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November 26, 2008
Will Green Government Suffocate Trucking?
Analysis of: Incentivise the transport industry to cut emissions | www.publicservice.co.uk
Author: Jeff Moser, President, West Branch LLC
Will Green Government Suffocate Trucking?
Analysis of: Incentivise the transport industry to cut emissions | www.publicservice.co.uk
Author: Jeff Moser, President, West Branch LLC
European nations have used taxes and tolls to 'optimize' truck freight tonnage and reduce pollution and greenhouse gas emissions. With an aggressive environmental agenda the new US government may seek to harmonize domestic standards with the Europeans.
November 20, 2008
Petrochem Giants in Crisis Mode
Analysis of: BASF Cuts Profit Goal, to Idle Plants as Orders Drop | www.bloomberg.com
Author: Jeff Moser, President, West Branch LLC
Petrochem Giants in Crisis Mode
Analysis of: BASF Cuts Profit Goal, to Idle Plants as Orders Drop | www.bloomberg.com
Author: Jeff Moser, President, West Branch LLC
Capacity shutdowns by Dow and BASF will pressure smaller players to rationalize their own operations. If liquidity is insufficient to weather an extended downturn consolidation of global capacity is likely; voluntary or not.
November 17, 2008Dow Chemical warns of need for “radical actions”
Analysis of: Dow Chemical to Take `Radical Actions' to Reach Profit Goal | www.bloomberg.com
Author: Paul Hodges, Chairman, International eChem
Dow's CEO says their prices have fallen 40% since September on major products.
They are seeing unprecendented "global contagion" as demand falls in all major regions.
Plant closures by Dow and others are inevitable, as the industry adapts to a new, lower-growth environment
November 13, 2008
Consumers pinched as petrochem prices hold firm
Analysis of: Oil falls but not prices of petro-based consumer goods | www.detnews.com
Author: Jeff Moser, President, West Branch LLC
Consumers pinched as petrochem prices hold firm
Analysis of: Oil falls but not prices of petro-based consumer goods | www.detnews.com
Author: Jeff Moser, President, West Branch LLC
Falling oil prices have not led to price relief from major chemical and plastics producers. Consumers will continue to see higher prices on everyday goods from diapers to toothpaste and toilet paper.
November 11, 2008
Navistar walking the EGR tightrope for 2010
Analysis of: Making EGR-only work for 2010 | fleetowner.com
Author: Jeff Moser, President, West Branch LLC
Navistar walking the EGR tightrope for 2010
Analysis of: Making EGR-only work for 2010 | fleetowner.com
Author: Jeff Moser, President, West Branch LLC
Heavy Duty diesel truck engines must meet stringent EPA NOx emissions standards in 2010. Solutions include SCR catalysts and/or high EGR rates. The tradeoffs in performance and fuel economy may define market share among the major engine makers.
November 11, 2008
Reality Check for Alternative Fuel Ventures
Analysis of: Will plummeting gas prices hurt the push for alternative fuels? | abcnews.go.com
Author: Jeff Moser, President, West Branch LLC
Reality Check for Alternative Fuel Ventures
Analysis of: Will plummeting gas prices hurt the push for alternative fuels? | abcnews.go.com
Author: Jeff Moser, President, West Branch LLC
Cheaper crude oil means less attractive returns for alternative fuels producers. Coupled with collapsing capital and credit markets further expansion of renewable fuels capacity is in doubt.
November 10, 2008
Come Get Your Taxpayer Bail-Outs While They're Hot
Analysis of: Rails Welcome Obama Presidency | www.aar.org
Author: GLG Expert Contributor
Analysis of: Rails Welcome Obama Presidency | www.aar.org
Author: GLG Expert Contributor
First the banks, now the auto-makers come to the U. S. taxpayers for a bail-out. Are the railroads trying to get their place in line with the Obama administration? Government regulation, environmental impact and unionized labor costs are key factors making railroads unattractive investments....
November 10, 2008No Amount Of Taxpayer Hand-Outs Can Solve The Problems Of GM and Chrysler: Myopic Management. The Treasury Should Seize Control Not Cede It.
Analysis of: Automakers struggle to survive past mistakes | www.forbes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Three years ago a former Chairman of an American OEM automotive company told me that the problem with GM, Ford, and Chrysler was that they all believed originally that the Japanese would never learn how to make cars that Americans would buy, and, then, after that turned out to be false they simply...
November 10, 2008General Motors, Thank Goodness, Is Not The Backbone Of American Manufacturing; It Is More Of A Still Curable Cancer.
Analysis of: Auto-Industry Crisis Tests Obama | online.wsj.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The backbone of American manufacturing is made up of profitable, high-productivity companies in a variety of industries, which create or find a way to manufacture the latest and most relevant technologies for our health, safety, workplace productivity, or leisure. The backbone consists also of those...
November 10, 2008The Same Short Term Thinking That Got GM And Chrysler To Where They Are Is Now To Be Used To Reverse That Course. It Is A Disasterous Form Of Politics As Economics That Rahm Emanuel Is Pushing On An Economically Short-sighted New President
Analysis of: Emanuel Urges Aid for Auto Industry | www.nytimes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Short term planning, or no planning at all, got the American owned and operated OEM Automotive industry into the predicament it is in today. Not only are the current managers of these companies not 'car-guys' they are also not manufacturing engineering or quality management 'guys.' You cannot decide...
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Source Article | Expert Analyses
BASF Cuts Profit Goal, to Idle Plants as Orders Drop
www.bloomberg.com
YRC to Get Concessions?
tdu.org
Half of dry bulk orders will ‘not be delivered’
www.lloydslist.com
Weekly US rail shipments tumble 9.1 percent
biz.yahoo.com
Amid economic crisis, wind power spins more slowly
features.csmonitor.com
The gale of a credit crisis blows the wind away!
November 26, 2008
The Peaksters are right on theory, perhaps wrong on timing
November 25, 2008
BASF, Dow Chemical, PPG signal arrival of new world financial order
November 24, 2008
Petrochem Giants in Crisis Mode
November 20, 2008
Land Ahoy...The Dawn of Concentrated Solar Power
November 18, 2008

