Energy & Industrials News 2

• "And I'm only a cockeyed optimist..."
• "Floating" a New Idea in Wind Power
• "I'll take 500 gallons of #2 Oil and 2 kilowatts of PV"
• "Old Guard" Fighting Serious Green Power Market
• "Silicon shortage" spawns desperate measures?
• $100 MM for Carbon Storage -- Ain't Chump Change!
• A boon for oil and minerals service companies in China
• A consequence of population growth
• A Consolidation strategy to restore profitablity...
• A Crisis in Canada's Pulp/Paper Industry
• A Detroit Bailout in Disguise
• A Good Company Name Needs A Good Plan, Too!
• A Good Succession Plan = A Good Legacy For J.B. Hunt
• A great time for Greatwide Logistics
• A legend dies but his legacy rolls on
• A long road in a tough market
• A Reprise for Uruguay's Market Pulp Mills
• A reversal of fortune
• A Sakhalin oil and LNG deal that clears the air in Russia.
• A win-win model for low cost carriers
• A Year to Forget for Airbus has Changed the Competitive Balance
• A380 Delays will Jump Start 747-8 Program
• ABF--Trying to Avoid Being Squeezed
• ACL outlook rosy
• Acorns to oaks, sometimes
• Adding Korea to the Asian Green Power Mix
• Addition by subtraction in regional LTL freight market
• Additional Things to Consider With KFx (Evergreen Energy)
• Advantage Boeing in near term
• Advertising at Airport Security?? Why not?
• Aframax market in for a rollercoaster ride
• After Virgin Atlantic Defers A380s, FedEx Drops the Other Shoe with Cancellation of Entire Freighter Order
• Agreement offers solution to tank car lessors, (TRN, GMT, GE)
• Airbus A350 XWB - Too Much Compromise?
• Airbus A380 break-even up from 250 to 420 at average $306m per copy!
• Airbus Budget for A350XWB a Significant Committment
• Airbus Credibility -- How Much is Left?
• Airbus gets a piece of the action
• Airbus Suppliers Will Become Sub-System Integrators
• Airbus will get Airfreight support to restart A300 line
• Airline Capacity Challenges
• Airline Consolidation - Who wins?
• Airline Restucturing Overview
• Airline Revenue Trends October 2006
• Airliners as Corporate Jets are Gaining in Popularity
• Airlines and GA Lobbying Against Each Other Instead of Solving Problems
• airports as major sources for investors' focus
• Alitalia - International partnership not a solution
• All across the country, old oil accumulations get a second look.
• All fuel sources have consequences.
• All is not bleak for the building industry
• All quiet on the Eastern Front in la guerre du petrole - for now
• All rig building booms end - sometime
• All that glitters………….; it might be too good to be true
• Alt Energy No Myth, IF R&D continues to grow
• Alternate Energy
• Alternative Energy is Just Getting Started
• American Airlines' Pilots Cost Airline $250 Million Opportunity
• An accurate observation but what about Gazprom?
• An acrimonious divorce - or just a lovers' tiff - the Airbus/BAE Systems affair
• An Airbus Rescue May Save the A350XWB Program
• An Early Strike to Avoid Being Shut Out
• An enigmatic OPEC decision on crude oil production cuts
• An Evolving Competitive Landscape
• An important environmental project sure to grow larger
• An Old Idea Gains New Converts
• An uncertain energy future
• Analysts Misrepresent Renewables
• And getting less upstream every year
• And yet, the UK portion of the North Sea is a wilted flower
• And You Wonder Why There is a Driver Shortage?
• Another Beneficiated Coal Product Like From Cowboy Coal (FMI), Evergreen (formally KFx) and CoalTek and Discussion of Section 45 Tax Credits
• Another Biofuel, Biomethanol, Starts Commercial Production
• Another Blow to the A380 Program is Looming
• Another Bump In the Road To A Mediteranean Solar Market
• Another Dubai Ports Debacle? We Think Not
• Another look at Lufthansa's Boeing order
• Another Reason to Consider Why it is Unlikely Coal Shippers Will Get Favorable Rulings in a Rate Case at the Surface Transportation Board (STB)
• Antitrust immunity a moot point
• Are TCs a valuable indicator for zinc market trend ?
