Energy & Industrials News 1

• 2005 was record year for the coating industry
• 2006 PRB Coal Deliveries and Potential 25% Tax Credit for New Rail Investment
• 2007 no healthier than 2006
• 2007 Truck & Engine Demand Picture Getting Cloudier
• 3 year old article leads to Billion Dollar deal?
• 5 MW Wind Turbines become a reality
• 787 Problem? Technology Advance & New Business Model &...
• A Better Marriage?
• A Bright Future for Gold
• A Competitive Advantage
• A Food & Drink Hedge Against Economic Slowdown
• A Good Choice under Certain Conditions
• A good combination for ethanol
• A new way to shine the (solar) light may have market potential
• A real bone to chew on
• A Sea of Change in US Solar Incentives
• A Stainless Market ?
• A Tale of Two Solars
• A Trucking Dog
• A trucking legend calls it a career
• A typical example of a worldwide problem
• A Winning Proposal
• Add-on for Novelis' Fusion Technology
• Advances in coal fired power stations need regulatory certainty
• Airbus: Flying Into A Corner?
• Alberta's sticky oil costs
• Aleris - Score another “Win” for Private Equity Capital?
• Aleris buyout.
• Alpha continues to grow
• Alternative Benzene Supplies
• American drilling contractors prosper in South America
• American Taps Growing Market to China
• An Electrically Green House Means More High Tech
• Anadarko Acquisition Ultimately Superb
• Analysis and prediction of outcome
• Another argument for long term contracts
• Another bird brained idea to restrain railroad rates
• Another Brazilian Energy Crisis Looming?
• Another federal pork barrel for the railroad industry!
• Another Good Option
• Another nail in the truck driver-shortage coffin
• Another Suit Against the Union Pacific for Failure to Deliver Coal
• Another supporting sign of crystalline PV's future
• Are Biorefineries Going to Denude the Earth?
• Asian Sourcing At Risk
• Australian, North American and Western European Issues and Solutions are Similar
• Availability of Miners and Rising Costs in the East Challenge Marginal Companies—Good Opportunity for the Well-Capitalized Mines at Current Prices
• Awash in heavy crude, the future looks even denser...
• Basic Battery Research for the Real World
• Basin Water Ion Exchange Could be a Solution
• Big Catch!
• Big Money - Little Impact
• Big Oil - should they open the door to biofuels?
• Big Oil consumes Big Steel
• Big Oil Moving Steadily Moving Further North
• Big Step To Make Solar and Wind Big Time Electricity Generators
• Bio bubble?
• Bio fuels can and will cap the costs of petroleum.
• Biobutanol: Another option.
• Biodiesel vs Ethanol, Apples and oranges
• BI-O-PPORTUNITY
• BLM Rejects Exxon
• Bolivia A Small Factor
• Bowater Idling of Thunder Bay Could Help Newsprint Producers
• Brazil Energy Superpower? Not so fast...
• Brazil wakes up to reality
• Brazil; Where tomorrow Never Comes
• Brazil's Ethanol A Viable and Obvious Alternative
• Bureaucracy and Competitiveness
• Business as usual in the copper market
• Business Models are Different For Players (and so is analysis and results)
• But the real wind power growth is elsewhere
• California Leads Way with Cost Following Residential Rates
• Can Future Oil Production Keep a Lid on Prices?
• Can't we all just get along?
• Carbon Fiber Market
• Cargills pledge is environmentally positive and production neutral, as long as it isn't expanded
• Caspian Gas Pipeline Project Has No Bearing on Russian Oil/Gas Market For Foreseeable Future
• Centrica and Drax Power agree on long-term power contract
• Ceyhan Oil Terminal dramatically changes transportation of Caspian Crude
• Changes in NS Fuel Surcharges
• Changing European Consumer attitudes about home decorating
• Cheap Trucking No More
• China - the engine that is driving Market Pulp
• China and India will be Fastest Growing Markets
• China Coalbed Methane - Houston, Do We Have Reserves Yet?
