GLG News by Natural Gas Pipeline Experts (US)

Sam TimpanoPresidentSam Timpano & Associates

Saviors, Stimulus and Stocks

January 20, 2009

Analysis of:The Nation Awaits Its New President | www.nytimes.com

President Obama must help the Nation shed an image of him as savior and bring himself and the rest of the Nation to realistic expectations of what he can do to address the crisis facing America. There is a need for a serious rethink on the proposed stimulus package and those that will follow. The role of government in economic stimulus and market intervention has become clouded and is dangerously close to a major shift in the American capitalist system.

Sam TimpanoPresidentSam Timpano & Associates

Long term fundamentals favor oil and gold price rises

January 7, 2009

Analysis of:Oil, gold tumble but base metals buck trend | www.guardian.co.uk

Crude may not see the highs of last year but will trade higher as 2009 ages and gold could test the highs as a result of actions being taken to deal with the financial crisis in America and the stimulus plans to restart the economy. While demand has fallen due to the current global economic crisis, the fundamentals for crude favor price increase rather than much lower pricing. Some of the same fundamentals that favor a price increase for crude will also have a similar effect on the price of gold.

Sam TimpanoPresidentSam Timpano & Associates

Gaza is only a factor in the oil supply equation if there is a broadening or escalation to the actions.

January 7, 2009

Analysis of:Oil Prices Rocket Following Gaza Attacks | www.oilvoice.com

Neither Gaza nor Israel have much to do with actual oil supplies or deliveries. The role of each is more in geopolitical terms of the Region and depending upon who gets involved and in how that involvement is done.

Sam TimpanoPresidentSam Timpano & Associates

Purchasing commodities to stimulate economies is not a solution to the current global downturn

December 5, 2008

Analysis of:Recovery starts with resources, Sprott says | www.financialpost.com

While Mr. Sprott makes a reasonable case for economic stimulus to be accomplished via commodity purchases by governments, it is not the means by which the current global crisis can be resolved nor should it. Commodity purchases could help in the short term but the root of the current crisis is not based in this sector. The real problems rest within the financial sectors of the world economy and the fallout onto the credit markets that is the root cause and what must be stabilized before any real economic upturn could be expected. In actual fact, if implemented, this plan would add to the future consequences that much of these current "bailout" plans and "stabilization" plans will produce, especially inflationary consequences which will (not may- WILL) result from all of this money being "printed" to avert the consequences of failed policy and business models.

Sam TimpanoPresidentSam Timpano & Associates

Biofuels from food chain crops is not a viable nor sustainable business for any reason.

October 28, 2008

Analysis of:Reviewing biofuel policies and subsidies | www.fao.org

The author of this article in the FAO newsletter is far behind times, as are most bureacratic analysts, especially at the United Nations. This issue is for the most part well settled and the answer to the question is a categoric "No". Food chain crops should not be used as feedstock for biofuels and businesses operating in that sector will fail and there is no real model that would convince anyone that these businesses are sustainable over the long term. Removed from this to a certain extent is sugarcane, which in certain instances and locations is a sustainable and viable business.

Sam TimpanoPresidentSam Timpano & Associates

Looking in the rearview mirror will guarantee a crash, but, poor vision and steering to the front will as well

October 27, 2008

Analysis of:Bracing for a Storm | www.washingtonpost.com

Most of the world has missed a major paradigm shift that is still not clear enough to most "drivers" to avoid major collisions in the future. The historical economic models have not been properly updated to account for this new paradigm and the factors of the new model are going to permanently change how the world is viewed. Alan Greenspans' admission that his 40 plus year model and view of the world was flawed should make everyone perform a serious rethink on their world view as well.

Sam TimpanoPresidentSam Timpano & Associates

Deeper issues determine Russian participation with OPEC

October 24, 2008

Analysis of:OPEC tests prospect of a cut in Russian oil production | www.iht.com

Russia has several issues of significance that keep them from becoming a major participant in OPEC price support efforts. This article does not take into account these macor-economic and geopolitical issues.

Sam TimpanoPresidentSam Timpano & Associates

Time is ripe for a new paradigm in crude pricing policy

October 20, 2008

Analysis of:OPEC calls emergency meeting as oil prices plummet | www.iht.com

The current slide in crude prices, casualty of the global financial and credit crisis, should serve as a harbinger to producers that there is a need for a shift in how they manage production and pricing. The current pricing mechanisms used based upon existing markets in the US and Europe exposes these producers to a level of risk due to outside, non-aligned interests and speculators that should be the centerpiece of their upcoming meetings. Production cuts and investment into new production will certainly be cut back, but, if the producer nations can accept the lessons of the past, they will not rely on this lever to be what brings stability to pricing.

Sam TimpanoPresidentSam Timpano & Associates

Demand is only a small part of this current price drop in crude

October 13, 2008

Analysis of:Oil price drops below $78 a barrel | www.iht.com

While it is logical to expect that the demand for crude has and will continue to fall as the worldwide economic slowdown continues, the current levels of decline are not related to that fundamental part of the equation. Massive hedge fund and speculator margin calls are more responsible for the forced selling that has deepened and accelerate the price declines we have seen these past 10 trading sessions.

Sam TimpanoPresidentSam Timpano & Associates

Oil prices did not "soar over doubts about bailout plan" as this author states.

September 29, 2008

Analysis of:Oil prices soar over doubts about rescue plan | www.iht.com

The spike in oil prices on Monday was as far removed from the doubt on the Treasury's Plan as this author happens to be from a true understanding of crude trading. The only reason for the spike is what every novice trader who has ever stepped onto a trading floor knows--- a short squeeze on an expiring contract in the futures market. 

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