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All GLG News Analyses Filed Under: Natural Resources

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Hans Linhardt Posted October 28, 2008
Suzlon - wind industry trends
Analysis of: Windmill Mishap Weighs on Suzlon | online.wsj.com
Author: Hans Linhardt, President LTDI, Inc.
Suzlon of India, the number five wind turbine manufacturer has run into serious technical troubles: a 140 foot long turbine blade just now broke of a wind tower in Illinois, while Suzlon is in the process to replace 1,251 turbine blades due to blade cracks in their US wind turbine fleet. ...
Posted October 28, 2008
Demand and Supply forces
Analysis of: OPEC tests prospect of a cut in Russian oil production | www.iht.com
Author: GLG Member Program Contributor
Demand up prices up Demand down prices down Prices up + demand down = recession Recession = demand down Demand down = Prices down
Michael Lynch Posted October 28, 2008
Shell, Chevron American Shale conduct Sisyphean oil shale research
Analysis of: US oil shale resources look promising yet still uncertain | www.ogj.com
Author: Michael Lynch, Consultant Michael E. Lynch
Senior Staff Writer Paula Dittrick reported in the October 20 issue of the Oil & Gas Journal that oil shale deposits in the U.S. could be the most practical option to add large volumes of proved reserves. It may take 10-15 years for research scientists to determine if a development investment would...
Hans Linhardt Posted October 27, 2008
Gazprom's visit to Alaska premature
Analysis of: Russian gas executives visit Palin's turf | www.iht.com
Author: Hans Linhardt, President LTDI, Inc.
Putin sent a twelve member delegation to a premature meeting in Alaska, including  Gazprom's chief executive Aleksei Miller and deputy director Aleksandr Golubyev, like Putin a veteran of the KGB. The delegation did not meet with Governor Sarah Palin but with Tom Ivan, the commissioner of the Department...
Hans Linhardt Posted October 27, 2008
Exxon pleased with progress on PNG LNG project
Analysis of: Firms vie for Papua New Guinea LNG plant contract | www.ogj.com
Author: Hans Linhardt, President LTDI, Inc.
Exxon is moving systematically ahead with their PNG LNG project to be located near Port Moresby.  The FEED (Front End Engineering) has been completed and Exxon has shortlisted Bechtel and Chiyoda for bid on the EPC contract.  Construction is to start in 2010, and plant start-up is expected...
Posted October 24, 2008
Crisis in the Oil Patch
Analysis of: The Changing of the Guard - a Speech by Andy Inglis, Chief Executive of BP E&P | www.oilvoice.com
Author: GLG Member Program Contributor
1. There are no "mentors" to help in the transition. 2. Few major oil companies stress knowledge of regional trends and how they relate to oil and gas accumulations. 3.  Communication skills for new-hires is poor.
Michael Lynch Posted October 24, 2008
OPEC caught on horns of an expensive dilemma.
Analysis of: OPEC tests prospect of a cut in Russian oil production | www.iht.com
Author: Michael Lynch, Consultant Michael E. Lynch
Andrew E. Kramer in Moscow reported in the October 23 issue of the International Herald Tribune that OPEC’s Secretary General Abdullah al-Badri has held meetings with President Dmitri Medvedev to discuss possible cooperation in crude oil production cuts. On Russian television, Medvedev told al-Badri...
Sam Timpano Posted October 24, 2008
Deeper issues determine Russian participation with OPEC
Analysis of: OPEC tests prospect of a cut in Russian oil production | www.iht.com
Author: Sam Timpano, President Sam Timpano & Associates
Russia has several issues of significance that keep them from becoming a major participant in OPEC price support efforts. This article does not take into account these macor-economic and geopolitical issues.
Dave Hillman Posted October 23, 2008
Older & smaller pulp mills have outlived their usefullness
Analysis of: Smurfit-Stone to Close Pontiac Pulp Mill in Quebec | paperage.com
Author: Dave Hillman, Independent Consultant Dave Hillman
The most profitable pulp mills are in the low cost countries of Brazil, Chile and Indonesia.  These mills have low labor and low wood costs but they have an even more important advantage:   they are modern mills employing the latest technology having a very low maintenance liability...
Michael Lynch Posted October 23, 2008
Old wine in a new bottle (New crude oil in an old tank)
Analysis of: The Changing of the Guard - a Speech by Andy Inglis, Chief Executive of BP E&P | www.oilvoice.com
Author: Michael Lynch, Consultant Michael E. Lynch
On October 17, the Oilvoice Newsletter reported a speech by Andy Inglis, Chief Executive of BP Exploration & Production at Rice University in Houston, where BP has established partnership arrangement. Inglis did not refer to retiring baby boomers. Changing the guard means plugging the capability...
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