• Are the Doomsayers Right- Alternative fuels are no alternative?
• Argentine farmers halt exports of corn, soybeans, wheat and beef
• Aries has operational problems and a tough market
• Arizona Can Become the Next Big US PV Market after CA and NJ
• Article Understates Water Impacts
• Asian markets enjoy production from the Sudan oil boom
• Asians Target North American Pulp Mills
• ATA and Global Insights predict same old same old for 2017!
• Back to the future
• Beginning of the end for Navistar?
• Bellweather Win for Boeing, Blow to Airbus
• Below Zero Prices For Natural Gas In The USA? Not Likely But Not An Impossibility Either As It Just Happened In The UK!
• Better purgatory than limbo
• Big Boost to the Spanish Solar Markets
• Big MRM Opportunities Exist In Transportation
• Bigger Push Towards Alternative Fuels and Midwest under Senator Harkin
• Biofuel Supply Chain Struggling With Retail Pricing
• Bleak outlook for United Kingdom Continental Shelf
• BNSF Files Comments with Surface Transportation Board on DM&E’s Proposed Powder River Basin Coal Line in Order to Stymie Project
• Bodouroglou: Just gimme a blank check
• Boeing needs this order; Airbus takes another hit
• Boeing Remains Confident in 787's Performance
• Boeing's Strong 787 Order Book is Filling Fast
• Brazil to become the 800 pound gorilla for market pulp
• British Secretary for Environment and Food says organic is no better
• Bunker market changes creating cottage industries
• Bush Warming up to Global Warming
• Business as usual in the international oil fields
• But Don't Forget that Delta's CEO will be Leaving
• Can 10.3 Million Farmers be wrong about Biotech Crops
• Capacity Constraints Key to Airline Yields and Profitability
• Cellulosic Ethanol: Brion and DuPont to be the first?
• Cement Industry : A Global Story
• Cemex growing into Industry Leader
• CERA oil production an ‘undulating platform’ is a tough sell
• Chesapeake Hedges…But Achieves Far More Through the Drill Bit
• Chesapeake shutting in gas.......
• Chevron's long view on oil sands
• China betting on the come
• China hustles for domestic oil and gas
• China Nickel Imports May Double
• China's empty threat
• China's growing pulp needs.
• Cleaning up after the 20th Century
• CO2 Report Boosts Windpower, Solar energy
• Coal retains strong position in world energy mix
• Coalbed Methane Big Potential for PGN, Chevron, Others in Indonesia
• Common sense perspective required here
• Competition for Roundup Ready Soybeans
• Concerns about the Future of the A380.
• Consolidation among low-fare carriers to gain "critical mass"
• Consolidation continues in HVACR Industry
• Construction Equipment demand can be Recursive
• Containerized grain cargo will not be a factor
• Continental and Northwest looked at it before
• Continental Likely to Acquire, Rather than be Acquired
• Coordination of European Hubs could make sense (and profits)
• Copper: African Revival
• Copper: short-term problems and long-term opportunities
• Corn & Soybeans: Things to watch the next 6 months
• Corn For Food and Fuel
• Could be worse
• Crude Prices Rise, But Fundamentals Suggest Otherwise
• Cruising recovers from 9/11, but subject to GDP
• CSX Has higher earnings, but leveling freight rate might be signaling that the party is over
• CSX: 2006 will be tough to repeat
• Damned if you do, damned if you don't
• Danaos pulls a fast one
• Danish Wind Power Expansion Not Dead Yet
• De facto energy policy shaping up in Europe
• Debunking the Myth of Alternative Energy
• Delta Unlikely to Rebuff US Airways Offer
• Demand for industrial gases to continue
• Depends on the Language the Bull Speaks...
