GLG News by Aluminum Experts

Growth of the steel markets in Developed Nationsco

September 20, 2009

Analysis by:GLG Expert Contributor

Analysis of:ArcelorMittal sees sluggish European and US markets in 2010 | steelguru.com

This is a valid question given the current economics.  We have seen massive down turns in all kinds of construction over the last year and massive lay offs that go along with this.  Inventories are well down and many mills and ware houses are holding their breath.  

China's internal Iron Ore supply pressures make deals like Aquila inevitable

September 10, 2009

Analysis by:GLG Expert Contributor

Analysis of:Baosteel to buy 15% of Aquila | www.ft.com

Beyond the headlines of more natural resources tie ups by China, additional pressure is coming on their own internal iron ore production due to declining grades, high stripping ratios, higher average and marginal costs across many fragmented less efficient mining operations and a greater percentage...

Precision Castparts - A Class Act in Acquisition-Driven Growth

September 5, 2009

Analysis by:GLG Expert Contributor

Analysis of:Precision Castparts Up on Carlton Forge Deal | www.washingtonpost.com

 Precision Castparts by just completing another of its many strategic deals is outpacing its competitors' growth and reach by its acquisition drive and is filling remaining capability gaps upstream and downstream, while increasing its operating margins from an average 14.5% in 2005 to 26.8% in thelatest...

Inventories' effect on Aluminum prices may be less than expected

August 18, 2009

Analysis by:GLG Expert Contributor

Analysis of:Inventories May Temper Aluminum Rally | online.wsj.com

The hypothesis being discussed lately in the aluminum market is that the still large inventories will temper the price rally underway. While LME inventories are large by historical standards, most of these inventories are tied up in financial deals which will be slowly unwound over time. In addition,...

Aluminum - Is There Light at the End of this Tunnel?

August 6, 2009

Analysis by:GLG Expert Contributor

Analysis of:Shares of Metals Makers Jump | finance.yahoo.com

Aluminum price moves have lagged the other metals like copper and zinc both on the upside since 2002 and now during the period of global recovery, but have risen sharply during July. Positive recent market events - restocking, rising scrap prices, regional shortages of available metal - have analysts...

Iraq's energy needs

August 5, 2009

Analysis by:GLG Expert Contributor

Analysis of:Iraq can't pay for massive GE Energy contract | www.energycentral.com

Iraq can't pay for the GE Energy contract? 

Dual Sourcing makes sense.

June 26, 2009

Analysis by:GLG Expert Contributor

Analysis of:Defense veto threatened over F-35 fighter engine | thehill.com

I  tend to agree that having a dual sourcing concept for this engine is important.  Should, heavens forbid, we get into another real fighting war with lets say North Korea, we will need to boost the production of the JSF and the production of its power plant.  Having two sources would...

A350 living at home, you betcha!

June 9, 2009

Analysis by:GLG Expert Contributor

Analysis of:Airbus Said to Be Seeking $5 Billion State Loans for A350 Plane | www.bloomberg.com

THe author seems to have forgotten that the EU is an organization made up of strong individual personalities and that social welfare is the name of the game in the EU.  Keeping jobs in the EU is critical to the safety and security of the region.  After all heath care, education and many other...

Brian ShellManaging DirectorWaypoint Group

Steel Mills and Foundries will fare differently due to stamping supply reductions

June 3, 2009

Analysis of:Scrap Facing Hit from GM Stamping Plant Closings | amm.com

As we read about the Chrysler and GM bankruptcies one must wonder what affect these historical filings will have on their many suppliers.  For foundry suppliers, they face a double whammy.  The reduced flow of scrap out of auto manufacturing operations could be especially harmful to US ductile...

Brian ShellManaging DirectorWaypoint Group

'Cash for Clunkers' Program Offers Few Real Benefits

May 26, 2009

Analysis of:Senate offers up alternative 'Cash for Clunkers' proposal | amm.com

As the US government seeks creative ways to spur new car buying, the side effects to those that will ultimately administer the program are an after thought.  Ultimately the consumer will pay for this program through taxes or by limiting repair options and forcing them into newer vehicles. ...

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