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GLG News by Oil and Gas Refining Experts (North America)

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Hans LinhardtMay 22, 2008
AF to negotiate with the leaders of CTL
Analysis of: U.S. Military Launches Alternative-Fuel Push | online.wsj.com
Author: Hans Linhardt, President, LTDI, Inc.
AF has decided to be strategically independent of foreign crude for jet fuel. The solution is synfuels to jet fuels via FT (Fischer Tropsch) from coal. 
Hans LinhardtMay 19, 2008
Independent Refineries and Marketing Companies try to solve Squeeze on Margins by increasing Diesel Capacity
Analysis of: Refineries Tilt to Diesel over Gasoline | online.wsj.com
Author: Hans Linhardt, President, LTDI, Inc.
Independent refinery and marketing companies like Tesoro and Valero try to stem the margin squeeze, caused by increased crude and utility prices, to produce more profitable diesel instead of gasoline. 
May 19, 2008
Oil will go up
Analysis of: Don't Get Rid Of That SUV, Just Yet. Oil Is Dropping To Below $100 Before Year End!! | www.msnbc.msn.com
Author: GLG Expert Contributor
There is not way oil will come down any time soon Energy demand by China and India will grow Unless a recession hit USA and Europe the demand of oil will continue up Coal and Nuclear energy generation is being delayed
May 19, 2008
Potential Consequences from Recent Drop in SO2 Allowance Prices
Analysis of: Alliant Investing $85 Million to Meet Clean Air Rules | www.redorbit.com
Author: Thomas Shewski, Owner, High Energy Services
    The recent plunge in SO2 allowance prices may affect the decisions of coal-fired power plant owners.
Hans LinhardtMay 19, 2008
T. Boone Pickens bets on commercial wind power
Analysis of: Mesa Sets Major Order for GE Wind Turbines | online.wsj.com
Author: Hans Linhardt, President, LTDI, Inc.
T. Boon Pickens has ordered $2 billion worth of GE 1.5 MW wind turbines for his 1,000 MW Mesa wind power project in Texas. 
Hans LinhardtMay 19, 2008
Gazprom landed in North America
Analysis of: Ex-Russian Premier To Get Gazprom Post | online.wsj.com
Author: Hans Linhardt, President, LTDI, Inc.
The transition of the former Russian prime minister to chairman of Gazprom is proceeding according to Putin's wishes.  The most interesting part of the article is the coinciding announcement that Gazprom has signed a supply agreement with the Candian Rabaska consortium to supply LNG to a LNG terminal...
May 19, 2008
Activated Carbon Injection for Mercury Control at Coal Plants
Analysis of: Controlling Mercury Emissions | pubs.acs.org
Author: Thomas Shewski, Owner, High Energy Services
    The D.C. Circuit Court of Appeals ruling on February 8, 2009 in favor of the plaintiffs that coal plants could not be removed from the list of mercury sources subject to a Maximum Available Control Technology (MACT) standard and the subsequent movements to require EPA to set...
May 19, 2008
Utililities clean their acts, Politician create energy crisis
Analysis of: Alliant Investing $85 Million to Meet Clean Air Rules | www.redorbit.com
Author: GLG Expert Contributor
Gas will be a very expensive commodity in the short term Price of energy will shut up There will be a Politician cause energy crisis in the near future
Hans LinhardtMay 16, 2008
Wind exuberance may need a check by the NOAA
Analysis of: Wind Energy Could Produce 20 Percent of U.S> Electricity by 2030 | www.doe.gov
Author: Hans Linhardt, President, LTDI, Inc.
DOE report discusses feasibility of present wind power generation of 16.8 gigawatts (GW) to 300 GW by 2030, the same amount nuclear power would generate. 
Hans LinhardtMay 16, 2008
Oil & Gas and Power Projects to negotiate firm steel prices ahead of any EPC contracts
Analysis of: Fast-Rising Steel Prices Set Back Big Projects | online.wsj.com
Author: Hans Linhardt, President, LTDI, Inc.
The WSJ article of May 15, 2008 raises a red flag for steel, desperately needed for all oil & gas exploration and downstream projects as well as for shipbuilding and power projects.  As a matter of fact steel producers can only guarantee firm steel prices for two weeks per Trinity Products...

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