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GLG News by Copper Pricing Trend Experts

Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: GM, Toyota Doubtful on Fuel Cells' Mass Use (online.wsj.com)
Last week GM's most important 'car guy' let the cat out of the bag. GM Vice Chairman Bob Lutz let it be known that for the first time the market is driving GM's decisions on which products to take forward on a green path. The public clearly does not want a car for which there is no fuel available today...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: GM Announces New Hybrid System (www.forbes.com)
The announcement by GM at the Geneva Motor Show that it will be offering for sale, next year, a high end SUV with a lithium iron phosphate battery equipped two mode hybrid power train followed the announcement the day before by Daimler of a high end Mercedes S-class hybrid to be introduced next...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Conti's lithium-ion cell to power Mercedes hybrid (uk.reuters.com)
Any new battery technology for use in a passenger or freight carrying vehicle will start out as very, very, expensive; its cost of development and prototype production will have to recovered somehow in the selling price of the cars. Assuming even that Daimler corporation has in hand, or is extremely...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Car Makers Seek Battery That Keeps Going (www.forbes.com)
James Carville famously said of political campaign issues, "It's the economy, stupid!" For OEM heavy manufacturing, "It's the raw materials availability, stupid!"
Paul Glantz, President
Metal Recycling Consultants
Analysis of: Survey of Forecasts (of Metal Prices) (www.recycling-magazine.com)
As published in Recycling Magazine Feb 2007, “Survey of Forecasts”, basemetals.com compiled price predictions of 22 analysts. These analysts are paid researchers that spend their time analyzing the metal markets.   In order to determine the price prediction, in this case in one year, the analyst...
William Faris, Founder
William Faris Consulting
February 26, 2008
acquired headaches
Analysis of: Johnson Controls wins India mall work, magazine honor (www.bizjournals.com)
JCI has not brough real value with the acquisition of York. The resulting company will once again be top heavy, over burdened with corporate stucture, and unresponsive to customers.
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: South African PGM production woes brighten life for North American PGM mining, exploration (www.mineweb.com)
The once every 7 years or so platinum group metals, PGMs, shortage panic is off and running. The producers and trading companies are also panicked. Costs of producing new platinum are skyrocketing and the producers and traders know that this will ignite a new emphasis on replacing PGMs with much...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Chrysler hires Tata of India for data work (www.freep.com)
Chrysler has informed its American document management contractors that it will be consolidating its Michigan operations into one location, it's Auburn Hills, Michigan, headquarters complex dominated by the 12 story building with the Pentastar symbol on its top front face and once upon a time called...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Silicon Valley Starts to Turn Its Face to the Sun (www.nytimes.com)
The global production of the semi-metal tellurium is less than 100 tons per year. The use of tellurium in thin-film solar cells is dissipative. It is most efficiently used in combination with the element cadmium. Cadmium is very toxic, and tellurium is also toxic although it may be less toxic than ...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Rough Road For Hybrids In China (www.businessweek.com)
China's dominance in the producton of rare earth metals gives it the ability to blackmail Toyota, which has so far refused to make some hybrid components in China for reasons of competitive advantage. GM has already thrown in the towel on this issue by making all of the components for its Chinese Buick...

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