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

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)
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
Thomas Shewski, Owner
High Energy Services
Analysis of: Alliant Investing $85 Million to Meet Clean Air Rules (www.redorbit.com)
    The recent plunge in SO2 allowance prices may affect the decisions of coal-fired power plant owners.
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Mesa Sets Major Order for GE Wind Turbines (online.wsj.com)
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 Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Ex-Russian Premier To Get Gazprom Post (online.wsj.com)
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...
Thomas Shewski, Owner
High Energy Services
Analysis of: Controlling Mercury Emissions (pubs.acs.org)
    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...
Analysis of: Alliant Investing $85 Million to Meet Clean Air Rules (www.redorbit.com)
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 Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Wind Energy Could Produce 20 Percent of U.S> Electricity by 2030 (www.doe.gov)
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 Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Fast-Rising Steel Prices Set Back Big Projects (online.wsj.com)
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...
Thomas Shewski, Owner
High Energy Services
Analysis of: Power Companies Vie for Advantage Under Climate Plan (seattle.bizjournals.com)
    All of the various regulations being discussed in the U.S. Congress to slow, stabilize, and then reduce CO2 emissions nationally include some type of cap and trade system.  Each of these programs have a portion of the CO2 emissions allowances being allocated for free to...
Thomas Shewski, Owner
High Energy Services
Analysis of: Q1 2008 FreightCar America Earnings Conference Call (www.freightcaramerica.com)
    The biggest driver for orders of coal railcars will be the new coal plants coming on line the next few years.  The commentary section below discusses the number of new coal plants presented by FreightCar America on its Q1 2008 conference call versus an updated analysis by...

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