All GLG News Analyses Filed Under: Natural Resources
Posted December 3, 2008
Ocean Currents Can Provide Electrical Energy but Practical Problems Persist
Analysis of: USA-Ocean currents can power the world, say scientists | www.telegraph.co.uk
Author: GLG Member Program Contributor
Analysis of: USA-Ocean currents can power the world, say scientists | www.telegraph.co.uk
Author: GLG Member Program Contributor
Although the idea is interesting it suffers from two potential fatal flaws: 1. The power density is quite low. The article provides an example of a 1.0 km by 1.5 km farm producing enough electricity to power 1,000 homes; and 2. The design reveals a lack of understanding the magnitude of...
Posted December 1, 2008Non-OPEC producers to the rescue? Perhaps, perhaps not
Analysis of: As oil prices fall, tensions among OPEC members seem to deepen | www.iht.com
Author: Michael Lynch, Consultant Michael E. Lynch
Jad Mouawad in New York reported in the November 28 issue of the International Herald Tribune that for the first time in a decade, OPEC members face a test of their unity. Falling crude oil prices, reduced demand and declining revenue are on their collective minds. Although these three distressing factors...
Posted December 1, 2008
BHP/RIO Deal Collapse Should Be No Surprise.
Analysis of: ASIA-Death of a Megadeal: BHP Ends Its Pursuit of Rio | online.wsj.com
Author: GLG Member Program Contributor
Analysis of: ASIA-Death of a Megadeal: BHP Ends Its Pursuit of Rio | online.wsj.com
Author: GLG Member Program Contributor
The BHP/Rio deal was always a long shot. Antitrust issues were formidable and the success of the deal was always going to be hugely dependant of regulator demanded asset sales requirements. Given the collapse in asset values in the last three months, any value for synergies would have been overwhelmed...
Posted December 1, 2008
Keppel's "Loss of Work" will not effect their bottom line in the near term
Analysis of: Keppel Offshore in line to lose orders worth $871 m | www.lloydslist.com
Author: GLG Member Program Contributor
Analysis of: Keppel Offshore in line to lose orders worth $871 m | www.lloydslist.com
Author: GLG Member Program Contributor
The fact that negotiations have started with contractors wishing to delay or defer projects that have not yet started is fully expected and is a part of the normal business for any major construction yard. These negotiations are still being taken in good faith and involve projects that were not...
Posted November 28, 2008
Over 5 million have lost jobs in China so far - and more job losses to come
Analysis of: China's Stimulus Will Work | online.wsj.com
Author: GLG Member Program Contributor
Analysis of: China's Stimulus Will Work | online.wsj.com
Author: GLG Member Program Contributor
China has already lost 5 million jobs this autumn and another 2 million migrant works are likely to lose their jobs in the next six months as more and more export processing factories shut down. Many of the jobs have also been lost in the construction sector.
The speed...
Posted November 28, 2008Seadrill, Scorpion, others in line for rough cruise in stormy financial waters
Analysis of: Keppel Offshore in line to lose orders worth $871 m | www.lloydslist.com
Author: Michael Lynch, Consultant Michael E. Lynch
Marcus Hand reported in the Lloyd’s List Newsletter on November 27 that Keppel Offshore and Marine announced that Scorpion Offshore, Seadrill and Ezra Holdings are in talks to possibly cancel rig and support vessel contracts worth $871 million. The two jack up contract is valued at $420 million. The...
Posted November 26, 2008The gale of a credit crisis blows the wind away!
Analysis of: Amid economic crisis, wind power spins more slowly | features.csmonitor.com
Author: Himadri Banerji, Chairman and Managing Director Bas Management Solutions Pvt. Ltd.
America’s credit crisis is shaking up not only smaller alternative energy sectors like solar and geothermal, but also the largest renewable electricity sector – wind power.As recently as this summer, the cost of power from new wind farm was 8.4 cents per kilowatt hour, cheaper than power from a new...
Posted November 25, 2008
CCS: The Realities
Analysis of: Aussie bill sets up CO2 sequestration framework | www.ogj.com
Author: GLG Member Program Contributor
Analysis of: Aussie bill sets up CO2 sequestration framework | www.ogj.com
Author: GLG Member Program Contributor
There are three key requirements of CCS (Carbon Capture & Storage): 1) Legislation that addresses rights, liabilities and requirements of sequestration; 2) Economics and process; and 3) Geological locations for success.
Posted November 25, 2008The Peaksters are right on theory, perhaps wrong on timing
Analysis of: ‘Peak-oil’ doomsayers catch Wall St.’s attention | www.iht.com
Author: Michael Lynch, Consultant Michael E. Lynch
In September of 2006, a group of doomsayers in Pisa, Italy predicted the end of the Oil Age. Proponents of the theory say that oil production is at or near its peak. Some geologists think that production has already declined. The peak oil "movement" is an alliance of geologists, physicists, oil industry...
Posted November 25, 2008Gazprom ready to swap LNG resources to enter U.S. natural gas market
Analysis of: Exxon, Conoco Could Join Gazprom’s Yamal LNG Projects | www.rigzone.com
Author: Michael Lynch, Consultant Michael E. Lynch
Rigzone News reported on November 18 a summary of a report prepared by AFX News Limited regarding possible participation in a Russian liquefied natural gas (LNG) project by U.S. majors Exxon Mobil (XOM) and ConocoPhillips (COP). Alexander Medvedev, deputy chairman of Gazprom said that the project in...
More GLG News in
Energy & Industrials
Most Popular:
Source Article | Expert Analyses
YRC to Get Concessions?
tdu.org
Weekly US rail shipments tumble 9.1 percent
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

