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June 30, 2008Floating LNG Production Plant for Papua New Guinea
Analysis of: Flex LNG, Rift Oil to develop Papua New Guinea stranded gas | www.ogj.com
Author: Hans Linhardt, President, LTDI, Inc.
Flex LNG was specifically formed as a "Floating LNG Producer" for developing stranded gas fields in underdeveloped areas. Papua New Guinea (PNG) is one location where it appears to be a timely and economical solution to pipe stranded onshore gas to an offshore floating production and storage ship...
June 27, 2008Five percent increase (or less) in Brazilian soy acreage likely, unless fertilizer prices can be brought down in Brazil.
Analysis of: Brazil May Seize Fertilizer Deposits as Prices Surge | www.bloomberg.com
Author: Philip Corzine, Founder & Managing Consultant, AgPage International Consulting, LLC
Just like this time last year, traders in Chicago may believe that Brazilian farmers are poised to significantly expand soybean acreage, as they have moved prices above $15 per bushel. However, just as they misjudged them last year, they may be doing it again, as fertilizer prices have doubled,...
June 27, 2008CRP acres coming back, but how many will depend on what changes USDA does, or doesn't make in the program.
Analysis of: Options for the Conservation Reserve Program | www.card.iastate.edu
Author: Philip Corzine, Founder & Managing Consultant, AgPage International Consulting, LLC
Expiring contracts may add two million acres a year to planted area in the US, but don't look for many contracts to be "broken" unless they were recently signed, as the penalty's are too severe, even with high commodity prices. It seems likely that given the current situation with a poor crop in the...
June 27, 2008Energy Independence important part of Security
Analysis of: Global Warming as Security Issue: Intelligence Report Sees Threat | online.wsj.com
Author: Hans Linhardt, President, LTDI, Inc.
The WSJ article of today on page A10 focuses on potential security issues related to global warming in under-developed countries, creating a hot bed for terrorists.
June 24, 2008Don't Hold Your Breath Waiting For Mass-Market Hydrogen Car Buyers
Analysis of: The Last Car You Would Ever Buy--Literally: Why We Shouldn't Get Excited By The Latest Hydrogen Cars | www.technologyreview.com
Author: Simon Atkins, CEO, Global Disaster Risk Specialist, Advanced Forecasting Corporation
If you build it, it’s almost certain the media will come, and they certainly did come in hoards recently to see Honda’s new FCX Clarity. However, the proposed hydrogen fuel cell economy is a fantasy in the media hype consciousness. Why should oil companies (or government) spend tens of billions...
June 23, 2008
No Guarantee Rising Fuel Costs May Be Passed On By Regulated Utilities to Customers
Analysis of: Rapid-Rising Fuel Costs Force Power Price Increase | www.chipleypaper.com
Author: Thomas Shewski, Owner, High Energy Services
No Guarantee Rising Fuel Costs May Be Passed On By Regulated Utilities to Customers
Analysis of: Rapid-Rising Fuel Costs Force Power Price Increase | www.chipleypaper.com
Author: Thomas Shewski, Owner, High Energy Services
The input costs for utilities to generate electricity are up. These costs include coal, transportation, natural gas, and power purchases. There are no guarantees, however, that a regulated utility may pass along these costs as discussed in the commentary section.
June 23, 2008
Failure to Renew Production Tax Credits Could Dwindle New U.S. Wind Projects
Analysis of: Wind Power Backers Lament Tax Credit Limbo; Say Investments at Risk | milwaukee.bizjournals.com
Author: Thomas Shewski, Owner, High Energy Services
Failure to Renew Production Tax Credits Could Dwindle New U.S. Wind Projects
Analysis of: Wind Power Backers Lament Tax Credit Limbo; Say Investments at Risk | milwaukee.bizjournals.com
Author: Thomas Shewski, Owner, High Energy Services
Wind power qualifies for production tax credits. These production tax credits are set to expire on December 31, 2008 without renewal by Congress and the President.
June 23, 2008
Run-Up in Coal Prices Benefit Those Utilities with Coal Assets
Analysis of: Utility Consumers Face Souring Costs | www.tradingmarkets.com
Author: Thomas Shewski, Owner, High Energy Services
Run-Up in Coal Prices Benefit Those Utilities with Coal Assets
Analysis of: Utility Consumers Face Souring Costs | www.tradingmarkets.com
Author: Thomas Shewski, Owner, High Energy Services
Bituminous coal prices have soared over 100% in the last year. This is obviously bad news to electric consumers dependent upon utilities with a large exposure to coal-fired generation. The run-up in coal prices could be a benefit to some utilities.
June 23, 2008
It Is Not Just Capital Costs that Hinder Coal Plants
Analysis of: : Rising Costs Hinder New Power Plant Builds | db.riskwaters.com
Author: Thomas Shewski, Owner, High Energy Services
It Is Not Just Capital Costs that Hinder Coal Plants
Analysis of: : Rising Costs Hinder New Power Plant Builds | db.riskwaters.com
Author: Thomas Shewski, Owner, High Energy Services
As the article correctly points out, capital costs to build a new power plant have risen considerably since 2000; coal plants included. It is not just the up-front capital costs that have affected decisions to build new coal plants as discussed in the commentary sectio...
June 23, 2008Peak Oil: Not A Blessing In Disguise With Regard To Global Warming
Analysis of: Global Warming Meets Peak Oil | windnh3.blogspot.com
Author: Simon Atkins, CEO, Global Disaster Risk Specialist, Advanced Forecasting Corporation
On the subject of Peak Oil and Global Warming, the article http://windnh3.blogspot.com/search?q=Global+Warming+Meets+Peak+Oil is an intelligent set of ideas on presenting a feasible solution to reversing the energy-climate crisis. 1. We are at or have already passed the peak of cheap conventional...
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Source Article | Expert Analyses
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Petrochem Giants in Crisis Mode
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