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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: Short Supply: American-made Electric Car Batteries (www.evworld.com)
General Motors has failed completely to support its local nickel metal hydride battery maker, COBASYS. Earlier this year when Chevron, one of the joint partners in (C) Chevron (O) Ovonic (BA) Battery (SYS) Systems said it would no longer fund the unbroken annual losses of COBASYS and that its partner,...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Revolutionary Wheel for Electric Cars Puts Guts Inside Wheel (gas2.org)
One powered wheel and a battery of any type can make a motorbike, two powered wheels and a battery of any type can make a powered freight or passenger carrying cart, three or more powered wheels and a battery of any type can make a car, 8, or more, can make a truck, and with a third rail or an...
Jeff Moser, President
West Branch LLC
Analysis of: Incentivise the transport industry to cut emissions (www.publicservice.co.uk)
European nations have used taxes and tolls to 'optimize' truck freight tonnage and reduce pollution and greenhouse gas emissions.  With an aggressive environmental agenda the new US government may seek to harmonize domestic standards with the Europeans. 
Jeff Moser, President
West Branch LLC
Analysis of: BASF Cuts Profit Goal, to Idle Plants as Orders Drop (www.bloomberg.com)
Capacity shutdowns by Dow and BASF will pressure smaller players to rationalize their own operations.  If liquidity is insufficient to weather an extended downturn consolidation of global capacity is likely; voluntary or not. 
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Aussie bill sets up CO2 sequestration framework (www.ogj.com)
Australia has taken coal serious by passing the Australian Offshore Petroleum Amendment Bill, regulating carbon dioxide capture and storage (CCS).  Australian Production & Exploration Association (APPEA) has fought for this bill in order to protect the property rights of existing petroleum...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
November 17, 2008
Gazprom after LNG
Analysis of: Gas Troika plans LNG joint venture, paper says (www.ogj.com)
Oil & Gas Journal reports that Gazprom plans to form a joint venture with Qatar Liquefied Gas Co.,Ltd. and the National Iranian Oil Co. for gas production in the Iranian South Paris field and liquefy the gas in Qatar at the Las Raffan site.  The gas would be piped from Iran across the Persian...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Putin Threatens to Scrap Gas Pipeline as Talks With EU Leaders Approach (online.wsj.com)
The grandiose Nord Stream pipe line project, connecting Russia via two Baltic underwater pipe lines with Germany has been delayed due to increased construction costs, lack of sufficient gas capacity and lack of financing.  Of course, Putin will not admit any Russian problems but puts the blame...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Chesapeake Energy Sells Stake in Natural-Gas Filed (online.wsj.com)
Chesapeake Energy, the largest US unconventional natural gas producer, has sold 32.5% of its shale gas ("SG") assets in the Marcellus shale region in Pennsylvania, West Virginia and New York.  Statoil has agreed to pay $3.38 billion.  $1.25 billion would be in cash and $2.125 billion is to...
Jeff Moser, President
West Branch LLC
Analysis of: Oil falls but not prices of petro-based consumer goods (www.detnews.com)
Falling oil prices have not led to price relief from major chemical and plastics producers.  Consumers will continue to see higher prices on everyday goods from diapers to toothpaste and toilet paper.
Jeff Moser, President
West Branch LLC
Analysis of: Making EGR-only work for 2010 (fleetowner.com)
Heavy Duty diesel truck engines must meet stringent EPA NOx emissions standards in 2010.  Solutions include SCR catalysts and/or high EGR rates.  The tradeoffs in performance and fuel economy may define market share among the major engine makers.

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