GLG News by Natural Gas Experts (North America)

This week President Bush made a widely reported entreaty to the Saudis to increase their oil production.  Their public reaction, as gleefully reported by the mainstream media, was almost dimissive; however, the Saudi's have many key "constituents" to please and do not always do in practice what...

    Coal generators have been taking efforts to reduce sulfur dioxide (SO2) emissions from coal-fired power plants.  Regulated utilities are required to treat the reduced SO2 emissions differently than unregulated utilities, merchant generators, and independent power producers...

    The Pacific Northwest has a tremendous amount of installed hydroelectric capacity.  The first and second quarter earnings of the investor owned utilities in the Pacific Northwest very greatly with hydroelectric conditions.  Preliminary reports are robust for the snowpack...

    Van Eck’s Market Vectors Coal ETF (KOL) is designed to track the coal markets through the recently released Stowe Coal Index.  The index is comprised of 60 companies around the world in the coal industry.       Comments that follow discuss the...

The prevalent view of the technology naysayers in today's world seems to be that: 1.  Drilling in particularly difficult areas presents potentially unsolvable problems for the oil and gas industry and 2.  The value of these resources may well be exceeded by the cost of their finding, development,...

The gas hydrate question has been investigate by the oil and gas industry for many years. Canada, USA and USSR conducted numerous pilot projects to recover gas hydrates at economic rates. The potential resource is large and the deposits can be located on modern seismic data via direct detection methods....

The analysis of recent press releases implies that Calpine has valuable assets in CA and TX whose value will somehow become realized in the coming years due to scarcity of low-carbon generating assets. However, the presumed scarcity of generating assets in CA and TX have been widely forecasted...

    Coal prices are on the rise in many regions.  The sales price per ton only tells a portion of the story; the sulfur content of the coal also determines its final sales price to the customer.  Sulfur emissions credit prices affect the final sales price as discussed in...

    There are many production-related issues that point to a bullish coal market in 2008 and 2009.      The commentary section below discusses these bullish signals.

    The Wyoming Powder River Basin (PRB) Joint Line in May 2005 experienced two major derailments believed by the BNSF and the Union Pacific to be attributable to coal falling off the coal railcars on this rail line and fouling the ballast and preventing proper drainage.  Coal...