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May 7, 2008The Delaware Regulations For The Resale Of Scrap Metal Should Be Federally Mandated Or Rescinded
Analysis of: Scrap dealers protest new regulations for resale of metal | www.philly.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
If scrap dealers were made to account for the purchase of their wares; i.e., to affirm that their seller had leagl title to the goods, then the US scrap industry's small, family type businesses, would fail.
May 6, 2008Even Carlos Ghosn Seems To Be Missing The Point On Raw Materials. The Issue Is Not Only Their Rising Cost; It's Also Their Diminishing Availability
Analysis of: Russia's Car Market Will Pass Germany's In Two Years Says Ghosn | goldsea.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The first industrial revolution in the west highgraded out the world's then known and accessible metal ores and energy minerals. Extraction and refining technologies have since kept up with the declining grades of ores and minerals accessible with today's infrastructures and machinery. But finally,...
April 29, 2008
They Have Arrived (Metal ETF’s that is)
Analysis of: The Best and Worst Natural Resource Funds | www.thestreet.com
Author: Paul Glantz, President, Metal Recycling Consultants
They Have Arrived (Metal ETF’s that is)
Analysis of: The Best and Worst Natural Resource Funds | www.thestreet.com
Author: Paul Glantz, President, Metal Recycling Consultants
While reviewing the performance of resource funds for the first quarter of 2008, I realized that there is now an availability of buying or selling specific commodities for actual users as a 'hedge' against price volatility.
April 28, 2008Is GM's Bob Lutz, Nuts, About The Volt?
Analysis of: GM's Lutz Expresses 'Growing Confidence' In Chevy Volt Timetable | online.wsj.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The CEO of Toyota, the one and only only global car company with experience at mass producing vehicles using hybrid, gasoline-electric, power trains said, just a month ago that the lithium-ion battery is not ready for mass production. GM has received, so far, after an investment of , perhaps, one billion...
April 22, 2008Is The End Of The Export Of Rare earth Metals From China To Be brought About By The Insistence Of The Chinese Government That Auto Makers Improve Fuel Efficiency? Yes.
Analysis of: Beijing Pressures Automakers to Improve Efficiency | www.nytimes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The Chinese government's demand that auto makers produce electric and internal combustion-electric (hybrid) vehicles for the Chinese domestic market has created a conflict in the global demand for minor metals. All car makers need minor metals that are critical to the production of the power train of...
April 9, 2008The 'China Price' Upon Which GM's (And Ford's(?)) Future Survival Depends Is Rapidly and Foreseeably Growing Too Expensive For GM To Manage
Analysis of: The Last Days of Cheap Chinese | www.slate.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
GM's short sighted purchasing management, and probably Ford's as well, pinned its hopes for being able to make a profit primarily on reducing its costs of labor and materials by shifting as much as possible of its parts production to the People's republic of China. Just 3 years ago, in 2005, GM's global...
April 7, 2008The Detroit Two-Step; Doublespeak About Delphi To Give GM Purchasing More Time To Save GM, Not Delphi, From Certain Disaster
Analysis of: Why no one wants Delphi | www.247wallst.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Delphi is on life-support with no health insurance, and General Motors wants the world to think that it is offering to pay some of Delphi's bills out of the goodness of its corporate heart, and for old times sake. The truth is that the sheer and massive incompetence of GM purchasing management has...
April 4, 2008In Their Staged Hurry To Beat Toyota And Bring The Chevrolet Volt To Market 'By 2010' GM Technical Managers Have Neglected To Tell Their Top Management That Simulation Testing Of The Battery Systems Is A Huge Mistake
Analysis of: GM to managers: Volt is No. 1 priority | www.autonews.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
GM's requirement that only those who say yes to Rick Wagoner and Bob Lutz may advance to management has left it without any managers or engineers who have the moral strength to say that the company's program to bring the Chevrolet Volt to market by 2010 would have been better done, with a much higher...
April 3, 2008Is Toyota's Prius Being Dumped On The US Market?
Analysis of: Jim Press: Prius was 100% subsidized by Japan | www.autonews.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
It has always been a mystery to OEM American automotive industry financial analysts how Toyota could afford to build and sell the Prius, and any other hybrids, without seemingly taking into account the escalating costs of the nickel metal hydride battery, NiMH, packs due to the commodity metal...
April 2, 2008Lithium-ion Battery Technology That Delivers The Best Performance For A Vehicular Application Is Economically Unfeasible
Analysis of: Will lithium ion get replaced? Longer lasting, recyclable batteries due in laptops this summer | venturebeat.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The lihtium-ion batteries that have the best performance characteristics for vehicular application are not safe or cheap enough for use in mass produced vehicles. Advances in nickel metal hydride and other technologies, including those based on silver-zinc and those based on magnesium in combination...
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