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GLG News by Alternative Energy Experts (North America)

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Mark BurgerAugust 5, 2008
Sniping at Solar Costs, Ignoring General Electricity Cost Increases
Analysis of: Energía fotovoltaica y subida de la luz | www.enervia.com
Author: Mark Burger, Principal, Kestrel Development Company
Feed in tariffs, a way to provide measured funding for photovoltaic and other renewable energy systems, has been successful in bringing these technologies to market.  Paying only for performance, requiring outside financing, steadily reduced rates and caps on rate impacts have enabled solar and...
Mark BurgerAugust 4, 2008
Let the Renewable Energy Markets Slug It Out
Analysis of: IT'S TIME TO STOP AMERICA'S ADDICTION TO FOREIGN OIL | www.pickensplan.com
Author: Mark Burger, Principal, Kestrel Development Company
The Pickens Plan is not bad in itself, being grounded in the reality of changing markets and led by a businessman who has actually invested in the process.  What may be more important is that the Plan could shake the monopolistic grip that fossil and nuclear energy has on our infrastructure and...
August 1, 2008
No Simple Solution
Analysis of: IT'S TIME TO STOP AMERICA'S ADDICTION TO FOREIGN OIL | www.pickensplan.com
Author: GLG Expert Contributor
When America's leaders wake up and realize that transportation, energy and land development policies are all inexorably linked, America might begin to deploy effective measures that can begin to loosen the strangle hold of oil on the economy. High oil prices are not just a problem for Americans...
July 28, 2008
Wind Power Is PART of the Answer, but not THE Answer
Analysis of: When the wind stops - the other side of the wind turbine argument | www.telegraph.co.uk
Author: GLG Expert Contributor
Wind energy is clean energy, but not always available. It is essential to understand that electric power generation requires a mix of prime movers to keep overall generation costs as low as possible. Now with global warming concerns, cost is not the only consideration for a utility's prime energy...
Hans LinhardtJuly 28, 2008
Shell most likely to take over BP
Analysis of: The retreat from Moscow | www.guardian.co.uk
Author: Hans Linhardt, President, LTDI, Inc.
It has been widely reported that TNK-BP CEO Robert Dudley departed just now from Moscow, humiliated and driven out by BP's oligarch partners. Former BP CEO and chairman Lord Browne had his confrontations with the oligarch partners, but believed the formation of TNK-BP (50:50) was worth the risk to have...
Philip CorzineJuly 24, 2008
Midwest crops look deceptively good
Analysis of: Corn and Soybean Production Prospects Improving | www.farmdoc.uiuc.edu
Author: Philip Corzine, Founder & Managing Consultant, AgPage International Consulting, LLC
The effects of late planting, cool-wet soils in May, and flooding in June can't be overcome by favorable weather in July and August.  USDA's yield and production estimates may well turn out to be on the optimistic side when we finally get the crop in the bin.
Philip CorzineJuly 24, 2008
Improving weather and falling commodity prices may keep RFS intact
Analysis of: EPA delays RFS waiver ruling | www.ethanolproducer.com
Author: Philip Corzine, Founder & Managing Consultant, AgPage International Consulting, LLC
The request for a partial waiver in the RFS by Texas Gov. Perry is likely to be denied, largely due to a 25% reduction in corn prices caused by favorable weather in the Midwest.  This corn crop, however, will be extremely difficult to get an accurate estimate on prior to getting it out of the field,...
Hans LinhardtJuly 22, 2008
Sarkozy checks Medvedev's Gazprom with his GDF Suez move
Analysis of: CEO Fires Up a French Energy Giant | online.wsj.com
Author: Hans Linhardt, President, LTDI, Inc.
Sarkozy has smartly created a French energy giant by the tacit approval of the merger of Gas de France and it's natural gas rival Suez SA, now known as GDF Suez.  While the French government controls 36% of GDF Suez, the shareholders voted more than 99% in favor of the merger.  This level...
Hans LinhardtJuly 21, 2008
OPEC and Russia's greed have awakened North America's Gas & Oil Giants - and BP is tacking on
Analysis of: Continental Shift: BP Is Latest Gas Player | royaldutchshellplc.com
Author: Hans Linhardt, President, LTDI, Inc.
WSJ reported a significant continental shift of oil & gas developments and BP is trying to catch up in view of their forthcoming loss of TNK-BP control. BP is going to invest $1.75 billion in Chesapeake Energy, one of the most successful wildcatters for unconventional natural gas in the Haynesville...
July 14, 2008
Court Decision Striking Down CAIR Affect on SO2 Allowance Pricing
Analysis of: Clean Air Efforts Suffer Two Setbacks | www.philly.com
Author: Thomas Shewski, Owner, High Energy Services
    The court decision striking down the Clean Air Interstate Rule will have an affect on SO2 allowances and the SO2 premium earned by coal suppliers.

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