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June 23, 2008
No Guarantee Rising Fuel Costs May Be Passed On By Regulated Utilities to Customers
Analysis of: Rapid-Rising Fuel Costs Force Power Price Increase | www.chipleypaper.com
Author: Thomas Shewski, Owner, High Energy Services
No Guarantee Rising Fuel Costs May Be Passed On By Regulated Utilities to Customers
Analysis of: Rapid-Rising Fuel Costs Force Power Price Increase | www.chipleypaper.com
Author: Thomas Shewski, Owner, High Energy Services
The input costs for utilities to generate electricity are up. These costs include coal, transportation, natural gas, and power purchases. There are no guarantees, however, that a regulated utility may pass along these costs as discussed in the commentary section.
June 23, 2008
Failure to Renew Production Tax Credits Could Dwindle New U.S. Wind Projects
Analysis of: Wind Power Backers Lament Tax Credit Limbo; Say Investments at Risk | milwaukee.bizjournals.com
Author: Thomas Shewski, Owner, High Energy Services
Failure to Renew Production Tax Credits Could Dwindle New U.S. Wind Projects
Analysis of: Wind Power Backers Lament Tax Credit Limbo; Say Investments at Risk | milwaukee.bizjournals.com
Author: Thomas Shewski, Owner, High Energy Services
Wind power qualifies for production tax credits. These production tax credits are set to expire on December 31, 2008 without renewal by Congress and the President.
June 23, 2008
Run-Up in Coal Prices Benefit Those Utilities with Coal Assets
Analysis of: Utility Consumers Face Souring Costs | www.tradingmarkets.com
Author: Thomas Shewski, Owner, High Energy Services
Run-Up in Coal Prices Benefit Those Utilities with Coal Assets
Analysis of: Utility Consumers Face Souring Costs | www.tradingmarkets.com
Author: Thomas Shewski, Owner, High Energy Services
Bituminous coal prices have soared over 100% in the last year. This is obviously bad news to electric consumers dependent upon utilities with a large exposure to coal-fired generation. The run-up in coal prices could be a benefit to some utilities.
June 23, 2008
It Is Not Just Capital Costs that Hinder Coal Plants
Analysis of: : Rising Costs Hinder New Power Plant Builds | db.riskwaters.com
Author: Thomas Shewski, Owner, High Energy Services
It Is Not Just Capital Costs that Hinder Coal Plants
Analysis of: : Rising Costs Hinder New Power Plant Builds | db.riskwaters.com
Author: Thomas Shewski, Owner, High Energy Services
As the article correctly points out, capital costs to build a new power plant have risen considerably since 2000; coal plants included. It is not just the up-front capital costs that have affected decisions to build new coal plants as discussed in the commentary sectio...
May 19, 2008
Potential Consequences from Recent Drop in SO2 Allowance Prices
Analysis of: Alliant Investing $85 Million to Meet Clean Air Rules | www.redorbit.com
Author: Thomas Shewski, Owner, High Energy Services
Potential Consequences from Recent Drop in SO2 Allowance Prices
Analysis of: Alliant Investing $85 Million to Meet Clean Air Rules | www.redorbit.com
Author: Thomas Shewski, Owner, High Energy Services
The recent plunge in SO2 allowance prices may affect the decisions of coal-fired power plant owners.
May 19, 2008
Activated Carbon Injection for Mercury Control at Coal Plants
Analysis of: Controlling Mercury Emissions | pubs.acs.org
Author: Thomas Shewski, Owner, High Energy Services
Activated Carbon Injection for Mercury Control at Coal Plants
Analysis of: Controlling Mercury Emissions | pubs.acs.org
Author: Thomas Shewski, Owner, High Energy Services
The D.C. Circuit Court of Appeals ruling 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...
May 6, 2008
Power Companies’ Generation Mix May Determine Their Financial Outcome Under CO2 Allowance Allocation
Analysis of: Power Companies Vie for Advantage Under Climate Plan | seattle.bizjournals.com
Author: Thomas Shewski, Owner, High Energy Services
Power Companies’ Generation Mix May Determine Their Financial Outcome Under CO2 Allowance Allocation
Analysis of: Power Companies Vie for Advantage Under Climate Plan | seattle.bizjournals.com
Author: Thomas Shewski, Owner, High Energy Services
All of the various regulations being discussed in the U.S. Congress to slow, stabilize, and then reduce CO2 emissions nationally include some type of cap and trade system. Each of these programs have a portion of the CO2 emissions allowances being allocated for free to...
May 6, 2008
New Coal Plants and Required Coal Railcars
Analysis of: Q1 2008 FreightCar America Earnings Conference Call | www.freightcaramerica.com
Author: Thomas Shewski, Owner, High Energy Services
New Coal Plants and Required Coal Railcars
Analysis of: Q1 2008 FreightCar America Earnings Conference Call | www.freightcaramerica.com
Author: Thomas Shewski, Owner, High Energy Services
The biggest driver for orders of coal railcars will be the new coal plants coming on line the next few years. The commentary section below discusses the number of new coal plants presented by FreightCar America on its Q1 2008 conference call versus an updated analysis by...
April 14, 2008
BNSF Fuel Surcharge on Coal Transportation – By the Numbers
Analysis of: Railroad Fuel Surcharges Make Shippers Cry Foul | www.desmoinesregister.com
Author: Thomas Shewski, Owner, High Energy Services
BNSF Fuel Surcharge on Coal Transportation – By the Numbers
Analysis of: Railroad Fuel Surcharges Make Shippers Cry Foul | www.desmoinesregister.com
Author: Thomas Shewski, Owner, High Energy Services
The BNSF and other railroads charge in new coal transportation tariffs and contracts a fuel surcharge to recover the cost of fuel. Other freight moves also come under fuel surcharges. The commentary that follows discusses by the numbers the BNSF’s fuel surcharge on...
April 14, 2008
Court Case Against EPA’s Clean Air Interstate Rule Offers Sulfur Allowance Opportunity
Analysis of: EPA Announces Results of the Sixteenth Annual Sulfur Dioxide Auction | yosemite.epa.gov
Author: Thomas Shewski, Owner, High Energy Services
Court Case Against EPA’s Clean Air Interstate Rule Offers Sulfur Allowance Opportunity
Analysis of: EPA Announces Results of the Sixteenth Annual Sulfur Dioxide Auction | yosemite.epa.gov
Author: Thomas Shewski, Owner, High Energy Services
The EPA is currently being challenged in the courts by both the states and industry over various aspects of the Clean Air Interstate Rule (CAIR). The outcome of the case could provide an opportunity for those trading SO2 allowances.
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