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GLG News by Council Members Knowledgeable on NOx Emissions

Thomas Shewski, Owner
High Energy Services
Analysis of: CP Rail Expects DM&E to Earn More than Forecast (www.reuters.com)
    The Dakota Minnesota & Eastern (DM&E) Railroad was recently acquired by the Canadian Pacific (CP) Railway.  The DM&E has for years been proposing an extension to the Wyoming Powder River Basin coal reserves.  This project, if commenced, would upgrade an...
Jeff Moser, President
West Branch LLC
Analysis of: Demand for diesel fuel: Perspectives and future Considerations on prices and supply for diesel car and truck fuel users (www.dieselforum.org)
Energy from Diesel fuel is a key agent of growth in developing countries.  Increased demand has seen diesel outpace gasoline as prices hit record highs for both fuels.  US refinery capacity must be rebalanced to help correct price disparity for this key fuel.
Jeff Moser, President
West Branch LLC
Analysis of: New BMW 335d May be Diesel’s Best Shot in U.S. (wardsauto.com)
Diesel cars dominate European markets but are scarce in the US.  As fuel economy continues to drive US consumer choices diesel options will become more significant.  Regulatory issues may also favor diesels as US standards tighten.
Jeff Moser, President
West Branch LLC
Analysis of: UPS orders hybrid hydraulic vehicles (fleetowner.com)
Fleet operators are continuously seeking optimum solutions to equipment cost and fuel economy.  Various alternative fuels and hybrid drive systems are being evaluated prior to major fleet-wide commitments.   Despite the head start for electric drive-battery hybrids there are other options...
Jeff Moser, President
West Branch LLC
October 28, 2008
Farming for fuel?
Analysis of: Reviewing biofuel policies and subsidies (www.fao.org)
The push for alternative energy has increased competition between planted crop acreage for food vs. biofuel production.  As more regions of the world struggle with tight food supplies the UN has questioned the wisdom of increased biofuel production.
Jeff Moser, President
West Branch LLC
Analysis of: CARB releases draft of new regulations (fleetowner.com)
California seeks to force even the smallest truck fleets to invest in expensive upgrades to reduce diesel emissions.  These costs will be passed on as higher freight charges and ultimately as more expensive consumer goods.  Some fleets may not be able to bear the financial burden of the up-front...
Thomas Shewski, Owner
High Energy Services
Analysis of: Seminole Files Rail Complaint to Protect Its Members (www.marketwatch.com)
    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.
Thomas Shewski, Owner
High Energy Services
Analysis of: Interested In Workin' In A Coal Mine? (www.forbes.com)
    Coal companies have issued force majeure declarations to customers due to various production-related issues.  These are discussed in the section below.
Jeff Moser, President
West Branch LLC
Analysis of: ATA Renews Attack on Port Trucking Plan (fleetowner.com)
Environmental legislation requires an economic impact analysis to ensure continued viability of commerce.   California's Clean Truck Program for port operations has withstood such challenges but is now faced with litigation claiming it unlawfully regulates the trucking industry.
Jeff Moser, President
West Branch LLC
Analysis of: CAT, Perkins announce Tier 4 interim plans (www.dieselprogress.com)
Starting in 2010 precious metal catalysts will be required on off-road diesel engines in the US.  This incremental demand, coupled with a rebound in automotive production, may stretch supplies thin again as seen in 2007.  With regulatory impact increasing demand through 2015 worldwide the...

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