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GLG News by Council Members Knowledgeable on Chemical Catalysts

Jeff Moser, President
West Branch LLC
Analysis of: CAT, Perkins announce Tier 4 interim plans (www.dieselprogress.com)
Starting in 2010 precious metal catalysts will be required on off-road diesel engines in the US.  This incremental demand, coupled with a rebound in automotive production, may stretch supplies thin again as seen in 2007.  With regulatory impact increasing demand through 2015 worldwide the...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Prius Diary Extra: Toyota Considering a Separate Prius Brand (greeninc.blogs.nytimes.com)
Toyota has had tow pleasant surprises in the competition to lead the OEM automotive industry into the era of green cars: 1.) It has had no competition while it has established its bestselling Prius hybrid, and 2.) Its largest current competitor is probably bankrupt allowing Toyota to expand the Prius...
Jeff Moser, President
West Branch LLC
Analysis of: IRS, EPA Helping Diesel Cars? (www.dieselprogress.com)
Diesels are ~25% more fuel efficient vs. gas but cost more to build.  Diesel fuel prices above unleaded in the US have dampened hopes for greater diesel share as mpg advantages are diluted.  Government incentives to help offset sticker price penalties for diesel may help future prospects as...
Jeff Moser, President
West Branch LLC
Analysis of: Are emissions-reducing strategies working? (fleetowner.com)
The EPA and individual states have offered some subsidies to retrofit older diesel engines with emission reducing technologies.  Newer engines [2007 - 2010 models] are factory equipped with advanced emission control systems but the majority of the existing US fleet still has older, dirtier engines....
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Power Outage (www.forbes.com)
Toyota will have a limited production plug-in hybrid on the road probably as much as a year before GM's Volt. Toyota is test marketing a concept, the limited range, in full electric operation, commuter car.   Toyota thinks that this is a niche market, and will approach it with a modified version...
Jeff Moser, President
West Branch LLC
Analysis of: DEF Infrastructure in good shape. (fleetowner.com)
2010 EPA NOx regulations are leading most OEMs to design in Urea-based SCR catalysts.  Truckers will need to refill the Urea tank periodically and need widespread availability of the chemical solution at most truck stops and fuel depots.  While readily available, the intermodal distribution...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Plug-In Hybrids Aren't Coming — They're Here (blog.wired.com)
It will only take one public lithium battery operating failure or, worse, one fire to wipe out all of the green goodwill so far generated by the hype machine on behalf of the plug-in hybrid idea.
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: GM tumbles to 54-year low as overall market drops (www.forbes.com)
GM is a zombie company; it is dead and being kept on life support by a reckless and feckless government.
Jeff Moser, President
West Branch LLC
Analysis of: This is the car of the future (www.nationalpost.com)
Key automotive technologies are measured by two primary metrics:  performance and long term durability. Automotive components and systems are exposed to extreme conditions on a daily basis and OEMs must accurately simulate these in testing if they are to bring new technologies to market in a timely...
Jeff Moser, President
West Branch LLC
Analysis of: Platinum falls towards price parity with gold (www.busrep.co.za)
Automotive production declines have alleviated the supply deficit for Platinum since 2007 as consumption for catalytic converters has fallen. Future production rebound and pending emissions regulations will increase demand at or above 2007 levels.

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