• Depletion of 10 SEER HVAC Inventory
• Derivatives a larger factor in Shipping earnings
• Desperation is the handmaiden of endeavor when it comes to looming natural gas shortages
• DHL firms long-haul cargo relationship
• Diesel Engines + Hybrid Approaches = Big Opportunities
• Diesel is the new green fuel
• DM&E’s Proposed Expansion into the Powder River Basin—Potential Affects on DM&E, Union Pacific (UP), and BNSF
• Dollar dilemma not going away
• Don't Toss Out Your PV Flat Panels Just Yet
• Drivers of Steel Industry M&A
• DryShips: ya gotta love these guys
• EADS feels confident
• Eagle betting long on Supramax
• Eagle Bulk Shipping: Public ownership equals bad management
• Early Consensus is Inconclusive - Deep Water Lower Tertiary GOM
• Early Holiday Season for Wet Corn Milling Industry
• East Africa Shaping up as a major hydrocarbon province
• East Siberia, Russia’s new oil frontier
• Economic problems begin at the margins of society
• Economics of the Potential Change in Coal Transportation Fuel Surcharges to Shippers and Carriers
• Elk Story Not Over Yet
• Endless claims and investigations: lots of natural gas production
• Energy & Environmental Services in China | The P2E2 Scheme
• Energy will trump human rights
• EPA Policies Encourage Fuel Uses for Used Motor Oil
• Ethanol support to stay
• European Chemicals “Reach” Legislation – Confusion Unraveled
• Euroseas: Hey, it worked for Paragon
• Euroseas: Not a bad strategy in this market
• Fair natural resource allocation coming soon
• Falling Fuel Prices Will Hurt Profitability For Some In Transportation
• Famed Bird Protection Group Endorses Windpower
• Feds take a pass on truck safety
• Fenway Partners May Be The Winner In The Greatwide Deal
• FFA Market in doubt
• First Sign of the Liner Shipping Apocalypse
• Follow the Money--AE is More Scam than Myth
• Freeport-McMoran’s Acquisition of Phelps Dodge is Good for Both Companies
• Full Court Press to Secure Emirates Order Underway
• Gazprom in a squeeze until 2010
• Gazprom needs more money
• Gazprom: Venezuelan and European business ventures
• GE Shipping nicely diversified
• Getting set for July 1, 2007
• Going small can mean big for wind industry
• Grand Alliance's maneuver will be replicated
• Great idea, but who's going to pay?
• Green Flare up. Big dogs digging for big oil in deep water
• Green Tag, You're It!
• Guangzhou Outlook Excellent
• Hanjin's weak profits, not business dispute, the real reason
• Hard to find bad news in this report on U.S. energy requirements
• Has the U.S. trucking industry hit bottom?
• High energy prices are a boon for small explorers
• High oil and gas prices awaken an old producing region
• Higher prices stimulate drilling
• Hostile Takeover Attempt Gains Critical Audience
• How high is corn going?
• How Legacy Unionized Carriers Can Survive a Little Longer -- Maybe
• How long will subsidies for ethanol last?
• How low can steel prices go?
• How nimble truckers are still growing in a slowing market
• How Soon Will the A380's Problems Force the Launch of the B747-i?
• Hydro Cleaner Than Coal? Maybe Not.
• Hydrocarbon competition heats up as Russia looks abroad
• Hydropower as an Alternative Energy Source for Peru - Brazil
• Idle Time Truly a Waste for Truckers
• Idling away profits.
• IHI in the right market at the right time
• IHI Leverages Dry Bulk Ship Demand
• ILFC Switch Indicates A380 Freighter in Trouble
• Important Step For Suzlon
• In uranium, the fewer the better
• Indian Market a Key Target for Airbus
• Indian steelmakers risk over-expansion
• Industrial Gases in Demand
• Industrial slowdown might be real for truckers
• Intermodal growth impacts LTL carriers
• Intermodal Still A Relatively Small But Growing Segment
• Intermodal Trade - still going strong
• International Paper Teams up with Ilim Pulp in Russia
• Internet-based Freight Brokerage Models That Work
• IP, GP and Weyerhaeuser Increase Fluff Pulp Production
• Iranian oil revenue drying up due to accelerated demand
• Is $210M Relevant?
• Is Airbus Feeding the Hand that Bites It?
• Is Logistics China's Achilles' Heel?
• Is the A350 a Plane Too Far for Airbus Just Now?
• Is the A350XWB to Little Too Late?
• Is the ethanol bubble bursting?
• Is the Home Depot Ship Changing Course?
• Is the top already off new ethanol expansion--corn prices the key
• It is a question of economics
• It will take a change in the electric rate structure to get beyond thought
• It's About The Economy (Corn) Stupid!
