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GLG News by Oil Sand Experts

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...
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...
Analysis of: AMP opponents respond to rulings (www.mydailysentinel.com)
After high profile setbacks in Texas and Kansas, new coal-fueled power plants made some progress earlier this month in Ohio and West Virginia.  AMP-Ohio, a municipal power group, received permits from the state's Siting Board for the construction of a new plant, over the objection of environmental...
Analysis of: Wind power woes not sole issue in near blackouts (www.chron.com)
As requested, here is another view of the Texas wind power incident, one that shifts blame away from wind power and onto conventional power and the grid's response to the incident.  Please note that the incident is still under investigation.
Analysis of: Loss of wind causes Texas power grid emergency (www.reuters.com)
We have long known that integrating wind power into electrical transmission grids poses special challenges.  Much progress has been made in recent years, but with increasing reliance on wind generation to provide energy to the system, incidents like this one will recur.
Analysis of: Environmental groups ramp up efforts to stop Iowa coal plants (www.timesrepublican.com)
Opposition has recently emerged to Alliant Energy's proposed 600 MW coal plant in Marshalltown, Iowa.  What makes this news is that the opposition is driven from national groups opposed to coal "anywhere" as much as local opposition to a specific plant.  The implication is that if coal power...
Analysis of: Studies: Biofuels use could worsen warming (qualis.univ-lille2.fr)
Two recent academic studies have found that substituting biofuels for gasoline and other fossil fuels has the effect of increasing greenhouse gas emissions, contradicting some past studies on the subject.  The potential for reducing net greenhouse gas emissions has been used as an argument...
Analysis of: DTE continues to plan for new nuclear plant (www.toledoblade.com)
Michigan-based utility DTE hopes to file an application by the end of the year for a new nuclear power plant to be built near its Fermi facility in Monroe, Michigan.  The proposed DTE unit is one of about 35 new units that have been discussed as part of a new wave of nuclear plant construction...
Analysis of: Arizona oil refinery proponents change location for plant (www.fox11az.com)
Trying to become the first new oil refinery built in more than 30 years, Arizona Clean Fuels has announced that it has moved its preferred site, near Yuma, Arizona, for the second time.  The company hopes that selecting a new location will allow the $3.7 billion, 150,000 barrel per day proposed...
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...

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