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GLG News by Alternative Energy Experts (North America)

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August 19, 2008
Clean Air Ruling’s Potential Affect on Utilities and IPPs Long SO2 and NOx Allowances
Analysis of: Clean Air Ruling Raises Doubts Over Investments | www.cattlenetwork.com
Author: Thomas Shewski, Owner, High Energy Services
    Court’s decision vacating the Clean Air Interstate Rule (CAIR) potentially affects utilities or IPPs long the allowances as described in the section that follows.
August 18, 2008
Regulated Utilities Benefit from Environmental Retrofit Spending on Power Plants and on Shorter Depreciation Period
Analysis of: Proposal Would Cut Oregon Coal Plant’s Haze-Causing Pollution | www.oregonlive.com
Author: Thomas Shewski, Owner, High Energy Services
    When air pollution retrofits are placed on a power plant, a regulated, investor-owned, utility financially benefits.  An unregulated, independent power producer (IPP) does not necessarily financially benefit.
Mark BurgerAugust 18, 2008
Negotiating the Spanish and US Solar Markets
Analysis of: Premier Power solar panels take over Spanish rooftops | www.bizjournals.com
Author: Mark Burger, Principal, Kestrel Development Company
This story on a US based installer setting up shop in Mediterranean Europe is a good example of the challenges of dealing with what was until recently two of the hottest PV markets in the world for 2009 - Spain and the United States.  The dynamics of what the changes in incentives will do and how...
August 18, 2008
CAIR Ruling Makes it Cheaper to Turn Off/Bypass Scrubbers, But Unlikely to Happen
Analysis of: Power Failure: A Court Defeat for the EPA Leaves it Up to Congress to Tackle Utilities' Air Pollution | www.washingtonpost.com
Author: Thomas Shewski, Owner, High Energy Services
    The Court’s July 11, 2008 decision vacating the Clean Air Interstate Rule (CAIR) caused the price of SO2 emissions allowances to decrease less than the cost of operating a scrubber to reduce the SO2 emissions.  The discussions that follow discuss this and the likelihood...
August 18, 2008
Coal- to Gas-Fired Generation Considerations: It is Not Just Fuel Economics
Analysis of: Gas Drop Buoys Dynegy, Mirant in Slowing U.S. Economy | www.bloomberg.com
Author: Thomas Shewski, Owner, High Energy Services
    As the article points out, natural gas-fired generation may be cheaper than coal-fired generation in certain parts of the nation.  The section below discusses some of the items that go into the decision to fuel switch from coal to natural gas.
August 13, 2008
Green Washing or is Corporate "Environmentalism" for Real?
Analysis of: Environmentalism Sprouts Up on Corporate Boards | online.wsj.com
Author: GLG Expert Contributor
The trend by corporations is to demonstrate in some form that they are a green company. Going green can have numerous definitions from a product that is eco-friendly to reducing a company's carbon footprint by use of alternative energy.
August 12, 2008
Boom and Bust or Hopeful Transition
Analysis of: Natural Gas Firms Seek Outlet for Growing Supplies | online.wsj.com
Author: GLG Expert Contributor
What America does with its new found natural gas resources is the pivotal question here. Regardless of the size of the gas fields, none of them can provide an infinite supply of energy. There are more important issues here than creating adequate markets for the natural gas industry.
Hans LinhardtAugust 11, 2008
Russia wants to control the flow of oil and gas through Georgia
Analysis of: Russians in Georgia as government forces push into rebel capita; | www.iht.com
Author: Hans Linhardt, President, LTDI, Inc.
After Georgian troops entered South Osettia - the brake-away part of Georgia under Russian influence- Russia sent tanks and troops into the region.
Hans LinhardtAugust 6, 2008
LNG in play for transportation
Analysis of: Natural-Gas Prices May Fall Next Year On Supply Surge | online.wsj.com
Author: Hans Linhardt, President, LTDI, Inc.
The LNG supply will increase next year by over one third of present production with a total estimated supply of over 30 billion cubic feet per day (bcfd).  Qatar gas - a partnership of Qatar Petroleum and ExxonMobil -, Shell in Nigeria, BP in Indonesia, Gazprom from Sakhalin and Total from Yemen...
Hans LinhardtAugust 6, 2008
Geopolitics to play new role in energy strategy
Analysis of: Putin calls for restoring position in Cuba | www.iht.com
Author: Hans Linhardt, President, LTDI, Inc.
High oil and gas prices have rejuvenated Russia under Vladimir Putin.  He is now even emboldened to replay the Khrushchev Cuba game in response to our planned defense shield in European countries adjacent to Russian territories.  Energy is now the weapon, and we should use it forcefully and...

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