• Its all over but the shouting
• It's Always Has Been Been About Fuel - And More!
• It's going to be ugly
• jetBlue wants to increase its revenue sources
• Jones Act Coalition falling apart
• Keppel (and Singapore) Doing Fine
• KG funds optimistic to the point of stupidity
• Kleimar: Consoldiation comes to dry bulk shipping
• Kumba Resources a local problem only
• Layne Christensen Deserves Some Attention in Water
• Legal Side of Very Light Jet Ownership
• Let the markets sort out the problems with supply and demand for ethanol
• Limp response from Scotland's First Minister
• Liner Companies: looks like coal for Christmas
• Liquid Gold
• Listen up, global warmers, it may get colder than you think!
• Little gain from removing ethanol subsidies
• LNG industry on fast track
• Long term gold forecasting factors
• Long term oil and gas play in Southeast Asia.
• Look for natural gas to start peaking in mid - 2030's or '40's
• Lots of bumps on Brazil's road to agricultural sector's recovery
• Lots of gas from an unlikely source
• Low Fare Carrier Alliances Make Sense
• Low water equals even higher rates for inland barging
• Lube Basestock Shifts Provide Opportunities for PIB Producers
• Lube Basestock Supplies Returning to Normalcy
• Lufthansa tightening focus?
• Luxury Autos Introduce a Hybrid Alternative
• Macquarie's speedy move
• Maersk to lose upwards of $600M in 2006
• Maersk: Lots of bluster, doomed to fail
• Maersk: the Giant expands
• Maersk--Reality Check Time for Industry
• Major Study Positive for Offshore Wind Power
• Making money from water
• Making Money the Old-Fashioned Way
• Marine Bunker Market to Change
• Markets trump academics: Ethanol rules
• Markets will dictate the use energy resources, not central planners with political agendas.
• Matson should let sleeping dogs lie
• Matson: bad move for everyone
• Matson: call it a subsidy from a captive market
• Membrane Efficiencies Ensure 10% Growth of Muncipal Drinking Water Technologies
• Milestone for Ghawar field too!
• Mitsubishi Heav dilemma: overcome knocks on HSS
• Moment of the last clear chance
• More Bad News for Airbus
• More bad news for the railroads
• More here than meets the eye
• More oil for the lamps of China
• More Realistic Fuel Mileage Ratings Impact Customer Choices
• Mother Nature a Problem
• MSC: a finger in the dike
• Much Ado About Nothing?
• My New Tahoe and the Truth About Flex-Fuel
• Natural Gas Rising but Fundamentals Remain Weak
• Navios: smart move into the big time
• Near-term Dry Bulk Prospects Strong
• New Caledonia puts further strain to nickel supply
• New origin of salt theory simplifies hydrocarbon basinal interpretation
• New technology for deep water exploration.
• Nicaraguan Canal Not Going to Happen
• Nickel - China and Philippines: Just Married
• Nickel supply, a real headache
• Nickel: it's the time to choose
• No magic formula for wind energy success
• Non-Ferrous and PGMs on the Duluth Complex in Minnesota
• Norfolk Southern: profits are up but……tomorrow is another day
• Normal October futures markey
• Norway’s natural gas flow offsets crude oil decline
• Norwegian companies consolidates as oil and gas reserves decline
• Not a good time to be a charter-ship owner
• Not enough corn, ……then let them eat cake!
• Nothing new about nationalistic pressure in the oil business.
• Now why would old Mother Shell want to buy up its own child?
• Nuclear Power Comeback
• Offen: from the frying pan to the fire
• Oil for the lamps of China
• One Less Excuse to Oppose Ethanol
• One Way to Make Wind Power Dispatchable
• Organic food will be recognized to be better
• Other Indicators Show Freight Had Already Slowed
• Overdue quality control study for photovoltaics
• Pall Hits a largely Unappreciated Municipal Homerun
• Pariah petrodollars coming home to roost?
