GLG News by Natural Gas Pipeline Experts (US)

Sam TimpanoPresidentSam Timpano & Associates

Congressional Freeze on Solar Generation Is Height of Political Folly

July 2, 2008

Analysis of:Once Safe, Public Pensions are Now Facing Cuts | www.nytimes.com

With all of the discussions taking place today concerning energy and alternatives, it is the height of policy disconnect to freeze projects of this nature. Just when it is more important than ever for Congress to act intelligently on critical matters related to energy, they show just how misguided they are and how sold-out they are to environmentalists and their old ways of making policies that do more harm than good.

Sam TimpanoPresidentSam Timpano & Associates

The real danger is more than inflation.

June 26, 2008

Analysis of:The Return of Inflation? | www.washingtonpost.com

A wise friend once told me that a cobra is not a danger in and of itself. It is only a danger if one is not aware of it's presence and if, upon becoming aware of it's presence one takes a wrong action and is bitten by the cobra. So it is with inflation. It is not so much that it is here, it is reaching awareness of it's presence and taking the correct actions to deal with it properly.

Sam TimpanoPresidentSam Timpano & Associates

Pounding sand in Jeddah

June 24, 2008

Analysis of:Oil prices mark the need for alternative energy sources | www.busrep.co.za

It is never fun to go to a party and realize that the hosts were just looking for something to do and needed a cover story but never really wanted you there to begin with. Equally unpleasant is to go to a party and find out that your expectations were completely wrong as to what it was all about. Welcome to the new party.            

Sam TimpanoPresidentSam Timpano & Associates

The real reason behind China's decision to reduce subsidies on fuels

June 23, 2008

Analysis of:China Raises Fuel, Power Prices to Curb Energy Demand | www.bloomberg.com

Anyone experienced in China understands what is said publicly and what the true political motivations are is usually a fairly wide distance from each other. There is no difference here. China's reduction of subsidies has more to do with helping their refineries margins than an attempt to dampen demand.

Sam TimpanoPresidentSam Timpano & Associates

Just the tip of this particular iceberg

June 16, 2008

Analysis of: Oil - paying the political price | news.bbc.co.uk

The geopolitical implications have an even deeper root in several of the producing countries. As internal demand in these producer nations increases the supply tensions are going to increase on both import countries as well as many of these exporters. With the current policies of most of the Western countries (read most of the importers) that have limited domestic development of resources and held back the development of nuclear power for electricity generation, many of them are at risk of severe shortages and internal pressures on standards of living.

Sam TimpanoPresidentSam Timpano & Associates

China together with other members that make up BRIC could significantly alter growth in other regions.

June 13, 2008

Analysis of:China Is Urged to Conserve Resources | online.wsj.com

The question posed does not specify a time period, so the reply is a qualified "yes". China's growth alone to reach even a major percentage of the GDP of the US will have a significant impact to aspects of the worls's other developed economies. We are experiencing some of that impact now. Even greater impact will be felt as the other countries that do not compose what is referred to as the BRIC countries (Brazil, Russia, India, China) such as many of the Middle Eastern countries, Mexico, Vietnam, several African States and to lesser extent some other Latin American countries that have large percentages of their populations living below the poverty level begin to realize levels of growth enabling improvement to these groups.

Sam TimpanoPresidentSam Timpano & Associates

Coal-fired plants can be cleaned without this type of technology

June 12, 2008

Analysis of: Eco coal power may cost 'double' | news.bbc.co.uk

While this is a bit like asking the fox that is in the henhouse if he intends to eat the chickens, coal-fired plants can be cleaned without this type of technology risk, cost and delay.

Sam TimpanoPresidentSam Timpano & Associates

It is not reasonable to think that the rise in crude can be controled

June 9, 2008

Analysis of:Dow Jones plunges about 400 points | www.msnbc.msn.com

The question as to whether or not anything can be done to control the rise in crude oil prices is not reasonable as it would relate to a global commodity such as crude oil. The better question would be is there anything that can be done to control the various groups that are contributing substantially to an exaggerated rise in crude prices and the bubble that is being created in that market. As part of the quest for control, it is important to understand the fundamentals moving crude versus the push that speculators are providing.

Sam TimpanoPresidentSam Timpano & Associates

No fundamental reason to believe Iraq will be able to lift production now or into the forseeable future.

June 9, 2008

Analysis of:Iraq oil deals could lift production | www.iht.com

Iraq is anything but stable and will remain so well into the near future. Expecting that their production can be increased over a sustain future at this point in time is more than optimistic, it is pure conjecture. Nothing in the present conditions of any segment of Iraq can be viewed as stable, not the least of which is their crude production and deliveries.

Sam TimpanoPresidentSam Timpano & Associates

Flawed analysis

June 3, 2008

Analysis of:Oil expert says 3 countries control prices | www.charleston.net

This analysis does not hold water for a number of reasons. Oil prices are easy to explain without the conspiracy theories that make for interesting reading and conversation but not in reality.

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