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All GLG News Analyses Filed Under: Natural Resources

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Michael Lynch Posted August 26, 2008
Oil & Gas industry ponders long term effects of this natural gas boom
Analysis of: Drilling boom revives hopes for natural gas | www.iht.com
Author: Michael Lynch, Consultant Michael E. Lynch
Clifford Krauss in Houston reported in the August 23-24 issue of the International Herald Tribune that U.S. natural gas production is rising faster than it has in decades. It reverses conventional thinking about the irreversible decline of domestic gas fields. New drilling technology allows commercial...
Michael Lynch Posted August 25, 2008
ExxomMobil has already set the pace for this exciting trend in shale gas
Analysis of: Europeans starting search for shale gas | www.iht.com
Author: Michael Lynch, Consultant Michael E. Lynch
David Jolly in Paris reported in the August 23-24 issue of the International Herald Tribune that Europe, seeing American exploitation of shale gas, has now begun a similar search. The first chore is to determine how much gas could be available. Many of the same type of North American shale formations...
Posted August 21, 2008
Minefinders amenaza con irse de México - Minefinders threatens to leave Mexico
Analysis of: Minefinders amenaza con irse de México - Minefinders threatens to leave Mexico | www.cnnexpansion.com
Author: GLG Member Program Contributor
Minefinders Corp.’s problems at their Dolores gold and silver mine highlight again what is probably Mexico’s biggest economic obstacle: the ejido landownership structure.
Hans Linhardt Posted August 21, 2008
LNG to go into the higher priced international markets
Analysis of: Freeport LNG applies to export gas imports | www.ogj.com
Author: Hans Linhardt, President LTDI, Inc.
The LNG terminal operators like Freeport LNG Development LNG have invested in their LNG import and regasification terminals to meet forecasted shortages of natural gas (NG) in the order of 10 billion cubic feet per day (bcfd) by 2010.  However, the recent significant play by shale gas and the low...
Michael Lynch Posted August 21, 2008
Shell Rocky Mountain heavily into unconventional natural gas in Pinedale
Analysis of: Shell optimizes new Pinedale completions | www.ogj.com
Author: Michael Lynch, Consultant Michael E. Lynch
Drilling Editor Nina M. Rach reported in the August 18 issue of the Oil & Gas Journal that Shell Rocky Mountain Production Company is optimizing Pinedale field wells. Production will be increased and surface disturbances will be reduced. Shell will drill more than 90 wells this year. The 35 mile...
Mark Burger Posted August 21, 2008
US Solar Installers Continue To Get Snapped Up
Analysis of: Hopland, CA, USA: Real Goods Solar Acquires Independent Energy Systems | www.solarbuzz.com
Author: Mark Burger, Principal Kestrel Development Company
Despite trepidations over the lapsing of US federal incentives, the domestic photovoltaic market continues to consolidate to take advantage of better economy of scale.  Photovoltaic installations in the US now number over 10,000 a year, growth that will continue to increase once new federal incentives...
Michael Lynch Posted August 20, 2008
ExxonMobil, Royal Dutch Shell, others not disappearing soon
Analysis of: Energy majors awash in money but not oil | www.iht.com
Author: Michael Lynch, Consultant Michael E. Lynch
Jad Mouawad in New York reported in the August 19 issue of the International Herald Tribune that all seven of the major oil companies were producing less oil than before. Politics plays a part. The terms of foreign concessions in Asia and South America have become more onerous with more oil to the state...
Louis Buchman Posted August 19, 2008
Can the French be right from time to time?
Analysis of: France reaffirms its faith in future of nuclear power | www.iht.com
Author: Louis Buchman, Partner FIELD FISHER WATERHOUSE
Reliance on nuclear-produced electricity is a strategic decision reached decades ago. This decision stirred surprisingly little opposition domestically. The validity of the decision is upheld in tems of CO² credits.
Michael Lynch Posted August 19, 2008
Major oil dogs long gone for greener oil patches
Analysis of: Discoveries, undeveloped opportunities persist as offshore Europe oil output falls | www.ogj.com
Author: Michael Lynch, Consultant Michael E. Lynch
John Westwood of Douglas-Westwood in Canterbury U.K. reported in the August 4 issue of the Oil & Gas Journal that Europe remains one of the largest offshore producing regions. But declining production and high costs have forced the oil majors to leave. Smaller operators now salvage what oil is left...
Hans Linhardt Posted August 19, 2008
LNG becoming active in Alaska
Analysis of: Mitsubishi drops California LNG plan, eyes Alaska | www.ogj.com
Author: Hans Linhardt, President LTDI, Inc.
Sound Energy Solutions, subsidiary of Mitsubishi Corp. has diligently worked for the last ten years to bring LNG to Long Beach, having support from ConocoPhillips to take care of heavy hydrocarbons and take off NG for hydrogen production.  Long Beach and the California Coastal Commission rejected...
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