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June 6, 2008
Not all ethanol is to be blaimed
Analysis of: The Immorality of Ethanol | www.energytribune.com
Author: GLG Expert Contributor
Analysis of: The Immorality of Ethanol | www.energytribune.com
Author: GLG Expert Contributor
While ethanol coming from grains certainly is heavely affecting grains pricing, the same is not happening when the ethanol source came from sugar cane. Brazil is the model, they produce ethanol easier, cheaper and efficiently , and a quite estable sugar pricing is reflecting this. Most...
June 2, 2008
Using Captured CO2 – Resolving Carbon Capture and Sequestration’s Outstanding Issue
Analysis of: Quest for clean coal smolders | www.iht.com
Author: GLG Expert Contributor
Analysis of: Quest for clean coal smolders | www.iht.com
Author: GLG Expert Contributor
Integrated gasification combined-cycle (IGCC), a commercially demonstrated technology for Carbon (CO2) capture is marketed as turnkey approach via Bechtel and General Electric’s long-term alliance. The recent alliance with Schlumberger addresses the outstanding question of what to do with captured CO2....
May 23, 2008
RAILROADS FORCED TO REDUCE COST OF TRANSPORTING LOW SULFUR COAL
Analysis of: Union Pacific must cut coal rates for KC utility | biz.yahoo.com
Author: GLG Expert Contributor
Analysis of: Union Pacific must cut coal rates for KC utility | biz.yahoo.com
Author: GLG Expert Contributor
MANDATING TRANSPORT COST LOW SULFUR POWDER RIVE BASIN COAL SUGGESTS A TREND THAT COULD APPLY BEYOND MISSOURI AND TO OTHER STATES E.G. TEXAS Reducing transport cost of coal would provide economic impeturs for additional coal-fired units in Mid-West and South
May 21, 2008
Electric Utilities will select fuel options most likely to receive cost recovery via rate increases
Analysis of: Alliant Investing $85 Million to Meet Clean Air Rules | www.redorbit.com
Author: GLG Expert Contributor
Analysis of: Alliant Investing $85 Million to Meet Clean Air Rules | www.redorbit.com
Author: GLG Expert Contributor
Examples of regulated electric utilities opting for different fuel mixtures: Alliant Energy is hedging its bets supporting both coal and gas-fired units. FPL is hedging its bets supporting gas-fired and nuclear power plants. Regulated utilities will determine their fuel energy mix based...
May 14, 2008
Nuclear Power Plant Cost Much Higher Than Anticipated One Year Ago
Analysis of: New Wave of Nuclear Power Plants Faces High Costs | online.wsj.com
Author: GLG Expert Contributor
Analysis of: New Wave of Nuclear Power Plants Faces High Costs | online.wsj.com
Author: GLG Expert Contributor
Nuclear Power Plants Estimated Capital Costs have risen 2 - 5 times over the last 18 months Such High Costs may require special Rate Considerations by state regulators Lacking such rate recovery mechanisms, self financing may limit growth of Nuclear Power in USA
April 21, 2008
Bush, Supreme Court, USDOE Timetables CO2 REDUCTIONS
Analysis of: Bush proposes new climate change strategy | hosted.ap.org
Author: GLG Expert Contributor
Analysis of: Bush proposes new climate change strategy | hosted.ap.org
Author: GLG Expert Contributor
President Bush’s decision to stop by CO2 emissions by 2025 and USDOE’s intent to commercially demonstrate Carbon [CO2] Capture and Sequestration [CCS] by 2015-2016] time tables show that the USA can keep relying on Coal while avoiding Global Warming Predictions [80% CO2 reductions by 2050].
April 11, 2008Crumbling U.S. Water Infrastructure is an Investment Opportunity
Analysis of: US Water Pipelines Are Breaking | ap.google.com
Author: Jorge Fernandez, Principal, Water Science & Marketing
This article points to an area of the water industry that will continue to enjoy positive dynamics. For the investor, the message is simple: companies selling water infrastructure-related products and services, like large pipes, large valves, inspection and repair services, water pipeline engineering...
February 5, 2008
FutureGen Restructuring Can Help site future goal plants
Analysis of: After Washington Pulls Plug on FutureGen, Clean Coal Hopes Flicker | online.wsj.com
Author: GLG Expert Contributor
Analysis of: After Washington Pulls Plug on FutureGen, Clean Coal Hopes Flicker | online.wsj.com
Author: GLG Expert Contributor
The US Department of Energy’s [USDOE] decision, to restructure FutureGen from a $1.8 billion 275MW prototype – demonstrating Carbon [CO2] Capture and Sequestration (CCS) – to a series of CCS demonstrations on operating facilities, should facilitate siting of tens of thousands of MWs of proposed coal-fired...
November 9, 2007The narrow path to chinese blue gold
Analysis of: Liquid Asset, China Economic Review | www.chinaeconomicreview.com
Author: Christophe Bongars, CEO and Founder, SustainAsia Limited
The water industry is a very fragmented industry, where opportunities for investment abound. Large water services giants (Veolia and Suez) established in China for several decades are being challenged by smaller regional and local competitors (Hyflux, Biotreat, etc.). From multi-million capital intensive...
September 18, 2007
Coal to Liquid Commercial Fischer Tropsch
Analysis of: Big Coal Tries to Recruit Military to Kindle a Market | online.wsj.com
Author: GLG Expert Contributor
Analysis of: Big Coal Tries to Recruit Military to Kindle a Market | online.wsj.com
Author: GLG Expert Contributor
Recent Cancellation of several thousand MWs of coal-fired power plant capacity adds additional impetus for US Coal companies to develop a coal liquefaction market Federal Government, not private sector, better positioned to develop a commercial Coal-to-Liquid [CTL] facility
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Source Article | Expert Analyses
YRC to Get Concessions?
tdu.org
Weekly US rail shipments tumble 9.1 percent
biz.yahoo.com
USA-Ocean currents can power the world, say scientists
www.telegraph.co.uk
Amid economic crisis, wind power spins more slowly
features.csmonitor.com
Lufthansa launches Italia brand
www.breakingtravelnews.com
The gale of a credit crisis blows the wind away!
November 26, 2008
The Peaksters are right on theory, perhaps wrong on timing
November 25, 2008
Order Cancelations Will Not Approach Half of The Order Book
November 24, 2008
BASF, Dow Chemical, PPG signal arrival of new world financial order
November 24, 2008
In 11th Hour at YRC Worldwide, Teamsters Have Few Choices
November 21, 2008

