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All GLG News Analyses Filed Under: Industrial

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Posted May 27, 2008
Experts in the oil industry have stated for the past year that $4 / gal. gas will initiate oil and energy conservation.
Analysis of: Producers say $200 oil is possible as prices hit record three days running | www.guardian.co.uk
Author: GLG Member Program Contributor
After the mid '70's, the economists demonstrated a significant conservation of oil and gas for a few brief years.  Smaller more gas efficient cars, 55 mph speed limits, etc.   After the few good or better years of gas prices, this country started back on the "old ways" by making...
Salvatore Pinizzotto Posted May 27, 2008
Only an economic issue ?
Analysis of: Producers say $200 oil is possible as prices hit record three days running | www.guardian.co.uk
Author: Salvatore Pinizzotto, Managing Director Xida Market Research
The diversification of sources in energy production is not  a matter only correlated to the level of oil price. The current level of oil price certainly stimulate differentiation but security of supply is another driving force.
Posted May 27, 2008
A Glimpse of a Hyper-Inflated World Economy--- Effects of the $200 Barrel of Oil
Analysis of: Producers say $200 oil is possible as prices hit record three days running | www.guardian.co.uk
Author: GLG Member Program Contributor
The importance of this artcle can be summed up in the observations that are pointed out by various voices of a Hyper-Inflated World economy, due to these spiralling costs of crude oil. These cost increase are having a major impact on society as a whole in theoil consuming nations around the world;especially...
Posted May 27, 2008
Yes, Advanced Nuclear Power is Here, But Quick Rollouts Won't Happen
Analysis of: Producers say $200 oil is possible as prices hit record three days running | www.guardian.co.uk
Author: GLG Member Program Contributor
It's simply impossible to predict a parity level between oil prices and nuclear power attractiveness. For starters, most U.S. electricity is generated by coal, not oil, and cost of electricity from coal is only weakly correlated with oil prices. And then there is the fact that...
Posted May 27, 2008
Steel Prices are Too High to be Sustained
Analysis of: High steel prices hit engineering industry | www.thenews.com.pk
Author: GLG Member Program Contributor
The rapid rise in steel and all metal prices can not be sustained without pricing some users out of the market. How long will the rise in steel pricing be sustained before the reduction in purchased volume or an increase in capacity results in a reduction in pricing How many companies particulaly in...
Posted May 27, 2008
More G8 nonsense
Analysis of: U.S. needs deep emission cuts by 2020, say G8 leaders | blogs.tampabay.com
Author: GLG Member Program Contributor
Cutting carbon dioxide emissions will do nothing to affect global warming, and will cost trillions.
Posted May 27, 2008
Renewables are already succeeding!
Analysis of: Producers say $200 oil is possible as prices hit record three days running | www.guardian.co.uk
Author: GLG Member Program Contributor
"Alternate forms of energy... will likely fail as serious Fossil alternatives"? This is a ridiculous statement. Look at the real-world growth in wind and PV for indicators of whether renewables will succeed. They already are succeeding! The linking of oil prices to nuclear power is erroneous, as oil...
Posted May 23, 2008
Increased stainless steel demand despite a credit crunch.
Analysis of: Global Stainless Steel Output Expected to Rise in '08 | www.engineeringnews.co.za
Author: GLG Member Program Contributor
Stainless steel production growth rate will continue this year unabated despite seemingly stagnating economic growth of the Western world on the back of a credit crunch due to the momentum that is already in the industry spurred on by demand in China, India and the Middle East. The CIS countries are...
Posted May 22, 2008
Bidding war for Enodis
Analysis of: Manitowac Returns with $2.11 billion Bid for Enodis | www.marketwatch.com
Author: GLG Member Program Contributor
The consolidation of the food equipment industry is happening at a breakneck pace despite the slow down in the economy that has to be affecting the customers. The price that whoever wins Enodis among ITW and Manitowac pays will be too high given the historical earnings of Enodis. What consolidation...
Salvatore Pinizzotto Posted May 21, 2008
Will the expectations be real?
Analysis of: Global Stainless Steel Output Expected to Rise in '08 | www.engineeringnews.co.za
Author: Salvatore Pinizzotto, Managing Director Xida Market Research
The stainless steel market is strongly dependent by the Chinese market. Stainless steel production has been so far below expectations and it will be very difficult any recovery during the second half of the year. 
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