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GLG News by Nuclear Power Experts (North America)

Thomas Shewski, Owner
High Energy Services
Analysis of: EPA Auctions SO2 Allowances for $65.8 Million (uk.reuters.com)
    SO2 allowances are traded daily in the broker and private party markets.  The value of these credits are down, affecting both the cost to generate electricity on coal and the realized sales price received by coal suppliers.
Thomas Shewski, Owner
High Energy Services
Analysis of: The Green Exchange Reports Robust First Week Trading Volume in Carbon, US Emissions Contracts (sev.prnewswire.com)
    The Clean Air Interstate Rule (CAIR) requires a further reduction in NOx from coal-fired power plants starting in 2009.  This reduction in NOx will add to the dispatch cost from coal-fired generation.
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Mexico's Allure to Big Oil is Uncertain (online.wsj.com)
Mexico needs to attract expertise of the international oil companies to reverse the decreasing crude production of the country.  One third of the Mexican government's budget has to be provided by oil, PEMEX.  Of course, the Mexican constitution does not allow profit sharing in oil production...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Gazprom and Eni prepare to join forces to pipe natural gas from Lybia to Europe (www.iht.com)
ENI, the Italian Oil & Gas Company needs Gazprom's help to move natural gas (NG) by pipeline from Libya to Italy.  Of course, Gazprom will control this new avenue of NG to Southern Europe. 
George Dorkhom, President and Managing Partner
George Dorkhom, President and Managing Partner
AD&A Worldwide
Analysis of: Heathrow’s older terminals still a disgrace, travellers say (travel.timesonline.co.uk)
London Heathrow is a problematic airport,  outed over congested and overely expanded facility. But beyond all this it is mismanaged and customer care  does not exist in the employees mind. Most business travelers are avoiding Heathrow and traveling out of London City airport , a smaller...
Analysis of: Worldwide Solar Market Grows By 62% in 2007 - Solarbuzz Report (www.semiconductor.net)
Increases in inflation reaching the level of 4%, along with a 10% rise in oil prices, have not helped an already weak semiconductor industry; however, the solar industry is less sensitive and may even gain as a result with increased emphasis on reducing dependence on oil supplies and the conversion...
Larry Fradkin, President
Future Enviroassets, LLC
Analysis of: Money Troubles Stall Green Town Project (ap.google.com)
This article presents an attempt by a small farming town in Indiana to utilize their existing "natural" resources to become energy-independent. The use of corn and manure to produce energy are resources they already have on-site. Becoming totally off-grid however is a real challenge even for a small...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Billionaire Cashes In On Offshore Oil Rush (online.wsj.com)
The Wall Street Journal article, cited above, is enlightening how the oil  field service companies and shipping companies have taken over the destiny of major oil companies in the frontier of deep sea exploration (drilling) in the choice deep sea areas such as in Alaska, the Gulf of Mexico and...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Japanese LNG buyers make deal with Indonesia (www.ogj.com)
Japanese LNG buyers cut a new contract with Pertamina, the Indonesian state run oil & gas company, for a ten year extension of the present contract with reduced capacities but LNG prices more aligned to crude pricing.  LNG in Asia is now getting more closely linked to crude pricing with LNG...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: First LNG cargo for Sabine Pass terminal (www.ogj.com)
Cheniere Energy is finally to receive their first LNG cargo to their Cameron Sabine Pass terminal.  Sabine pass is the largest US regasification terminal with a send-out capacity of 2.6 bscfd.  The peak capacity could be 4.3 bscfd provided supply of LNG can be assured. 

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