All GLG News Analyses Filed Under: Natural Resources

BPC To Export Potash to China

November 7, 2009

Analysis by: GLG Expert Contributor

Analysis of:UPDATE 1- BPC To Resume China Potash Exports | www.futurespros.com

China is the largest consumer of potash and has to import most of it from different countries. BPC is negotiating with China to export potsh.

A major player in diamond production from West Africa?

November 6, 2009

Analysis by: GLG Expert Contributor

Analysis of:Proposed merger between Stellar Diamonds and West African Diamonds | www.yourminingnews.com

A business combination in the form of a takeover of Western African Diamonds Ltd by Stellar Diamonds Ltd will have little impact on the diamond producing countries of West Africa. Production will remain small in volume and revenue. The combined company as a pure diamond company may have increased attractiveness to investors. Renewed interest in Western African diamond deposits is good for the local economies and people.

Gary DrimmerPresidentDrimmer & Associates International

Fertilizer Musical Chairs Coming to Sad End- Agrium & CF Industries Last Offers

November 6, 2009

Analysis of:Agrium increases cash portion of bid in final attempt to buy CF Industries | www.chicagotribune.com

Since the beginning of the year Agrium Inc.  and CF Industries Holdings  Inc.  have been seeking to make a major acquisition in consolidation effort after drop in sector share prices. This week new offers went out and we might be reaching an end to this round of efforts as the outlook for the sector finally appears to be touching bottom. 

Michael LynchConsultantMichael E. Lynch

Baker Hughes report shows state of oil industry worldwide

November 6, 2009

Analysis of:Baker Hughes' Profits Take a Hit, BJ Services to Advance Portfolio | www.rigzone.com

Baker Hughes reported net income for Q-3 of $0.18/share, down from Q-2's $0.28/share. Q-3 North American margins rebounded from the low of the second quarter but international results were disappointing. Revenue in Latin America declined because of reduced revenue from Venezuela, Argentina, Bolivia and Chile. Europe, Africa, Russia and Caspian declined except for Angola. The Middle East Asia Pacific declined as rig counts went down. With a new $300 million contract, 2010 should improve.

China and Potash

November 6, 2009

Analysis by: GLG Expert Contributor

Analysis of:China In Race To Corner Canada’s Potash? | www.potashinvestingnews.com

Potash remains one of the most vital crop inputs. Major importers of potash like china are always looking for strong negotiations. Also countries such as China desperate to feed its growing population, could the Chinese market bolster demand and put a bottom on prices that have fallen from US$ 1,000 a tonne last year to about US$ 500 a tonne this fall.

Michael LynchConsultantMichael E. Lynch

BP, CNPC face uphill climb to triple output from Rumaila field

November 5, 2009

Analysis of:BP, CNPC to Triple Output from Super-Giant Rumaila Field | www.rigzone.com

BP and China National Petroleum Corporation have signed a service contract with Iraq's South Oil Company to expand production from the field located near Basra. The plan is to triple production to almost 3 million bbl/day. BP and CNPC plan to invest $15 billion over 20 years to raise production to a plateau level of 2.85 million bbl/day. BP has gained field information as a result of a three year technical assistance program and has historic information dating to the discovery in 1953.

Pakistan's Cotton Industry Flourishing

November 5, 2009

Analysis by: GLG Expert Contributor

Analysis of:Pakistan expects record cotton output | www.commodityonline.com

Pakistan is amongst the leading cotton producers. Currently it is fifth largest producer of cotton in the world. This season Pakistan is expecting a very strong cotton harvest which will improve its exports.

Sam TimpanoPresidentSam Timpano & Associates

Biofuels from nonfood chain feedstock sources are viable alternative fuels

November 4, 2009

Analysis of:Biofuels do harm, aren't they? | pellets-wood.com

The biofuels and alternative energy project models that were originally based on feedstock materials from the food chain commodities have been shown to a failure, something many already knew.Not only did they add to the upward pressures on food chain commodities, especially corn and soyoil, they brought added deforestation pressures in several developing economies.Additional fertilizers and pressures on already low water supplies in some areas were additional exacerbations to the equation.The new generation of feedstock for biofuel production will be from nonfood chain sources and will add new benefits into the biofuel equation.

Les BurkCFOTreble Clef Technologies

energy management and who we think will win...

November 4, 2009

Analysis of:Fort Irwin to build a 500 megawat solar farm | solar.coolerplanet.com

We know that GE's CEO has lunch 2X a week with the Brass in Washington... We know that GE has the most to gain or loose should they not get the contract to participate in this two billion dollar project. GE Infrastructure, GE Wind, GE... the list goes on and I am confident that all of the right people are talking to the right people. We think that understanding energy management and creating a system for open architecture prior to building the project is a must.

Michael LynchConsultantMichael E. Lynch

Devon's San Augustine good shale gas well moves field limits eastward

November 4, 2009

Analysis of:Devon Claims Highest Rate Haynesville Shale Well | www.rigzone.com

Devon announced that the Kardell Gas Unit 1H flowed 30.7 million cubic feet/day on a 24 hour test. The well was drilled to 18,350 feet including a 4,500 foot lateral. The company plans to accelerate drilling on their 47,000 acres principally located in San Augustine and Sabine counties in Texas and Sabine Parish, Louisiana. Devon has drilled 8 horizontal wells in the Carthage area. Devon has identified 950 risked drilling locations at Carthage and plans to go to a five rig program next year..

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