GLG News by Utilities and Power Generation Consultants (EU)

Randall TinkermanStrategic Due DiligenceDeutsche WindGuard

Strategic Windpower M&A Wide Open

April 21, 2009

Analysis of:EDF wind arm sees M&A bonanza in crisis | www.reuters.com

The financial crisis has indeed dampened windpower project finance for the short-term.  Such a situation precipitates strategic opportunities for well-placed players.  This public statement by one of the largest global developers is evidence that the sector may open up with a bang in the near-term.

Gunter SchoechOwnerDebrouillage Ltd.

European Utilities taking advantage of recession through M&A to catch up in wind energy

March 24, 2009

Analysis of:EDF wind arm sees M&A bonanza in crisis | www.reuters.com

What is being described about EDF in France is equally true for the 4 large German Utilities E.ON, RWE, Vattenfall and EnBW. Banks have increased the equity criterion to 30%, up from 15% historically, and demand additional insurances. The ensuing fiancing problems of smaller developers now allows the utilities to catch up in the alternative energies, which they had neglected previously. They can acquire locations, equipment and know how at low prices, while relying on their strong cash flow from operations.

Gunter SchoechOwnerDebrouillage Ltd.

Diversity to strengthen Siemens leadership – catching up or taking the lead?

March 17, 2009

Analysis of:Siemens to systematically increase the diversity of its management globally | finchannel.com

Siemens intends to become "a pioneer in diversity". While this is very important, Siemens to this day remains a very German and very centralized company. Competitors such as ABB are many years ahead in this respect as can be seen in various dimensions such as board structure, regional management or repartition of headquarter functions.

Gunter SchoechOwnerDebrouillage Ltd.

Why industrial conglomerate Siemens suddenly discoverd it's "green" mission

March 2, 2009

Analysis of:Siemens expects to boost cleantech revenues | cleantech.com

Since the Siemens Media Summit 2008 in London, Siemens tries to market it's green portfolio. While other companies like GE or Philips have embarked on this strategy since several years, Siemens is now suddenly claiming to be the global No. 1. But how do they measure their portfolio? And why do they act only now? And most importantly: Will they be successful with this new marketing theme?

Rowland SheardManaging DirectorEnergy Links Consultancy

Wind Power - the real facts

July 25, 2008

Analysis of: When the wind stops - the other side of the wind turbine argument | www.telegraph.co.uk

Governments see wind power as an easy answer to the problem of climate change The public are not being told the real costs both direct and indirect, of wind power

Rowland SheardManaging DirectorEnergy Links Consultancy

Whither nuclear for the UK?

June 11, 2008

Analysis of: British Energy says 'no' to French offer | www.telegraph.co.uk

If the UK is to meet its greenhouse gas targets it is essential to replace and possibly increase its nuclear power station fleet.  As the main owner and operator of the present nuclear stations the position of British Energy (BE) is critical to success. Will the rejection of the EDF takeover slow down progress?

Rowland SheardManaging DirectorEnergy Links Consultancy

Revitalisation of Coal Seam Methane in UK

June 10, 2008

Analysis of:Eden Secures Increase in UK Petroleum/Coal Seam Methane Licences | www.oilvoice.com

The price of gas throughout the world has risen dramatically and the commercial potential of coal bed methane  is being re-examined. The main new source is Australia but other countries are following.  Europe with its need for gas and a history of mining may be the next major area.

Rowland SheardManaging DirectorEnergy Links Consultancy

Accessing cushion gas in an emergency

June 10, 2008

Analysis of:DJ Portland Gas Patent Application | www.tradingmarkets.com

Cushion gas is generally considered a liability as generally it will never be recovered.  Portland Gas Storage Limited a quoted UK company specialising in natural gas storage has filed a patent proposing a method of accessing cushion gas in times of exceptionally high demand. The concept is simple, so simple that the patent might fail.  The proposal is to pump a liquid into the storage facility to displace the cushion gas.  One suggestion is to use sea water.

Randall TinkermanStrategic Due DiligenceDeutsche WindGuard

Perhaps the Author Needs to Research Before Commenting

February 29, 2008

Analysis of:Loss of wind causes Texas power grid emergency | www.reuters.com

The main component of the Texas problem was the inability of conventional generation to deliver when the wind fell off.  Predictions of future windpower are becoming highly reliable, even up to 30 hours.  The Texas drop off was as predicted, but backup plants failed. Further, the entire US grid has reliability problems completely unrelated to windpower.

Rowland SheardManaging DirectorEnergy Links Consultancy

Malaysian company Petronas proposes takeover of UK Gas Storage Company

November 19, 2007

Analysis of:UK Gas Storage market | www.hemscott.com

The UK Gas market is short of storage due to the tailing off of UK gas reserves. Most new gas storage projects are associated with existing major market players. Star Energy is one of the few credible independent storage players.

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