• China Makes Cleaner Energy a Priority
• China Will Soon Address Its Water Shortage
• China: A Stainless Power
• China: the slowly approaching Tiger
• China’s Rosneft purchase will put pressure on future supplies to the West
• China's Hold on Foreign Oil
• China's industrial production growth is still accelerating
• Chinese agriculture needs to evolve to protect drinking water
• Chinese Steel -- How Big Will it Get
• Chinese zinc production keeps growing
• Chlor-alkali and PVC margins
• Climate is the key to Ethanol production...
• CO2 Emissions-Reduction: Politics, Framework, and Economic Analysis of the Proposed Program
• Coal Gasification Overview
• Coal to Oil Economics
• Coal-to-Liquids Economic Drivers
• Comments on Pioneer Settlement.
• Companies Waking to the Reality of Portable Power Choices
• Competition in the paper industry (No Match for the Samba Kids)
• Composites as Packaging Material
• Comprehensive Plan to Reduce Oil Imports in Sight
• Congo: new opportunities arising
• Consequences of Yukos bankruptcy
• Considerations for Natural Gas-Fired Generation Displacing Coal-Fired Generation at These Prices
• Consolidation is Coming - But Not Likely This Pairing
• Construction Material Challenges...Long term
• Container Shipping Companies Doomed
• Converting Coal to Oil
• Copper's weakest link
• Corn based plastics are more than green...
• Corn price volatility a risk factor for new bio-based products
• Corn: The fuel versus food debate.
• Costs Cut Into Coal Companies Profits and May Eventually Affect Marginal Mines
• Could be compared to flying a kite in a lightning storm
• Could GE Be Rexel's Exit Strategy
• Could this new technology open doors to Al automotive sheet?
• Creating Value for Distressed Electricity Generation Assets in the Southeast US
• Crude Prices Supported by Numerous Factors
• CVRD arrives late to the party
• Dakota Minnesota & Eastern: A Third Railroad Into the Powder River Basin Coal Fields of Wyoming
• Demand and Supply Dependancies
• Demand for industrial gases to grow indefinitely
• Depends on the Price of Benzene -- at the moment
• Did the word "market" occur to anyone?
• DM&E is Working to Resolve Remaining Obstacle--Mayo Clinic in Rochestor, Minnesota
• Do we need another debate about deregulation?
• Do we need another railroad in the PRB?
• Does the U.S.-Mexico border need another rail crossing?
• Don't Throw in the Towel as Basin Water Shores up its IP
• Don't worry about Con-way
• Double Digit Growth Likely to Continue
• Dow Filmtec Buys Chinese Membrane Company
• Drayage Drivers at the Ports major impact
• Dry Bulk's Bull Run Continues
• EAF sector is adding new capacity
• Education of Biofuel research leads to better understanding...
• Effect of Expansion of the Star Alliance into the PRC
• Electric Generation Company from Japan Finds Texas Size Opportunity
• Electric Transmission Gets Regulatory Boost
• Electrical Industry Material & Employment Challenges
• Electrical Manufacturers Benefit from Construction Growth
• Emerging Giants Buy-In or Sell Direct
• Emerging Ports and the Railroads That Serve Them: Lázaro Cárdenas and Kansas City Southern
• Emerging Ports and the Railroads That Serve Them: Prince Rupert and Canadian National
• Employee turnover will lower labor costs of railroads
• Energy Horse May Be Leaving the Mexican Barn
• Energy magnet drawing Russia closer to the European Union
• Entergy transmission complaints are real
• Ethanol gold rush creates unintended consquences
• Ethanol production buy-products...
• EU ag can be comparitively competitive if governments play it smart
• EU Carbon Credit Prices Whipsaw
• Europe claims another American car builder
• European Union in the cold again this winter?
• Even $70/bbl crude oil will not reverse North Sea decline
• Evraz buys Highveld for vanadium not steel
• EXCO worth a close look
• Exide - Pulling it altogether
• Exide Takes Painful, Responsible Step
• Expansion A No-Brainer
• Eye Of The Beholder
• Faster Drilling Means Faster Payback. Safer Drilling Means Less Downtime
• FedEx answers UPS
• FedEx National LTL - How Does It Fit In?
• Feed Traffic Critical for Regional Airline Success
• Fighting for respect
• Finnish companies turn from domestic to global emphasis
• Five years to first production
• FLIR wins by a Knock-out...Raytheon will surely request a rematch
• Floating Nuclear Power Stations New for Russia, Old News for USA
• Flying by the seat of your pants...
