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GLG News by Nuclear Power Experts (North America)

Analysis of: Test, Packaging Growth Hit 7.4% in 2007 (www.semiconductor.net)
The semiconductor assembly and electrical test services segment has been a bright light in the dark tunnel of the industry lately, where significant declines have been observed for memory chips and overall capital equipment expenditures.  Semiconductor packaging is a key growth segment...
Thomas Shewski, Owner
High Energy Services
Analysis of: Doyle Endorses Reduction in Mercury Emissions (www.madison.com)
    New Jersey vs. EPA was filed by several states and environmentalists against the EPA’s removal of power plants from the list of mercury sources subject to a Maximum Achievable Control Technology (MACT) standard and that mercury cannot be regulated by a cap and trade system under...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
March 19, 2008
LNG from the Arctic
Analysis of: Gas de France receives first LNG from Snohvit (www.ogj.com)
On 14 March 2008 Statoil delivered the first LNG delivery from the new Arctic Hammerfest liquefaction plant, located on the Melkoya island, to Gas de France to their Montoir-de-Bretagne terminal in Brittany.  154,500 cu m of LNG were delivered from the 4.1 mta LNG liquefaction plant (0.535 bcfd)....
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Natural Gas Rises as Inventories Decline, Crude Climbs to $111 (www.bloomberg.com)
The cited Blomberg article blames mainly speculators for the dramatic rise of oil and gas prices within one year.  Oil rose according to Blomberg 90% and gas 48%, both referenced to the New York Mercantile Exchange.  Of course the speculators are investing in oil and gas as long as the dollar...
Thomas Shewski, Owner
High Energy Services
Analysis of: Citigroup: Perfect Storm or Perfect Swoon for Coal? (www.mineweb.com)
    The Citigroup reports states U.S. coal supply is ample and coal plant inventory levels are adequate such that the higher coal prices of the last several weeks will not hold.  The discussion in the commentary section addresses U.S. coal supply and coal plant inventory and...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Shell Oil executive outlines 12-point energy plan (www.ogj.com)
The Shell article is at http://www.ogj.com/articles/article_display.cfm?ARTICLE_ID=321508&p=120&section=ARTCL&subsection=none&c=GenIn&page=1&x=y and outlines a robust 12 point energy plan presented by John D. Hofmeister, president of Shell Oil Company.  The plan calls...
Analysis of: Who's behind AMAT's $1.9B mystery solar sale? (sst.pennnet.com)
Amidst further negative outlooks for memory chips in 2008, companies such as TEL and AMAT who have converted resources to supporting the expanding solar cell industry are clearly in a better position than their competitors who will be "left out in the cold" as a result of the downturn for memory...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: As green power investments rise, a fear they are being misguided (www.iht.com)
The cited Herald Tribune article should be of interest to all green power investors and proponents.  While the alternative energy bubble has grown to $148 billion since ...
Analysis of: LED ASPs for handset backlighting fall 10-15% in January (www.digitimes.com)
The overall potential for LED lighting is enormous which has fueled the rumors of traditional lighting companies such as General Electric showing interest in acquiring LED companies before it is too late.  For good measure, as shifting away from the highly competitive commodity oriented business...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Buyout Firms Plan Refinery Partnership (online.wsj.com)
Leading buyout firms have found a new avenue for success:  refinery partnership with the leading European independent refinery company Petroplus AG, being owned by by the private equity firms Carlyle Group and Riverstone Holdings.  The new partnership consists of the Blackstone Group, First...

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