GLG News by Natural Gas Pipeline Experts (US)

Sam TimpanoPresidentSam Timpano & Associates

Transport fuel costs and economic recovery

June 26, 2009

Analysis of: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.

Sam TimpanoPresidentSam Timpano & Associates

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

June 15, 2009

Analysis of: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 TimpanoPresidentSam Timpano & Associates

There is more to this than meets the eye

June 15, 2009

Analysis of: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.

Sam TimpanoPresidentSam Timpano & Associates

Buffett's view is just the beginning

May 5, 2009

Analysis of: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 TimpanoPresidentSam Timpano & Associates

100 Days to Nowhere

April 29, 2009

Analysis of: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.

Sam TimpanoPresidentSam Timpano & Associates

And there really are unicorns and if you see one you will live forever

April 23, 2009

Analysis of:Obama: Earth Day Speech Touts Green Jobs, Cap-and-Trade | blogs.wsj.com

The "green economy" has the potential to produce significant job growth but the Cap-and-Trade portion of this plan is failed. Cap-and-Trade is a reward for irresponsible behavior and will not remove one ounce of CO2 from the atmosphere. This is a system ripe for manipulation and corruption. It will actually increase prices and could serve to limit the value of the alternative energy initiative and job creation.

Sam TimpanoPresidentSam Timpano & Associates

Used tires are both fuel and solid waste. The cloud on this issue is more in the minds of environmentalists than rational people.

April 20, 2009

Analysis of:Are Old Tires Fuel or Solid Waste? - Green Inc. Blog - NYTimes.com | greeninc.blogs.nytimes.com

Used tires, along with used plastic containers, used aluminum cans and a host of other manufactured good are at the same time fuel and recycled feedstocks as well as solid waste and are important parts of the energy/environmental equation. They are a substantial risk to the environment if not properly disposed of and are a hazardous waste if left to landfills or "used tire mountains" exposed to the environment. Used tires have a place in the whole business of recycling and environmental responsibility.

Sam TimpanoPresidentSam Timpano & Associates

Mr. Obama is running out of time and so is the country

February 13, 2009

Analysis of:Failure to Rise | www.nytimes.com

The current crisis in America is not of a type that will grant much more time to the administration to address correctly. So far, this President's lack of experience in leadership and Congressional "business as usual" and power playing are costing everyone valuable time and exposing the country to greater risks. The bold steps needed at this time are available from the Japanese experience of the 1990's but noone is taking many lessons even the newest economic student could give them.

Sam TimpanoPresidentSam Timpano & Associates

More shoes yet to drop

January 26, 2009

Analysis of:President Obama Seeks Tougher Financial Rules | www.nytimes.com

President Obama and his economic team need to focus on the next couple of shoes to drop on the financial system and not on regulation for now. While the world is still wrestling with the first shoe of the financial crisis that has engulfed most of the world economies, at least two more are becoming untied.

Herman BonesFormer Senior AdvisorEXXON MOBIL CORPORATION

Does LNG Have A Future in the U.S.?

January 23, 2009

Analysis of:EIA Short-Term Energy Outlook | www.eia.doe.gov

After years of sluggish growth, U.S. gas production increased by more than 10% in the past two years, due to increased conventional drilling (in response to higher prices) as well as unanticipated growth from an unconventional source, shale gas deposits. At the same time, gas demand has been flat due to the economic recession. This near term surge in domestic gas production, coupled with weak demand, has delayed but not eliminated the need for LNG. Looking forward, conventional gas production is almost certain to return to its historical downward trend for both economic and geological reasons. And once U.S. gas demand begins to recover, LNG imports will still be needed to supplement domestic supply, though perhaps not as much and not as soon as originally thought (with much depending on the ultimate potential of shale gas).

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