GLG News by Jack Lifton, Managing Director
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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November 6, 2008
Aboriginal chiefs pitch business deals to China | www.canada.com
The North American civil rights movement has assured native Americans of their property rights and their sovereignty over the natural resources on their lands. American environmentalism has at the same time made sure that every conceivable roadblock is put in place to prevent the development of those natural resources. Canadian native Americans have now decided to stop going hat in hand to Ottawa to beg for development and are asking Chinese investors to build roads and powerplants on their land and to be paid from the harvest of the wood on their lands and the metals and minerals to be found there. Native Americans have been bought off with casino licenses that get them roads only to the door of the casino. How long will it take them to emulate their Canadian relatives? -
November 6, 2008
Cerberus chief: Country can't let automakers fail | www.forbes.com
It seems that because he is too big for his own failure not to be noticed on Wall Street and at his alma mater's plush New York City 'club" John Snow is blathering about how he sees a 'bailout' of his Chrysler deal as a mandatory step that the US Treasury must take. Of course, it was his own miscalculation that brought Chrysler to this point; the exhausted car company should have failed 10 years ago when it was eviscerated of ideas by the very arrogant Juergen Schremp then the CEO of Daimler. The last solely Chrysler designed cars to go into production without input from Daimler were the PT-Cruiser and the 300. They were also the most successful of Chrysler's offerings in the DaimlerChrysler period. -
What Iceberg's Tip Is Emphasized By The Short Range Of The Chevrolet Volt?
November 5, 2008
Chevy Volt Inspires a New Language | wheels.blogs.nytimes.com
General Motor's admits that "The Volt...has a range of 40 miles (when all power equipment has been turned off, including air conditioner, stereo and headlights),...." General Motors apparently suffers from "We will build it, and they will buy it syndrome." Who now needs a short range, environmentally touchy, expensive small car for running around the empty subdivision or going to the empty mall or to the nearby unemployment office? -
Will Technologies Critically Dependent On "Minor Metals" Survive The Current Cull Of Junior Miners?
November 4, 2008
"Darwinian culling" in junior mining sector | network.nationalpost.com
The rush to analogy by the mainstream media has recently brought us such oversimplifications as the comparison of modern America to ancient Rome and of Barack Obama to John F. Kennedy, but the MSM may be on to something with a description of the disappearance of interest by investors in thinly capitalized junior (exploration oriented) mining companies as a Darwinian "culling, a destruction of the weakest." -
November 4, 2008
Credit crisis to hit mining projects- Credit Suisse | www.miningweekly.com
The critical metals for consumer electronics are all byproducts of the production of base metals. Any cut in base metal production is automatically a cut in byproduct metal production. -
For Lithium The Shortage Lies Not In Your Minerals But In Your Long Term Strategic Planning
November 3, 2008
Electric-car race could strain lithium battery supply | news.cnet.com
American OEM heavy industry is once more highlighting its worst shortcoming: A total lack of long term strategic planning to manage the risk of supply interruption of critical materials due to production limitations on natural resources. It's difficult to imagine just how urgent a company such as GM thinks it is to wean America off of dependence on foreign oil and to reduce greenhouse gas emissions when GM and its competitors don't seem to be concerned with whether or not they can securely get enough lithium to make enough batteries, if they indeed turn out to be practical and economical, to make enough cars to make a difference. -
October 31, 2008
2010 Ford Fusion Hybrid and Mercury Milan Hybrid Expected to Get 5 mpg Better than Toyota Camry Hybrid | hybridreview.blogspot.com
The Ford Motor Company is following the lead of Toyota and will market four hybrid models in its 2010 lineup, due out in less than 6 months at the end of the first quarter of 2009. The Ford Escape and Mercury Mariner for 2010 will be upgraded and joined by hybrid versions of the Ford Fusion and Mercury Milan all utilizing what Ford calls a state-of-the-art lighter weight nickel metal hydride battery to achieve up to 700 miles range on one tank of gasoline and excellent performance with no or low emisisons depending on whether the vehicle is in either electric or internal combustion mode. -
October 30, 2008
Tesla Motors Zaps Another C.E.O. and Lays Off Staff | bits.blogs.nytimes.com
No one has ever built a practical electric powered performance car with a range on a single charge of 250 miles and a top speed of 150+ mph. It certainly may be possible to make and select from thousands of lithium-ion batteries enough stable ones to build a battery pack large enough to give the performance Tesla has advertised. But to make hundreds or thousands of such cars a year, and to set up a parts and service operation for them, is not possible with currently mass producible battery technology unless the selling price of the car is open ended. The backers of the Tesla and their adoring fans have developed new silicon technologies and written revolutionary software to control these technologies, so they think that a battery powered car is just a toy that they can do in their sleep. I wonder if they are having nightmares about the tens of billions of dollars real car makers like Toyota and Honda have spent without even coming near to a car like the Tesla. Wake up, boys! -
October 27, 2008
General Motors, Driven to the Brink | www.nytimes.com
The American owned and operated OEM automotive industry was only profitable when it had both a monopoly and credit was cheap. This situation can never again occur, because the OEM American owned and operated car industry's domestic market share is already below 50% and is still rapidly decreasing and the era of cheap consumer credit is now gone perhaps not to return for a very long time, if ever. -
October 27, 2008
Chrysler makes a poor fit for GM | www.freep.com
