Energy & Industrials News by GLG Council Members

James AliucciPresidentThe Global Group

Pollock front and center again, despite no one knowing why

November 20, 2009

Analysis of:Pollock quotas likely to drop again | www.publicbroadcasting.net

The latest prediction on the Total Allowable Catch totals for the USA pollock industry for 2010 appear to be solidly in favor of lowering them once again. This makes Greenpeace happy (not really) but is bad news for the industry as a whole. Jobs will be lost, companies may be headed for continued hard times. Yet most consumers of fish say, so what, I never eat pollock. How wrong they are.

Commodity Index Funds to Change Asset Allocations - Big Corn Changes

November 20, 2009

Analysis by: GLG Expert Contributor

Analysis of:Dow Jones-UBS Announce New Target Weights For Commodity Index | www.djindexes.com

DJ / UBS announced changes in their commodity index allocations. The new allocations will likely push corn much higher, and the oil refining spread narrower.

Terra In Play, not the End Game

November 20, 2009

Analysis by: GLG Expert Contributor

Analysis of:End Game at Terra | dealbook.blogs.nytimes.com

Far from "the End Game" as reported by NYTimes author, the CF vote is more likely the beginning of an auction for Terra.

Emerging Trends in Intelligent Transportation Systems

November 20, 2009

Analysis by: GLG Expert Contributor

Analysis of:"State of Transition" | content.yudu.com

Linking to my own recent article in the launch issue of Thinking Transit discussing ITS trends for the coming decade (at p. 8 of online version linked above).

Diran MajarianManaging DirectorAmalia Tankers Inc

A turnaround for Aries?

November 20, 2009

Analysis of:Aries rebuilding | www.tradewinds.no

New CEO Michael Zolotas and CFO Allan Shaw recently gave a presentation of their plans to turn around Aries Maritime (RAMS) and use it as a platform for growth. They talked about recapitalization, fleet mix, in-house technical management, chartering strategy, steamlined GA costs and the new management team. Their new focus is on dry cargo and product trades. They have dropped in six additional units from GrandUnion and recapitalized with US$ 36 equity and US$ 182 mio new debt. Let's evaluate.

Are carriers purchasing more trucks for there fleet?

November 20, 2009

Analysis by: GLG Expert Contributor

Analysis of:Truck orders indicate pre-2010 surge | www.etrucker.com

In this economy would it be prudent to purchase a larger amount of fleet vehicles for a national carrier or a mom and pap’s transportation company?

Michael LynchConsultantMichael E. Lynch

Petrobras has potential to corner latin American LNG market

November 20, 2009

Analysis of:40 TCF Gas Recoverable from 3 Brazilian Oil Fields | www.rigzone.com

A spokesman for BG Group said that 40 trillion cubic feet of natural gas can be recovered from Tupi, Iara and Guara oil discoveries offshore Brazil. The three fields contain between 9.1 and 14 billion barrels of oil equivalent. They will transform Brazil into a major oil exporter in the next decade. Confirmation of sizeable gas reserves will quadruple Brazil's proven reserves. The natural gas could be used for domestic power generation. Last week Sao Paulo suffered a major electric blackout.

Obama's Speech in Beijing Promoting Shale Gas Development in China

November 20, 2009

Analysis by: GLG Expert Contributor

Analysis of:Shale gas is part of US-China clean energy accord | www.ogj.com

Sino-US collaboration to develop shale gas resources in China was included in both the two countries joint statement and President Obama's speech at the press conference. All the driving elements are now gaining sufficient strength to vigorously and quickly push shale gas development forward in China. Those unconventional gas supplies would significantly change the current conventional view on China’s gas future with totally different future gas scenarios.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Truck Order Predictions Pretty Well Laid Out Through 2010

November 19, 2009

Analysis of:Truck orders indicate pre-2010 surge | www.etrucker.com

In the midst of the optimism with the recent surge in truck orders, reality is setting back in that 2010 truck orders will be slow due to the mew emissions rules - again! We have written several articles over the last 6-months about the slow truck sales marketplace leading into the current prebuy. So here’s a look ahead....

New Policies Aid U.S. in Cleantech Race

November 19, 2009

Analysis by: GLG Expert Contributor

Analysis of:New clean energy policies target U.S- China trade balance | www.examiner.com

As noted in this core article, the new U.S.-China partnership coupled with the Solar Manufacturing Jobs Creation Act will enhance America’s competitiveness in the cleantech race- not to become simply be a consumer of renewables to meet greenhouse gas emissions standards, but a producer as well.

Page : 12345678910Next1 to 10 of 7789