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GLG News by Copper Pricing Trend Experts

Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Ford sees rollout of next-generation hybrid battery (www.washingtonpost.com)
The Ford Motor Company may well be the least qualified OEM automotive producer on earth to comment on the timing of the arrival of the next generation batteries for hybrid vehicles. Nonetheless that fact will get lost in the mountain of bull****  now being built from predictions by OEM automotive...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: With Detroit Downbeat on 2008, Its Suppliers Are Singing the Blues (www.nytimes.com)
The global steel industry, outside of the US, is rapidly vertically integrating. Anglo-Indian ArcelorMittal and Russian Severstal, for example, are buying metallurgical (coking) coal mines and iron ore mines wherever and whenever they can, so as to avoid the bind that the Chinese steel industry is now...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Lithium revolution still years away? (www.hybridcarblog.com)
There is a saying that bull**** talks and money walks; which category does lithium battery technology for OEM cars and trucks belong in? Will lithium technology batteries be high priced alternatives, reasonably priced replacements, or a technology that failed to meet its promise?
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: GM announces price hike to partially recover rising costs (news.xinhuanet.com)
Will the Fed ultimately have to increase the money supply in order to pay in dollars for the commodities, once produced in the US sufficiently for domestic demand, that are now more and more being bought from other nations? What will happen when the US is no longer the largest purchaser of these commodities...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: E.P.A. Denies California Emission’s Waiver (www.nytimes.com)
If California mandates emission's levels so strict that the only way to meet them with an internal combustion engine is to use one that is very small, low power, and clean burning then there is no way by 2016, the projected date at which such restrictions become mandatory, to pull this off other than...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: FT REPORT - FT WEALTH QUARTERLY 2007: Dow to inject plastics business into $11bn Kuwaiti joint venture (search.ft.com)
The Dow Chemical Company has always believed in vertical integration. One of its early business successes was the vertical integration of the magnesium metal business from the extraction and refining of magnesium rich salt brine from company owned wells in Michigan to the production of the metal....
Paul Glantz, President
Metal Recycling Consultants
Analysis of: The Base Metals Market Briefing (www.gfms-metalsconsulting.com)
Being an actual metal trader, selling scrap metal to mills and refiners, I believe I have a unique perspective on the base metals market. When selling scrap to a mill or refinery, the price is most often calculated using a mathematical formula.   Changes to the formula indicate changes in interest,...
Neil Buxton, Managing Director
GFMS Metal Consulting Ltd
Analysis of: The Base Metals Market Briefing (www.gfms-metalsconsulting.com)
Base metal prices have come under pressure on the back of weak demand, not only in in the US, but also increasingly in Europe and Japan.  This threatens to overshadow, in the short-term, the still strong demand growth from China.   Nickel and zinc prices have already fallen by 50% from their...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Gold looks to a diesel-powered future (www.ft.com)
The World Gold Council, WGC, now says that gold's industrial use is an important consideration for investors. Is this just plain nonsense? Yes.
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: GM bids for 'significant' stake in Russian Avtovaz (www.autonews.com)
General Motors first sold cars in east Europe and China, which were built in and exported from the US; then it made CKDs (Knocked-down kits) for re-assembly in those markets in less than fully equipped assembly plants or in the assembly plants of local manufacturers; and finally it built its own freestanding...

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