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February 18, 2008
Detroit Redux: Big 3 to re-integrate supply chain?
Analysis of: Ford to do more parts in-house | www.freep.com
Author: Jeff Moser, Global Market Manager, Dow Automotive
As automotive Tier suppliers struggle to survive in today's brutal cost environment the OEMs are threatened with supply disruptions due to bankruptcies and volatile price negotiations.  With new contract terms that cut new UAW hires' wages  in half and reduce oppressive...
February 11, 2008
Chrysler and Plastech: make up and break up
Analysis of: Chrysler CEO says it will replace Plastech as part supplier | www.mlive.com
Author: Jeff Moser, Global Market Manager, Dow Automotive
Raw material costs for metals and plastics are squeezing profits out of Tier suppliers in the auto industry.  Locked in to firm part price contracts with OEMs, suppliers cannot pass on rising commodity costs to stay profitable.  The cash drain has forced many into bankruptcy and presents strategic...
February 5, 2008
Plastech files bankruptcy: 'Nuclear Option' shuts down Chrysler
Analysis of: Chrysler closes plants in dispute with supplier | www.reuters.com
Author: Jeff Moser, Global Market Manager, Dow Automotive
US Automotive Tier suppliers have been squeezed between rising material costs and unrelenting pressure from OEMs to lower prices.  As more major Tier 1 and Tier 2 suppliers seek bankruptcy protection OEMs must consider drastic changes in long term supply chain management to ensure their industry's...
January 28, 2008
The worst may be just beginning.
Analysis of: AMD: Is The Worst Over? | seekingalpha.com
Author: Donald Rheault, Founder, Compass Technologies, Inc
Intel is much stronger in the processing side and as geometries shrink and the price of fabs skyrocket the larger company has a distinct edge going forward. Companies that make computers want a strong AMD to balance Intel's demands and break their almost sole source price stance. AMD has to develop...
January 23, 2008
Clean Diesel cars now available - but high performance comes at a cost
Analysis of: Emission Control Technologies for Diesel Powered Vehicles | www.meca.org
Author: Jeff Moser, Global Market Manager, Dow Automotive
Automotive OEMs are scrambling to introduce new diesel models that offer the needed 35 mpg while meeting the same strict emissions standards as the gas powered competition.  Advanced emission control technologies make modern diesel cars as clean as gas while lowering greenhouse gas emissions...
January 17, 2008
Demand for emissions control catalysts will keep Platinum near record highs
Analysis of: More marques anticipate greater demand for diesel cars | www.platinum.matthey.com
Author: Jeff Moser, Global Market Manager, Dow Automotive
Production disruptions in South African mines coupled with growing demand for diesel emission control catalysts has pushed Platinum over $1500.  As supply side mine production issues are resolved demand should continue to grow due to tighter emission regulations and increased diesel penetration...
January 15, 2008
Options abound for tomorrow's Green car market
Analysis of: Buyers want cleaner cars, without sacrifices | www.detnews.com
Author: Jeff Moser, Global Market Manager, Dow Automotive
Consumers desire fuel efficient, environmentally friendly vehicles but most are unwilling to pay the sticker price premium for advanced technologies.  Automakers have many options including hybrids, E85, diesels, and advanced Direct-Injection gasoline powertrains.  Alternative powertrians...
January 4, 2008
How big will diesels get in US car market?
Analysis of: Big 3 go after diesel market | www.detnews.com
Author: Jeff Moser, Global Market Manager, Dow Automotive
Converging forces of high oil prices, increased CAFE mpg regulations, and looming EPA CO2 emissions standards will provide fertile ground to grow diesel market share in the US passenger vehicle market.
November 22, 2007
Can Diesel Trump Ethanol as America's Future Fuel?
Analysis of: Diesels, Hybrids Much Better Than Ethanol Fueled Cars on Social Benefits | www.dieselforum.org
Author: Jeff Moser, Global Market Manager, Dow Automotive
High fuel prices, Greenhouse Gas emissions, and pending CAFE mpg increases are increasing focus on advanced powertrains and fuels for the US light vehicle market.   While Ethanol fuel [E85] is a step in the right direction it may not be cost-effective vs. other options...
November 7, 2007
SCR needs may tilt balance of 2010 US truck market
Analysis of: International Truck and Engine to comply with 2010 emissions standards without SCR | www.thetrucker.com
Author: Jeff Moser, Global Market Manager, Dow Automotive
In 2010 EPA regulations significantly reduce allowable NOx emissions from diesel truck engines.   To date Selective Catalytic Reduction [SCR] is the only proven solution for compliance with the tighter NOx emission regulations.  Cummins and International have announced plans to go without...

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