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GLG News by Nuclear Power Experts (North America)

Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: EPA decides to classify gasification units in refineries as basic production units (www.hydrocarbonprocessing.com)
Floating storage and regasification units (ships), being offshore integrated LNG storage and regasification plants to send NG by pipeline to shore are arbitrarily target to be excluded from LNG supply to our needy NG states, such as California and the Gulf Coast States.  Section 319 of H.R. 2830...
Analysis of: Strong Sensor, Actuator Market Driven By MEMS Technologies (www.semiconductor.net)
Sound reasoning can explain the success of the MEMS industry over memory and other lower growth segments of semiconductors.  Part of the successful performance financially of MEMS technology has been the fact that it is less capital intensive than logic or memory device processing, since it does...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Climate facts to warm to (www.theaustralian.news.com.au)
The Australian article is challenging to the advocates of global warming.  In particular the results of the NASA Aqua satellite leads to the conclusion that the earth is compensating for increased CO2 by changing the weather patterns.  These findings are not disputed by the meteorological...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Papua New Guinea LNG JV signs joint operating agreement (www.ogj.com)
Based on the favorable results of their economic impact study ExxonMobil signed a joint operating agreement (JOA) for a PNG LNG project with their partners Oil Search 34.1 %, Santos 17.7 % AGL energy 3.6 %, Nippon Oil 1.8 % and land owners 1.2 % with Exxon 41.6 %.
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Total acquires interest in Alaskan blocks (www.ogj.com)
Total is joining Chevron in the exploration of the White Hills blocks in Alaska.  Chevron will operate the blocks with 70% interest and Total will cooperate with 30% interest. 
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: US Senate votes to extend OCS, oil shale moratoria (www.ogj.com)
H.R. 6 enacted in December 2007 demands US independence from foreign oil and gas sources.  Nevertheless, the US Senate - without proper hearing - voted to extend the OCS (Outer Continental Shelf) and oil shale moratoria. This political move has to be defeated and sanity returned to our energy ...
Thomas Shewski, Owner
High Energy Services
Analysis of: Bid on Coal Tract Nearly Doubles (www.gillettenewsrecord.com)
    Coal lease rates in the PRB are climbing and will cut in coal companies’ margins as exhibited by Foundations recent successful lease bid and Rio Tinto’s higher, but unsuccessful bid.  Also, the upfront payments are due often before the coal is even mined.
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Britain and France to take nuclear power to the world (www.guardian.co.uk)
The highly developed French nuclear power industry provides nearly 79% of France's energy needs.  The UK was in the mode of decommissioning their nuclear power plants.  However, declining North Sea fossil fuels and preventing potential dependance on Russian gas reawakened the British nuclear...
Thomas Shewski, Owner
High Energy Services
Analysis of: Burlington Northern's Freight Demand Slows on Dollar (www.bloomberg.com)
    Railroads impose fuel surcharges in transportation agreements such as for coal transport, but the recovery mechanism timing follows the railroads’ purchase of the fuel causing an earnings lag.     Also, legacy coal transportation agreements do not have fuel...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Woodside bids to become major LNG supplier for Singapore (www.ogj.com)
Singapore's Energy Market Authority has gone out for bids for an exclusive LNG supplier for 3 million tonnes per year (0.384 bcfd).  The successful bidder will, besides the LNG supply, also provide the regasification terminal facilties.  Australian's Woodside Petroleum Ltd.is the favorite...

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