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GLG News by Aluminum Experts

Elias Luna BarriosPartner and Chief Executive OfficerLuna & Goodman Advisors What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Consolidation of the US automobile industry - US OEMs overcapacity

March 13, 2007

GM CEO Sees No End to Overcapacity | online.wsj.com

 

- Overcapacity is a problem created by lack of vision and commitment to change.

- Situation will get worse before it really starts to pick up.

- Market share and margins of the big 3 are likely going to fall further, despite of restructuring efforts.

- Only a radical cure will lead way for healthier OEMs and market.

Paul GlantzPresidentMetal Recycling Consultants What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

India’s Tariff on Iron Ore May be Political

March 12, 2007

China steelmakers to see little impact from Indian iron ore price hike- Shougang | www.forbes.com

India announced on February 28 that it was initiating a tariff on iron ore of nearly $7 per metric ton.
China’s purchases of 75 million ton of iron ore from India, comprise 23% of its total imports.
Yet, one of the major Chinese importers, Sino Steel, has refused to purchase any new material. Last year they purchased 8.5 million tons.

Paul GlantzPresidentMetal Recycling Consultants What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Copper - Can It Save Your Life?

February 15, 2007

Studies Show Copper Surfaces May Help Thwart "Superbug" Hospital Infections, Says Copper Development Association | www.copper.org

Copper has desirable medicinal properties, some of which may kill undesirable microorganisms such as E Coli bacteria and Influenza viruses.

It has been documented that copper has been used since Ancient Egypt to cure numerous diseases and afflictions.

It may be time to bring copper into the environment of certain facilities to diminish and eradicate these diseases.

Brian ShellManaging DirectorWaypoint Group What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Prices are heading North despite weakness in domesitc steel

December 15, 2006

Ferrous Scrap up $13/T;export demand strong | amm.com

Solid steel markets in the US have been catching the attention of overseas producers for some time.  Now that imports are definitely hurting the bottom line of the US makers they are faced with a rebounding raw material market that will further pinch margins.      

Brian ShellManaging DirectorWaypoint Group What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

US Steel Makers See More Foreign Ownership

November 29, 2006

Russian Group Offers $2.3 Billion for Oregon Steel Mills | www.nytimes.com

Foreign ownerships continues to be part of the US consolidation as companies seek to expand and create strategic alliances.  Some are merely a play to grab market share while others create synergies with existing operations.  This one is a little of both.

Paul GlantzPresidentMetal Recycling Consultants What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

What’s going on with the copper market?

November 20, 2006

Chilean October Copper Exports Slide was Prices Slip | www.bloomberg.com

What’s going on with the copper market?

On a regular basis, I am asked for my opinion on what is happening in the copper industry and/or the copper market. While copper has been all over the news for the last year or so, it is newsworthy mainly because speculators drive the price.

Paul GlantzPresidentMetal Recycling Consultants What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Freeport-McMoran’s Acquisition of Phelps Dodge is Good for Both Companies

November 20, 2006

Freeport-McMoRan to acquire Phelps Dodge | www.cbc.ca

In a friendly offer to purchase Phelps Dodge (PD), Freeport-McMoran (FCX) expects to improve its net value for its stakeholders, and determine its own destiny.

I would expect to see huge synergies in the operations, which would save on the expense side of the balance sheet, despite the statement that labor reduction is only a minor part of the agreement.

Perhaps this acquisition is more about two companies with different metal price outlooks and philosophies.

Neil BuxtonManaging DirectorGFMS Metal Consulting Ltd What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Putting the base metal super cycle theory to the test

October 6, 2006

The Base Metals Market Briefing | www.gfms-metalsconsulting.com

At this stage in most previous commodity price cycles, the fundamentals would be coming under pressure as demand began to slow as the supply response to the high base metal prices began to emerge.

However despite record nominal prices in many cases, there is little evidence of a deterioration in the market balance.
 
As such, the price performance in this cycle is going to be very different to what has gone on before. 

Neil BuxtonManaging DirectorGFMS Metal Consulting Ltd What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

CVRD arrives late to the party

August 11, 2006

CVRD to Make Bid for Inco | www.nytimes.com

Following the apparent success of Xstrata's bid for Falconbridge, CVRD has entered the race for Inco.

CVRD is already in the process of establishing a significant presence in the nickel sector via organic greenfield projects.  Given its own projects, and Inco's existing operations and its own expansion plans, the deal could establish it as the leading nickel producer.

Neil BuxtonManaging DirectorGFMS Metal Consulting Ltd What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Business as usual in the copper market

July 24, 2006

What’s going on with the copper market? | www.business-standard.com

1) Copper prices have fallen on the perception that the labor contract at the huge Escondida mine in Chile will be resolved without a strike.

2) The disruptions to copper supply in Mexico also appear to be drawing to a close.

3) However the key feature of the copper market is that many of the key drivers that sent prices to record highs in May are still relevant.  Therefore it is still too early to write off the bull market in the copper market.

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