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Study Group: Northern Appalachian Coal Experts(?)

Council Members in this Study Group: 19

This study group may include experts knowledgeable on topics such as aerospace & defense, building materials, chemicals, construction, oil & gas, timber & forest products, utilities & power generation, mining, agriculture, industrial equipment and transportation, among others.

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Leading Experts in this Study Group

Thomas Shewski
Owner
High Energy Services

Thomas Shewski is the Owner of High Energy Services, a firm providing fuel, transportation, emissions, and power plant services to existing and proposed generating plants. Mr. Shewski is currently involved in buying fuel, transportation, and emissions allowances for several generating units across the...

John Bechtold, Coal & Energy Consultant, John BechtoldJohn Bechtold
Coal & Energy Consultant
John Bechtold

John Bechtold is an independent Coal and Energy Consultant providing services to a wide variety of clients including Hill & Associates, a premier coal consultancy firm based in Annapolis, Maryland. He specializes in handling issues facing coal suppliers and consumers throughout the region. Formerly,...

Markus Bates
Executive Vice President
Geo Trade International, LLC

Markus Bates is Executive Vice President at Geo Trade International, a firm providing coal trading services. Mr. Bates is responsible for managing international raw materials trading operations. He has more than 15 years of experience in international coal trading activities. Mr. Bates traded blast...

Jordan Smith
President
Ramshorn Investments, Inc.

Jordan Smith is the President at Ramshorn Investments, a wholly owned subsidiary of Nabors Drilling. Mr. Smith is responsible for the screening and participation in direct investments in the exploration and production sector for Nabors worldwide. He has more than 50 years of experience in conducting...

GLG NewsSMAnalyses by this Study Group's Leading Experts(?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.
Clean Air Ruling’s Potential Affect on Utilities and IPPs Long SO2 and NOx Allowances | 08-19-2008
Analysis of: Clean Air Ruling Raises Doubts Over Investments | www.cattlenetwork.com
Author: Thomas Shewski, Owner, High Energy Services

    Court’s decision vacating the Clean Air Interstate Rule (CAIR) potentially affects utilities or IPPs long the allowances as described in the section that follows.

Regulated Utilities Benefit from Environmental Retrofit Spending on Power Plants and on Shorter Depreciation Period | 08-18-2008
Author: Thomas Shewski, Owner, High Energy Services

    When air pollution retrofits are placed on a power plant, a regulated, investor-owned, utility financially benefits.  An unregulated, independent power producer (IPP) does not necessarily financially benefit.

CAIR Ruling Makes it Cheaper to Turn Off/Bypass Scrubbers, But Unlikely to Happen | 08-18-2008
Author: Thomas Shewski, Owner, High Energy Services

    The Court’s July 11, 2008 decision vacating the Clean Air Interstate Rule (CAIR) caused the price of SO2 emissions allowances to decrease less than the cost of operating a scrubber to reduce the SO2 emissions.  The discussions that follow discuss this and the likelihood...

Coal- to Gas-Fired Generation Considerations: It is Not Just Fuel Economics | 08-18-2008
Author: Thomas Shewski, Owner, High Energy Services

    As the article points out, natural gas-fired generation may be cheaper than coal-fired generation in certain parts of the nation.  The section below discusses some of the items that go into the decision to fuel switch from coal to natural gas.

Cleveland-Cliffs/Alpha Natural Resources Became A Takeover Target Once Deal Was Announced | 07-28-2008
Analysis of: Cleveland-Cliffs' Fateful Flaw | online.wsj.com
Author: Markus Bates, Executive Vice President, Geo Trade International, LLC

Contrary to the hedge fund, Harbinger's, belief that Cleveland-Cliffs takeover bid of Alpha was to put Cleveland-Cliffs itself out of reach of potential acquirers, my first thought on this deal was: which steel company is now going to buy this newly formed company?  These are two companies that...

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