GLG News by Oil and Gas Pipeline Experts

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.

Michele AcerraIndependent ConsultantMichele Acerra

The Siemens - Areva divorce

January 29, 2009

Analysis of:Siemens aims to sell Areva nuclear stake: report | www.reuters.com

The interest of Alstom in a deal with Areva is sponsored by President Nicolas Sarkozy who is interested in a strong French nuclear axis possibly including the construction company Bouygues - Alstom - Areva. Will it happen? Will Anne Loauvergeon be able to keep Areva indepenedent? Will Siemens and Atomenergoprom form a JV? Which effect any new line-up, and in particular a possible Areva – Alstom – Bouygues alliance, will have on SGT, the joint venture between Areva and the URS Corporation’s Washington Division. It is important to follow the impact of the Siemens - Areva divorce on the US and global nuclear "renaissance".

Michele AcerraIndependent ConsultantMichele Acerra

The Obama plan and its impact on the construction and energy industries.

January 26, 2009

Analysis of:The Obama Gap | www.nytimes.com

The current Administration’s plan may not be sufficient to fill the gap of at least $2 trillion between the US economy’s potential output over the next two years and what US will be able to sell. I would have preferred that the tax cuts were 19.25% and the infrastructure investment 33% of the total package. Which are the industries and the companies likely to benefit from the stimulus?  

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).

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.

George DorkhomExecutive ChairmanGREENKOTE PLC

Bailout the automakers ..no way

November 24, 2008

Analysis of:‘Peak-oil’ doomsayers catch Wall St.’s attention | www.iht.com

The problem with Detroit is arrogance and know it all..for years now the leadership at Detroit three auto makers insisted on not briniging new and fresh blood from the outside..you do not the autombile industry , you are no good. Yet there are  tremendous talents out there that can can help bring about new ideas and approaches for automaking.Except for A. Mullaly and by accident Nardelli..look at who is running Detroit...they keep producing  ineffecient cars ,not to the liking of the current generation of Americans and for that matter the global markets, and un-negotiated labor contracts that are unbelievably expensive and putting the US automakers at a $2000 disavantage  per car than the competition, yet they come to DC and say they employ 3.0 people, they pay health care to current employees and retirees...and I ..I.. I.. and you owe. No the tax payer does not owe you and you should run your business as most companies do and let the free market forces decide...Detroit needs a revamp

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