• Paulson goes East: China’s yuan goes up and the U.S. dollar goes south
• People are finally getting smart
• Perhaps Oil Is The Real Alternative Energy - Historically-Speaking
• Petroleum Offshore Support Very Lucrative
• positive outlook for the airline industry
• Potential New CO2 Reduction Technology from Alstom: Economics to Reduce CO2 from Coal-Fired Plants
• Potential new South American oil province
• Powerspan: Technology to Control SO2, NOx, Mercury, Particulate, and CO2 Emissions. (Alstom and Babcock & Wilcox Also Working on CO2 Capture)
• Prices are heading North despite weakness in domesitc steel
• Production Sharing Contracts
• Prospects not good
• Pulp & Paper Conference Overview
• Pure politics, with a healthy dose of ignorance
• PV - A Bit of An Upward Roller Coaster
• PV Integration at the End User Side
• PV Vertical Integration Takes A Giant Leap
• Quit Arguing over Congestion, and Spend Some Money!
• Railroad pricing…. power or perception
• Railroads Remain Vulnerable to Terrorist Attacks
• Ratio Predicts Shifts in Acreage
• Reasons why crude oil prices cannot remain depressed for long
• Removal of U.S. Ethanol Tax Credits and Import Tariffs Would Increase Brazilian Ethanol Imports (and Lower the Price of a Corndog at the State Fair)
• Reopening Mohave Coal Plant Cheaper than Building New Generation
• REpower Scores Offshore
• Resilience of the Home Appliances and HVAC
• Results and Implications of the Surface Transportation Board’s Revenue Adequacy Decision
• Romance in the Strait of Hormuz
• Rush to Biofuels Fraught with Great Risks
• Russia needs marketing skills as well as muscle and money
• Russia reinforces its dominance of European oil and gas markets
• Russian oil and gas production will remain high for a long time
• Russian Pulp and Paper Mill Plans
• Russian Roulette
• Sabine Pass is the tip of the LNG iceberg
• Samsung cashes in
• Scapping will not save the day for Liner Shipping
• Screening solutions offer no panacea
• Sealift pays firm price for US-flag vintage bulker
• Searching for a White Knight?
• Second sign of the container shipping apocalypse
• Selling Higher Freight Rates Can Work
• Sensational in the extreme
• Short Sea Shipping - don't bet on it
• Silicon Shortage Starts to Claim Victims?
• Size Does Matter to UPS and FedEx
• Skinny on natural gas pricing
• Sky not falling in Iran and neither is oil production
• Slowing Economies Affect Trucking Industries - Everywhere!
• Slowing Freight Cause Some Trucking Companies To Change Plans
• Slowing Trucks Down Is “Really” About Driver Turnover
• Small tankers the lone bright spot in liquid bulk shipping
• Smart Move?
• So where does that leave us?
• Solar Finally Getting Respect in the US?
• Solar, Canada!
• Some light at the end of a long, gloomy tunnel.
• Sorting Out Potential Partners for Continental
• Soybean prices have potential, but could move either way after March reports
• Spin masters and Coal Movements
• Step By Step, State by State US Renewable Electricity Markets
• Stranded U.S. dollars going to work
• Suez-Gaz de France merger takes crazy hop as Gucci magnate weighs options
• Survey shows American's feel States and Federal Government not doing enough to support biofules
• Tangled web of conflicting interests
• Teekay Offshore Partners positioned well for the impending weak market
• Tempest in a huge teapot (full of natural gas)
• The A380 doesn't fit the world's largest airline market
• The A380 Freighter - RIP
• The Battle for Midwest has Begin
• The Best Positioned of the Legacy Carriers
• The Corus Bric Strategy - Why?
• The Earth is Round and Global Warming is a Problem
• The Implications of AB 32 are SERIOUS.
• The latest twist in the tortured history of petroleum in Venezuela
• The Low Fare Disadvantage is Network Reach
• The natural gas agreement can only draw Russia closer to the EU.
• The oilman’s never ending dilemma
• The ongoing Alitalia fracas
• The problem with international maritime shipping
• The Start of a New Round of Wind Power Company Acquisitions?
• The sum of the parts is greater than the whole
• The Worldwide Biodiesel Market Is Different
• There is no stopping this technology
• This is premium Bourbon
• This shade of green suits Big Oil?
• Tilton's Only Consolidation Option?
