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

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November 11, 2008
Navistar walking the EGR tightrope for 2010
Analysis of: Making EGR-only work for 2010 | fleetowner.com
Author: Jeff Moser, President, West Branch LLC
Heavy Duty diesel truck engines must meet stringent EPA NOx emissions standards in 2010.  Solutions include SCR catalysts and/or high EGR rates.  The tradeoffs in performance and fuel economy may define market share among the major engine makers.
November 11, 2008
Reality Check for Alternative Fuel Ventures
Analysis of: Will plummeting gas prices hurt the push for alternative fuels? | abcnews.go.com
Author: Jeff Moser, President, West Branch LLC
Cheaper crude oil means less attractive returns for alternative fuels producers.  Coupled with collapsing capital and credit markets further expansion of renewable fuels capacity is in doubt.
November 6, 2008
Nicht fur NASCAR
Analysis of: VW’s Growing Motorsport Arm Already Has Eye on 2009 Baja 1000 | wardsauto.com
Author: Jeff Moser, President, West Branch LLC
Can success in North American motorsports venues increase awareness and demand for advanced European diesel vehicles? 
November 4, 2008
What a Potential DM&E Expansion into the Powder River Basin Means to the DM&E, Union Pacific (UP), and BNSF
Analysis of: CP Rail Expects DM&E to Earn More than Forecast | www.reuters.com
Author: Thomas Shewski, Owner, High Energy Services
    The Dakota Minnesota & Eastern (DM&E) Railroad was recently acquired by the Canadian Pacific (CP) Railway.  The DM&E has for years been proposing an extension to the Wyoming Powder River Basin coal reserves.  This project, if commenced, would upgrade an...
November 4, 2008
Fuel for Growth: More US Diesel distillate capacity?
Analysis of: Demand for diesel fuel: Perspectives and future Considerations on prices and supply for diesel car and truck fuel users | www.dieselforum.org
Author: Jeff Moser, President, West Branch LLC
Energy from Diesel fuel is a key agent of growth in developing countries.  Increased demand has seen diesel outpace gasoline as prices hit record highs for both fuels.  US refinery capacity must be rebalanced to help correct price disparity for this key fuel.
October 30, 2008
Euro Performance Driving US Diesel Market
Analysis of: New BMW 335d May be Diesel’s Best Shot in U.S. | wardsauto.com
Author: Jeff Moser, President, West Branch LLC
Diesel cars dominate European markets but are scarce in the US.  As fuel economy continues to drive US consumer choices diesel options will become more significant.  Regulatory issues may also favor diesels as US standards tighten.
October 30, 2008
Batteries Not Included - Discharging Hybrid Battery Hype?
Analysis of: UPS orders hybrid hydraulic vehicles | fleetowner.com
Author: Jeff Moser, President, West Branch LLC
Fleet operators are continuously seeking optimum solutions to equipment cost and fuel economy.  Various alternative fuels and hybrid drive systems are being evaluated prior to major fleet-wide commitments.   Despite the head start for electric drive-battery hybrids there are other options...
October 28, 2008
Farming for fuel?
Analysis of: Reviewing biofuel policies and subsidies | www.fao.org
Author: Jeff Moser, President, West Branch LLC
The push for alternative energy has increased competition between planted crop acreage for food vs. biofuel production.  As more regions of the world struggle with tight food supplies the UN has questioned the wisdom of increased biofuel production.
October 28, 2008
Clean Air War: California vs. Truckers
Analysis of: CARB releases draft of new regulations | fleetowner.com
Author: Jeff Moser, President, West Branch LLC
California seeks to force even the smallest truck fleets to invest in expensive upgrades to reduce diesel emissions.  These costs will be passed on as higher freight charges and ultimately as more expensive consumer goods.  Some fleets may not be able to bear the financial burden of the up-front...
Hans LinhardtOctober 28, 2008
Suzlon - wind industry trends
Analysis of: Windmill Mishap Weighs on Suzlon | online.wsj.com
Author: Hans Linhardt, President, LTDI, Inc.
Suzlon of India, the number five wind turbine manufacturer has run into serious technical troubles: a 140 foot long turbine blade just now broke of a wind tower in Illinois, while Suzlon is in the process to replace 1,251 turbine blades due to blade cracks in their US wind turbine fleet. ...

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