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GLG News by Nuclear Power Experts (North America)

Analysis of: Apple flash order reduction hurts NAND outlook, iSuppli reports (www.edn.com)
As projections show the first year-to-year decline for NAND flash orders since the last recession which companies will be willing to test the calmer waters of MEMS, solar cells and LEDs to avert profit losses and potentially ride-the-tide successfully to 2009 and beyond.  Any successful transition...
Thomas Shewski, Owner
High Energy Services
Analysis of: Sector Snap: Coal Falls After Downgrades (www.chron.com)
    The anticipated export of Eastern U.S. coal in 2008 and 2009 will need to be sourced in great extent from the Powder River Basin (PRB).  This is in addition to the new coal plants coming on in 2008 and 2009 using PRB coal. The discussion below provides a forecast on...
Thomas Shewski, Owner
High Energy Services
Analysis of: Foundation Coal Swings to 4Q Profit (money.cnn.com)
    The global coal availability and price has provided the opportunity for U.S. Eastern coals to be placed in export to Europe.  This has dramatically increased Eastern coal prices.  This provides an opportunity for Western Powder River Basin (PRB) coals.
Thomas Shewski, Owner
High Energy Services
Analysis of: Coal, Once Stable, Zooms in Price (www.news.com)
    The increase in coal prices will obviously increase the electricity generating costs at a coal plant exposed to these price increases.  The impact to Independent Power Producers (IPPs) and their potential margins is understood.  Regulated utilities, on the other hand,...
Thomas Shewski, Owner
High Energy Services
Analysis of: Talk of Exporting U.S. Coal to Pacific on the Rise (uk.reuters.com)
    The global coal availability and subsequent coal price explosion has provided a great benefit to Eastern U.S. coal producers.  The Western U.S. coals may not be able to appreciably directly-participate in the export surge.
Analysis of: SunPower Announces 3-Gigawatt Silicon Supply Agreement with Jupiter, Qingdao DTK Industries Co., Ltd. (www.semiconductor.net)
Achieving grid parity of $1/Watt in the solar cell industry is the holy grail for replacing common methods of energy production.  The increased demand for polycrystalline silicon has hampered the most developed and highest efficiency solar cells from meeting this objective.  Thus,...
Analysis of: ISSCC news: Intel, Numonyx disclose "breakthrough" MLC phase-change memory (www.edn.com)
The long-awaited breakthrough to achieve a functional and manufacturable phase-change memory integrated circuit appears to have been achieved by Samsung and Numonyx over the last five monthes.  Samsung has approximately a six-month lead in this emerging market over all other competitors. ...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: As US utilities switch to gas, energy prices expected to increase (www.iht.com)
The International Herald Tribune brings in the open the dilemma of the US power companies.  Their efforts to meet increased power demands with pulverized coal fired power plants has been stymied by negative reactions of the financial community due to unforeseen carbon tax risks and, of course,...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Oil Sands Are Shifting in Alberta (online.wsj.com)
Alberta estimates their recoverable bitumen are about 175 billion barrels. making Canada's oil reserves second to those of Saudi Arabia. This has been excellent news for the reliable supply of syncrude to the US refineries. Of course, the pioneer days are over and a shakeout is in progress due to increased...
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)
Hydrocarbon Processing reported in the February 2008 issue that the EPA has now classified gasification process units located within refineries as basic refinery production units. The refineries are now allowed to recycle oil bearing hazardous secondary materials to increase clean fuel production and/or...

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