GLG News by Thermal Coal Experts

Himadri Banerji, Chairman and Managing Director

Himadri BanerjiChairman and Managing DirectorEcoUrja 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.

India's March to 20 Gigawatts of Nuke Power

July 24, 2009

Westinghouse to Begin Talks with NPCIL to Deploy AP1000™ Nuclear Power Plants in India | westinghousenuclear.mediaroom.com

Now that the transfer of technology for nuclear power p[lants and state of the art nuclear fuel processing systems have been cleared by the nuclear services group subsequent to Idia signing of the agreements, US companies like Hitachi owned Westinghouse Electric Company has now taken steps to move into India. A recent announcement to this effect has been made.

Himadri Banerji, Chairman and Managing Director

Himadri BanerjiChairman and Managing DirectorEcoUrja 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.

India's Nuclear Winter Recedes Into History:6,000-MW of Nuclear Power in 2009?

July 24, 2009

US, India agree on nuclear and defense deals | www.csmonitor.com

The Indian government announced it was designating two nuclear power-plant sites for exclusive development by US companies and agreed to honor so-called "end-use monitoring" arrangements for high-technology military sales, which allow the US to sell military equipment in sensitive markets while ensuring that the equipment is used only for designated defensive tasks. With this India’s isolation from the nuclear world will come to an end

Sam Timpano, President

Sam TimpanoPresidentSam Timpano & Associates 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.

A Birthday Still Worth Celebrating

July 5, 2009

Envoy Prepares to Visit Honduras | www.nytimes.com

Recent events in Iran and again in Honduras demonstrate the drift in American foreign policy and contributes to global confusion on what America stands for these days. These are just some private thoughts to share with all. Enjoy the 4th!

Sam Timpano, President

Sam TimpanoPresidentSam Timpano & Associates 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.

Nice "touchy feely" and "green politics" no real meat

July 1, 2009

CSX Announces Commitment to Cut CO2 Emissions by Eight Percent | jacksonville.bizjournals.com

As we proceed along the path of everything green and while these efforts are press worthy and of corporate value these days, perception has to finally one day match science and reality.

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.

Key Points Contained in Climate and Energy Bill Passed by U.S. House of Representatives

June 29, 2009

House Narrowly OKs Sweeping Climate Change Bill | www.dallasnews.com

    The U.S. House of Representatives narrowly passed the American Clean Energy and Security Act of 2009 (“ACES”) on June 26, 2009.  The discussion below contains the key points in the Bill now headed to the Senate for debate and action.

Sam Timpano, President

Sam TimpanoPresidentSam Timpano & Associates 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.

Transport fuel costs and economic recovery

June 26, 2009

The ups and downs of diesel | www.chron.com

Energy costs are at the heart of all economies and impact growth and most certainly recoveries from downturns. Transport fuel costs are second only to power generation in terms of importance to economic growth.

Sam Timpano, President

Sam TimpanoPresidentSam Timpano & Associates 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.

Cramer is an entertainer more than he is an analyst these days

June 15, 2009

CEO pilloried | www.tradewinds.no

Jim Cramer has a horrible track record both for recommending stocks and for his CEO choices, good and bad.

Sam Timpano, President

Sam TimpanoPresidentSam Timpano & Associates 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.

There is more to this than meets the eye

June 15, 2009

Gazprom CEO Sees Oil at $85 A Barrel by Year’s End | www.rigzone.com

CEO Miller is on target and probably has deeper insight than he showed in this interview. As certain economies begin to recover and others begin to feel the effects of their stimulus, the decline in demand will ease and gradually produce upward pressures on price. Inflation risk, especially in the US economy will also play a role in driving prices, especially if crude remains linked singularly to the dollar.

Himadri Banerji, Chairman and Managing Director

Himadri BanerjiChairman and Managing DirectorEcoUrja 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.

It is India Story All The Way 2009: Post Stimulus, Indian LNG Demand Equals China’s

June 10, 2009

Qatargas primes train 5 taps | www.upstreamonline.com

That the current growth momentum in the Indian economy is fuelled by infrastructure spending stimulus plan is corroborated by the fact that the LNG demand from India for the first time ever is going to equal to China’s as per a report published in the June 2009 issue of Upstream magazine. The report was quoting Qatargas's marketing director of its Commercial and Shipping Group, Alaa Abujbara, who while talking to reporters on the sidelines of the Asia Oil and Gas Conference, said that China will be the next biggest buyer of LNG after Japan, and India is on the same scale as China.

Himadri Banerji, Chairman and Managing Director

Himadri BanerjiChairman and Managing DirectorEcoUrja 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.

Improving quality of Deforestation Based Carbon Credits:Agenda for Copenhagen?

June 8, 2009

Hostage to fortune | www.economist.com

Money is being spent on credits of dubious ecological value, though there is a growing understanding among offset buyers of the potential of forestry activities to generate high-quality, cost-effective emissions reductions while at the same time providing additional advantages like conserving species and supporting local communities.

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