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GLG News by Nuclear Power Experts (North America)

Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Sinopec, Sabic plan petrochemical plant in China (www.ogj.com)
Sinopec and Sabic are planning a $1.7 billion ethylene derivatives complex in Tianjin, China.  This is the first potential JV in China for Sabic, Saudi Basic Industries Corp.  China is an important market for Sabic in their stride to become one of the leading global petrochemical companie...
Analysis of: Yole Ranks Top 30 MEMS Suppliers; Sees Rapid Growth in Consumer, Medical (www.semiconductor.net)
The success of the micro-electro-mechanical systems (MEMS) device market has truly fallen under the radar of the electronic materials world of late.  There has been ample attention garnered by the crash of the DRAM industry, decline of the semiconductor capital equipment sector, and growth of the...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: U.S. Drops Coal Project (online.wsj.com)
It is hard to believe DOE supported a government work project called "FutureGen" to open up "clean coal" projects for the coal and coal power companies without a reality check on economics of their unfocused ideas without any patent positions.  Of course, when the project budget exceeded $7,000/kW...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Coal-to-Chemicals Projects Boom in China (online.wsj.com)
While we are talking about coal to SNG, power and chemicals China recently has nearly built twenty plants to provide a clean syngas as building block for the chemical industry for plastics and pharmaceuticals. GE and Shell are the leading technology licensors.
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: How Biofuels Could Starve the Poor (www.foreignaffairs.org)
Biofuels starve the poor in underdeveloped areas.  Nobody has really paid attention to the the origin of crude and NG: vegetation and dinosaurs and other living organisms.  Mother earth has provided the recipe to give us crude and NG from the past and the wheel does not have to be reinvented...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Gazprom Drills Deeper Into Europe (online.wsj.com)
In order to become a full energy company participating in the whole value chain Gazprom plans to sell gas and power directly to EU customers. The U.K. has been selected as an entry point through GM&T (Gazprom Marketing & Trading), located in London.  At this point in time the EU is trying...
Thomas Shewski, Owner
High Energy Services
Analysis of: South’s Drought a Threat to Nuclear Power Plants (www.freep.com)
    If low water levels used for cooling caused nuclear plants to operate less or back-off entirely at certain locations, this would be bullish for coal-fired (and natural gas-fired generation) and mitigate or cancel the concerns of an economic slowdown on coal-fired electricity...
Analysis of: North American Equipment Book-to-Bill Indicates Lower Capexs (www.edn.com)
Semiconductor original equipment manufacturers (OEMs) have been facing the burden of a major downturn in the industry.  It is the “pass-the-buck” dependence these companies such as Applied Materials (AMAT), LAM, TEL, ASML and KLA-Tencor, etc. have faced since entering the business.  It is...
Thomas Shewski, Owner
High Energy Services
Analysis of: Citigroup forecasts 'dim' 4Q mining/metals earnings outlook (www.stockhouse.ca)
    Discussion has been made that a U.S. recession will cause a decline in coal consumption by the electric power sector.  This is unlikely based on coal’s relative cost to generate electricity and the historical coal consumption by the electric power sector in previous economic...
Thomas Shewski, Owner
High Energy Services
Analysis of: Idaho Power wants to invest in wind power: Your rates could go up initially, the company says about a plan that would invest money from selling sulfur dioxide emission allowances. (www.tradingmarkets.com)
    Coal generators have been taking efforts to reduce sulfur dioxide (SO2) emissions from coal-fired power plants.  Regulated utilities are required to treat the reduced SO2 emissions differently than unregulated utilities, merchant generators, and independent power producers...

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