GLG News by Armored Vehicles Experts

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. 

If Boeing ceo Carson is right, longer-term oil prices will settle at roughly 50-60% above the $54.95 or so November 17 Nymex close. So talk of aircraft values sliding today because airlines can't realise the book value they're carrying is like saying it's going to get drier because umbrella sales...

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.

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.

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.

Can success in North American motorsports venues increase awareness and demand for advanced European diesel vehicles? 

Energy from Diesel fuel is a key agent of growth in developing countries.  Increased demand has seen diesel outpace gasoline as prices hit record highs for both fuels.  US refinery capacity must be rebalanced to help correct price disparity for this key fuel.

Diesel cars dominate European markets but are scarce in the US.  As fuel economy continues to drive US consumer choices diesel options will become more significant.  Regulatory issues may also favor diesels as US standards tighten.

Fleet operators are continuously seeking optimum solutions to equipment cost and fuel economy.  Various alternative fuels and hybrid drive systems are being evaluated prior to major fleet-wide commitments.   Despite the head start for electric drive-battery hybrids there are other options...

The push for alternative energy has increased competition between planted crop acreage for food vs. biofuel production.  As more regions of the world struggle with tight food supplies the UN has questioned the wisdom of increased biofuel production.