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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: Credit crisis to hit mining projects- Credit Suisse (www.miningweekly.com)
The critical metals for consumer electronics are all byproducts of the production of base metals. Any cut in base metal production is automatically a cut in byproduct metal production.
Jeff Moser, President
West Branch LLC
Analysis of: Demand for diesel fuel: Perspectives and future Considerations on prices and supply for diesel car and truck fuel users (www.dieselforum.org)
Energy from Diesel fuel is a key agent of growth in developing countries.  Increased demand has seen diesel outpace gasoline as prices hit record highs for both fuels.  US refinery capacity must be rebalanced to help correct price disparity for this key fuel.
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Electric-car race could strain lithium battery supply (news.cnet.com)
American OEM heavy industry is once more highlighting its worst shortcoming: A total lack of long term strategic planning to manage the risk of supply interruption of critical materials due to production limitations on natural resources. It's difficult to imagine just how urgent a company such...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: 2010 Ford Fusion Hybrid and Mercury Milan Hybrid Expected to Get 5 mpg Better than Toyota Camry Hybrid (hybridreview.blogspot.com)
The Ford Motor Company is following the lead of Toyota and will market four hybrid models in its 2010 lineup, due out in less than 6 months at the end of the first quarter of 2009. The Ford Escape and Mercury Mariner for 2010 will be upgraded and joined by hybrid versions of the Ford Fusion...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Tesla Motors Zaps Another C.E.O. and Lays Off Staff (bits.blogs.nytimes.com)
No one has ever built a practical electric powered performance car with  a range on a single charge of 250 miles and a top speed of 150+ mph. It certainly may be possible to make and select from thousands of lithium-ion batteries enough stable ones to build a battery pack large enough to give the...
Jeff Moser, President
West Branch LLC
Analysis of: New BMW 335d May be Diesel’s Best Shot in U.S. (wardsauto.com)
Diesel cars dominate European markets but are scarce in the US.  As fuel economy continues to drive US consumer choices diesel options will become more significant.  Regulatory issues may also favor diesels as US standards tighten.
Jeff Moser, President
West Branch LLC
Analysis of: UPS orders hybrid hydraulic vehicles (fleetowner.com)
Fleet operators are continuously seeking optimum solutions to equipment cost and fuel economy.  Various alternative fuels and hybrid drive systems are being evaluated prior to major fleet-wide commitments.   Despite the head start for electric drive-battery hybrids there are other options...
Jeff Moser, President
West Branch LLC
October 28, 2008
Farming for fuel?
Analysis of: Reviewing biofuel policies and subsidies (www.fao.org)
The push for alternative energy has increased competition between planted crop acreage for food vs. biofuel production.  As more regions of the world struggle with tight food supplies the UN has questioned the wisdom of increased biofuel production.
Jeff Moser, President
West Branch LLC
Analysis of: CARB releases draft of new regulations (fleetowner.com)
California seeks to force even the smallest truck fleets to invest in expensive upgrades to reduce diesel emissions.  These costs will be passed on as higher freight charges and ultimately as more expensive consumer goods.  Some fleets may not be able to bear the financial burden of the up-front...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Windmill Mishap Weighs on Suzlon (online.wsj.com)
Suzlon of India, the number five wind turbine manufacturer has run into serious technical troubles: a 140 foot long turbine blade just now broke of a wind tower in Illinois, while Suzlon is in the process to replace 1,251 turbine blades due to blade cracks in their US wind turbine fleet. ...

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