Energy & Industrials News by GLG Council Members

Michael BrownPresidentStrategyMark, Inc.

Specialty Chemicals Growth in 2010 Will be Modest and Uneven and Led by China

October 21, 2009

Analysis of:10,000: Then and Now | www.nytimes.com

Signs are emerging in the specialty chemicals value chains that show an overall improving global economy, but one with unevenness by region and by economic sector. Our indicators show China leading all regions in 2010 growth while manufacturing will lead all sectors. Lagging will be housing and the regions of North America and Europe.

KC-X Contract – Size (And Infrastructure Cost) Matters

October 20, 2009

Analysis by:GLG Expert Contributor

Analysis of:Just Ask The Question | www.unitedstatestanker.com

The draft KC-X tanker RFP has been out for a few weeks now – last time the USAF changed requirements during the selection process. No such chance this time around and no brownie points for being "bigger" either.

Holly Management is Making "Smart" Moves

October 20, 2009

Analysis by:GLG Expert Contributor

Analysis of:Holly Corporations Acquires Sinclair Tulsa Refinery | www.reuters.com

Holly announced today that they will acquire the 85,000 BPD Sinclair refinery in Tulsa, OK.

British Airways States Alliance Case

October 20, 2009

Analysis by:GLG Expert Contributor

Analysis of:British Airways' CEO Warns Of Transatlantic 'Duopoly' | online.wsj.com

Comments by British Airways CEO Willie Walsh underscore the real threat to consumer choice – a duopoly by the Star and Skyteam Alliances – sanctioned by the very institutions that have stifled the oneworld alliance in the past.

Why should home prices drop ?

October 20, 2009

Analysis by:GLG Expert Contributor

Analysis of:An Englishman's Home Is His Castle in the Air | online.wsj.com

This article, like others seen in international press, questions the reasons for home prices not to drop as per past forecasts.Homes in Europe, included Spain which is arguably the hardest hit from this crisis of the construction department, have not dropped in prices as much as initially foreseen. Drops normally range 8-10%, vis a vis a 30% tragic forecast of several months ago.Home prices do not...

Risks in zero pricing on-premises sw

October 20, 2009

Analysis by:GLG Expert Contributor

Analysis of:Why On-Premises Business Software Vendors Should Give Their Products Away | marketing.infocat.com

The article by Mike Frichol correctly points out a number of market and economic factors that make the case for software vendors to give away their sw licences for free.As a customer I would argue that such option would be harder than expected to sell.Many corporate executives would soon come to the conclusion that there is no value in the licence. Hence such product should have no protection against...

Why the oil price must rise as the $ falls.

October 20, 2009

Analysis by:GLG Expert Contributor

Analysis of:Oil Tops $78 to Year High on Inventory Drop, Weak Dollar | www.cnbc.com

When the $ falls the oil price falls in all the currencies that the $ falls against. A rise in the $ price of oil of $7.5 is a 10% rise but not if the € rises the same amount as the oil price rises. If that happens the price of oil in Europe remains constant. But is life that simple....?

Michele AcerraIndependent ConsultantMichele Acerra

Oil is cheap at $78 a barrel and we should increase gas usage for cars.

October 19, 2009

Analysis of:Oil Tops $78 to Year High on Inventory Drop, Weak Dollar | www.cnbc.com

There are two main drivers of last week's temporary record: the value of the US dollar, which makes every commodity more expensive and the ever increasing US consumption of gasoline and distillates. The guzzlers on US roads are increasing, and powering vehicles with natural gas is not pursued vigorously enough. The "Peak Oil Theory" is no longer a theory and finding oil will continue to be more...

Thom WilliamsPrincipal & Managing DirectorAmherstAlphaAdvisors Co.

The LTL market truckers once knew will never return!

October 19, 2009

Analysis of:LTL market remains in a state of flux | www.purchasing.com

Gone are the "good old days" of high-margin LTL (less than truckload) freight transportation. At its burial, many now laid-off union members, disheartened officials of union benefit and pension funds, once successful LTL executives, and many former vendors to the once-prosperous industry kindly paid their respects, then gathered together over cocktails and worried about their own futures.

Jay ThompsonPresident and General ManagerTransportation Business Associates

IRS v. Trucking Independent Contractor History

October 19, 2009

Analysis of:'Contractor' Lable Provokes Legal Disputes | online.wsj.com

The trucking Independent Contractor (IC) pool is a big one. Surveys show that one-third of truckers are IC’s and 80%+ of them are leased to fleets. The biggest player is FedEx Ground - hence the long-time target on their back by the Internal Revenue Service (IRS), States and unions. Other big numbers come from the Intermodal sector, which is also under fire. I agree with my esteemed colleague John...

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