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GLG News by Council Members Knowledgeable on Chemical Catalysts

Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
September 10, 2008
OCS is the place for CCS
Analysis of: Norwegian authorities look at CCS in Trool filed (www.ogj.com)
Norway has always pioneered NG and oil exploration in the rough North Sea.  Now Norway recognizes depleted oil fields and geological structures below as safe locations fro CCS.
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Oversupply of natural gas dulls luster of exploration and production companies (www.iht.com)
The significant development of unconventional shale gas is a real success story and needs to be exploited to the fullest to lead us to some independence of the OPEC cartel on crude import.  
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Manufacturers turn to US (www.ft.com)
Incredibly American states from which manufacturing jobs were lost by the hundreds of thousands over the last few years are bribing foreign heavy industry, the very industry that we were told by Wall Street was 'obsolete in the modern globalized American service economy, to set up manufacturing plants...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: GM recalling 944,000 vehicles (www.forbes.com)
The Detroit Three followed the lead of Jacques Nasser at Ford in the early 1990s and began to eliminate internal supplier quality management and PPAP, production parts approval processes. After internal engineering supplier monitoring had been made into a supplier self approval regime came the outsourcing...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Carmakers Deserve Loan Guarantees, G.M. Official Says (www.nytimes.com)
On what basis do OEM American carmakers deserve federal loan guarantees? Is it because their legacy costs weren't their own fault? Is it because they made lower quality vehicles than their foreign competitors? Is it because they sent American jobs overseas so that the unemployed workers they created...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Can One Man’s Actions Take $6 Billion In Value Out Of A Minor Metal Market In A Month? (www.resourceinvestor.com)
End users of minor metals for critical purposes, i.e., for purposes that are not economically or technologically possible without a particular minor metal, can hedge the required supply of metal by financing the producer's output, through offtake agreements, for example, and by being the buyer of last...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Freeport LNG applies to export gas imports (www.ogj.com)
The LNG terminal operators like Freeport LNG Development LNG have invested in their LNG import and regasification terminals to meet forecasted shortages of natural gas (NG) in the order of 10 billion cubic feet per day (bcfd) by 2010.  However, the recent significant play by shale gas and the low...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Chrysler Sues Johnson Controls For $15M In Overcharges (online.wsj.com)
In just this year Cerberus' accountants may have inadvertently exposed the seamy side of cost cutting in the American OEM automtoive industry: 1. Overcharging by non-competitive politically correct suppliers, 2. Underbidding by suppliers desparate to keep their own factories open, and now 3. Short-weighting...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Mitsubishi drops California LNG plan, eyes Alaska (www.ogj.com)
Sound Energy Solutions, subsidiary of Mitsubishi Corp. has diligently worked for the last ten years to bring LNG to Long Beach, having support from ConocoPhillips to take care of heavy hydrocarbons and take off NG for hydrogen production.  Long Beach and the California Coastal Commission rejected...
Hans Linhardt, President
Hans Linhardt, President
LTDI, Inc.
Analysis of: Natural Gas Firms Seek Outlet for Growing Supplies (online.wsj.com)
US natural gas companies have developed the technology and private investment support to unlock 840 trillion cubic feet of natural gas ("NG") from the Barnett, Haynesville and Marcellus shale plays.  This translates to 25 billion cubic feet of NG for the next hundred years.

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