Is the American Government smart enough to see that the average American has already written off General motors, Ford, and Chrysler? The proposed bailout of any of these mismanaged train wrecks is nothing of the sort; it would be rather a stimulant to a dying industry intended to get an unrepresentative government past yet another election offering no change at all to the status quo. It is, as always with government programs, robbing the future to keep up the appearances of the present as a work-in-progress instead of a dead end. -
October 22, 2008
Revamped lead-acid battery could slash cost of hybrids | technology.newscientist.com
For reasons of economics, safety, reliability, and longevity we can now say bye-bye to the lithium-ion battery for mass production. The automotive press, taking its leads from a technologically ignorant automotive industry assumed that there would be a progressive advance going on in battery development for electric car power sources. This has turned out to be wrong if it meant that lead-acid batteries would be succeeded first by nickel-cadmium batteries, then by nickel metal hydride batteries, and then by lithium-ion batteries. The old reliable and safe lead-acid technology, now proven by the mass production of tens of billions of cells is once more poised to save the day. -
October 20, 2008
LA Preview: 204-hp lithium battery-powered MINI E revealed! | www.autoblog.com
BMW says it will soon lease 500 Mini-E, electric cars, possibly before the end of 2009, for a North American beta test. This is not a test of a practical model of the Mini Cooper, because the vehicle is just a 35 Kwh battery mated to a 150 H.P. low torque electric motor and this "power train' is set on a chasis in a body shell designated the Mini-E. What is BMW up to? -
October 16, 2008
Lithium Counterpoint: No Shortage For Electric Cars | gas2.org
If a smart Texas teenager can assemble an electric car with a 40 mile range for under $10,000 cannot a larger corporation build a car with the same performance for use by High School and College students to go back and among school, home, and the job they'll need to pay for it? Why not build these just for commuting and lease the batteries, so that when they are exhausted by frequent recharging they can be easily replaced and the worn out set recycled for its strategic raw materials thus reducing our need to mine or import new ones? Hello, Detroit and Washington clueless industrial and political leaders. -
October 13, 2008
G.M. and Chrysler Explore Merger | www.nytimes.com
The quality of the passenger carrying motor vehicles offered for sale in the USA has improving dramatically during the 30 years since the, predominantly transplanted Japanese, competition forced the industry to address value rather than size and performance as the key to marketing. In fact the main reason that both General Motors and Ford have now, for all purposes, failed, and are operating as undeclared bankrupts supported by thinly disguised subsidies from a national government paralyzed by its inability to comprehend the lessons of globalization, is that both of these companies are still run by 20th century managers who simply do not understand the need to build for, nor what to build for, the 21st century marketplace. Limitations on the production of raw materials and the wasting of the existing ones by needlessly short scrap cycles must now be recognized and taken into account if consumer goods are to be made globally available, it's as simple as that! -
Will Toyota Be Able To Produce Enough Priuses To Sustain a Separate Brand?
October 10, 2008
Prius Diary Extra: Toyota Considering a Separate Prius Brand | greeninc.blogs.nytimes.com
Toyota has had tow pleasant surprises in the competition to lead the OEM automotive industry into the era of green cars: 1.) It has had no competition while it has established its bestselling Prius hybrid, and 2.) Its largest current competitor is probably bankrupt allowing Toyota to expand the Prius into a brand while its only real competition, Honda, is just starting down the road to establish itself as a green car maker. However, Toyota may now be facing a serious shortage of the raw materials needed to ramp up production of the nickel metal hydride batteries it uses in the current Prius. -
Toyota And GM Are Both Going To Market Test Plug-in Hybrids. Will Both Of Them Survive That Test?
October 8, 2008
Power Outage | www.forbes.com
Toyota will have a limited production plug-in hybrid on the road probably as much as a year before GM's Volt. Toyota is test marketing a concept, the limited range, in full electric operation, commuter car. Toyota thinks that this is a niche market, and will approach it with a modified version of their best-in-class Prius hybrid. The Toyota plug-in will have a range of only 10 miles on a fully charged lithium ion type battery. Toyota will probably price this plug-in at least $10,000 less than the GM Chevrolet Volt, and can, and can afford to, absorb any cost overrun due to the expense of the limited production battery. Is this really a competition to which GM wants to dedicate precious resources of time and money? -
Billions of Dollars Of Research and Development Money Expended By GM And Other Majors Is Now At Risk
October 7, 2008
Plug-In Hybrids Aren't Coming — They're Here | blog.wired.com
It will only take one public lithium battery operating failure or, worse, one fire to wipe out all of the green goodwill so far generated by the hype machine on behalf of the plug-in hybrid idea. -
GM's Ordinary Share Price, In Real Terms, Is Probably At The Lowest Point In The Company's History
October 7, 2008
GM tumbles to 54-year low as overall market drops | www.forbes.com
GM is a zombie company; it is dead and being kept on life support by a reckless and feckless government. -
September 29, 2008
Volt reality check: Chevy Volt not so revolutionary | gristmill.grist.org
Last week I wrote here that the statements made by GM about the mode of operation of the shortly to be forthcoming Chevrolet Volt were nonsensical. GM said that the Volt would be an 'electric car,' but, based on the statements now made by GM spokesmen it could only be an electric car, which would have a range, at full performance, of 40 miles before needing a recharge. Such a Chevrolet would be a giant golf cart with a very limited use and a range of only 40 miles. -
September 22, 2008
From Bank Bailouts to Auto Bailouts? | townhall.com
The management of GM, Ford, and Chrysler are individually and collectively the worst set of managers that any American owned and operated heavy industry has ever had. Until this group of managers is gone there is no hope for GM, Ford, or Chrysler. There is no value in lending or subsidizing this pathetic group. Such action serve only to perpetuate incompetent planning and to enrich undeserving individuals at the expense of the middle and working class.
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