All GLG News Analyses Filed Under: Natural Resources

Drilling Editor Nina M. Rach reported in the September 8 issue of the Oil & Gas Journal that Shell Exploration & Production Company had erected the 555 feet long truss which is called “Perdido Regional Host”. A drilling rig will be set upon the topsides of the spar for additional drilling and...

Is a rare earth mining boomlet under way?

It is highly misleading for anyone ("GreenBiz") to suggest that China is capable of supporting 8 new world class pulp mills.  I doubted this the minute I read it and applaud Mr. Chuck Klass for pointing this out. The land base needed to grow this great amount of trees would greatly decrease the...

Andrew E. Kramer, James Glanz and Campbell Robertson reported in the September 12 issue of the International Herald Tribune that an Iraqi plan to award six no-bid contracts to Western oil companies has been withdrawn. The Iraqi oil minister said that the talks had dragged on for so long that the companies...

It is much more probable that "Global Warming" is driven by an entirely different engine. If, as proven,  exogenous factors ride the Earth’s climate, any  mega-billions - thrown to minimize the “global warming”,  supposedly caused by greenhouse gasses ( although no  significant correlation...

The author of the article may be confusing of the new paper and paperboard mills in China that will utilize recycled waste paper with mills making virgin pulp from trees rather than secondary fiber waste paper. It is highly doubtful that China has the forest resources to support supply of 19+ million...

1.  Timing of CVRD announcement is rather odd with record iron ore inventories and steel prices beginning to slide in China. 2.  Longterm mismatch between iron ore supply and steel demand not readily apparent in today's market. 3.  The gap in vessel freight spread between Brazil and Australia...

Following the tradition of innovative improvements on an old theme, VN could develop paper making from abundantly available bambu rather than wood pulp. Bambu grows very fast, and is a renewable resource. Its potential for use is almost endles; as replacement for linnen in fabric and as construction...

With the last minutes rallying by the Democrats to come on board with the popular all American notion of "Oil Independence", this Bill is more likely to secure voters confidence, that Democrats push to release $25 worth of help to the Auto Industry. Will there be enough inexpensive Oil to drill out?...

The world of market pulp has enjoyed 2+ years of rising prices that saw NBSK rise to $880/admt (this summer's announced $30/admt increase didn't go through).  In spite of this company profits did not reflect this with some companies still reporting sizeable losses in the 2Q. What will happen to...