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All GLG News Analyses Filed Under: Natural Resources

Articles with lock require a GLG News subscription
Posted September 22, 2008
Focused Energy
Analysis of: Back to Basics for the New Reality | www.energypulse.net
Author: GLG Member Program Contributor
Establish a base line that will help you focus on your largest energy expenditures.  Effective Leadership energizes change and increases the bottom line.
Posted September 22, 2008
Natural Gas vs. Coal Generating Economics
Analysis of: NYMEX Natural Gas Rises with Crude, Damage Reports | www.forbes.com
Author: Thomas Shewski, Owner High Energy Services
    The fuel-switching from coal to natural gas affects the demand and price for each commodity.  The commentary below discusses what issues are part of the analysis of a utility or merchant fuel buyer on whether to switch fuel sources to fuel power plants.
Joe Victor Posted September 19, 2008
Record low levels of corn.
Analysis of: World agriculture supply and demand estimates | www.ntxe-news.com
Author: Joe Victor, Vice President/Marketing Allendale Inc
Despite increasing world grain and oilseed production, demand continues to strain inventory for corn and world vegoils.
Michael Lynch Posted September 19, 2008
As early as 2007, oil companies sensed unease in demand growth
Analysis of: Global E&P investments for 2007 remain flat, study finds | www.ogj.com
Author: Michael Lynch, Consultant Michael E. Lynch
Senior Staff Writer Paula Dittrick reported in the September 15 issue of the Oil & Gas Journal that oil and gas companies’ 2007 global upstream investments totaled $402 billion, unchanged from 2006. The data were published by IHS Herold Inc. and Harrison Lovegrove & Co. Ltd. Lower levels of...
Dave Hillman Posted September 19, 2008
A new "super pulp producer" emerges!
Analysis of: Votorantim,AraInvest Agree On Investment Terms | www.paperage.com
Author: Dave Hillman, Independent Consultant Dave Hillman
This merger effectively produces a major consolidation in the Brazilian BEKP market pulp industry which has long been talked about as being beneficial.  Having so much capacity in the hands of one super-producer certainly would seem to lessen chances of rogue discounting during a down cycle. VCP...
Hans Linhardt Posted September 19, 2008
Arctic policy has to be enacted by Congress and implemented with action
Analysis of: Russia moves to secure Arctic shelf resources | www.ogj.com
Author: Hans Linhardt, President LTDI, Inc.
According to today's Oil & Gas Journal news, Russian President Dmitry Medvedev received from the Russian Security Council approval for Russia's state policy in the Arctic and a plan for implementation.  Russia considers the Arctic region as strategic resource base to guarantee Russia's energy...
Gene Plavnik Posted September 19, 2008
Prepare to Drive Electric Soon(er)
Analysis of: GM Centennial: How the Chevy Volt might affect the electric grid | www.autobloggreen.com
Author: Gene Plavnik, President Heat Technologies Inc
1. High Gasoline Price 2. Low MPG standard of Internal Combustion Engine based  cars 3. Electric Utilities Support of Battery Powered Devices 4. Assurance from the electric utilities that they are ready to install charging stations in every house 5. Rising demand for electric energy in general...
Hans Linhardt Posted September 19, 2008
Gazprom faces reality
Analysis of: Russian index shows biggest decline since 1998 | www.iht.com
Author: Hans Linhardt, President LTDI, Inc.
Russian officials had boasted in spring that Gazprom would become the largest publicly traded energy company, surpassing ExxonMobil. However, Gazprom's value is down 58% since May 2008 and debt insurance now rose 1% in a single day, costing  Gazprom additionally about $440 million.
Posted September 18, 2008
The goal of all business.
Analysis of: Arctic Sea Ice Shrinks To 2nd-Lowest On Record | www.usatoday.com
Author: GLG Member Program Contributor
All companies are faced with increasing media attention related to Global Warming. Whether or not a firm believes Global Warming is an issue or not is immaterial.  The fact is, that due to factors outside of their corporate control, an increase in media...
Jack Lifton Posted September 17, 2008
Thin-Film Solar Cells, Other Than Those Which Use A Form of Silicon, Are Not Practical Due To Natural Resource Limitations
Analysis of: Power Plays | online.wsj.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
There are two non-silicon chemistries now being hyped as the bases for thin-film solar cells: 1. Cadmium telluride, and 2. Copper Indium Gallium Selenide Neither is practical at all.
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