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GLG News by Aerogel Experts

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August 27, 2008
U.S. LNG Export
Analysis of: Freeport LNG applies to export gas imports | www.ogj.com
Author: Timothy Nash, Managing Director, Dynagas
Do not expect USG LNG exports anytime soon. The LNG is not available from the US. The infrastructure is not available to make LNG in the US Gulf. The U.S. political winds would not permit energy exports in this market.
June 3, 2008
LNG Downstream
Analysis of: Have terminals, need LNG | www.iht.com
Author: Timothy Nash, Managing Director, Dynagas
There is far more U.S. regas capacity than necessary. This is somewhat true world-wide, but for a different reason - There are seasonal demand days in Spain, Japan, Korea, Taiwan, etc. when they do need all the regas, and that capacity was built for those days. Supply is king, and will be until about...
Eric SmithSeptember 5, 2007
The "Free Rider " Syndrome
Analysis of: Idaho Transmission Dispute Settled | www.renewableenergyaccess.com
Author: Eric Smith, Professor and Associate Director, A.B. Freeman School of Business, Tulane University
The issue of access to crucial transmission infrastructure is not limited to wind power. Much the same argument can be made about pipeline access for non-conventional natural gas developments in areas of the midwest or indeed for conventional forms of merchant power generation. Ask any merchant generator...
Eric SmithJuly 17, 2007
Wind Power Woes
Analysis of: Offshore Score since 2001: Europe 24, U.S. 0 | www.renewableenergyaccess.com
Author: Eric Smith, Professor and Associate Director, A.B. Freeman School of Business, Tulane University
The use of onshore windpower has made remarkable strides in the US where the proper conditions exist, for example, in Texas where windy conditions are endemic and where the body politic supports initiatives of this type. In contrast, the major US effort for offshore widnpower, the Cape Wind project...
Eric SmithJuly 9, 2007
Where does the corn come from?
Analysis of: Riding the Rails With Ethanol | www.businessweek.com
Author: Eric Smith, Professor and Associate Director, A.B. Freeman School of Business, Tulane University
A quick look at the location of the ethanol plants will reveal that most are located in corn producing regions. That isn't particularly surprising. However, within those regions the majority of the ethanol plants are located as far from the river systems as possible. The reason for this is that corn...
Eric SmithJune 4, 2007
Windpower, the good, the bad and the ugly
Analysis of: FPL Energy Files Texas Transmission Application | www.nawindpower.com
Author: Eric Smith, Professor and Associate Director, A.B. Freeman School of Business, Tulane University
The analysis does a fine job of describing the good points of wind power. That's the "good" in the title. The "bad" is that just adding transmission capacity will not solve the real problem with wind which is that it is an opportunistic supply. In order to utilize it, every kilowatthour needs to...

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