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Dale BradshawSeptember 15, 2008
Contrarian View of Biomass in Michigan
Analysis of: Biomass energy could become thriving Michigan industry | www.mlive.com
Author: Dale Bradshaw, President, Electrivation
Biomass is now very expensive, has a low energy density, and biomass for energy would compete for food.
Jack LiftonSeptember 15, 2008
It Seems Unlikely That Any Number Of Volts Will Be Able To Give New Life To Wagoner's Monster, General Motors.
Analysis of: G.M. at 100: Is Its Future Electric? | www.nytimes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The future of the personal automobile is in the gasoline or kerosene(diesel) burning internal combustion engine. Future cars will be small, lightweight, and get 50 MPG and more. The Toyota prius hybrid already gets 50 MPG right off the showroom floor. This is why Toyota is increasing the production...
Jack LiftonSeptember 15, 2008
Is This The Beginning Of The End For Chinese Domination Of The Production Of Rare Earths?
Analysis of: Chevron selling rare earth mining operations | www.bizjournals.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Is a rare earth mining boomlet under way?
Jack LiftonSeptember 8, 2008
The Stupidest Waste of Money: Subsidizing Manufacturers To Locate Or Remain In The US While Failing To Fund American Natural Resource Production To Supply Those Same Manufacturers.
Analysis of: Manufacturers turn to US | www.ft.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Incredibly American states from which manufacturing jobs were lost by the hundreds of thousands over the last few years are bribing foreign heavy industry, the very industry that we were told by Wall Street was 'obsolete in the modern globalized American service economy, to set up manufacturing plants...
Jack LiftonSeptember 1, 2008
Recalls: The True Costs of Outsouricng Both The Part And The Quality Control
Analysis of: GM recalling 944,000 vehicles | www.forbes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The Detroit Three followed the lead of Jacques Nasser at Ford in the early 1990s and began to eliminate internal supplier quality management and PPAP, production parts approval processes. After internal engineering supplier monitoring had been made into a supplier self approval regime came the outsourcing...
Jack LiftonAugust 29, 2008
Bob Lutz Seems to Have Learned Doublespeak From George Orwell. Failure is Success, Says Lutz.
Analysis of: Carmakers Deserve Loan Guarantees, G.M. Official Says | www.nytimes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
On what basis do OEM American carmakers deserve federal loan guarantees? Is it because their legacy costs weren't their own fault? Is it because they made lower quality vehicles than their foreign competitors? Is it because they sent American jobs overseas so that the unemployed workers they created...
Jack LiftonAugust 26, 2008
Minor Metals Markets Are Not Transparent And Hedging Non Exchange Traded Metals Requires Great Skill
Analysis of: Can One Man’s Actions Take $6 Billion In Value Out Of A Minor Metal Market In A Month? | www.resourceinvestor.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
End users of minor metals for critical purposes, i.e., for purposes that are not economically or technologically possible without a particular minor metal, can hedge the required supply of metal by financing the producer's output, through offtake agreements, for example, and by being the buyer of last...
Jack LiftonAugust 20, 2008
Have Chrysler's Cereberus Accountants Uncovered Systemic Fraud In The OEM Automotive Supplier Cost-Cutting Agenda, Or Is It Just Hypocrisy They Have "Found"?
Analysis of: Chrysler Sues Johnson Controls For $15M In Overcharges | online.wsj.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
In just this year Cerberus' accountants may have inadvertently exposed the seamy side of cost cutting in the American OEM automtoive industry: 1. Overcharging by non-competitive politically correct suppliers, 2. Underbidding by suppliers desparate to keep their own factories open, and now 3. Short-weighting...
Jack LiftonAugust 18, 2008
Is Palladium Overpriced Even At Less Than $300/Ounce?
Analysis of: Timminco CEO Blamed For Norilsk Woes | www.financialpost.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
If we believe the news out of Russia then there must be palladium aplenty residing in the vaults of, or under the control of, Norilsk, the world's largest palladium producer.
Jack LiftonAugust 14, 2008
Why Is GM Trying To Develop An Unproven Technology. Lithium, While Its Chief Rival Ramps Up Production Of A Proven Technology That GM Was The First To See And Rejected, Nickel Metal Hydride?
Analysis of: Hybrid race heats up for carmakers | www.ft.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
General Motors may not actually have a plan to compete with Toyota in the hybrid market. General Motors engineering and purchasing was disastrously shortsighted in the late 1990s and early 2000s, and its product planning group remains so even now. All of GM's product planning and sourcing errors were...

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