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September 22, 2008
Natural Gas vs. Coal Generating Economics
Analysis of: NYMEX Natural Gas Rises with Crude, Damage Reports | www.forbes.com
Author: Thomas Shewski, Owner, High Energy Services
Natural Gas vs. Coal Generating Economics
Analysis of: NYMEX Natural Gas Rises with Crude, Damage Reports | www.forbes.com
Author: Thomas Shewski, Owner, High Energy Services
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.
September 22, 2008
Coal Transportation Outlook for the Railroads
Analysis of: Railroad Shipping | www.logisticsmgmt.com
Author: Thomas Shewski, Owner, High Energy Services
Coal Transportation Outlook for the Railroads
Analysis of: Railroad Shipping | www.logisticsmgmt.com
Author: Thomas Shewski, Owner, High Energy Services
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.
August 19, 2008
Clean Air Ruling’s Potential Affect on Utilities and IPPs Long SO2 and NOx Allowances
Analysis of: Clean Air Ruling Raises Doubts Over Investments | www.cattlenetwork.com
Author: Thomas Shewski, Owner, High Energy Services
Clean Air Ruling’s Potential Affect on Utilities and IPPs Long SO2 and NOx Allowances
Analysis of: Clean Air Ruling Raises Doubts Over Investments | www.cattlenetwork.com
Author: Thomas Shewski, Owner, High Energy Services
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.
August 18, 2008
Regulated Utilities Benefit from Environmental Retrofit Spending on Power Plants and on Shorter Depreciation Period
Analysis of: Proposal Would Cut Oregon Coal Plant’s Haze-Causing Pollution | www.oregonlive.com
Author: Thomas Shewski, Owner, High Energy Services
Regulated Utilities Benefit from Environmental Retrofit Spending on Power Plants and on Shorter Depreciation Period
Analysis of: Proposal Would Cut Oregon Coal Plant’s Haze-Causing Pollution | www.oregonlive.com
Author: Thomas Shewski, Owner, High Energy Services
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.
August 18, 2008
CAIR Ruling Makes it Cheaper to Turn Off/Bypass Scrubbers, But Unlikely to Happen
Analysis of: Power Failure: A Court Defeat for the EPA Leaves it Up to Congress to Tackle Utilities' Air Pollution | www.washingtonpost.com
Author: Thomas Shewski, Owner, High Energy Services
CAIR Ruling Makes it Cheaper to Turn Off/Bypass Scrubbers, But Unlikely to Happen
Analysis of: Power Failure: A Court Defeat for the EPA Leaves it Up to Congress to Tackle Utilities' Air Pollution | www.washingtonpost.com
Author: Thomas Shewski, Owner, High Energy Services
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...
August 18, 2008
Coal- to Gas-Fired Generation Considerations: It is Not Just Fuel Economics
Analysis of: Gas Drop Buoys Dynegy, Mirant in Slowing U.S. Economy | www.bloomberg.com
Author: Thomas Shewski, Owner, High Energy Services
Coal- to Gas-Fired Generation Considerations: It is Not Just Fuel Economics
Analysis of: Gas Drop Buoys Dynegy, Mirant in Slowing U.S. Economy | www.bloomberg.com
Author: Thomas Shewski, Owner, High Energy Services
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.
July 14, 2008
Court Decision Striking Down CAIR Affect on SO2 Allowance Pricing
Analysis of: Clean Air Efforts Suffer Two Setbacks | www.philly.com
Author: Thomas Shewski, Owner, High Energy Services
Court Decision Striking Down CAIR Affect on SO2 Allowance Pricing
Analysis of: Clean Air Efforts Suffer Two Setbacks | www.philly.com
Author: Thomas Shewski, Owner, High Energy Services
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.
July 14, 2008
Court’s Ruling Against Clean Air Interstate Rule and Affect on Emissions Control Spending
Analysis of: Clean Air Rules Are Overturned by Court | www2.journalnow.com
Author: Thomas Shewski, Owner, High Energy Services
Court’s Ruling Against Clean Air Interstate Rule and Affect on Emissions Control Spending
Analysis of: Clean Air Rules Are Overturned by Court | www2.journalnow.com
Author: Thomas Shewski, Owner, High Energy Services
The decision by the U.S. Court of Appeals for the District of Columbia Circuit striking down the Clean Air Interstate Rule (CAIR) will affect emissions control spending in the immediate term.
July 14, 2008
Potential Future Actions by Congress and EPA on Emissions and Resulting Opportunity
Analysis of: Court Rejects EPA Rule | www.greentechmedia.com
Author: Thomas Shewski, Owner, High Energy Services
Potential Future Actions by Congress and EPA on Emissions and Resulting Opportunity
Analysis of: Court Rejects EPA Rule | www.greentechmedia.com
Author: Thomas Shewski, Owner, High Energy Services
The U.S. Court of Appeals for the District of Columbia Circuit struck down the EPA’s Clean Air Interstate Rule (CAIR) to reduce NOx and SO2 in 28 Eastern United States. This follows a court decision striking down EPA’s Clean Air Mercury Rule (CAMR). ...
July 14, 2008
The Value of Fuel Surcharges in Rail Transportation Agreements for Coal
Analysis of: Railroads: The Calm After the Storm | investerms.com
Author: Thomas Shewski, Owner, High Energy Services
The Value of Fuel Surcharges in Rail Transportation Agreements for Coal
Analysis of: Railroads: The Calm After the Storm | investerms.com
Author: Thomas Shewski, Owner, High Energy Services
Railroads, unlike airlines and trucking firms, are able to pass along the high cost of fuel in transportation agreements. Below discusses this and the value to the railroads for coal transportation.
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