All GLG News Analyses Filed Under: Natural Resources

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.

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.

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.

Michael LynchConsultantMichael E. Lynch

Marginal oil and gas operations disappearing in wake of financial downturn

November 19, 2009

Analysis of:Chevron Drops Plans for Inlet Exploration | www.rigzone.com

Chevron announced that it is dropping a program to develop more oil from aging Cook Inlet. The production workforce will be reduced by 10 percent. A statement issued by the company cited "difficult economic conditions." The company will continue to operate some platforms. Chevron said the Cook Island business would contract because of production declines, high lifting costs, financial issues and volcanic activity. Total oil production from the region is 8,500 bbl/day.

Pest Management and Rice Production

November 19, 2009

Analysis by: GLG Expert Contributor

Analysis of:Pesticides and rice production | beta.irri.org

Integrated pest management is the key to producing good crop using relatively less amount of pests.

It Will Definitely Redefine the Market Place

November 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:E.ON UK, RWE npower nuclear joint venture fully established. | www.yourindustrynews.com

Anytime one company can take steps to improve their position it will cause a shock wave in the industry.  E.ON's aggressive action protects their future to a certain degree but raises questions as to the problem of what affect will the additional nuclear waste have on the environment.

Feed Grains, Seed, Fertilizer, and Chemicals Outlook 2010

November 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:USDA World Agricultural Supply Demand Estimates | www.usda.gov

US planted surface area for corn will likely rise over 90 million acres increasing demand and prices for crop inputs in 2010.

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