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GLG News by OSB Experts

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June 2, 2008
Using Captured CO2 – Resolving Carbon Capture and Sequestration’s Outstanding Issue
Analysis of: Quest for clean coal smolders | www.iht.com
Author: GLG Expert Contributor
Integrated gasification combined-cycle (IGCC), a commercially demonstrated technology for Carbon (CO2) capture is marketed as turnkey approach via Bechtel and General Electric’s long-term alliance. The recent alliance with Schlumberger addresses the outstanding question of what to do with captured CO2....
May 23, 2008
RAILROADS FORCED TO REDUCE COST OF TRANSPORTING LOW SULFUR COAL
Analysis of: Union Pacific must cut coal rates for KC utility | biz.yahoo.com
Author: GLG Expert Contributor
MANDATING TRANSPORT COST LOW SULFUR POWDER RIVE BASIN COAL SUGGESTS A TREND THAT COULD APPLY BEYOND MISSOURI AND TO OTHER STATES E.G. TEXAS Reducing transport cost of coal would provide economic impeturs for additional coal-fired units in Mid-West and South 
May 21, 2008
Electric Utilities will select fuel options most likely to receive cost recovery via rate increases
Analysis of: Alliant Investing $85 Million to Meet Clean Air Rules | www.redorbit.com
Author: GLG Expert Contributor
Examples of regulated electric utilities opting for different fuel mixtures: Alliant Energy is hedging its bets supporting both coal and gas-fired units. FPL is hedging its bets supporting gas-fired and nuclear power plants.   Regulated utilities will determine their fuel energy mix based...
May 14, 2008
Nuclear Power Plant Cost Much Higher Than Anticipated One Year Ago
Analysis of: New Wave of Nuclear Power Plants Faces High Costs | online.wsj.com
Author: GLG Expert Contributor
Nuclear Power Plants Estimated Capital Costs have risen 2 - 5 times over the last 18 months Such High Costs may require special Rate Considerations by state regulators Lacking such rate recovery mechanisms, self financing may limit growth of Nuclear Power in USA
April 21, 2008
Bush, Supreme Court, USDOE Timetables CO2 REDUCTIONS
Analysis of: Bush proposes new climate change strategy | hosted.ap.org
Author: GLG Expert Contributor
President Bush’s decision to stop by CO2 emissions by 2025 and USDOE’s intent to commercially demonstrate Carbon [CO2] Capture and Sequestration [CCS] by 2015-2016] time tables show that the USA can keep relying on Coal while avoiding Global Warming Predictions [80% CO2 reductions by 2050].
Ron MusolinoFebruary 27, 2008
Norbord's OSB Survival Strategy in North America
Analysis of: Norbord To Review Operating Alternatives At Genk, Belgium | www.newswire.ca
Author: Ron Musolino, President, RM Consulting
Norbord's European and UK operations comprise a relatively small part of their revenues.  OSB and wood plant operations in North America provide the majority.  It will be their ability to survive the depressed North American housing market in 2008 that will determine their success and continued...
February 26, 2008
Where Next For Norbord?
Analysis of: Norbord To Review Operating Alternatives At Genk, Belgium | www.newswire.ca
Author: Steven Dipper, Director, NSD (Wood Products) Ltd
With a housing recession well dug in in the USA, and one around the corner in Europe where are Norbord going to look to make some money? Will the potential closure of the Genk Particleboard plant actually save the company money or will they just lose market share to the other big European panel product...
Ron MusolinoFebruary 11, 2008
Homebuilding Decline Affects More Than Home Builder
Analysis of: Toll Brothers' First Quarter Revenues Off 22% | www.builderonline.com
Author: Ron Musolino, President, RM Consulting
The home building industry remains depressed and builders are reporting falling revenues and big losses.  For those who survive, will the infrastructure of suppliers, distributors and tradesmen be there to support them for the next "up" building cycle?
February 5, 2008
FutureGen Restructuring Can Help site future goal plants
Analysis of: After Washington Pulls Plug on FutureGen, Clean Coal Hopes Flicker | online.wsj.com
Author: GLG Expert Contributor
The US Department of Energy’s [USDOE] decision, to restructure FutureGen from a $1.8 billion 275MW prototype – demonstrating Carbon [CO2] Capture and Sequestration (CCS) – to a series of CCS demonstrations on operating facilities, should facilitate siting of tens of thousands of MWs of proposed coal-fired...
September 26, 2007
Will U.S. Plastics export Continue?
Analysis of: TOP 100 Companies | www.icis.com
Author: GLG Expert Contributor
The profitability of Chemical Giants rests on plastics growth. Will overseas demand for plastics continue to support the U.S. petrol-chemical producers?

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