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GLG News by Council Members Knowledgeable on Chemical Catalysts

Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Timminco CEO Blamed For Norilsk Woes (www.financialpost.com)
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 Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Hybrid race heats up for carmakers (www.ft.com)
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...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Metals prices dive as dollar rallies (business.timesonline.co.uk)
Is it ridiculous to assume that a marked change in the value of the US dollar in relation to the resource backed currencies of all or even some of the BRAC countries, Brazil, Russia, Australia, and Canada, will not affect the immediate dollar price of the natural resources produced in...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Stocks Gain as Oil’s Fall Continues (www.nytimes.com)
Gold has no utilitarian value whatsoever. Oil, however, is intrinsically the single most valuable commodity in the world and will remain so until the production of electric energy and the fueling of ordinary passenger and freight carrying vehicles in a nation no longer uses more oil than that nation...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Russians in Georgia as government forces push into rebel capita; (www.iht.com)
After Georgian troops entered South Osettia - the brake-away part of Georgia under Russian influence- Russia sent tanks and troops into the region.
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Mercedes May Cancel Hybrid SUV Plan Due To Chevron Dispute (www.informationweek.com)
Mercedes is leading the green charge in European luxury cars. It is bringing its Bluetec diesel engines to the market to improve fuel efficiency and lower emissions for its premium cars. Mercedes also keeps talking about a plug-in hybrid using a 'lithium' battery that is supposed to be coming soon....
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Obama: 1 million plug-in hybrid vehicles by 2015 (www.autobloggreen.com)
Liberal politicians and overpaid executives seem to have exactly the same solution to all problems whether they be environmental, cultural, or scientific: Throw somebody elses's money at them. Isn't it obvious that the presently touted solutions to old problems may not be the correct ones? Isn't it...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Natural-Gas Prices May Fall Next Year On Supply Surge (online.wsj.com)
The LNG supply will increase next year by over one third of present production with a total estimated supply of over 30 billion cubic feet per day (bcfd).  Qatar gas - a partnership of Qatar Petroleum and ExxonMobil -, Shell in Nigeria, BP in Indonesia, Gazprom from Sakhalin and Total from Yemen...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Putin calls for restoring position in Cuba (www.iht.com)
High oil and gas prices have rejuvenated Russia under Vladimir Putin.  He is now even emboldened to replay the Khrushchev Cuba game in response to our planned defense shield in European countries adjacent to Russian territories.  Energy is now the weapon, and we should use it forcefully and...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: The retreat from Moscow (www.guardian.co.uk)
It has been widely reported that TNK-BP CEO Robert Dudley departed just now from Moscow, humiliated and driven out by BP's oligarch partners. Former BP CEO and chairman Lord Browne had his confrontations with the oligarch partners, but believed the formation of TNK-BP (50:50) was worth the risk to have...

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