Energy & Industrials News by GLG Council Members
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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Michael BrownPresidentStrategyMark, Inc.
Specialty Chemicals Growth in 2010 Will be Modest and Uneven and Led by China
October 21, 2009
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.
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Recovery Through Retrofit Program Lifts Green Building Industry
October 21, 2009
Recovery Through Retrofit Program Offers Numerous Homeowner Benefits | www.examiner.com
As noted in this core article, one of the main goals of the Recovery Through Retrofit program is to simplify and incentive the process for Americans to implement green building retrofits for major energy cost-savings, while reducing carbon emissions for environmental benefits.
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KC-X Contract – Size (And Infrastructure Cost) Matters
October 20, 2009
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.
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Michael MilamConsulting EngineerMichael F. Milam, P.E.
Holly Management is Making "Smart" Moves
October 20, 2009
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.
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British Airways States Alliance Case
October 20, 2009
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.
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Why the oil price must rise as the $ falls.
October 20, 2009
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....?
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Michele AcerraIndependent ConsultantMichele Acerra
Oil is cheap at $78 a barrel and we should increase gas usage for cars.
October 19, 2009
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 and more difficult and expensive.
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Thom WilliamsPrincipal & Managing DirectorAmherstAlphaAdvisors Co.
The LTL market truckers once knew will never return!
October 19, 2009
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.
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Jay ThompsonPresident and General ManagerTransportation Business Associates
IRS v. Trucking Independent Contractor History
October 19, 2009
'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 Schultz and offer the following overview.
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If Its About Credibility, Why Does Alabama Avoid WTO Ruling?
October 19, 2009
Another Boeing bungle | www.al.com
In what can only be described as a facetious attempt to discredit Boeing because of the 747-8 and 787 woes, why does the Alabama press avoid the mention of the WTO ruling against Northrop Grumman’s KC-X tanker partner, EADS/Airbus?
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