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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: Wind Energy Leader Gamesa Sees Net Profits Soar | www.industryweek.com
Gamesa continues to gain US market share by providing an excellent product and service.  The US demand will exceed an annual growth rate of 29%.  Gamesa has the opportunity gain more market. The LoneStar Wind Alliance is a Department of Energy facility to e built in Port Aransas, Texas.  ...
Jeff Moser, President
West Branch LLC
October 28, 2008
Farming for fuel?
Analysis of: Reviewing biofuel policies and subsidies | www.fao.org
The push for alternative energy has increased competition between planted crop acreage for food vs. biofuel production.  As more regions of the world struggle with tight food supplies the UN has questioned the wisdom of increased biofuel production.
Analysis of: US oil shale resources look promising yet still uncertain | www.ogj.com
Oil Shale and Sands are necessary in the longer term for continued availability of petroleum based products just like Coal gasification and liquidation.  Conversion of transportation fuels to biofuels, renewable energy and ultimately hydrogen must be accomplished in the short to medium term to...
Analysis of: Firms vie for Papua New Guinea LNG plant contract | www.ogj.com
Issues that will impact projects going forward are: 1. slower world growth 2. the relative attractiveness of other competing projects worldwide 3. availabilty of finance generally will be increasingly difficult and costlier to obtain 4. in line with point 3 perceived PNG risk will become more expensive...
Sam Timpano, President
Sam Timpano, President
Sam Timpano & Associates
Analysis of: Reviewing biofuel policies and subsidies | www.fao.org
The author of this article in the FAO newsletter is far behind times, as are most bureacratic analysts, especially at the United Nations. This issue is for the most part well settled and the answer to the question is a categoric "No". Food chain crops should not be used as feedstock for biofuels and...
Analysis of: Pakistan on Ug99 Wheat Stem Rust High Alert | www.seedquest.com
Ug99 is spreading like a wild fire. It is high time to take necessary stepss before it is too late. Significant crop destruction could take place because of this virus. Pakistan is on high alert following detection of the deadly Ug99 wheat stem rust disease in Iran in March 2008.
Michael Lynch, Consultant
Michael Lynch, Consultant
Michael E. Lynch
Analysis of: OPEC agrees to cut production | www.iht.com
Nelson D. Schwartz and Jad Mouawad reported in the October 25-26 issue of the International Herald Tribune that OPEC announced in a brief emergency on Friday that it would reduce production by 1.5 million bbl/day. The deepest cut since 2003 failed to provide price support as the price of light sweet...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Windmill Mishap Weighs on Suzlon | online.wsj.com
Suzlon of India, the number five wind turbine manufacturer has run into serious technical troubles: a 140 foot long turbine blade just now broke of a wind tower in Illinois, while Suzlon is in the process to replace 1,251 turbine blades due to blade cracks in their US wind turbine fleet. ...
October 28, 2008
Demand and Supply forces
Analysis of: OPEC tests prospect of a cut in Russian oil production | www.iht.com
Demand up prices up Demand down prices down Prices up + demand down = recession Recession = demand down Demand down = Prices down
Michael Lynch, Consultant
Michael Lynch, Consultant
Michael E. Lynch
Analysis of: US oil shale resources look promising yet still uncertain | www.ogj.com
Senior Staff Writer Paula Dittrick reported in the October 20 issue of the Oil & Gas Journal that oil shale deposits in the U.S. could be the most practical option to add large volumes of proved reserves. It may take 10-15 years for research scientists to determine if a development investment would...
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