GLG News by Coal Mine Experts (Appalachia Region)

Thomas ShewskiOwnerHigh Energy Services What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Power Companies’ Generation Mix May Determine Their Financial Outcome Under CO2 Allowance Allocation

May 6, 2008

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 the U.S. electric generators.  The allocation methodology and the power companies’ generation mix could determine companies’ financial outcome under the program.

Thomas ShewskiOwnerHigh Energy Services What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

New Coal Plants and Required Coal Railcars

May 6, 2008

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 this author.

Thomas ShewskiOwnerHigh Energy Services What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

BNSF Fuel Surcharge on Coal Transportation – By the Numbers

April 14, 2008

Railroad Fuel Surcharges Make Shippers Cry Foul | www.desmoinesregister.com

    The BNSF and other railroads charge in new coal transportation tariffs and contracts a fuel surcharge to recover the cost of fuel.  Other freight moves also come under fuel surcharges.  The commentary that follows discusses by the numbers the BNSF’s fuel surcharge on coal transportation.

Thomas ShewskiOwnerHigh Energy Services What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Court Case Against EPA’s Clean Air Interstate Rule Offers Sulfur Allowance Opportunity

April 14, 2008

EPA Announces Results of the Sixteenth Annual Sulfur Dioxide Auction | yosemite.epa.gov

    The EPA is currently being challenged in the courts by both the states and industry over various aspects of the Clean Air Interstate Rule (CAIR).  The outcome of the case could provide an opportunity for those trading SO2 allowances.

Thomas ShewskiOwnerHigh Energy Services What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Current Price of SO2 Allowances Lower Generating Costs and Lower Coal Suppliers’ Realized Prices

April 14, 2008

EPA Auctions SO2 Allowances for $65.8 Million | uk.reuters.com

    SO2 allowances are traded daily in the broker and private party markets.  The value of these credits are down, affecting both the cost to generate electricity on coal and the realized sales price received by coal suppliers.

Thomas ShewskiOwnerHigh Energy Services What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Dispatch Costs on Coal to Rise in 2009 Due to CAIR NOx Rules

April 14, 2008

The Green Exchange Reports Robust First Week Trading Volume in Carbon, US Emissions Contracts | sev.prnewswire.com

    The Clean Air Interstate Rule (CAIR) requires a further reduction in NOx from coal-fired power plants starting in 2009.  This reduction in NOx will add to the dispatch cost from coal-fired generation.

Thomas ShewskiOwnerHigh Energy Services What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Coal Lease Acquisition Costs Increasing in Powder River Basin

March 24, 2008

Bid on Coal Tract Nearly Doubles | www.gillettenewsrecord.com

    Coal lease rates in the PRB are climbing and will cut in coal companies’ margins as exhibited by Foundations recent successful lease bid and Rio Tinto’s higher, but unsuccessful bid.  Also, the upfront payments are due often before the coal is even mined.

Thomas ShewskiOwnerHigh Energy Services What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Fuel Surcharge Recovery Lag and Inclusion in Only a Portion of Agreements Affects Railroads’ Quarterly Earnings

March 20, 2008

Burlington Northern's Freight Demand Slows on Dollar | www.bloomberg.com

    Railroads impose fuel surcharges in transportation agreements such as for coal transport, but the recovery mechanism timing follows the railroads’ purchase of the fuel causing an earnings lag.     Also, legacy coal transportation agreements do not have fuel surcharge mechanisms squeezing margins on these hauls.

Thomas ShewskiOwnerHigh Energy Services What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

More States Will Act to Reduce Mercury or Federal Government Will Require Maximum Achievable Control Technology as a Result of Circuit Court Ruling Vacating Federal Clean Air Mercury Rule

March 19, 2008

Doyle Endorses Reduction in Mercury Emissions | www.madison.com

    New Jersey vs. EPA was filed by several states and environmentalists against the EPA’s removal of power plants from the list of mercury sources subject to a Maximum Achievable Control Technology (MACT) standard and that mercury cannot be regulated by a cap and trade system under the Clean Air Mercury Rule (CAMR).  The D.C. Circuit Court of Appeals ruled on February 8, 2008 in favor of the plaintiffs that coal plants could not be removed from the list of mercury sources subject to a MACT standard and did not rule on whether emissions can be regulated by a cap and trade system.                   This ruling opens up opportunities on new and existing coal plants to control mercury.

Thomas ShewskiOwnerHigh Energy Services What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Coal Supply and Demand Affect on Prices and Volumes

March 17, 2008

Citigroup: Perfect Storm or Perfect Swoon for Coal? | www.mineweb.com

    The Citigroup reports states U.S. coal supply is ample and coal plant inventory levels are adequate such that the higher coal prices of the last several weeks will not hold.  The discussion in the commentary section addresses U.S. coal supply and coal plant inventory and takes a different view than Citigroup.

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