• Ford Good News / Bad News
• Ford Returns Closer to its Core technologies
• Fourteen years on the road to nowhere
• Fuel cells may have their place ... if used correctly
• Fuel prices drain some (but fill-up others)
• Fuel Surcharges on Rail Shipments
• Further Integration in the PV Industry
• Future of Powder River Basin coal is never certain
• Future outlook not good for onshore oil
• Gazprom tightens Russian grip on west European gas markets
• GE Recycled Plastics – Good News but Keep Perspective
• GE Water: Positioning itself to Surge Ahead
• GE, Pall and 3M benefit at Eagle Picher's Expense
• George H.W. Bush CVN 77 bridges the gap...
• Germany's smart play in U.S. freight
• GE's Water Synergy: Technology and Finance
• Getting 320mpg on fossil fuel now looks possible...
• Global Shipbuilding Competition
• Going Long In the Renewable Energy Business
• Gold will continue to shine
• Good news for Freightcar America, but not enough to maintain deliveries
• Great Market, Bad Timing
• Green Energy Firm Collapses Due to ECONOMICS
• Green Light for Trucking Profits
• Greener, Cheaper, Faster
• Growth Accelerates at parent company of ABF Freight System
• Has Matson's ship come in for profits?
• Healthy U.S. economic conditions for truckers
• Heat And Drought Will Likely Turn Corn Into A Golden Egg
• Heavy Construction Equipment hostage to world events
• Heavy Crude in Reserve
• Higher plastics prices here to stay.
• Highway service vs. railroad costs
• Home Depot Buying at Top of the Market
• How far will 2007 heavy truck sales fall?
• How FedEx intends to change long-haul trucking
• How Sulfur Emissions Allowance Prices Affect the Realized Price Per Ton of Coal and Can Swing Earnings As it Did in 2Q vs. 1Q
• How This ADA-ES/NexGen Refined Coal Qualifies for the Section 45 Tax Credit/Is This A “Me-Too” Product to KFx’s K-Fuel?
• How to Profit from Trucking's Achilles Heel
• How to Survive and Excel as an Industrial Equipment Manufacturer
• How to view margins
• If Everything Goes Perfectly
• If Mittal does not succeed, what will be next?
• IGCC for Power Generation Nears Cost-Competitiveness to Traditional Coal-Fired Plants and Remaining IGCC Issues Will Diminish
• Impact of iron ore increase on steel mills
• Important corrections
• Imported ethanol on the horizon?
• Impoverishment of the American people
• Influence of the fluctuation of the price of copper on the HVAC Equipment
• Intermodal is booming, but it's no substitute for truck-only moves
• Intermodal Issues Explained
• Is Big always appealing?
• Is Jim Young going to be able to turn Union Pacific around?
• Is Liberty Electric Power looking in their rearview mirror?
• Is Russia a Future Airbus Partner?
• It is still sugar water
• It Just Might Work
• It will take at least $5.00/gallon
• It’s service, stupid!
• Japan Re-Enters Commercial Aircraft Market
• Jevic On The Way out
• John Bolton in a fog
• Jones Act Threat
• Kazakhstan's Commitment To BTC Pipeline
• KCS will need to do more to make their NAFTA RR Grow
• Key Things to Look at For Energy Crops
• KFx coal would decrease need for DM&E
• Kitty Hawk No Longer Means by Air
• La Guerre du Petrole (the oil war) gets into high gear.
• Larger Scale Test Burn of KFx's K-Fuel and Some Questions Remain
• Lead expansion in China
• Legacy Carriers Behind the Curve
• Limestone Producer Franklin Industrial Minerals on the Selling Block
• Lithium Also Operates Well Outside Moderate Temperatures
• Little Effect on Reserves
• Little if any change
• Little or no Impact on company
• Logistics And Transport Operations - Often Not A Perfect Mix
• Looking back to look ahead.
• M&A in the nickel market
• Making Up For Lost Profits
• Malcolm McLean's Genius and Your Profits
• Mandatory Greenhouse Standards May Come Sooner Than Expected
• Maritza Valley Coal Resources
• Massive border security program pits aerospace primes
• Merchant Generation Companies Getting Back on Their Feet?
