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September 22, 2008
Activated Carbon for Mercury Control – Potential Demand
Analysis of: ADES: Multi-Year Supply Contract with Luminant for Activated Carbon | www.tradingmarkets.com
Author: Thomas Shewski, Owner, High Energy Services
Activated Carbon for Mercury Control – Potential Demand
Analysis of: ADES: Multi-Year Supply Contract with Luminant for Activated Carbon | www.tradingmarkets.com
Author: Thomas Shewski, Owner, High Energy Services
The D.C. Circuit Court of Appeals ruled 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 a...
September 22, 2008
Coal Railcar Market
Analysis of: UBS Cuts FreightCar America to ‘Sell’ on Price | www.forbes.com
Author: Thomas Shewski, Owner, High Energy Services
Coal Railcar Market
Analysis of: UBS Cuts FreightCar America to ‘Sell’ on Price | www.forbes.com
Author: Thomas Shewski, Owner, High Energy Services
The commentary section discusses the current market and outlook for coal railcars
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 15, 2008
Higher food prices here to stay
Analysis of: Higher food prices are here to stay | www.guardian.co.uk
Author: GLG Expert Contributor
Analysis of: Higher food prices are here to stay | www.guardian.co.uk
Author: GLG Expert Contributor
Forget the political aspects of potential food shortages brought upon by Bio fuel cropping. They do play a part in what is happening and in particular in the USA. However consider this when looking for reasons for such a drastic shift in cropping, Net farm income has been less than booming for the last...
July 14, 2008Sanctions simply do not work
Analysis of: Despite conflict, U.S. does business with Iran | www.msnbc.msn.com
Author: George Dorkhom, President and Managing Partner, AD&A Worldwide
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,...
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