, agriculture, industrial equipment and transportation, among others.

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Leading Experts in this Study Group

Craig Cates
Consultant
CRAIG CATES

Craig Cates is an independent consultant in the airlines and aerospace industry. Prior, Mr. Cates was General Manager of Supply Chain at Delta Airlines. He oversaw a supply chain budget of $500M and was responsible for sourcing raw materials, finished goods, technology, outsourced activities, services,...

Craig Marston, Managing Director, CEM MarineCraig Marston
Managing Director
CEM Marine

Craig Marston is Managing Director at CEM Marine, a firm providing consulting services in the maritime and shipping industry. Mr. Marston has more than 20 years of experience in the maritime industry, including Profit and Loss (P&L) responsibility for the largest US-flag fleet of ocean-going dry bulk...

James May
Managing Director
May Commodity Associates

James May is the Managing Director of May Commodity Associates, a firm providing strategic advice to clients in the steel, steel raw materials, metals, and industrial minerals sectors. Prior, Mr. May was Director of Steel Research Metal Bulletin. He has extensive contacts within the global steel industry,...

John Bechtold, Coal & Energy Consultant, John BechtoldJohn Bechtold
Coal & Energy Consultant
John Bechtold

John Bechtold is an independent Coal and Energy Consultant providing services to a wide variety of clients including Hill & Associates, a premier coal consultancy firm based in Annapolis, Maryland. He specializes in handling issues facing coal suppliers and consumers throughout the region. Formerly,...

Dale Bradshaw, President, ElectrivationDale Bradshaw
President
Electrivation

Dale Bradshaw is the President of Electrivation, a firm providing consulting services on power generation and delivery. Mr. Bradshaw has more than 30 years of experience in all aspects of the electric utility business, nuclear, planning, clean coal, fossil generation, renewables, and fossil fuels. He...

Hemant Patel, Principal, HP Energy Consultants, LLCHemant Patel
Principal
HP Energy Consultants, LLC

Hemant Patel is an independent energy consultant and the Principal of HP Energy Consultants. A firm providing consulting services in the power generation and oil & gas industries. Mr. Patel has 25 years of experience in managing electric power generating projects and oil and gas (E&P) producing assets...

Walter Mitchell
Principal
Mitchell Consulting Group

Walter Mitchell is Principal of Mitchell Consulting Group (MCG). MCG provides rigorous research, analysis, and advisory services for stakeholders in the US and international maritime sectors. Mr. Mitchell has more than 30 years of experience in these sectors working for clients that include industrial...

Carl Bartoli, Principal, C. Bartoli ConsultantsCarl Bartoli
Principal
C. Bartoli Consultants

Carl Bartoli is the Principal of C. Bartoli Consultants, providing consultancy services on development and execution of capital projects, preparation of strategic plans, and organizational restructuring in utility and process industry. Mr. Bartoli has knowledge in engineering and construction of hydrocarbon,...

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GLG NewsSMAnalyses by this Study Group's Leading Experts(?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.
Wrong Timing For Shipyard Consolidation | 08-28-2008
Analysis of: Usual suspects | www.tradewinds.no
Author: Craig Marston, Managing Director, CEM Marine

Tradewinds reported that the list of suitors for the 50.4% stake being offered in Daewoo Shipbuilding & Marine Engineering (DSME) includes Hyundai Heavy Industry, Posco, the GS Group, and Hanwha Group.  Analysts expect a bidding war to result.  While a great time for sellers to unlock...

Jinhui Too Optimistic | 08-28-2008
Analysis of: Macro meltdown? | www.tradewinds.no
Author: Craig Marston, Managing Director, CEM Marine

Jinhui Shipping & Transportation (Oslo:JIN.OL) reported record profits and simultaneously warned of weaker medium term prospects.  The company rightly cited macroeconomic concerns on the demand side, but is overly optimistic related to the supply side.

NOL Likely To Acquire Hapag-Lloyd | 08-27-2008
Analysis of: NOL will not pay over the odds for Hapag | www.lloydslist.com
Author: Craig Marston, Managing Director, CEM Marine

Despite the 4b Euro "minimum" price that TUI is placing on Hapag, opposition from Hamburg, and a very conservative acquisition history, NOL is very likely to be the successful bidder.

Credit Crunch Not A Factor For Overall Shipbuilding Industry | 08-20-2008
Analysis of: Credit Crunch Spreads to Shipyards | www.marinelink.com
Author: Craig Marston, Managing Director, CEM Marine

The impact of the "credit crunch," while real for individual companies, is not a factor for the overall shipbuilding industry.  The few building slots that have been canceled by owner default have been readily resold at higher margins.  The drop-off in post-2010 orders has its roots in oversupply...

Bonanza of coal resource in India has been opened for global mining majors as well as coal consuming Indian companies. | 08-12-2008
Analysis of: CIL invites bids for 18 old mines | economictimes.indiatimes.com
Author: GLG Expert Contributor

Global mining companies are likely to encash this opportunity to enter into India through this indirect route easily. The coal supply may get enhanced through these mines and will ease the Indian’s demand-supply gap to some extent although in long run there will still be substantial import. Indian steel...

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Generated at 2008-08-29T21:45:17.707