• Mercury Emissions Controls Companies to Benefit by Tougher State-Level Mercury Limits
• Mine Methane - Another Niche Fuel
• Mittal-Arcelor -- The Dance Continues
• More Corn Can Go to Ethanol Production
• More Evidence It's Legacy Carriers That Have The Future
• More Maturation in the Photovoltaic Industry
• More Mine Safety Laws
• More pressure on Qatar and Iran to supply gas
• Much ado about gas in the European Union
• Narrowing The Focus Usually Helps - As Long It’s On The Right Things
• Nearby by-product market for Boardman Ethanol Plant
• Needs The Right Buyer
• New railcar boom for some builders
• New Random House Environmental Initiative
• New route will lead to fewer trucks and more intermodal traffic for railroads.
• New Type of Silicon Feedstock Making Its Way Into PV Market
• New Zinz Deposits in N.B. ?
• Nickel: And the winner is......
• No Decision: Manufacture Offshore or Perish
• No Electricity from California PV, No Money
• No Slowdown in Sight for Trucking
• Not a smart move
• Not all Timberland is Created Equal
• Not Exactly
• Nothing new in Venezuela
• Nuclear technology advances behind the scenes ...
• Octane Balance Considerations in Ethanol Fuels
• Offshore Drillers! Watch out for 2009!
• OIL SUPPLY HEALTHY FOR 2007? AND THEN?
• OPEC struggling to hold oil rate
• Opportunities in Coal-to-Gas. With Recent State Actions Allowing Long-Term Contracts by Utilities, It is Almost Like Signing onto an Annuity
• Opportunities/Challenges for the World Decorative Coatings Market
• Organics continue to grow
• Outlasting the Competition
• Output in 2007 about the same as 2006
• Overview of Chinese Steel Industry -- where is it going?
• Paccar Ahead of the Trucking Curve
• Pacific Ethanol to Build a Plant in Boardman, Oregon to Produce Ethanol from Midwest Corn
• Patience
• PET or Ethylene Glycol Recycle by Another Name?
• Phase-Out of Synthetic Fuels Credit to Hit Producers and Drop Coal Production
• Pipeline to Ethanol's Future
• Plastic conference highlights global changes
• Plenty of feedstock for Biorefineries
• Polypore Gets Its Battery Act Together
• Portland General Electric Shares Issued to Enron Creditors
• Potential Increased Value for CONSOL’s High Heat Coal Once Scrubber Retrofits Occur
• Potential of Coal
• Potential Railroad Labor Deal Could be Profitable to the Railroads; Not Much Savings, If Any, to Be Gained by Shippers
• Potentially Much More Efficient Desal Nano-Membranes
• Power Purchase Agreements Help Solar Electricity
• Pre Buy is over.
• Premium Image + Premium Offerings = Premium Profits
• Price of doing business
• Price rations supplies - How much are you willing to pay?
• Prices, and price relationships for ethanol likely to continue to change
• Private participation in energy projects unlikely
• Profit Erosion Inevitable
• Profits, Profits, Profits
• Proposed Changes to Fuel Surcharges Will Impact Railroads’ Coal Transportation Revenues
• Proposed DM&E Rebuild and Expansion Could Help Corn Growers, Ethanol Producers, and Coal-Using Utilities - Now It Is Up to the FRA
• Proposed Revision to FERC Transmission Tariff Should Benefit Wind Energy
• Prudhoe Bay – Down but not out and not down for long either
• Pulp from Brazillian Cloned Eucalyptus vs Pulp from U.S. Cloned Poplar
• Putting the base metal super cycle theory to the test
• PV Alternatives to Silicon
• PV Goes Double Digit MW
• Rail Expansion in the Powder River Basin Another Signal of the Future Strength of PRB Coal
• Rail industry challenged to attract and retain employees
• Rail Is Always An Answer - But Then There Is Reality
• Railroad equipment may play a major roll in future of ethanol industry
• Railroad Industry: Renaissance or Recovery
• Railroad operational problems are best solved without political guidelines
• Railroad profits growing on freight rates, not efficiency, except for CSX.
• Railroad supervisory and personnel management techniques are stuck in the 19th century.
