March 23, 2009
U.S. Power Plants to Burn Less Coal in 2009: EIA | uk.reuters.com
U.S. domestic demand coal demand is down due to lower electricity usage, less industrial demand, fuel switching to natural gas as a result of low natural gas prices and high NOx emissions costs on coal-fired generation, and high inventories at many coal plants. U.S metallurgical coal demand is down due to steel demand being off. Exports of metallurgical and steam coal will also be down from 2008’s robust export volumes.
Areva and Alstom - A deal made in France
March 19, 2009
Siemens aims to sell Areva nuclear stake: report | www.reuters.com
Alstom and Areva will probably agree to a deal for the T&D portion of Areva, returning it to Alstom. The price will be about what Areva paid when Alstom needed cash.
BG - Pure Energy Deal should happen
March 19, 2009
BG sweetens bid for Australia’s Pure Energy | www.ft.com
BG should be successful in the purchase of Pure Energy, barring a white knight.BG gains knowledge for non-traditional gas harvest methods potentially to apply in the UK.Pure Energy gains checkbook to expand in Australia and elsewhere.
Nuon - Vattenfall deal good for all
March 19, 2009
Vattenfall nears $4.5 billion deal for Nuon unit: report | www.reuters.com
The Vattenfall deal for the unregulated Assets of Nuon offer a good deal to everyone. Vattenfall has the scale to help Nuon survive and expand in the Dutch Market as a retailer. Nuon offers expertise that the Vattenfall German units can use to expand their offerings in retail energy.
Norden Will See Opportunities In This Weak Market
March 16, 2009
Norden feels heat | www.tradewinds.no
Norden is one of the few dry bulk shipping companies that have over 100 vessels on the water. A relatively minor player in liquid bulk shipping, Norden's exposure to the panamax sector will be its toughest test over the next two years.
Capacity Management Key For Container Shipping
March 16, 2009
Misery for Maersk | www.tradewinds.no
Currently, over 10% of the liner shipping fleet is idle as capacity additions exceed demand growth. Far too much of this idle capacity is owned tonnage, rather than charter tonnage.
March 6, 2009
Eagle upgraded | www.tradewinds.no
2009-2010 will see extremely volatile and overall poor market conditions for dry bulk shipping. However, the Handymax and Handy size segments will enjoy better conditions that the market average.
While Most Politicians Speak One Thing and Do Another, The Alternative Energy Is Still in Need
March 2, 2009
Capital power plant dims clean energy hopes | news.yahoo.com
Alternative Energy is expensive today and needs serious attention. New standards to be enforced by the federal government could create the alternative energy industry, require alternative energy to be present at new and renovated commercial and residential dwellings, where it is economically viable. New dwellings, warehouses need to be equipped with some form of alterntative energy to begin with.
Chinese Port Investments Risky
February 24, 2009
Opportunities in China's Infrastructure for 2009 - Waterborne Transportation | keeglobaladvisors.typepad.com
Reportedly, China will invest $118B in new seaports, riverports and expansion of existing facilities. Except for cabotage demands, such investments will exacerbate excess port capacity in the country.
Diana's Bear Market Just Beginning
February 19, 2009
Di on the money | www.tradewinds.no
Diana's overly conservative chartering strategy, which missed most of the boom market, will hurt even more in the bear market.
Shale gas abundance provides new options for energy companies
February 13, 2012
Chesapeake Energy bites the natural gas bullet
January 25, 2012
Flurry of newbuild drilling rig deliveries in 2012 may dampen rig rates
January 20, 2012
Talisman joins the ranks of cautious E&P companies
January 12, 2012
Early signs of caution begin to cloud frontier exploration and production
January 4, 2012