GLG News by Metallurgical Coal Experts

Craig MarstonManaging DirectorCEM Marine

High Quality Service Premium Very Small In Today's Market

April 24, 2009

Analysis of:Box Imports Fall Below 1 Million - Journal of Commerce | www.joc.com

Container shipping rates are low - for everyone

Sam TimpanoPresidentSam Timpano & Associates

And there really are unicorns and if you see one you will live forever

April 23, 2009

Analysis of:Obama: Earth Day Speech Touts Green Jobs, Cap-and-Trade | blogs.wsj.com

The "green economy" has the potential to produce significant job growth but the Cap-and-Trade portion of this plan is failed. Cap-and-Trade is a reward for irresponsible behavior and will not remove one ounce of CO2 from the atmosphere. This is a system ripe for manipulation and corruption. It will actually increase prices and could serve to limit the value of the alternative energy initiative and job creation.

Craig MarstonManaging DirectorCEM Marine

Mixed Reviews For DRYS

April 21, 2009

Analysis of:ATM completed | www.tradewinds.no

The injection of $500M in equity appears to have quelled the market's fear of default, but the near-term prospects for DRYS are mixed.

Sam TimpanoPresidentSam Timpano & Associates

Used tires are both fuel and solid waste. The cloud on this issue is more in the minds of environmentalists than rational people.

April 20, 2009

Analysis of:Are Old Tires Fuel or Solid Waste? - Green Inc. Blog - NYTimes.com | greeninc.blogs.nytimes.com

Used tires, along with used plastic containers, used aluminum cans and a host of other manufactured good are at the same time fuel and recycled feedstocks as well as solid waste and are important parts of the energy/environmental equation. They are a substantial risk to the environment if not properly disposed of and are a hazardous waste if left to landfills or "used tire mountains" exposed to the environment. Used tires have a place in the whole business of recycling and environmental responsibility.

Thomas ShewskiOwnerHigh Energy Services

Key Features of Draft Climate Bill

March 31, 2009

Analysis of:Democrats Unveil Climate Bill | www.nytimes.com

    House Democrats issued a draft climate bill titled “The American Clean Energy and Security Act of 2009” on March 31, 2009 which proposes to reduce CO2 emissions and require the development of renewable energy on a nationwide scale.  The section that follows highlights important provisions contained in this 648 page draft bill.

Craig MarstonManaging DirectorCEM Marine

Panamax Market Prospects Ugly

March 25, 2009

Analysis of:Bulker bulge | www.tradewinds.no

Caught between an impending oversupply of Capesize vessels and a nearly equal deluge of new Supramax tonnage, Panamax owners face a bleak short-term market.

Thomas ShewskiOwnerHigh Energy Services

Potential Setback for Central Appalachia Mine Permits

March 24, 2009

Analysis of:EPA Halts Hundreds of Mountaintop Mining Permits | www.miamiherald.com

    EPA sent two letters to the U.S. Army Corps of Engineers expressing serious concerns about the need to reduce the potential harmful impacts on water quality caused by certain types of coal mining practices, such as mountaintop mining. The letters specifically addressed two new surface coal mining operations in West Virginia and Kentucky. EPA also intends to review other requests for mining permits.     This EPA action follows shortly after the Court’s favorable ruling on the mining practice in February 2009.  This EPA action may negatively affect the producers.

Thomas ShewskiOwnerHigh Energy Services

SO2 Allowances Comments

March 24, 2009

Analysis of:2009 EPA Allowance Auction Results | www.epa.gov

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

Thomas ShewskiOwnerHigh Energy Services

Potential Consequences of EPA’s Proposal Regarding Global Warming on Infrastructure Projects

March 23, 2009

Analysis of:EPA: Global Warming Endangers Health. Finding Could Have Far-Reaching Implications for Economy and Environment | www.washingtonpost.com

    Back in Spring 2007, the U.S. Supreme Court ruled in a 5-4 decision that the Environmental Protection Agency (EPA) may regulate carbon dioxide (CO2) emissions.  It appears the EPA in the new Presidential Administration may be moving forward in declaring global warming endangering health, requiring regulation on CO2 emissions.   The analysis section below discusses how this could have an effect on infrastructure projects.

Thomas ShewskiOwnerHigh Energy Services

Carbon Cap and Trade Program – Structure and Cost on Fossil Fuel-Fired Electricity

March 23, 2009

Analysis of:Obama Proposal Angers Coal Industry, Including Southern Indiana’s Duke Energy | www.newsandtribune.com

    The proposals by the Administration in Congress for a reduction in carbon dioxide (CO2) emissions include what is called a “Cap and Trade” program.  Under a Cap and Trade program, the amount of annual CO2 emissions would be capped and an entity would have to have a CO2 allowance for each ton (or metric ton depending on the final wording of the law) emitted during the year. 

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