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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.
Dave Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: Smurfit-Stone Oppens New Corrugated Container Plant in CA | www.paperage.com
Box plants were formerly strategically located near customers which required custom graphics, new/novel shapes and sizes and just-in-time service.  These smaller plants were nimble and placed great emphasis on customer service.  Now, however, economies of scale and new technology have caused...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Huge fight looms in EU over climate change | www.iht.com
EU realizes in the face of the global banking crisis and their success in intervention that present carbon-reduction targets may now not be affordable. 
Michael Lynch, Consultant
Michael Lynch, Consultant
Michael E. Lynch
Analysis of: Political uncertainty reduces Indonesian production | www.ogj.com
Oil Diplomacy Editor Eric Watkins reported in the October 13 issue of the Oil & Gas Journal that Indonesia’s declining oil production is said to be the result of political uncertainty. The nation recently withdrew from OPEC. When the Suharto government fell in 1998, confusion pevailed in the state-run...
Michael Lynch, Consultant
Michael Lynch, Consultant
Michael E. Lynch
Analysis of: FX Energy Updates Status of Credit Facility | www.oilvoice.com
The Oilvoice Newsletter of October 13 reported on a credit update published by FX Energy. The company has taken steps to improve its liquidity by drawing $14 million from its Royal Bank of Scotland (RBS) Senior Credit Facility. This brings the company’s cash position up to $24 million and will be used...
Analysis of: ROV Operators Set To Earn $9B By 2012 | www.subseaiq.com
High levels of drilling activity will keep demand for ROV's high. Drop in oil price is unlikely to effect long term demand
Analysis of: Petro Algae Sees Pond Scrum As Fuel | www.miamiherald.com
The use of algae oil as a feedstock for biodiesel, in the future, may be one component of a multifaceted strategy to reduce our dependence on fossil fuel.  But its use will be contingent upon the economic viability of the overall process to produce the oil, transesterify to a biodiesel meeting...
Michael Lynch, Consultant
Michael Lynch, Consultant
Michael E. Lynch
Analysis of: Petrobras, IOCs share subsalt, presalt exploration views | www.ogj.com
In the October 6 issue of the Oil & Gas Journal, Drilling Editor Nina M. Rach reported on the Brazilian “presalt” play in the Santos basin. Petrobras, Chevron and Royal Dutch Shell shared their experiences in Rio de Janeiro in September. From 2003 to 2006, Petrobras discovered five giant fields...
Sam Timpano, President
Sam Timpano, President
Sam Timpano & Associates
Analysis of: Oil price drops below $78 a barrel | www.iht.com
While it is logical to expect that the demand for crude has and will continue to fall as the worldwide economic slowdown continues, the current levels of decline are not related to that fundamental part of the equation. Massive hedge fund and speculator margin calls are more responsible for the forced...
Michael Lynch, Consultant
Michael Lynch, Consultant
Michael E. Lynch
Analysis of: Oil price drops below $78 a barrel | www.iht.com
David Jolly in Paris reported in the October 11-12 issue of the International Herald Tribune that oil prices fell on Friday to their lowest level in over a year. The International Energy Agency cut its forecast for global demand as the world’s economy slowed. Forecast for 2008 demand was reduced by...
Dave Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: Evergreen Pulp to Shut Down Indefinitely Due to Weak Market Conditions | www.paperage.com
This unbleached softwood mill was originally purchased about five years ago to supply UBK for Lee & Mann's several linerboard mills in China. Last year capital money was spent to upgrade it to a fully bleached NBSK mill.  Since the demand in China is still there, does this mean that Lee &...
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