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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.
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Russian gas executives visit Palin's turf | www.iht.com
Putin sent a twelve member delegation to a premature meeting in Alaska, including  Gazprom's chief executive Aleksei Miller and deputy director Aleksandr Golubyev, like Putin a veteran of the KGB. The delegation did not meet with Governor Sarah Palin but with Tom Ivan, the commissioner of the Department...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Firms vie for Papua New Guinea LNG plant contract | www.ogj.com
Exxon is moving systematically ahead with their PNG LNG project to be located near Port Moresby.  The FEED (Front End Engineering) has been completed and Exxon has shortlisted Bechtel and Chiyoda for bid on the EPC contract.  Construction is to start in 2010, and plant start-up is expected...
October 24, 2008
Crisis in the Oil Patch
Analysis of: The Changing of the Guard - a Speech by Andy Inglis, Chief Executive of BP E&P | www.oilvoice.com
1. There are no "mentors" to help in the transition. 2. Few major oil companies stress knowledge of regional trends and how they relate to oil and gas accumulations. 3.  Communication skills for new-hires is poor.
Michael Lynch, Consultant
Michael Lynch, Consultant
Michael E. Lynch
Analysis of: OPEC tests prospect of a cut in Russian oil production | www.iht.com
Andrew E. Kramer in Moscow reported in the October 23 issue of the International Herald Tribune that OPEC’s Secretary General Abdullah al-Badri has held meetings with President Dmitri Medvedev to discuss possible cooperation in crude oil production cuts. On Russian television, Medvedev told al-Badri...
Sam Timpano, President
Sam Timpano, President
Sam Timpano & Associates
Analysis of: OPEC tests prospect of a cut in Russian oil production | www.iht.com
Russia has several issues of significance that keep them from becoming a major participant in OPEC price support efforts. This article does not take into account these macor-economic and geopolitical issues.
Dave Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: Smurfit-Stone to Close Pontiac Pulp Mill in Quebec | paperage.com
The most profitable pulp mills are in the low cost countries of Brazil, Chile and Indonesia.  These mills have low labor and low wood costs but they have an even more important advantage:   they are modern mills employing the latest technology having a very low maintenance liability...
Michael Lynch, Consultant
Michael Lynch, Consultant
Michael E. Lynch
Analysis of: The Changing of the Guard - a Speech by Andy Inglis, Chief Executive of BP E&P | www.oilvoice.com
On October 17, the Oilvoice Newsletter reported a speech by Andy Inglis, Chief Executive of BP Exploration & Production at Rice University in Houston, where BP has established partnership arrangement. Inglis did not refer to retiring baby boomers. Changing the guard means plugging the capability...
Analysis of: Alternative Energy Suddenly Faces Headwinds | www.nytimes.com
Economic renewable energy projects require a much targeted approach; they must solve a specific problem without government subsidies.  Excellent renewable energy projects have the best opportunity to attract financing during these current market conditions. Marginal renewable energy projects...
Analysis of: Alternative Energy Suddenly Faces Headwinds | www.nytimes.com
Joe has no alternative if he lives in the United States and expects to maintain his standard of living, it is easy to fall back on fossil fuels if you are Joe and costs are coming down but there is only so much of this commodity and most of it is controlled by...
Analysis of: Alternative Energy Suddenly Faces Headwinds | www.nytimes.com
The average "Joe" only hears good things about alternate energy, lke solar, and wind, but hears the bad hings about conventional energy like coal and  nuclear. That is because we have a lot of exoperience with coal and nuclear and have had a lot of time to make mistakes and to report them. Most...
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