GLG News by Metallurgical Coal Experts

Sam Timpano, President

Sam TimpanoPresidentSam Timpano & Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Nice "touchy feely" and "green politics" no real meat

July 1, 2009

CSX Announces Commitment to Cut CO2 Emissions by Eight Percent | jacksonville.bizjournals.com

As we proceed along the path of everything green and while these efforts are press worthy and of corporate value these days, perception has to finally one day match science and reality.

Thomas ShewskiOwnerHigh Energy Services What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Key Points Contained in Climate and Energy Bill Passed by U.S. House of Representatives

June 29, 2009

House Narrowly OKs Sweeping Climate Change Bill | www.dallasnews.com

    The U.S. House of Representatives narrowly passed the American Clean Energy and Security Act of 2009 (“ACES”) on June 26, 2009.  The discussion below contains the key points in the Bill now headed to the Senate for debate and action.

Sam Timpano, President

Sam TimpanoPresidentSam Timpano & Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Transport fuel costs and economic recovery

June 26, 2009

The ups and downs of diesel | www.chron.com

Energy costs are at the heart of all economies and impact growth and most certainly recoveries from downturns. Transport fuel costs are second only to power generation in terms of importance to economic growth.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Economou Deserving Of Some Criticism

June 16, 2009

CEO pilloried | www.tradewinds.no

While not the epitomy of evil that Jim Kramer describes, George Economou has lost his way somewhat.

Sam Timpano, President

Sam TimpanoPresidentSam Timpano & Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Cramer is an entertainer more than he is an analyst these days

June 15, 2009

CEO pilloried | www.tradewinds.no

Jim Cramer has a horrible track record both for recommending stocks and for his CEO choices, good and bad.

Sam Timpano, President

Sam TimpanoPresidentSam Timpano & Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

There is more to this than meets the eye

June 15, 2009

Gazprom CEO Sees Oil at $85 A Barrel by Year’s End | www.rigzone.com

CEO Miller is on target and probably has deeper insight than he showed in this interview. As certain economies begin to recover and others begin to feel the effects of their stimulus, the decline in demand will ease and gradually produce upward pressures on price. Inflation risk, especially in the US economy will also play a role in driving prices, especially if crude remains linked singularly to the dollar.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Jinhui Shipping's Gloomy Outlook

June 4, 2009

Dry reality check | www.tradewinds.no

Jinhui Shipping (Oslo:JIN.OL) reported disappointing numbers coupled with a gloomy outlook on the near-term market, despite the recent recovery in dry bulk rates.  I agree with their market forecast, but Jinhui's near-term prospects have more to do with capacity.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Demand Improvement Won't Help Dry Bulk

May 26, 2009

Bulker boomerang | www.tradewinds.no

Some iron ore contract renewals in Japan, impressive 1Q Chinese iron ore imports, and expectations of the impacts of stimulus packages have vastly improved market sentiment for a continued improvement in dry bulk shipping rates.  This is "irrational exuberance."

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Drewry's Outlook For Dry Bulk Overly Pessimistic

May 21, 2009

Dry looks dreary | www.tradewinds.no

Tradewinds reports on Drewry's latest forecast for dry bulk to remain depressed through 2014.  This is a very unlikely scenario.

Bradford Mills, Chief Executive Officer

Bradford MillsChief Executive OfficerMANDALAY RESOURCES CORPORATION What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

ETF demand for Pt and declining recycle rates rebalance the Pt markets in Q1 of 2009

May 19, 2009

Platinum auto demand drop signals global slowdown | money.cnn.com

ETF platinum demand has surged in the first quarter of 2009 as Pt prices reach temporary parity with gold. Platinum is attracting many financial buyers who see it as a far better store of value at the current Pt price than Au which is close to its all time high. Pt and Pd recycle rates have also dramatically declined in the post October 2008 world as margins of recyclers have collapse and reduced the incentive for scrap deals to process catalytic converters These two factors, plus shut-ins of primary production have largely offset demand destruction in the US and European auto industry. Currently supply/demand look balanced for both Pt and Pd. Any recovery in auto sales in the second half should be translated into higher prices.

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