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GLG News by Natural Gas Pipeline Experts (US)

Gil Manzon, Associate Professor
Gil Manzon, Associate Professor
Boston College
Analysis of: Western Union 1Q profit rises 7 percent on international (biz.yahoo.com)
I think the information presented in the article is consistent with Western Union picking up market share from competitors. Despite flat U.S. revenues over 05-07 period and likely near flat revenues from the U.S. in Q108 in part attributable to the Mexican results, Western Union has gained significant...
Paul Forshay, Partner
Paul Forshay, Partner
Sutherland, Asbill & Brennan L.L.P.
Analysis of: FERC Standards of Conduct Notice of Proposed Rulemaking (www.ferc.gov)
The Federal Energy Regulatory Commission's recently issued Notice of Proposed Rulemaking on the Standards of Conduct applicable to natural gas and electric transmission providers would establish revised standards for preventing anti-competitive information sharing between those trasmission...
Sam Timpano, President
Sam Timpano, President
Sam Timpano & Associates
Analysis of: Cooking Up More Uses for the Leftovers for Biofuel Production (www.nytimes.com)
Glycerol will have an increasing value in the production chain of biofuels as increasing utilization of biodiesel in the EU and other countries whose main transport fuel is diesel and as ethanol production in the US shows the failure of the corn derived ethanol program and other feedstock has to...
Sam Timpano, President
Sam Timpano, President
Sam Timpano & Associates
Analysis of: Big Coal Tries to Recruit Military to Kindle a Market (online.wsj.com)
The author indicates that oil prices above $50 per barrel will permit these plants to operate profitably. If that is the case and the developers can overcome the environmental issues facing these plants, this technology has merit and should be studied in greater depth from both a National Security stance...
Sam Timpano, President
Sam Timpano, President
Sam Timpano & Associates
Analysis of: Why $100 Oil Can't Float (online.wsj.com)
Geopolitical and global economic pressures will drive oil pricing beyond $100 per barrel. It is not a matter of if, only a matter of time. Supply and storage are not that much of a factor in the current pricing mechanism and for whatever comfort consumer countries want to draw from data suggesting that...
Bill Derrick, Director of Estimating
Bill Derrick, Director of Estimating
Fluor Corporation
Analysis of: Alaska can export LNG to Pacific Rim (today.reuters.com)
Liquefaction and pipelines in Alaska address the local desires to keep revenues and jobs in Alaska. Building a pipeline to somewhere in the south, like Valdez is very possible. ROW (Rights of Way, pipeline corridor) are already permitted and mostly available, and the access is available. Knocking...
Eric Smith, Professor and Associate Director
Eric Smith, Professor and Associate Director
A.B. Freeman School of Business, Tulane University
Analysis of: Idaho Transmission Dispute Settled (www.renewableenergyaccess.com)
The issue of access to crucial transmission infrastructure is not limited to wind power. Much the same argument can be made about pipeline access for non-conventional natural gas developments in areas of the midwest or indeed for conventional forms of merchant power generation. Ask any merchant generator...
Sam Timpano, President
Sam Timpano, President
Sam Timpano & Associates
Analysis of: Potential Energy Crunch May Bring Other Fuels to Fore (online.wsj.com)
Regardless of an energy crunch or issues with crude supplies, alternative fuels are a permanent part of the transportation fuels universe as well as heating and power generation. Along with all of the issues we are too painfully familiar with concerning the petroleum based transportation and power fuels,...
Eric Smith, Professor and Associate Director
Eric Smith, Professor and Associate Director
A.B. Freeman School of Business, Tulane University
July 17, 2007
Wind Power Woes
Analysis of: Offshore Score since 2001: Europe 24, U.S. 0 (www.renewableenergyaccess.com)
The use of onshore windpower has made remarkable strides in the US where the proper conditions exist, for example, in Texas where windy conditions are endemic and where the body politic supports initiatives of this type. In contrast, the major US effort for offshore widnpower, the Cape Wind project...
Eric Smith, Professor and Associate Director
Eric Smith, Professor and Associate Director
A.B. Freeman School of Business, Tulane University
Analysis of: Riding the Rails With Ethanol (www.businessweek.com)
A quick look at the location of the ethanol plants will reveal that most are located in corn producing regions. That isn't particularly surprising. However, within those regions the majority of the ethanol plants are located as far from the river systems as possible. The reason for this is that corn...

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