All GLG News Analyses Filed Under: Natural Resources

While it is logical to expect that the demand for crude has and will continue to fall as the worldwide economic slowdown continues, the current levels of decline are not related to that fundamental part of the equation. Massive hedge fund and speculator margin calls are more responsible for the forced...

David Jolly in Paris reported in the October 11-12 issue of the International Herald Tribune that oil prices fell on Friday to their lowest level in over a year. The International Energy Agency cut its forecast for global demand as the world’s economy slowed. Forecast for 2008 demand was reduced by...

This unbleached softwood mill was originally purchased about five years ago to supply UBK for Lee & Mann's several linerboard mills in China. Last year capital money was spent to upgrade it to a fully bleached NBSK mill.  Since the demand in China is still there, does this mean that Lee &...

Starting in 2010 precious metal catalysts will be required on off-road diesel engines in the US.  This incremental demand, coupled with a rebound in automotive production, may stretch supplies thin again as seen in 2007.  With regulatory impact increasing demand through 2015 worldwide the...

The U.S. is NOT a WASTE DUMP !

James M. Peck of Deep Seek Exploration Experts reported in the October 6 issue of the Oil & Gas Journal that the Eastern Mediterranean basin is a prolific hydrocarbon area. The geology is the result of a five-stage tectonic process from the Late Triassic to the Pliocene flood period. The basins...

Contributing Editor Nick Tordre reported in the September issue of OFFSHORE Magazine that the final chapter of the Ekofisk oil field in the North Sea is soon to begin. ConocoPhillips has awarded a contract to Heerema Marine Contractors for the removal of nine platforms. Demolition will begin in 2009...

Drilling Editor Nina M. Rach reported in the October 6 issue of the Oil & Gas Journal that operators are rushing to expand their leaseholds in the Marcellus shale play in Appalachia. The Marcellus, a Devonian age shale, is are among the oldest shale plays in the U.S. the Marcellus has been a known...

The sharp correction in the commodities markets is tipping the supply/ demand balance in favor of the buyers.  The buyers are now in a position to pick and choose.  They now have far more room than previously to manage their supply chain logistics. Commodities exporting nations like Russia...

    As the referenced article states, there are many benefits in the Emergency Stabilization Act for the coal industry.  One not discussed is the refund of the coal excise tax.  The commentary section discusses this.