All GLG News Analyses Filed Under: Natural Resources

While a nation's economy can go through normal business cycles, its middle class will continue to use convenience products with which they've become accustomed.  Examples are bath and facial tissue, paper towels, baby diapers, adult briefs, feminie hygiene, incontinent pads and air laid nonwoven...

Solar cell technology is an example where Europe can defend or increase its market share. Solar cell technology was never going to be ignored by the European Commission because it fits into its environmental theme. This means that it benefits from a concerted and organized system of funding. Until recently,...

The rush to analogy by the mainstream media has recently brought us such oversimplifications as the comparison of modern America to ancient Rome and of Barack Obama to John F. Kennedy, but the MSM may be on to something with a description of the disappearance of interest by investors in thinly...

Japanese domestic solar cell market has been sluggish since the subsidies were abolished in 2005. Japan's solar cell manufacturers have instead relied on rapidly increasing overseas demand, particularly in Germany, Italy and Spain, which have put in place incentives to promote solar cells and other...

As a result of the tightening of credit and the drop in crude oil prices Oil company executives will act rationally with regard to what they perceive as in the best interests of their firms.  This will involve a focus on cash generation through 1. focus on production 2. reduction in costs...

The critical metals for consumer electronics are all byproducts of the production of base metals. Any cut in base metal production is automatically a cut in byproduct metal production.

During the middle of the summer in 2006, refining economics began to be turned upside down. NYMEX Heating oil futures prices and cash diesel prices were higher than NYMEX gasoline prices. This phenomena ended in February of 2007 but reappeared once in again by August and have remained with...

Energy from Diesel fuel is a key agent of growth in developing countries.  Increased demand has seen diesel outpace gasoline as prices hit record highs for both fuels.  US refinery capacity must be rebalanced to help correct price disparity for this key fuel.

Andrew E. Kramer in Moscow reported in the October 31 issue of the International Herald Tribune that the global financial crisis had reached Russia. Central bank reserves plummeted from $600 billion on August 8 to $484 billion today. With oil prices falling rapidly, Russia has used up reserves faster...

Wood fiber costs for pulpmills in western US fell substantially in the 3Q/08 after having reached a 13-year record-high in the previous quarteras the result of lower demand and high inventories of wood chips and pulpwood. With the hurricane season more intensive than usual, wood raw-material supply...