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December 20, 2007Do Californians Unintentionally Seek One Size Low Emission Car For The Masses and Larger Faster Ones For The Elites? In Any Case The California Dream Is Simply Not Currently Possible
Analysis of: E.P.A. Denies California Emission’s Waiver | www.nytimes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
If California mandates emission's levels so strict that the only way to meet them with an internal combustion engine is to use one that is very small, low power, and clean burning then there is no way by 2016, the projected date at which such restrictions become mandatory, to pull this off other than...
December 17, 2007Is Dow Chemical's Deal With Kuwait's State Oil Company Better Than The One GE Plastics Made With Saudi Arabia's SABIC?
Analysis of: FT REPORT - FT WEALTH QUARTERLY 2007: Dow to inject plastics business into $11bn Kuwaiti joint venture | search.ft.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The Dow Chemical Company has always believed in vertical integration. One of its early business successes was the vertical integration of the magnesium metal business from the extraction and refining of magnesium rich salt brine from company owned wells in Michigan to the production of the metal....
December 11, 2007Nonsense About An Inefficient And Uneconomical Use For Gold
Analysis of: Gold looks to a diesel-powered future | www.ft.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The World Gold Council, WGC, now says that gold's industrial use is an important consideration for investors. Is this just plain nonsense? Yes.
December 11, 2007In The Race For Global Market Share Neither GM Nor Renault-Nissan Wants To Take The Time To Build Distribution, Sales (Dealer), Or Service Networks; Instead They Are Buying or Buying Into Existing Networks In Emerging Countries
Analysis of: GM bids for 'significant' stake in Russian Avtovaz | www.autonews.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
General Motors first sold cars in east Europe and China, which were built in and exported from the US; then it made CKDs (Knocked-down kits) for re-assembly in those markets in less than fully equipped assembly plants or in the assembly plants of local manufacturers; and finally it built its own freestanding...
December 11, 2007Is it possible today to build a high performance lithium battery powered car for a price that can be attractive to a large segment of the market for such vehicles? Probably not.
Analysis of: Tesla ousts co-founder Eberhard: PRICEY ROADSTER'S DELIVERY DELAYS LEAD TO HIS EXIT | origin.mercurynews.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Is this a typical phase in the venture capitalist method of taking over a company, where, after a seemingly overgenerous initial investment that leaves the founders in charge a second round of financing gives the investors the leverage to oust the founder and replace him with professional management?...
December 10, 2007The China Commodity Control Strategy Now Exposes The China Price Strategy Of Western Companies For What It Was: A Short Sighted And Stupid Giveaway of Competitive Technological Advantage In the Long Term By Both American Industry And American Government
Analysis of: Commodities: The Metal Kingdon | www.newsweek.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
China has been "borrowing industrial manufacturing technology" from American companies for as long as those companies have been killing their supply base by insisting that suppliers meet, match, and/or exceed the China price; i.e., the price for which the customer can ostensibly get the 'same; part...
December 10, 2007China Cannot Do Anything Right Now About The Suffocating Fumes From Its Freight Trucks Without Sending The Global Freight Trucking Industry And The Global Platinum Metals Industry Into Chaos
Analysis of: Trucks Power China's Economy, At A Suffocating Cost | www.nytimes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
It is not only poor fuel quality and worn out, poorly engineered in the first place, diesel truck engines that are causing the massive photochemical smogs in Chinese cities due to their, the trucks,' huge emissions of acid-rain forming, photochemical smog producing, nitrogen and sulfur oxides,...
December 6, 2007China's Chery Automobile Company "Using The Latest Imported Technology" Wanders Towards (Among Other Places) Bethlehem, Pennsylvania, To Be Born
Analysis of: ACCELERATING GROWTH: In China, Chery Automobile Drives An Industry Shift | online.wsj.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The transfer of manufacturing technology from the most industrialized western countries to Asia has been going on for more than a century. Will the OEM automotive industry get value or creative destruction from its decision to pay for Chinese low cost labor with manufacturing technology that will ultimately...
December 5, 2007General Motors Is Making Smart Moves, Which Could Well Result In Dominance In The Twenty-First Century's Global OEM Automotive Market
Analysis of: GM bids for 'significant' stake in Russian Avtovaz | www.autonews.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The short sighted stock market does not understand GM's global plan.
General Motors is North America's highest volume domestic vehicle producer and seller.
General Motors is the highest volume non-European manufacturer and seller of vehicles in Western Europe.
General Motors is the largest...
December 5, 2007Baosteel Could Absorb All Of Rio Tinto's Iron Ore Production Itself Or In Concert With Other Chinese Steel Producers. Might This Not Give Baosteel Effective Control Over Global Iron Ore Pricing Fundamentals?
Analysis of: Baosteel set to gatecrash BHP's bid for Rio Tinto | business.timesonline.co.uk
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The Chinese steel industry produces today about one-third of the world's steel each year, and it is growing.
China has essentially no domestic iron ore resources or reserves.
Chinese steel is today produced mainly from iron ore in basic oxygen (blast) furnaces.
China today must pay for imported...
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