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GLG News by Council Members Knowledgeable on NOx Emissions

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November 26, 2008
Will Green Government Suffocate Trucking?
Analysis of: Incentivise the transport industry to cut emissions | www.publicservice.co.uk
Author: Jeff Moser, President, West Branch LLC
European nations have used taxes and tolls to 'optimize' truck freight tonnage and reduce pollution and greenhouse gas emissions.  With an aggressive environmental agenda the new US government may seek to harmonize domestic standards with the Europeans. 
November 20, 2008
Petrochem Giants in Crisis Mode
Analysis of: BASF Cuts Profit Goal, to Idle Plants as Orders Drop | www.bloomberg.com
Author: Jeff Moser, President, West Branch LLC
Capacity shutdowns by Dow and BASF will pressure smaller players to rationalize their own operations.  If liquidity is insufficient to weather an extended downturn consolidation of global capacity is likely; voluntary or not. 
November 14, 2008
Rail and electric sectors to benefit from China’s stimulus planC
Analysis of: China's Stimulus Will Work | online.wsj.com
Author: GLG Expert Contributor
China’s $586 billion stimulus package includes major infrastructure and social welfare spending in the next two years.  Among the priority projects in infrastructure development are high-speed rail and rural electric-grid fortification.  While the plan’s objective is to stimulate domestic...
November 14, 2008
Rate Case Demonstrates Coal Transportation’s Attractiveness to Union Pacific and Other Railroads
Analysis of: Oklahoma Gas & Electric Files Rate Case Against Union Pacific Railroad for Coal Transportation | www.stb.dot.gov
Author: Thomas Shewski, Owner, High Energy Services
    The most recent Surface Transportation Board Rate Case filed by Oklahoma Gas & Electric (OG&E) against the Union Pacific Railroad (UP) for coal transportation from the Powder River Basin to the Muskogee coal plant actually shows the attractiveness of this move to the...
November 14, 2008
Surface Transportation Board Rate Case Process and Why it is Biased for the Railroads
Analysis of: Oklahoma Gas & Electric Files Rate Case Against Union Pacific Railroad for Coal Transportation | www.stb.dot.gov
Author: Thomas Shewski, Owner, High Energy Services
    Another coal-transporting utility has filed a Rate Case at the Surface Transportation Board (STB) alleging excessive rates for coal transportation.  This most recent case was filed by Oklahoma Gas & Electric (OG&E) against the Union Pacific Railroad (UP) for coal...
November 13, 2008
Consumers pinched as petrochem prices hold firm
Analysis of: Oil falls but not prices of petro-based consumer goods | www.detnews.com
Author: Jeff Moser, President, West Branch LLC
Falling oil prices have not led to price relief from major chemical and plastics producers.  Consumers will continue to see higher prices on everyday goods from diapers to toothpaste and toilet paper.
November 12, 2008
Railroad Fuel Surcharge Court Case to Proceed – Potential Costly Outcome to Four Class I Railroads
Analysis of: Railroads Face Price-Fixing Suit on Surcharges | money.cnn.com
Author: Thomas Shewski, Owner, High Energy Services
    The suit alleges four of the Class I Railroads violated Federal antitrust laws with respect to fuel surcharge.  The four Class I Railroads in the suit are CSX, Norfolk Southern, BNSF Railway, and Union Pacific Railroad.  The time period is July 2003 through June 20...
November 11, 2008
Navistar walking the EGR tightrope for 2010
Analysis of: Making EGR-only work for 2010 | fleetowner.com
Author: Jeff Moser, President, West Branch LLC
Heavy Duty diesel truck engines must meet stringent EPA NOx emissions standards in 2010.  Solutions include SCR catalysts and/or high EGR rates.  The tradeoffs in performance and fuel economy may define market share among the major engine makers.
November 11, 2008
Reality Check for Alternative Fuel Ventures
Analysis of: Will plummeting gas prices hurt the push for alternative fuels? | abcnews.go.com
Author: Jeff Moser, President, West Branch LLC
Cheaper crude oil means less attractive returns for alternative fuels producers.  Coupled with collapsing capital and credit markets further expansion of renewable fuels capacity is in doubt.
November 6, 2008
Nicht fur NASCAR
Analysis of: VW’s Growing Motorsport Arm Already Has Eye on 2009 Baja 1000 | wardsauto.com
Author: Jeff Moser, President, West Branch LLC
Can success in North American motorsports venues increase awareness and demand for advanced European diesel vehicles? 

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