• Railroads and utilities are playing a political game.
• Railroads are fixing their problems with coal delivery rates.
• Railroads' poor performance on coal deliveries getting politicians' attention
• Railroads’ Rates Need to Factor in Cost Savings and Recent Rates are Substantially Higher
• Rate Case Issues On the Rise
• Rates will drop slowly, profits much faster
• Raw Materials Supply a Problem for China
• Rayovac / Spectrum - Overdue Housecleaning
• Real Driver Shortage Or A Worker Shortage?
• Real Energy "Price Gouging" is in Ethanol
• Reality Check on Ethanol & Refining
• Recipe for long-term success in dry market investing
• Recycle of Consumer Plastics for Automotive Applications
• Refiners and Ethanol – A Refiner’s View
• Refiners and Ethanol could still be compared to water and oil
• Remember the bio part of biofuels
• Remove US tariffs on ethanol and watch the capital flow
• Rosy Scenario for Tankers
• Royalty relief inconsequential
• Running repairs for railcars is a low margin but safe business for Greenbrier (GBX)
• Rush to New Coal Plants? Not So Fast…
• Sakhalin II just the next step in Arctic Exploration and Development
• Same old same old
• Saudi decline not unexpected
• Second quarter results look very good
• Severn Trent: Back on track in water
• Shale Gas : Panacea for Natural Gas Supply - Or the Next Bandwagon?
• Shining Nickel
• Ship Scrappings Will Follow
• Shortage of Drivers? No se......
• Should concerns about inflation affect railroad freight rates and stock prices
• Should Have Read Your History Book
• Shut in not as important as it seems on the surface
• Shuttered Mohave Coal-Fired Generating Station Is Worth Studying
• Siemens Proves That It Made The Best Water Acquistion - USFilter
• Small Quantities of KFx Coal to be Transported on DM&E Railroad is Not Appreciable to Either Company
• Smart Coatings Expand Paint Market
• Softwood Lumber Agreement Could Cause Big Problems for Canadian Newsprint and Pulp Producers
• Solar Photovoltaics - Looking GOOD!!!
• Solar Rumble in the Desert?
• Some Hope for Rubber prices
• Some Utilities Just Don't Get It
• Sometimes, Size Matters
• Son of JDAM
• STB Decision Will Especially Hurt Union Pacific Revenues
• Steady traffic growth will be no problem for railroads
• Still a long way from home
• Supply and Demand is not a straight line
• Supply response to high zinc prices
• Tank car project may avert showdown between railroads and car owners
• Tanker Prospects Strong
• Targeting the subcontinent
• Ten end of escondida's strike will not change the global picture
• Texas Wind
• The 28 percent solution that isn't
• The American soda ash industry is running at near
• The Beginning of a Real US Renewable Energy Policy?
• The Bottom Line is Lack of Infrastructure
• The Cloning of Eucalyptus-- A significant market benefit
• The Comeback of Nuclear Power
• The Coolest Spot in Trucking
• The economic environment has helped
• The end of Yukos?
• The European Model
• The Evolution of Intermodal Continues (with a look to the past)
• The first of its kind on the west coast...
• The glass if always half-full (or more) in Brazil
• The growth of the Ethanol Industry is just beginning!
• The industry learns more with each damaging hurricane
• The long and the short of Bolivian Gas
• The Market Economics of Massey’s Coal
• The National Mercury Rules and How the Individual States Acting More Aggressively Provides an Opportunity for Mercury Emissions Controls Companies
• The new age dawning is an expensive one.
• The Next Logical Step
• The Price We'll Pay for Cleaner Trucks
• The Problem with Short Sea Shipping
• The railway and the shipping lines: it will take two to tango for Prince Rupert to work
• The Realities of Butanol
• The Separator is a Key Element in building a safer Lithium-Ion Battery
• The Slowing of The Low-Cost Airline Sector Intensifies
• The true ‘new frontier’ is “The Zone”
• The Value of High-Heat Content, High-Sulfur Coal from the Northern Appalachian Basin
• The war continues
• The world is rapidly converting from oil to gas
• There’s Not Much Left In ‘Them Thar Hills’
• These High Rail Rates Put A Cap on How Much Powder River Basin Coal Suppliers May Charge for Their Coal
• These May Not be Ideal Partners
• Tighter Mercury Rules Could Benefit Several Named Companies
• Til her Daddy takes her T-Bird away
• Timber Subsidy?
