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GLG News by Council Members Knowledgeable on NOx Emissions

Jeff Moser, President
West Branch LLC
Analysis of: IRS, EPA Helping Diesel Cars? (www.dieselprogress.com)
Diesels are ~25% more fuel efficient vs. gas but cost more to build.  Diesel fuel prices above unleaded in the US have dampened hopes for greater diesel share as mpg advantages are diluted.  Government incentives to help offset sticker price penalties for diesel may help future prospects as...
Jeff Moser, President
West Branch LLC
Analysis of: Are emissions-reducing strategies working? (fleetowner.com)
The EPA and individual states have offered some subsidies to retrofit older diesel engines with emission reducing technologies.  Newer engines [2007 - 2010 models] are factory equipped with advanced emission control systems but the majority of the existing US fleet still has older, dirtier engines....
Thomas Shewski, Owner
High Energy Services
Analysis of: Coal Gets Help in Financial Bailout (wvgazette.com)
    As the referenced article states, there are many benefits in the Emergency Stabilization Act for the coal industry.  One not discussed is the refund of the coal excise tax.  The commentary section discusses this.
Jeff Moser, President
West Branch LLC
Analysis of: DEF Infrastructure in good shape. (fleetowner.com)
2010 EPA NOx regulations are leading most OEMs to design in Urea-based SCR catalysts.  Truckers will need to refill the Urea tank periodically and need widespread availability of the chemical solution at most truck stops and fuel depots.  While readily available, the intermodal distribution...
Thomas Shewski, Owner
High Energy Services
Analysis of: Congress Extends Refined Coal Tax Credit (www.marketwatch.com)
    The Emergency Stabilization Act signed into law on October 3, 2008 includes an extension of tax credits for renewable energy and refined coal.  The discussion that follows includes items to consider regarding the refined coal tax credit.
Jeff Moser, President
West Branch LLC
Analysis of: This is the car of the future (www.nationalpost.com)
Key automotive technologies are measured by two primary metrics:  performance and long term durability. Automotive components and systems are exposed to extreme conditions on a daily basis and OEMs must accurately simulate these in testing if they are to bring new technologies to market in a timely...
Jeff Moser, President
West Branch LLC
Analysis of: Platinum falls towards price parity with gold (www.busrep.co.za)
Automotive production declines have alleviated the supply deficit for Platinum since 2007 as consumption for catalytic converters has fallen. Future production rebound and pending emissions regulations will increase demand at or above 2007 levels.
Jeff Moser, President
West Branch LLC
Analysis of: Ports ready to enforce clean-trucks plan (www.joc.com)
California has the most stringent requirements in the world for retrofitting or re-powering older diesel engines with advanced emission controls. As written the cost for compliance can exceed $10K per engine in many cases. Fleet owners and operators are faced with tough choices as they near compliance...
Thomas Shewski, Owner
High Energy Services
Analysis of: ADES: Multi-Year Supply Contract with Luminant for Activated Carbon (www.tradingmarkets.com)
    The D.C. Circuit Court of Appeals ruled on February 8, 2009 in favor of the plaintiffs that coal plants could not be removed from the list of mercury sources subject to a Maximum Available Control Technology (MACT) standard and the subsequent movements to require EPA to set a...
Thomas Shewski, Owner
High Energy Services
September 22, 2008
Coal Railcar Market
Analysis of: UBS Cuts FreightCar America to ‘Sell’ on Price (www.forbes.com)
    The commentary section discusses the current market and outlook for coal railcars

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