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All GLG News Analyses Filed Under: Natural Resources

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Joe Victor Posted November 19, 2008
Corn Ethanol Facts
Analysis of: U.S. raises ethanol fuel standard for 2009 | www.upi.com
Author: Joe Victor, Vice President/Marketing Allendale Inc
Facts provide insight into how much corn must be produced in the long run. Knowing the facts provides a better understanding of how many acres, fertilizer demand and seed technology is required.
Dave Hillman Posted November 19, 2008
Reduced demand shuts down IP's highest cost paper machine
Analysis of: INTERNATIONAL PAPER TO SHUT UNCOATED PM IN VIRGINIA | www.paperage.com
Author: Dave Hillman, Independent Consultant Dave Hillman
IP trails Domtar in UFS market share 25% to 35%.  Whereas Domtar has older mills at Kingsport, Johnsonburg and Rothschild, IP has newer, lower cost mills at Courtland and Selma, Alabama and Eastover, SC.   IP has now shut it's higher cost machine.....will Domtar follow by shutting down...
Himadri Banerji Posted November 18, 2008
Land Ahoy...The Dawn of Concentrated Solar Power
Analysis of: "The technology that will save humanity" | www.salon.com
Author: Himadri Banerji, Chairman and Managing Director Bas Management Solutions Pvt. Ltd.
While defining solutions to carbon free electricity, the author outlines the criteria which according to him are eminently satisfied by Concentrated Solar Power i.e. affordable, non exhaustible, available to every country developed or underdeveloped, does not take much fresh water to produce...
Michael Lynch Posted November 18, 2008
This liquefied natural gas project will take a while to get going
Analysis of: Gas Troika plans LNG joint venture, paper says | www.ogj.com
Author: Michael Lynch, Consultant Michael E. Lynch
OAO Gazprom, Qatar Liquefied Gas Company and National Iraniann Oil company plan a joint venture for South Pars field. Each to own 30% of the project with CNPC or Korean Kogas as a 10% trading partner. South Pars gas will travel to Ras Laffan by pipeline under the Persian Gulf where it will be processed...
Hans Linhardt Posted November 18, 2008
Clean Coal can lead energy independence with correct and fair legislation for CO2 sequestration
Analysis of: Aussie bill sets up CO2 sequestration framework | www.ogj.com
Author: Hans Linhardt, President LTDI, Inc.
Australia has taken coal serious by passing the Australian Offshore Petroleum Amendment Bill, regulating carbon dioxide capture and storage (CCS).  Australian Production & Exploration Association (APPEA) has fought for this bill in order to protect the property rights of existing petroleum...
Posted November 18, 2008
Oil is Forever or Until it Runs Out
Analysis of: At Exxon, Making the Case for Oil | www.nytimes.com
Author: GLG Member Program Contributor
If I were Exxon, I would love to have the New York Times write such a wonderful article praising their business, efficiency and success, it unfortunately does not change the fact that the earth is running out of fossil fuels at an alarming rate.  Exxon is a great business and helped by speculators...
Posted November 18, 2008
Consolidation will Shorten Industry Price Cycle in Mining.
Analysis of: Freeport-McMoran Copper & Gold Inc. Announces Molybdenum Production Curtailment and Plans to Defer Restart of Climax Molybdenum Mine | www.fcx.com
Author: GLG Member Program Contributor
     The recent announcement that FCX is significantly reducing molybdenum production is a rapid response to the recent price declines in Mo. This indicates that things are very different in the mining world than in past cycles. Historically companies...
Michael Lynch Posted November 17, 2008
Halliburton, still a prime cementer, long ago diversified in to other services such as fracturing.
Analysis of: Swelling elastomers set to supersede cement in well completions | www.offshore-mag.com
Author: Michael Lynch, Consultant Michael E. Lynch
Arie Vliegenthart reported in the November 10 issue of the Oil & Gas Journal that swelling elastomers could succeed cement in the completion of oil and gas wells. Cement is the long-standing and traditional way of sealing the casing against the wall of the drilled hole. But it is expensive, time-consuming...
Hans Linhardt Posted November 17, 2008
Gazprom after LNG
Analysis of: Gas Troika plans LNG joint venture, paper says | www.ogj.com
Author: Hans Linhardt, President LTDI, Inc.
Oil & Gas Journal reports that Gazprom plans to form a joint venture with Qatar Liquefied Gas Co.,Ltd. and the National Iranian Oil Co. for gas production in the Iranian South Paris field and liquefy the gas in Qatar at the Las Raffan site.  The gas would be piped from Iran across the Persian...
Michael Lynch Posted November 17, 2008
XOM slated to be a long-term winner in La Guerre du Petrole and a dividend payer too
Analysis of: At Exxon, Making the Case for Oil | www.nytimes.com
Author: Michael Lynch, Consultant Michael E. Lynch
Jad Mouawad reported in the November 16 issue of the New York Times that the oil industry has profited from six years of rising crude prices. Rex Tillerson, CEO of Exxon Mobil (XOM) said that their competitive advantage is greater in a low oil price environment. Still, XOM faces several political dangers...
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