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GLG News by Council Members Knowledgeable on NOx Emissions

Thomas Shewski, Owner
High Energy Services
Analysis of: NYMEX Natural Gas Rises with Crude, Damage Reports (www.forbes.com)
    The fuel-switching from coal to natural gas affects the demand and price for each commodity.  The commentary below discusses what issues are part of the analysis of a utility or merchant fuel buyer on whether to switch fuel sources to fuel power plants.
Thomas Shewski, Owner
High Energy Services
Analysis of: Railroad Shipping (www.logisticsmgmt.com)
    Although 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 commentary section below discusses the positives of coal transportation for the railroads.
Analysis of: U.S wind power strangled by antiquated power grid (www.iht.com)
T Boon Pickens has it half right, in that the use of natural gas for electricity production is a serious waste of a valuable resource.   
Analysis of: Is the hydrogen economy nearer than we think? (meganmcardle.theatlantic.com)
The first public hydrogen detonation accident is the last!
Thomas Shewski, Owner
High Energy Services
Analysis of: Clean Air Ruling Raises Doubts Over Investments (www.cattlenetwork.com)
    Court’s decision vacating the Clean Air Interstate Rule (CAIR) potentially affects utilities or IPPs long the allowances as described in the section that follows.
Thomas Shewski, Owner
High Energy Services
Analysis of: Proposal Would Cut Oregon Coal Plant’s Haze-Causing Pollution (www.oregonlive.com)
    When air pollution retrofits are placed on a power plant, a regulated, investor-owned, utility financially benefits.  An unregulated, independent power producer (IPP) does not necessarily financially benefit.
Thomas Shewski, Owner
High Energy Services
Analysis of: Power Failure: A Court Defeat for the EPA Leaves it Up to Congress to Tackle Utilities' Air Pollution (www.washingtonpost.com)
    The Court’s July 11, 2008 decision vacating the Clean Air Interstate Rule (CAIR) caused the price of SO2 emissions allowances to decrease less than the cost of operating a scrubber to reduce the SO2 emissions.  The discussions that follow discuss this and the likelihood...
Thomas Shewski, Owner
High Energy Services
Analysis of: Gas Drop Buoys Dynegy, Mirant in Slowing U.S. Economy (www.bloomberg.com)
    As the article points out, natural gas-fired generation may be cheaper than coal-fired generation in certain parts of the nation.  The section below discusses some of the items that go into the decision to fuel switch from coal to natural gas.
Analysis of: China's coal price caps could worsen shortages - Morgan Stanley (www.forbes.com)
China's recent price cap on thermal coal has failed to stop the losses by electricity generation companies as the spot prices of coal continue to increase.  Analysts foresee that the second round of executive orders by the National Development and Reform Commission (NDRC) to freeze coal...
Thomas Shewski, Owner
High Energy Services
Analysis of: Clean Air Efforts Suffer Two Setbacks (www.philly.com)
    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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