All GLG News Analyses Filed Under: Natural Resources

Due to the economic and security issues involved in our oil dependence the United States must develop a cohesive national energy policy.  A policy that relies on the development of alternative energy sources.  The United States derives 70% of its oil from foreign sources, which is a economic...

The author of this article is quite right that the market for electric and hybrid vehicles cannot proceed without the requisite raw materials, such as lanthanum metal.  And he wisely mentions Chevron as one of the players in this business.  Via the acquistion of Unocal, Chevron owns Molycorp,...

The Guardian's analysis of the TNK-BP saga on 26 July is superficial, ignores the realities of the international oil business, and draws conclusions that are not based in fact. The fact is that BP has turned TNK-BP into the best performing of Russia's domestic oil businesses.  In...

As a normal procedure, Wind Farms are developed at selected sites after installing wind masts at proposed sites and wind conditions are observed for at least one year. But this is not a proven technology. Due to many factors, depending on local conditions, Wind conditions may vary from what was observed...

1. BP's plight, reminds us, once again, that even multinationals can't afford to jump into a business venture in a foreign country without understanding the "unwritten rules". 2. Once you're in the foreign country, there is much more work involved than adhering to the contract. I am sure that the UK...

Wind energy is clean energy, but not always available. It is essential to understand that electric power generation requires a mix of prime movers to keep overall generation costs as low as possible. Now with global warming concerns, cost is not the only consideration for a utility's prime energy...

Contrary to the hedge fund, Harbinger's, belief that Cleveland-Cliffs takeover bid of Alpha was to put Cleveland-Cliffs itself out of reach of potential acquirers, my first thought on this deal was: which steel company is now going to buy this newly formed company?  These are two companies that...

The recent changes in the German Feed In Tariffs (expected) and the steep proposed cuts by the Spanish Government (rather unexpected) will create volatile market conditions around the globe. At the same time as significant additional production capacities are added along all steps of the PV supply chain...

Jad Mouawad in New York reported in the July 25 issue of the International Herald Tribune that the race for oil and gas north of the Arctic Circle is likely to accelerate in the near future. The melting polar ice cap will permit exploration in areas now covered by ice. A major geological survey indicates...

It has been widely reported that TNK-BP CEO Robert Dudley departed just now from Moscow, humiliated and driven out by BP's oligarch partners. Former BP CEO and chairman Lord Browne had his confrontations with the oligarch partners, but believed the formation of TNK-BP (50:50) was worth the risk to have...