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All GLG News Analyses Filed Under: Natural Resources

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Posted September 30, 2008
Grid connected Solar PV power plants - Gathering momentum
Analysis of: The Sun Shines on Solar | www.housingzone.com
Author: GLG Member Program Contributor
With the increasing investments in and development of Thin film Solar PV technology, grid connected solar power plants are becoming increasingly viable. As the size of the thin film solar PV manufacturing plants become bigger, the economies of scale will kick in and make the cost of grid connected...
Michael Lynch Posted September 30, 2008
Shell to drill deep for big oil reservoirs in the Russian Caucasus
Analysis of: Shell Plans Russian Oil Exploration Project | www.rigzone.com
Author: Michael Lynch, Consultant Michael E. Lynch
Rig Zone Newsletter reported on September 19 that Royal Dutch Shell plans new exploration in Russia near the city of Sochi. Depth of the wells will be six kilometers. Several Russian oil companies have drilled in the area but technical problems prevented the wells from reaching the more attractive target...
Posted September 29, 2008
Algae: the "green crude" of the future
Analysis of: Petro Algae Sees Pond Scrum As Fuel | www.miamiherald.com
Author: GLG Member Program Contributor
Of all the potential cellulosic and agricultural feedstocks, algae is one of the most promising for two reasons;     1. It has the highest oil content yield, more than corn, switchgrass and even palm oil and the oil is realively easy to extract.     2. Algae does...
Mark Burger Posted September 29, 2008
The Trouble with "One Solution" Answers
Analysis of: Power Plays | online.wsj.com
Author: Mark Burger, Principal Kestrel Development Company
There is an interesting dichotomy in how most Americans, both the public and the leadership, address alternative energy.  We mouth the rhetoric of "there's no one answer" to replacing present energy conversion and then are as petulant as a child who got underwear instead of a bicycle for Christmas,...
Michael Lynch Posted September 29, 2008
ExxonMobil and Chevron at top of the lists
Analysis of: Special Report: OGJ 200 earnings mixed as U.S. production, reserves climb | www.ogj.com
Author: Michael Lynch, Consultant Michael E. Lynch
Senior Economics Editor Marilyn Radler and Statistics Editor Laura Bell reported in the September 15 issue of the Oil & Gas Journal that the 147 companies that make up the OGJ 200 recorded a decline in earnings last year. Greater expenses caused net income to fall by 2.5% even as revenue increased...
Michael Lynch Posted September 29, 2008
Chevron bets U.S. will come through financial crisis needing energy
Analysis of: Chevron’s 3 tcf Piceance basin project gears up | www.ogj.com
Author: Michael Lynch, Consultant Michael E. Lynch
The Oil & Gas Journal reported in the September 15 issue that Chevron has begun natural gas production from its $7.3 billion project in Garfield County, Colorado. Gas is produced from the Williams formation of the Cretaceous. On August 25, the company began running 5 million cubic feet/day through...
Michael Lynch Posted September 29, 2008
Oil and gas stocks a good bet in the financial crisis
Analysis of: Oil prices soar over doubts about rescue plan | www.iht.com
Author: Michael Lynch, Consultant Michael E. Lynch
Jad Mouawad in New York reported in the September 23 issue of the International Herald Tribune that crude oil prices posted their largest one day gains on Monday. The price rose more than $25/bbl as investors rushed into commodities. The government mulled a bail out plan to save the financial system....
Mark Burger Posted September 29, 2008
Some Builders May Finally Be Getting Wise On PV
Analysis of: The Sun Shines on Solar | www.housingzone.com
Author: Mark Burger, Principal Kestrel Development Company
Despite a horrendous housing market, solar powered installations on homes, especially new ones, are becoming a measurable market niche.  This trend is being noted in mainstream homebuilder publications like housingzone.com, which has until now treated solar as something way into the future. ...
Mark Burger Posted September 29, 2008
The Two Are Becoming One, and It's All Risk
Analysis of: Energy security 'more important than climate change' | www.guardian.co.uk
Author: Mark Burger, Principal Kestrel Development Company
In the Paul Newman movie "The Private War of Harry Frigg", an opening scene has a bunch of generals in a steam room arguing over a map where the enemy is.  After a few minutes, the enemy shows up at the door and takes the toweled lot away.  So is the argument over what's worse, climate change...
Mark Burger Posted September 29, 2008
It's ALIVE!!!
Analysis of: U.S. Senate votes to extend solar, R&D tax credits; SEIA applauds move | www.pv-tech.org
Author: Mark Burger, Principal Kestrel Development Company
Just when you think it's over, and the US solar and wind industries will have to scramble to finish 2008 installations and sweat out 2009 inactivity, Congress has passed fairly close versions of solar and wind power incentives that promise to be at least an adequate patch over to next year, and possibly...
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