GLG News by Metallurgical Coal Experts

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.

Difficult Year For Matson

May 7, 2009

Unparalleled drop | www.tradewinds.no

Matson Navigation parent, Alexander & Baldwin (Nasdaq:ALEX), reported that the company posted a $500k operating loss in the first quarter, compared with a $15.9m profit a year ago.

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.

2009 A Terrible Year For Container Shipping

May 5, 2009

Barge Rates Float Upward | www.americanshipper.com

AXS-Alphaliner, as reported in American Shipper, forecasts the top 20 container shipping firms will lose $4b in the first quarter alone.

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.

Buffett's view is just the beginning

May 5, 2009

Buffett Sees Massive Inflation to Handle Staggering Debt | moneynews.newsmax.com

Inflation will become a serious problem within the next 2 years. However, there are more serious results that will occur due to the Obama administrations' irresponsible fiscal plans. Higher taxes for every citizen and company are virtual guarantees and will be an inhibitor to meaningful recovery and growth.  

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.

100 Days to Nowhere

April 29, 2009

One hundred | www.nytimes.com

This administrations' first 100 days have been a failure. The media in America cannot afford to objectively judge this President as their credibility now rests on the false buildup and hype they invested in his election. America is going to be irrevocably changed by this administration and there is little being done at the moment to resist this change. The Republican party is not doing enough to combat this change and are being further marginalized to an extremely dangerous position that will open the door to an even more dangerous paradigm shift in Americas' position in the world. The citizens must now get involved, informed and vocal about this dangerous shift.

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.

47% Decline In Ship Orders Actually Good News

April 29, 2009

Orders Collapse | www.tradewinds.no

The JSEA reported 2008 export orders were down 47% relative to 2007.  Given the state of the market, this is actually good news.

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.

Take-Or-Pay Coal Contracts

April 27, 2009

Coal Prices Crumble | www.forbes.com

    Both steam and metallurgical coal demand are down.  United States steam coal (for electricity generation) is down due to the economic slump affecting industrial demand and switching to cheaper natural gas-fired electricity generation in some areas of the nation.  Metallurgical coal demand is down due to the crushing drop in steel production domestically and globally.                    Although coal demand is down significantly, it does not necessarily allow coal under contract to be excused for purchase.

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.

Draft Climate Bill

April 27, 2009

Administration Stops Short of Endorsing Climate Bill | www.nytimes.com

    House Democrats issued a draft climate bill titled “The American Clean Energy and Security Act of 2009” on March 31, 2009 which proposes to reduce CO2 emissions and require the development of renewable energy on a nationwide scale.  The section that follows highlights important provisions contained in this 648 page draft bill.

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.

Potential New Emissions Rules: Effect on Electricity Generation

April 27, 2009

Central New York Rep. John McHugh Takes Aim at Acid Rain | www.syracuse.com

    Some in Congress are using the debate in Washington, DC on carbon tax to also include additional limits on mercury, nitrous oxide (NOx), and sulfur dioxide emissions (SO2) from coal plants.  Many proposals have been floated in Congress (one of which is linked here) to limit these emissions.  If any of these proposals were to pass and become law, it will have significant impact on electricity generation.

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.

Burn Likely to Continue to Be Down for Several Months

April 27, 2009

Genscape Coal Burn Falls 2 Percent Below Same Week 2008 | uk.reuters.com

    Domestic thermal coal demand is likely to continue to be down for several more months, with nothing positive on the immediate-horizon.

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.

Tanker Shipping - The Sky Is Falling

April 24, 2009

Tanker ratings hit | www.tradewinds.no

Apparently suprised by the imbalance between supply and demand, Cantor Fitzgerald downgraded most US-listed tanker stocks.

Previous Page : 12345678910Next21 to 30 of 681

Leading institutions connect with members of the Energy & Industrials councils through GLG

Most Popular Energy & Industrials News