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All GLG News Analyses Filed Under: Natural Resources

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Analysis of: Sinopec Launches Take-over Bid For Tanganyika Oil | www.oilvoice.com
Syria is a declining oil producer under US Embargo. Sinopec is expanding their spheres in oil and gas production besides their core refining business. The Tanganyika acquisition is a difficult operation due to intense reservoir technology. If Tanganyika success continuous with this takeover, it will...
Analysis of: Energy firms told to invest to avoid another price spike | www.iht.com
The International Energy Agency says a minimum of 5.5 mbd new production is required each year, just to maintain current production levels. They have issued a new draft report, which says depletion rates are much higher than previosuly believed. But the credit crunch, and ongoing oil price volatility,...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Electric-car race could strain lithium battery supply | news.cnet.com
American OEM heavy industry is once more highlighting its worst shortcoming: A total lack of long term strategic planning to manage the risk of supply interruption of critical materials due to production limitations on natural resources. It's difficult to imagine just how urgent a company such...
Michael Lynch, Consultant
Michael Lynch, Consultant
Michael E. Lynch
Analysis of: Energy firms told to invest to avoid another price spike | www.iht.com
Julia Werdiger in London reported in the October 30 issue of the International Herald Tribune that energy companies must continue to invest during the downturn. That was the message of Total’s CEO Christophe de Margerie at the Oil & Money 2008 conference in London. He said that supply would remain...
Michael Lynch, Consultant
Michael Lynch, Consultant
Michael E. Lynch
Analysis of: Exxon Mobil quarterly income hits $14.8 billion | www.iht.com
Jad Mouawad in New York and Julia Werdigier in London reported in the October 31 issue of the International Herald Tribune that Exxon Mobil (XOM) and Royal Dutch Shell (RDS) earned higher-than-expected profits for the third quarter of 2008.Xom posted profits of $14.8 billion while RDS turned in $8.45...
Analysis of: Alternative Energy Suddenly Faces Headwinds | www.nytimes.com
Africa  : Untapped in oil and gas deposits Africa  : A paradise of world emigration Africa  : Untouchable  by  natural disasters
John Krier, President
JLK GLOBAL
Analysis of: Temple-Inland Reports Third Quarter Result | www.paperage.com
Temple has been eviscerated by Icahn to the extent that their long term viability is questionable anyway.  Yes they are well managed but they have lost their key component for healthy returns in the future and that would be control over their own raw materials (forestlands) So-called...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Reviewing biofuel policies and subsidies | www.fao.org
The food, energy and Biofuels industries all heavily depend on feedstock. I agree with colleagues Mr. Moser and Mr. Timpano regarding food versus fuel, future feedstock’s, food security and sugar cane use for ethanol. After recently attending a Purdue (my alma mater) meeting wearing my Zenergy Bio Fuel...
Analysis of: Magic solar milestone reached | www.eurekalert.org
This press release from Univ. New South Wales claims a new record for solar cell efficiency of 25% capture of solar energy into electrical energy.  However, this was achieved by moving the goal posts - the standard measuring how much light energy was shining on the cell was redefined - rather...
Dave Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: North American Woodfiber Demand Falls On Shutdowns | www.paperage.com
The loss of logging capacity to an industry already battling wood supply issues (higher costs than almost any other area of the world) has serious implications for the future.  When sawmills shut down the flow of chips to nearby pulp mills ceases.  Now those pulp mills must resort to logging...
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