All GLG News Analyses Filed Under: Natural Resources
Posted October 31, 2008Food Versus Fuel Issue Turning Grain Farmers’ Numbers Ugly, Too
Analysis of: Reviewing biofuel policies and subsidies | www.fao.org
Author: Jay Thompson, President and General Manager Transportation Business Associates
The food, energy and Biofuels industries all heavily depend on feedstock. I agree with colleagues Mr. Moser and Mr. Timpano regarding food versus fuel, future feedstock’s, food security and sugar cane use for ethanol. After recently attending a Purdue (my alma mater) meeting wearing my Zenergy Bio Fuel...
Posted October 30, 2008
Solar cells - nothing magic about 25%
Analysis of: Magic solar milestone reached | www.eurekalert.org
Author: GLG Member Program Contributor
Analysis of: Magic solar milestone reached | www.eurekalert.org
Author: GLG Member Program Contributor
This press release from Univ. New South Wales claims a new record for solar cell efficiency of 25% capture of solar energy into electrical energy. However, this was achieved by moving the goal posts - the standard measuring how much light energy was shining on the cell was redefined - rather...
Posted October 30, 2008Loss of Sawlog Demand Means a Severe Drop In Logging Capacity
Analysis of: North American Woodfiber Demand Falls On Shutdowns | www.paperage.com
Author: Dave Hillman, Independent Consultant Dave Hillman
The loss of logging capacity to an industry already battling wood supply issues (higher costs than almost any other area of the world) has serious implications for the future. When sawmills shut down the flow of chips to nearby pulp mills ceases. Now those pulp mills must resort to logging...
Posted October 28, 2008
Gamesa, A New leader in the US Wind Market
Analysis of: Wind Energy Leader Gamesa Sees Net Profits Soar | www.industryweek.com
Author: GLG Member Program Contributor
Analysis of: Wind Energy Leader Gamesa Sees Net Profits Soar | www.industryweek.com
Author: GLG Member Program Contributor
Gamesa continues to gain US market share by providing an excellent product and service. The US demand will exceed an annual growth rate of 29%. Gamesa has the opportunity gain more market. The LoneStar Wind Alliance is a Department of Energy facility to e built in Port Aransas, Texas. ...
Posted October 28, 2008
Farming for fuel?
Analysis of: Reviewing biofuel policies and subsidies | www.fao.org
Author: Jeff Moser, President West Branch LLC
Farming for fuel?
Analysis of: Reviewing biofuel policies and subsidies | www.fao.org
Author: Jeff Moser, President West Branch LLC
The push for alternative energy has increased competition between planted crop acreage for food vs. biofuel production. As more regions of the world struggle with tight food supplies the UN has questioned the wisdom of increased biofuel production.
Posted October 28, 2008
Engineering Investment in the Future
Analysis of: US oil shale resources look promising yet still uncertain | www.ogj.com
Author: GLG Member Program Contributor
Analysis of: US oil shale resources look promising yet still uncertain | www.ogj.com
Author: GLG Member Program Contributor
Oil Shale and Sands are necessary in the longer term for continued availability of petroleum based products just like Coal gasification and liquidation. Conversion of transportation fuels to biofuels, renewable energy and ultimately hydrogen must be accomplished in the short to medium term to...
Posted October 28, 2008
Difficult to see how in the current climate LNG projects will move ahead in PNG
Analysis of: Firms vie for Papua New Guinea LNG plant contract | www.ogj.com
Author: GLG Member Program Contributor
Analysis of: Firms vie for Papua New Guinea LNG plant contract | www.ogj.com
Author: GLG Member Program Contributor
Issues that will impact projects going forward are: 1. slower world growth 2. the relative attractiveness of other competing projects worldwide 3. availabilty of finance generally will be increasingly difficult and costlier to obtain 4. in line with point 3 perceived PNG risk will become more expensive...
Posted October 28, 2008Biofuels from food chain crops is not a viable nor sustainable business for any reason.
Analysis of: Reviewing biofuel policies and subsidies | www.fao.org
Author: Sam Timpano, President Sam Timpano & Associates
The author of this article in the FAO newsletter is far behind times, as are most bureacratic analysts, especially at the United Nations. This issue is for the most part well settled and the answer to the question is a categoric "No". Food chain crops should not be used as feedstock for biofuels and...
Posted October 28, 2008
Pakistan One of the Targets of Ug99 fungus
Analysis of: Pakistan on Ug99 Wheat Stem Rust High Alert | www.seedquest.com
Author: GLG Member Program Contributor
Analysis of: Pakistan on Ug99 Wheat Stem Rust High Alert | www.seedquest.com
Author: GLG Member Program Contributor
Ug99 is spreading like a wild fire.
It is high time to take necessary stepss before it is too late.
Significant crop destruction could take place because of this virus.
Pakistan is on high alert following detection of the deadly Ug99 wheat stem rust disease in Iran in March 2008.
Posted October 28, 2008Shades of Nicolai Kondratieff haunt international finance and crude oil prices
Analysis of: OPEC agrees to cut production | www.iht.com
Author: Michael Lynch, Consultant Michael E. Lynch
Nelson D. Schwartz and Jad Mouawad reported in the October 25-26 issue of the International Herald Tribune that OPEC announced in a brief emergency on Friday that it would reduce production by 1.5 million bbl/day. The deepest cut since 2003 failed to provide price support as the price of light sweet...
More GLG News in
Energy & Industrials
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Source Article | Expert Analyses
YRC to Get Concessions?
tdu.org
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biz.yahoo.com
USA-Ocean currents can power the world, say scientists
www.telegraph.co.uk
Amid economic crisis, wind power spins more slowly
features.csmonitor.com
Lufthansa launches Italia brand
www.breakingtravelnews.com
BHP/RIO Deal Collapse Should Be No Surprise.
December 1, 2008
The gale of a credit crisis blows the wind away!
November 26, 2008
The Peaksters are right on theory, perhaps wrong on timing
November 25, 2008
Order Cancelations Will Not Approach Half of The Order Book
November 24, 2008
BASF, Dow Chemical, PPG signal arrival of new world financial order
November 24, 2008

