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GLG News by Iron Ore Mining Experts

Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Wind Power: Turbine Time (www.economist.com)
Wind turbines can be used to produce electricity but in order to do so they must use permanent magnets and batteries. Building even the 'modest' 17 gigawatts  of wind power generated electricity that Texas alone projects would add so much demand for rare earth metals as to be impossible to...
Craig Marston, Managing Director
Craig Marston, Managing Director
CEM Marine
Analysis of: SoCal port terminals reporting ILWU slowdown (www.americanshipper.com)
Despite the change in leadership at both the PMA and ILWU, commitment to early negotiations, and a clampdown on rhetoric in the press, the situation is starting to resemble the 2002 talks that led to a 10-day lockout.
Toby Kolstad, President
Toby Kolstad, President
Rail Theory Forecasts
Analysis of: Railroads: The Calm After the Storm (investerms.com)
The recent reports about the crop problems in Iowa and the flood problems for the railroads operating in the region have greatly exaggerated their impact on railroad profits in 2008. The news media might be excused for inflating reports of local problems into national importance in order to garner more...
George Dorkhom, President and Managing Partner
George Dorkhom, President and Managing Partner
AD&A Worldwide
Analysis of: Despite conflict, U.S. does business with Iran (www.msnbc.msn.com)
Sanctioning Iran or Zimbabwe or any such nations is a bad approach to politics as well as economics. It is true as the writer says that the US efforts on sanctions are not coordinated, worse , these measures are never properly enforced and loopholes benefit a select few. More importantly, ecnomic sanctions,...
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.
Thomas Shewski, Owner
High Energy Services
Analysis of: Clean Air Rules Are Overturned by Court (www2.journalnow.com)
    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.
Thomas Shewski, Owner
High Energy Services
Analysis of: Court Rejects EPA Rule (www.greentechmedia.com)
    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).      ...
Thomas Shewski, Owner
High Energy Services
Analysis of: Railroads: The Calm After the Storm (investerms.com)
    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.
Toby Kolstad, President
Toby Kolstad, President
Rail Theory Forecasts
Analysis of: CN welcomes added vessel call at Port of Prince Rupert container terminal (biz.yahoo.com)
A second container vessel will make weekly stops at CN’s container terminal in Prince Rupert BC potentially bringing 1000 more containers per week to CN for movement to the Midwest and possibly raising the terminal’s inbound volume to over 2,000 containers per week.  At that volume, more than one...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Toyota to add solar panels to some Prius hybrids (www.washingtonpost.com)
In order to maximize the range of a hybrid or all electric car it is important to minimize the drain on the battery from any load but that of the drive train.

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