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GLG News by Council Members Knowledgeable on NOx Emissions

Thomas Shewski, Owner
High Energy Services
Analysis of: Burlington Northern's Freight Demand Slows on Dollar (www.bloomberg.com)
    Railroads impose fuel surcharges in transportation agreements such as for coal transport, but the recovery mechanism timing follows the railroads’ purchase of the fuel causing an earnings lag.     Also, legacy coal transportation agreements do not have fuel...
Thomas Shewski, Owner
High Energy Services
Analysis of: Doyle Endorses Reduction in Mercury Emissions (www.madison.com)
    New Jersey vs. EPA was filed by several states and environmentalists against the EPA’s removal of power plants from the list of mercury sources subject to a Maximum Achievable Control Technology (MACT) standard and that mercury cannot be regulated by a cap and trade system under...
Thomas Shewski, Owner
High Energy Services
Analysis of: Citigroup: Perfect Storm or Perfect Swoon for Coal? (www.mineweb.com)
    The Citigroup reports states U.S. coal supply is ample and coal plant inventory levels are adequate such that the higher coal prices of the last several weeks will not hold.  The discussion in the commentary section addresses U.S. coal supply and coal plant inventory and...
Analysis of: Huge nuclear plant in works (www.thestar.com)
The call for bids issued by Ontario's ministry of energy to four nuclear firms (AECL, Areva, Westinghouse and GE) implies that nuclear will continue to play an important role in the province energy future.  Ontario's move, coupled with Bruce Power's interest in developing nuclear generation...
Jeff Moser, President
West Branch LLC
Analysis of: Diesels make cents, but Detroit still slow to embrace them (www.detnews.com)
Fuel efficient diesel engines have the potential to restructure the US auto industry.  Current US refinery capacity for diesel is tight during seasonal heating oil demand peaks.  For diesels to realize their potential share of the US auto market increased fuel capacity must be secure...
Analysis of: Beijing Plan to Boost Nuclear Power May Open Door for Foreign Players (online.wsj.com)
The increase in China's nuclear generation from the present 8,600 MW to 60,000 MW by 2020 is a sizable shift from its Eleventh 5-year Economic Plan's 40,000 MW target.  If the report is true, China will need to add four 1100 MW nuclear reactors (each the size of Westinghouse’s...
Analysis of: China parliament to approve reshuffle, streamlining (www.reuters.com)
Despite being the world’s second largest energy consumer and producer, China has no Ministry of Energy to co-ordinate its energy policies and at the same time address environmental and safety issues.  While the financial sector has called for creation of a super ministry of energy, the Reuter News...
Jeff Moser, President
West Branch LLC
Analysis of: The Ethanol Bust (money.cnn.com)
Producing ethanol from corn is an unsustainable and economically unviable long term proposition.  Future shifts to switchgrass or other cellulosic ethanol crop sources makes more sense but does not help today.  Diesel remains a logical choice for immediate impact in fuel economy...
Analysis of: Chinese Power-Grid Suppliers Give Stock Investors a Warm Glow (online.wsj.com)
Foreign suppliers such as ABB, Siemens and Toshiba may benefit from China's massive power-grid restoration effort as a result of the recent ice storm.  However, they will face increased competitions from domestic suppliers as China steps up investments in modernizing the grid to meet...
Jeff Moser, President
West Branch LLC
Analysis of: Diesels weighed for fuel saving potential (www.autoweek.com)
The US Government has mandated increased fuel economy for future cars and trucks.  The 35 mpg CAFE standard is a daunting challenge for Detroit as it scrambles to redesign 12-18 mpg trucks and SUVs.  Diesel engines have been proven in the European market and could see the lion's share...

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