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GLG News by Nuclear Power Experts (North America)

Thomas Shewski, Owner
High Energy Services
Analysis of: U.S. Coal Industry Benefiting From Better Domestic Consumption, Exports (www.forbes.com)
    Coal prices are on the rise in many regions.  The sales price per ton only tells a portion of the story; the sulfur content of the coal also determines its final sales price to the customer.  Sulfur emissions credit prices affect the final sales price as discussed in...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Russia signs Central Asian pipeline deal (www.iht.com)
Putin has known for some time that his favored Gazprom gas company does not have sufficient supply to meet their EU contracts and also supply Russian internal needs. After extended visits and tough negotiations he was now able to sign a major deal with Kazakhstan and Turkmenistan to build a natural...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Bush hails "major step" toward energy independence (online.wsj.com)
A new energy bill was just signed by President Bush.  The legislation aims for more fuel-efficient vehicles and prescribes wider use of ethanol type of fuels for blending by the refineries.  The time table looks at the year 2020 to to achieve results for less dependence on middle east oil...
Thomas Shewski, Owner
High Energy Services
Analysis of: Surging Asian Coal Consumption Lifts U.S. Prices (money.cnn.com)
    There are many production-related issues that point to a bullish coal market in 2008 and 2009.      The commentary section below discusses these bullish signals.
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Gasification project planned in North Dakota (www.ogj.com)
Great Northern Power Development LP (GNPD) and partners are getting serious about a 100 MMSCFD of pipe-line quality synthetic gas project (SNG) by gasification of North Dakota lignite with British Gas Lurgi (BGL) gasifiers.  The project is to be located in southwestern North Dakota and has an estimated...
Thomas Shewski, Owner
High Energy Services
Analysis of: Coal Dust Problems Could Raise CU Bills (www.news-leader.com)
    The Wyoming Powder River Basin (PRB) Joint Line in May 2005 experienced two major derailments believed by the BNSF and the Union Pacific to be attributable to coal falling off the coal railcars on this rail line and fouling the ballast and preventing proper drainage.  Coal...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Valero May Sell Some Refineries As It Hones Focus (online.wsj.com)
For independent US refinery leaders such as Valero Energy Corp. an overhaul of its portfolio of refineries is a a timely task to prepare for a time when the&nb...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Linde Plans First Helium Plant n Southern Hemisphere (www.chemweek.com)
Chemical Week reports Linde Group  is planning to build a helium plant at Darwin, Australia.  This would be the the first  helium plant in the southern hemisphere,. The plant will produce 750 m.t./year of high-purity liquid helium. Linde Kryotechnik (Pfungen, Switzerland), a Linde subsidiary,...
Thomas Shewski, Owner
High Energy Services
Analysis of: Newcastle Coal Exports Dip, Waiting Time Eases (economictimes.indiatimes.com)
    Thermal coal into Europe continues to be above $100/tonne (metric ton) for 2008 as measured by the API 2 Index into Northern Europe.  It is up ~67% from prices for this same period quoted at the beginning of 2007.       The commentary calculates...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Senate Aims to Break Energy Logjam (online.wsj.com)
The Senate will try to to overcome a filibuster threat. The most likely candidate to be jettisoned is the demand for utilities to generate 15% of their electricity from wind, solar and other "renewable" energy sources.

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