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GLG News by Council Members Knowledgeable on Chemical Catalysts

Jeff Moser, President
West Branch LLC
October 3, 2008
Cost of Clean Diesel = major threat to operators in California
Analysis of: Ports ready to enforce clean-trucks plan (www.joc.com)
California has the most stringent requirements in the world for retrofitting or re-powering older diesel engines with advanced emission controls. As written the cost for compliance can exceed $10K per engine in many cases. Fleet owners and operators are faced with tough choices as they near compliance...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
September 29, 2008
Exxon secures LNG for Italy
Analysis of: Offshore LNG terminal moved to Adriatic off Italy (www.ogj.com)
Exxon's offshore LNG terminal, the world's first of it's kind, has been just located in the Adriatic 10 miles off Porto Levante, Italy for supply of  about 10% of Italy's natural gas requirements by 2009.  The design capacity of the terminal is 775 MMcfd of natural and will be delivered to...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
September 29, 2008
When Toyota Announced That It Will Build Prius Models in Mississippi Wasn't That The Obituary Notice For The Cevrolet Volt?
Analysis of: Volt reality check: Chevy Volt not so revolutionary (gristmill.grist.org)
Last week I wrote here that the statements made by GM about the mode of operation of the shortly to be forthcoming Chevrolet Volt were nonsensical. GM said that the Volt would be an 'electric car,' but, based on the statements now made by GM spokesmen it could only be an electric car, which would have...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
September 22, 2008
The Complete Failure Of General Motors, Ford, and Chrysler Is Due To A Failure Of Their Current Management To Plan For The Long Term
Analysis of: From Bank Bailouts to Auto Bailouts? (townhall.com)
The management of GM, Ford, and Chrysler are individually and collectively the worst set of managers that any American owned and operated heavy industry has ever had. Until this group of managers is gone there is no hope for GM, Ford, or Chrysler. There is no value in lending or subsidizing this...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
September 19, 2008
Arctic policy has to be enacted by Congress and implemented with action
Analysis of: Russia moves to secure Arctic shelf resources (www.ogj.com)
According to today's Oil & Gas Journal news, Russian President Dmitry Medvedev received from the Russian Security Council approval for Russia's state policy in the Arctic and a plan for implementation.  Russia considers the Arctic region as strategic resource base to guarantee Russia's energy...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
September 19, 2008
The Volt isn't a Prius. It Is A Cobbled Together Overhyped Attempt To Re-Invent General Motors
Analysis of: The Volt Isn't A Prius. It Might Even Be Better (blog.wired.com)
The Chevrolet Volt, if it is brought to market too early, will fail both in its intended use and in its operation. 
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
September 19, 2008
Gazprom faces reality
Analysis of: Russian index shows biggest decline since 1998 (www.iht.com)
Russian officials had boasted in spring that Gazprom would become the largest publicly traded energy company, surpassing ExxonMobil. However, Gazprom's value is down 58% since May 2008 and debt insurance now rose 1% in a single day, costing  Gazprom additionally about $440 million.
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
September 17, 2008
Thin-Film Solar Cells, Other Than Those Which Use A Form of Silicon, Are Not Practical Due To Natural Resource Limitations
Analysis of: Power Plays (online.wsj.com)
There are two non-silicon chemistries now being hyped as the bases for thin-film solar cells: 1. Cadmium telluride, and 2. Copper Indium Gallium Selenide Neither is practical at all.
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
September 15, 2008
It Seems Unlikely That Any Number Of Volts Will Be Able To Give New Life To Wagoner's Monster, General Motors.
Analysis of: G.M. at 100: Is Its Future Electric? (www.nytimes.com)
The future of the personal automobile is in the gasoline or kerosene(diesel) burning internal combustion engine. Future cars will be small, lightweight, and get 50 MPG and more. The Toyota prius hybrid already gets 50 MPG right off the showroom floor. This is why Toyota is increasing the production...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
September 15, 2008
Is This The Beginning Of The End For Chinese Domination Of The Production Of Rare Earths?
Analysis of: Chevron selling rare earth mining operations (www.bizjournals.com)
Is a rare earth mining boomlet under way?

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