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October 27, 2008Gazprom's visit to Alaska premature
Analysis of: Russian gas executives visit Palin's turf | www.iht.com
Author: Hans Linhardt, President, LTDI, Inc.
Putin sent a twelve member delegation to a premature meeting in Alaska, including Gazprom's chief executive Aleksei Miller and deputy director Aleksandr Golubyev, like Putin a veteran of the KGB. The delegation did not meet with Governor Sarah Palin but with Tom Ivan, the commissioner of the Department...
October 27, 2008Exxon pleased with progress on PNG LNG project
Analysis of: Firms vie for Papua New Guinea LNG plant contract | www.ogj.com
Author: Hans Linhardt, President, LTDI, Inc.
Exxon is moving systematically ahead with their PNG LNG project to be located near Port Moresby. The FEED (Front End Engineering) has been completed and Exxon has shortlisted Bechtel and Chiyoda for bid on the EPC contract. Construction is to start in 2010, and plant start-up is expected...
October 20, 2008
Coal Rail Transportation Volume and Rate Increases Positive for the Railroads
Analysis of: Seminole Files Rail Complaint to Protect Its Members | www.marketwatch.com
Author: Thomas Shewski, Owner, High Energy Services
Coal Rail Transportation Volume and Rate Increases Positive for the Railroads
Analysis of: Seminole Files Rail Complaint to Protect Its Members | www.marketwatch.com
Author: Thomas Shewski, Owner, High Energy Services
The year-to-date and outlook for many of the items transported by the U.S. railroads are down, coal transportation has been positive. The discussions that follows list some of the positives for the railroads.
October 20, 2008
Labor, Permitting, Geology, and Inspections Hindering Coal Production, Adding to Costs
Analysis of: Interested In Workin' In A Coal Mine? | www.forbes.com
Author: Thomas Shewski, Owner, High Energy Services
Labor, Permitting, Geology, and Inspections Hindering Coal Production, Adding to Costs
Analysis of: Interested In Workin' In A Coal Mine? | www.forbes.com
Author: Thomas Shewski, Owner, High Energy Services
Coal companies have issued force majeure declarations to customers due to various production-related issues. These are discussed in the section below.
October 15, 2008Economical reality will determine the path forward for CO2 reduction
Analysis of: Huge fight looms in EU over climate change | www.iht.com
Author: Hans Linhardt, President, LTDI, Inc.
EU realizes in the face of the global banking crisis and their success in intervention that present carbon-reduction targets may now not be affordable.
October 8, 2008
Refund on Coal Excise Tax Paid on Exports Contained in Emergency Stabilization Act
Analysis of: Coal Gets Help in Financial Bailout | wvgazette.com
Author: Thomas Shewski, Owner, High Energy Services
Refund on Coal Excise Tax Paid on Exports Contained in Emergency Stabilization Act
Analysis of: Coal Gets Help in Financial Bailout | wvgazette.com
Author: Thomas Shewski, Owner, High Energy Services
As the referenced article states, there are many benefits in the Emergency Stabilization Act for the coal industry. One not discussed is the refund of the coal excise tax. The commentary section discusses this.
October 7, 2008
Refined Coal – Things to Consider as a Result of Changes to Tax Credit Qualification
Analysis of: Congress Extends Refined Coal Tax Credit | www.marketwatch.com
Author: Thomas Shewski, Owner, High Energy Services
Refined Coal – Things to Consider as a Result of Changes to Tax Credit Qualification
Analysis of: Congress Extends Refined Coal Tax Credit | www.marketwatch.com
Author: Thomas Shewski, Owner, High Energy Services
The Emergency Stabilization Act signed into law on October 3, 2008 includes an extension of tax credits for renewable energy and refined coal. The discussion that follows includes items to consider regarding the refined coal tax credit.
September 29, 2008The Trouble with "One Solution" Answers
Analysis of: Power Plays | online.wsj.com
Author: Mark Burger, Principal, Kestrel Development Company
There is an interesting dichotomy in how most Americans, both the public and the leadership, address alternative energy. We mouth the rhetoric of "there's no one answer" to replacing present energy conversion and then are as petulant as a child who got underwear instead of a bicycle for Christmas,...
September 29, 2008Some Builders May Finally Be Getting Wise On PV
Analysis of: The Sun Shines on Solar | www.housingzone.com
Author: Mark Burger, Principal, Kestrel Development Company
Despite a horrendous housing market, solar powered installations on homes, especially new ones, are becoming a measurable market niche. This trend is being noted in mainstream homebuilder publications like housingzone.com, which has until now treated solar as something way into the future. ...
September 29, 2008The Two Are Becoming One, and It's All Risk
Analysis of: Energy security 'more important than climate change' | www.guardian.co.uk
Author: Mark Burger, Principal, Kestrel Development Company
In the Paul Newman movie "The Private War of Harry Frigg", an opening scene has a bunch of generals in a steam room arguing over a map where the enemy is. After a few minutes, the enemy shows up at the door and takes the toweled lot away. So is the argument over what's worse, climate change...
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Source Article | Expert Analyses
BASF Cuts Profit Goal, to Idle Plants as Orders Drop
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YRC to Get Concessions?
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Half of dry bulk orders will ‘not be delivered’
www.lloydslist.com
Weekly US rail shipments tumble 9.1 percent
biz.yahoo.com
Amid economic crisis, wind power spins more slowly
features.csmonitor.com
The gale of a credit crisis blows the wind away!
November 26, 2008
The Peaksters are right on theory, perhaps wrong on timing
November 25, 2008
BASF, Dow Chemical, PPG signal arrival of new world financial order
November 24, 2008
Petrochem Giants in Crisis Mode
November 20, 2008
Land Ahoy...The Dawn of Concentrated Solar Power
November 18, 2008

