All GLG News Analyses Filed Under: Natural Resources

Feed Grains, Seed, Fertilizer, and Chemicals Outlook 2010

November 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:USDA World Agricultural Supply Demand Estimates | www.usda.gov

US planted surface area for corn will likely rise over 90 million acres increasing demand and prices for crop inputs in 2010.

Market Favors CF in Nitrogen War

November 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:Nitrogen Wars: Bidding for & by Agrium, CF, and Terra | online.wsj.com

The market has a low return for CF buying Terra and it is much lower than an Agrium tender. Thus the market thinks CF will win in this war. Cash is King. ...but it could take another year to get enough Board members to vote a solution.

Solar Tower Technology is Uneconomical and Unviable in US

November 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:Solar Tower Technology makes U.S. debut | www.yourrenewablenews.com

Solar Tower Technology is not a new phenomenon. Further developments on this technology have been done over the years, but the underlying fundamentals remain the same:- High upfront investment and long gestation periods and a regime of cheap interest rates.A case for solar tower technology may be made for desert areas like Nevada. But the key risks are:- Escalations in operations and maintenance costs over a period of time.- Better alternative technologies.

Frank ChuPrincipalFjc Associates

Fossil Fuel Technologies Emphasized in US China Energy Co-operation

November 18, 2009

Analysis of:U.S.-China Clean Energy Announcements | www.energy.gov

In a joint declaration, President Obama and President Hu of China announced a package of co-operation initiatives on clean energy to deal with the issue of climate change  and oil dependance.  While the 7 initiatives cover a wide range of actions and technologies  from joint R&D, energy efficiency standards, wind,  solar, biofuel and electric vehicles development, etc, the major emphasis appears to be on the efficient use of fossil fuel and carbon capture technologies. 

solar tower installations are ought to stay a side line of CSP technology

November 17, 2009

Analysis by: GLG Expert Contributor

Analysis of:Solar Tower Technology makes U.S. debut | www.yourrenewablenews.com

the pivot point for CSP technology as it is the case for all alternative power generation is the ability to reach not only grid parity. All these technologies will compete from a certain point on between each other taking the central bench mark points initial investment, operational costs and overall efficiency genuine to the system type.Most technologies will be able to claim a certain share of the market but solar tower will be the least likely to become a mass application for large installations.

Dave HillmanIndependent ConsultantDave Hillman

Tasmanian BEK Market Pulp Mill Back On Track

November 17, 2009

Analysis of:GUNNS SAYS IN TALKS WITH SODRA ABOUT BELL BAY PULP MILL PROJECT | www.paperage.com

Four years after the initial announcement this mill is finally showing signs of becoming a reality. Financial markets have improved and now underwriting the US$1.7 billion project is no longer such a challenge.Having Sodra as a joint-venture partner proved to be the catalyst.This mill will produce 1.1 million mt of Bleached Eucalytpus market pulp for India, China and other SE Asia countries. This is most welcome in light of the new paper machines being installed.

Michael LynchConsultantMichael E. Lynch

Devon looks at hole card, decides to consolidate operations

November 17, 2009

Analysis of:Devon Divests All GOM, International Assets | www.rigzone.com

Devon Energy plans to reposition itself as a high-growth North American onshore company. It will divest all Gulf of Mexico and international assets. Proceeds of the sales will be used to pursue opportunities in the U.S.A. and Canada and to reduce debt. The company will open data rooms and commence divestiture in the first quarter of 2010. Process to be completed by year end 2010. Then, Devon will deliver growth funded entirely with internally generated funds.

Hans LinhardtPresidentLTDI, Inc.

Shell in Competition with Exxon in Asia

November 16, 2009

Analysis of:Qatar Petroleum buys assets from Shell Singapore | www.shell.com

Shell had to sell downstream petrochemical assets in Singapore to Qatar Petroleum to compete with Exxon. 

Solar Location, Location, Location

November 16, 2009

Analysis by: GLG Expert Contributor

Analysis of:Solar Tower Technology makes U.S. debut | www.yourrenewablenews.com

Large Scale Centralized Solar Power Towers need to be located at ideal sites close to big grid access. Multiple projects have been completed in Europe and Australia and appear to working just fine. This generation of technology seems counterintuitive, yet very common-sensical and viable.

Michael LynchConsultantMichael E. Lynch

OXY et al to redevelop 67 year old Awali oil field on Bahrain Island

November 15, 2009

Analysis of:OXY Forms Joint Co. to Further Develop Bahrain Field | www.rigzone.com

Occidental Petroleum Corporation, Mubadela Development Company and the National Oil and Gas Authority of Bahrain announced the creation of an operating company under a production sharing agreement signed in April of 2009. The joint company named Tatween Petroleum will begin work immediately. Composition of the redevelopment team will be mainly ex-Bahrain Petroleum Company employees. The revitalization of this old field represents a paradigm shift for the oil industry on Bahrain Island.

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