• TMT: good business acumen, not manipulation
• Tonnage Tax is why Horizon and Matson entered Asian trade
• Top Tankers: why most shipping stocks are questionable
• Travelport confirms Worldspan link-up
• Trouble is the drilling engineer’s middle name
• Troubles are on the horizon
• Truck idling - emission effects
• Truck Idling And Emissions Leaves A Foul Smell In the Air
• Truckers hit a dip -- not a financial pothole
• Truckers' Lack of Peak May be One-Year Anomaly
• Trucks are still the kings, but where will drivers and roads come from?
• Turning Point on PV Module Prices?
• Tweendecks still a good bet
• TXU’s Issues With Its New Coal Plants—Delays, CO2 Emissions, and BNSF and UP Rail Transportation
• Typical oil company manuever to enhance long term goals
• U.S. Industrial Slowdown is Real
• United Mine Worker of America (UMWA) Reach Tentative Agreement with Consol’s UMWA Coal Mines
• Update on Actual and Forecasted Railroad Performance on the Joint Line in the Powder River Basin and Why the Need for These Additional Coal Quantities
• UPS Holds the Future of the A380F Program
• US Airways Has Gained Supporters for Merger
• US and Chinese markets still healthy
• US Cement Industry-Is the party over?
• US Ethanol Faces Challanges, But Brazilian Model May Offer Solutions
• US gas reserves up big, but.......
• US Shipping: Two down, Nine to go
• US Steel Makers See More Foreign Ownership
• US Wind Power Still Needs State Policy Support
• USAirways Seem to Force the Issue
• V Ships a victim of greed, and ego
• Very Light Jet (VLJ) Makers - Shaking v. Shaky?
• Very Light Jet (VLJ) Risk Mitigation Is Key
• Very Light Jet's (VLJ's) Won't Get That High - In Numbers or Altitude
• Vietnam the next China in Shipbuilding
• Vitran's move may signal revival in U.S. freight market
• Wabtec (WAB) scores a big one.
• Warmer weather equals hotter transport profits
• Was the announcement of a possible order in 2008 just a spoonful of sugar?
• Wasted money on a flawed report.
• Weather Likely To Be Bearish Supporter For Larger Strain On Storage Capacity
• Welcome to the GTL club
• Weyerhaeuser vs. Domtar - who won?
• What are the primary forces affecting the price of crude oil?
• What direction is construction spending headed?
• What do do with Delta Tech Ops if the merger goes through
• What if $300 million in capacity left the LTL market place?
• What will the landed cost of thiscrude oil be?
• What, Me Worry? - The Spanish PV Market
• What's behind the trucking lobby's desire to slow down?
• Wheat Prices
• When everything goes perfectly
• Who is the target?
• Who Owns the Customers
• Who really wants corn based plastics???
• Who will bell the Gazprom cat?
• Who will benefit from this opportunity
• Why biodiesel could be the next sexy fuel around the world
• Why defunct trucking companies do not have nine lives
• Why is GE Selling its Plastics Unit?
• Why J.B. Hunt's Future May Not Be as Bright as 3Q Results Indicate
• Why nickel prices are high, its outlook, and how it affects miners
• Why there is no new capacity coming for U.S. truckload carriers
• Why There Will Not Be a Trucking Strike in 2008
• Why UPS's rate increases are really positive signs on the U.S. economy
• Why was this item isolated?
• Why Washington is having trouble with a two-by-three-inch piece of plastic
• Will Alitalia join Air France-KLM?
• Will American Launch the 797
• Will Brazil kill the golden bio-goose?
• Will Kansas corn farmers depete their Ogallala aquifer
• Will the downturn lead to additional consolidation in the construction materials space?
• Windpower Consolidation is Ongoing and Heated
• Windpower Tax Credit Extension
• Winners & Losers In The Electronic On-Board Recorder (EOBR) Log Ruling
• With bad polls, deal is possible
• With stellar success in Brazil, why would Petrobras go to Angola?
• Words Of Algeria's Energy Minister Predict OPEC Movements At Least 80% Of The Time
• World Trade issues for HVAC industry
• Yes, Virginia, One Does Need to Build Infrastructure for Competitiveness
• Zinc Die-Casting Alloys: Material that last