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Much ado about nothing

September 15, 2009

Analysis of:Zoltek announces New Wind Energy Development Alliance | www.reuters.com

The recent announcement (Sept. 9, 2009; of an alliance between Zoltek and GBT (Netherlands) appears at first glance to be a step down the value chain. In fact it offers little. All the major wind power generator companies design their own blades and regard it as a core technology. LM Glasfiber ($1.3B) already designs and makes blades for the many wind power companies. So who will buy the designs or blades from GBT? How much impact will this alliance have on Zoltek sales? Answer, not much.

Better news for Northrop Grumman than expected

April 7, 2009

Analysis of:Small defense tech firms big bet for large contractors | www.reuters.com

The budget of 3 DDG-1000's is 2 more than first thought.

The push for nuclear power comes up against a key material shortfall?

August 23, 2007

Analysis of:ATK enters agreement with Hexcel, USEC | www.compositesworld.com

Yesterday USEC announced a three way partnership with ATK and Hexcel to build composite high strength gas centrifuge tubes for the enrichment of uranium. Hexcel announced that the deal will mean sales of as much as $100 million beginning in 2008 and peaking in 2010 - 2011 period. The carbon fiber to be used was not announced. Based on the application it will likely be a high tensile strength fiber similar to that already used in rocket motor cases. These fibers sell for roughly $50 per pound. this means that Hexcel will have to add capacity for 2 million pounds. Hexcel is now adding 1.5 million pounds in the USA and in Spain. The current expansions are destined for aerospace programs in the USA and EU. This application is highly performance driven and has a high demand for reliability. This means that Hexcel has had to undergo extensive qualification testing before selection. It also means that they will be difficult to displace by other suppliers.

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