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GLG News by Rail Shipping Service Users

Thomas Shewski, Owner
High Energy Services
Analysis of: Clean Air Rules Are Overturned by Court (www2.journalnow.com)
    The decision by the U.S. Court of Appeals for the District of Columbia Circuit striking down the Clean Air Interstate Rule (CAIR) will affect emissions control spending in the immediate term.
Thomas Shewski, Owner
High Energy Services
Analysis of: Court Rejects EPA Rule (www.greentechmedia.com)
    The U.S. Court of Appeals for the District of Columbia Circuit struck down the EPA’s Clean Air Interstate Rule (CAIR) to reduce NOx and SO2 in 28 Eastern United States.  This follows a court decision striking down EPA’s Clean Air Mercury Rule (CAMR).      ...
Thomas Shewski, Owner
High Energy Services
Analysis of: Railroads: The Calm After the Storm (investerms.com)
    Railroads, unlike airlines and trucking firms, are able to pass along the high cost of fuel in  transportation agreements.  Below discusses this and the value to the railroads for coal transportation.
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Argonne Lab Licenses New Catalyst to Cut NOx (www.truckinginfo.com)
The Selective Catalyst Reduction (SCR) versus Exhaust Gas Recirculation (EGR) approaches have already been previously written about - including from me last week. The referenced article shows us one coming approach that may replace the need for urea (ammonia) in SCR applications. More SCR options are...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Averaging Has Given Engine Makers Flexibility to Meet Emission Targets (www.ttnews.com)
The referenced article explains better than most on how Exhaust Gas Recirculation (EGR) can work in 2010 through emissions’ credit averaging, banking and trading. Several of us in the past in these missives have addressed this. One can’t technically get to 2010 levels on individual engines with EGR...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: FFE Begins Temperature-Controlled Charge (www.truckinginfo.com)
Frozen Foods Express has announced that they will be implementing a Temperature-Controlled Surcharge that will be added to their truck fuel surcharge. While it will probably be slower in getting implemented throughout the industry than many wish, it should be a positive for the segment (and for other...
Thomas Shewski, Owner
High Energy Services
Analysis of: Rapid-Rising Fuel Costs Force Power Price Increase (www.chipleypaper.com)
    The input costs for utilities to generate electricity are up.  These costs include coal, transportation, natural gas, and power purchases.  There are no guarantees, however, that a regulated utility may pass along these costs as discussed in the commentary section.
Thomas Shewski, Owner
High Energy Services
Analysis of: Wind Power Backers Lament Tax Credit Limbo; Say Investments at Risk (milwaukee.bizjournals.com)
    Wind power qualifies for production tax credits.  These production tax credits are set to expire on December 31, 2008 without renewal by Congress and the President.
Thomas Shewski, Owner
High Energy Services
Analysis of: Utility Consumers Face Souring Costs (www.tradingmarkets.com)
    Bituminous coal prices have soared over 100% in the last year.  This is obviously bad news to electric consumers dependent upon utilities with a large exposure to coal-fired generation.  The run-up in coal prices could be a benefit to some utilities.
Thomas Shewski, Owner
High Energy Services
Analysis of: : Rising Costs Hinder New Power Plant Builds (db.riskwaters.com)
    As the article correctly points out, capital costs to build a new power plant have risen considerably since 2000; coal plants included.  It is not just the up-front capital costs that have affected decisions to build new coal plants as discussed in the commentary sectio...

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