GLG News by Electricity Distribution Experts in GLG Member Programs

Sam TimpanoPresidentSam Timpano & Associates

Consolidation in the solar power sector

December 12, 2011

During the recent rush to renewable energy sources, solar has taken it on the chin. This is perhaps deserved, particularly in the U.S., where there have been several economic and technical disasters.

David FreemanPrincipal and PresidentTeamOne Energy, Inc.

Nuclear is mostly dead but it has little to do with Japan

May 27, 2011

Analysis of:Nuclear Power is Dead - Parts 1 & 2 | www.energycentral.com

The costs for new nuclear plant construction were non-economic well before TEPCO's Fukushima  disaster. Clearly most new USA generation will be gas fired combined cycle turbines. Renewables continue improve economically. However, they will only be niche contributors do to poor capacity factors and ancillary infrastructure costs (ie; transmission and back up power). ERCOT Texas will be an interesting early test of these dynamics.

Doug HousemanVice President Technical InnovationEnerNex, LLC

Shale Gas ills depend on what you measure

April 13, 2011

Analysis of:Shale gas 'worse than coal' for climate | www.bbc.co.uk

The Issue with Shale gas, is the same as any natural gas and depend on how much of the life cycle you measure. Neither of the two new studies do an apples to apples comparison.

David FreemanPrincipal and PresidentTeamOne Energy, Inc.

Misguided Call for Oklahoma Oil Regulator Market Intervention

April 1, 2011

Analysis of:Cushing oil storage glut causes concern for producers | newsok.com

The Oklahoma Corporation Commission should let free market forces work rather than intervene as requested Thursday by  Domestic Energy Producers Alliance and Oklahoma Independent Producers Association.

David FreemanPrincipal and PresidentTeamOne Energy, Inc.

Nuclear Power will Not Contribute to Supply – Japan No Impact

March 14, 2011

Analysis of:Japan nuclear fears lift solar stocks | money.cnn.com

Hopes for nuclear power to contribute to USA thirsts for noncarbon based baseload power where quietly dead on arrival well before the Japanese earthquake and related nuclear problems. The two reasons are current construction costs of $8000 to $10,000 per kW are uneconomic and no viable alternative for waste fuel disposal. Current enthusiasm for renewables, in light of this disaster, would be better placed on natural gas related power supply.

Sam TimpanoPresidentSam Timpano & Associates

More window dressing

July 30, 2010

Analysis of:Oil Majors Develop $1B Rapid Response System | www.rigzone.com

As has been learned from the Deepwater Horizon spill, the complexities that exist in these deepwater wells and the potential for repeats of this kind of spill will challenge all parts of the oil supply equation, all the way to costs to contain and clean up spills..

Sam TimpanoPresidentSam Timpano & Associates

No Surprise Here

July 9, 2010

Analysis of:BP Invoices Anadarko and Mitsui for Gulf Cleanup | www.petroleumafrica.com

This action by BP should not come as much of a surprise to anyone. It is reasonable to assume that while BP carries the front page burden of this spill, actions of this nature should be expected. They are reasonable and within the legal and financial boundaries of corporate contracts.Once the spill is contained, it is also reasonable to find that years of legal actions between all parties involved in the rig and this particular well will be taken and pursued.

Doug HousemanVice President Technical InnovationEnerNex, LLC

Vattenfall Sales a result of the global economy

March 28, 2010

Analysis of:Vattenfall agrees to sell German power grid-sources | www.reuters.com

With the fall in energy prices, Vattenfall has issues with their overall debt load and needs to retrench, like many other European utilities.

Doug HousemanVice President Technical InnovationEnerNex, LLC

It is not the pure economics that makes solar attractive

March 14, 2010

Analysis of:ECD Bags Rooftop Solar Project In Portland | solar.energy-business-review.com

In the world of distributed generation and green energy it is not about the total power produced, but about the subsidies, public perception and above average repayments.

Himadri BanerjiChairman and Managing DirectorEcoUrja

US Nuclear Renaissance:Construction Cycle Risk Obama's Loan Guarantee

March 7, 2010

In the late 1970s and early 1980s, several nuclear power plant construction projects experienced major problems related to design and construction quality. Long timelines in the project construction cycles made many utilities going broke. Even before the nuclear renaissance can really take off, one has to examine whether utilities , contractors and designers have gained from the knowledge from the mistakes of the past period with changes in the quality of design and construction methods.

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