• Times are a Changin’, but Developed Countries Will Retain a Niche
• To minimize risk, stay with existing suppliers
• Top Battery Separator Supplier Expands for HEV Growth
• TPG Purchase of Aleris
• Traumatic Cultural Changes in Toulouse as Airbus Faces New Realities
• Trend toward large advance purchases of wind turbines continues
• Trinity’s railcars are back in fashion
• Trucking Facts, Facts and More Facts
• Trucking has a green light for profits
• Trucking hits a speed bump
• Trucking is immune from $70-a-barrel crude -- for now
• Trucking pipeline filling up
• Tying Carbon Sequestration to EOR & Gasification
• U.S. economy is expanding -- domestic trucking capacity is not
• Uganda Discovery Extends Sudanese Oil Province Southward
• UK energy market models
• UK Energy Policy
• Union work rules and expensive pensions have doomed Freightcar America’s Johnstown plant
• Update on Global Carbon Trading Markets
• Update on oil well Jack 2 in Gulf of Mexico
• URUGUAY AND ARGENTINA FACE OFF OVER NEW PULP MILLS
• US Airlines
• US Demand for Commercial Construction
• US Intermodal Productivity Issues
• US Port Productivity - Still Just Talking
• Vanadium market analysis
• Very Light Jet (VLJ) Risk Mitigation Is Driver In Quick Adoption
• Very Light Jets (VLJs) Are Cool - But Some Are Chilly Toward Projections
• Water Conservation Now Pays Real Dividends
• Water is a highly fragmented industry
• Water is essential to support continued economic growth
• Welcome to the Club
• We're a Long Way from Killing Forests for Fuel
• West coast ethanol production probably has merit.
• West Coast ports' growth driving freight elsewhere
• Weyerhaeuser-Domtar Deal Is Not a Harbinger of the Paperless Office - Can Benefit Both
• WGR's Secret Prize Is... Pinedale Tight Gas
• What does Apollo's investment in TNT signal for 3PLs and private equity in the sector?
• What is ahead for the World Tire Market?
• What Rail Rate for KFx Deliveries? How Much Will KFx Be Able to Charge?
• What’s going on with the copper market?
• Where will crude oil from Baku-Ceyhan Pipeline go?
• Where's Home Depot or Lowe's in all of this?
• Who Will Make Real Estate "Green", $Green$?
• Who’s right? Who’s wrong about peak oil?
• Why $3-a-gallon diesel may be cheap
• Why Aren't Petroleum Refiners More Excited About Ethanol?
• Why can't the US produce ethanol from sugar? Price and Productivity
• Why diesel fuel costs aren't falling
• Why Hoffa is a Lock
• Why Not? Profits, People, Priorities & More “P’s” - Plus Logistics
• Why sell now if the future is better than the past?
• Why the UPS Overnite Marriage will Fail
• Why trains are not the answer to U.S. freight transportation woes
• Why U.S. Trucking is Booming
• Will 2006 be four in a row for rising energy prices?
• Will Congress Provide Some Rail Rate Relief for Some Grain, Chemical, and Coal Shippers?
• Will KFx' K-Fuel Beneficiated Coal Process Prove Technically Successful?
• Will LEDs Shine Brightly
• Will negative public opinion destroy the American oil industry?
• Will the “Screeching Seventies” and beyond be next?
• Will this technology be the alternative iron technique for steel?
• Will United Management Be Able To Keep The Company In The Black?
• Wind Power Projects Will Continue to Be Strong; Great Prospects for Developers and Turbine Manufacturers – Not Just Blowing in the Wind
• Wind Power: Check the Maps
• Wishful thinking on long term oil prices
• With gasoline at $3.00/gal, ethanol producers may need it all
• Working Smarter - Not Harder - A BIG Opportunity
• World Economic Growth Continues
• World oil supply growth real, but short of CERA estimates
• Zinc Matrix Power: An Excellent Alkaline Alternative to Lithium Batteries
• Zinc: Present and Future Drivers for Change