GLG News by Mining Experts
Analysis of:
Alan Mulally's Report Card (www.businessweek.com)
Ford under Alan Mulally is trying to overcome an era of poor design and exceptionally poor management. Based on that he, Mulally, is doing a good job of slowly improving both. He has, however, not addressed the key issue of power train and transmission technology in both of which Ford has fallen dangerously...
Analysis of:
Africa's New Car Dealer: China (online.wsj.com)
The majority of Africa is a huge market for small reliable rugged pickup trucks, SUVs, and cars without frills. This is exactly the same market that exists in China. Dozens of small Chinese car and truck makers are able to stay in business by going into the African market where even the larger Chinese...
Analysis of:
Volvo Efficiency Concept: Frankfurt Motor Show Preview (www.popularmechanics.com)
Volvo has some leading edge fuel saving diesel engine technology ready to go for the European market. Ford could certainly use such a boost in the domestic US market. What's the hold up?
Analysis of:
Choking on Growth: As China Roars, Pollution Reaches Deadly Extremes (www.nytimes.com)
The Wall Street, short- term results, driven, American OEM heavy industry CEO and the most fanatic and clueless environmentalist have some goals in lockstep. Among them is getting heavy manufacturing out of the US, so that 1) For the environmentalist, our country can go back to the state that the Chinese...
August 22, 2007
There is and will be no lithium supply crisis for battery makers so long as Chile's SQM is in business
Analysis of:
Quick Take: Plugging into Lithium Demand (www.fool.com)
There is and will be no lithium supply crisis for battery makers so long as Chile's SQM is in business
There was a lithium supply crisis in and after 2002 brought on by an explosion of demand for the chemical compounds of the metal from the primary (non rechargable) battery industry. 2007 has seen the introduction into the market of new supplies of lithium, the plans for which were drawn in 2002...
August 22, 2007
Chrysler is testing its newest business model, for growth in the US market, in South America with a Chinese partner.
Analysis of:
China Is Chrysler Growth Test Track (online.wsj.com)
Chrysler is testing its newest business model, for growth in the US market, in South America with a Chinese partner.
Chrysler will from the start openly cooperate with the aggressive fast moving Chinese OEM automotive company, Chery, for their mutual benefit. This is a new way fo operating for an American car company. Either both will benefit or neither will. That is the risk for both and a reason that neither will...
Analysis of:
Clean or Efficient? An Engine Goes for 'Both of the Above.' (www.nytimes.com)
General Motors has correctly read the political tea leaves; Resource nationalism by the world's oil major producers is the immediate threat, so that our dependence on foreign oil must be curtailed as fast as possible. Luckily for the car companies the global wamists cannot find fault with programs that...
August 20, 2007
Is Delphi to become an R&D operation with American product engineering and offshore manufacturing?
Analysis of:
What will this man do with Delphi? (www.indystar.com)
Is Delphi to become an R&D operation with American product engineering and offshore manufacturing?
Apaloosa Capital is acquiring a leaner Delphi than the last few suitors. Delphi's own internal plan for re-organization called for the company to specialize in high value added "components" such as electronic entertainment. Delphi was slowly shifting labor costs to low labor cost countries, while keeping...
Analysis of:
Ford Fuel Cell Car Goes 200 M.P.H. at the Bonneville Salt Flats (wheels.blogs.nytimes.com)
Fuel cell technology has been known for the past 150 years; It has, during all of that time, depended on platinum for the catalytic combination of hydrogten with oxygen to produce electricity while having an exhaust of only water (as steam). Is there enough platinum produced yearly to...
Analysis of:
Ford Fusion hydrogen-powered car hits 161 mph (www.jconline.com)
Ford developed a hydrogen fuel storage system in conjunction with SPX ten years ago. Every other major car maker has already demonstrated that internal combustion engines can be set to use hydrogen as a fuel. BMW has a full size V12 sedan on the road using hydrogen already in an extended test. High...
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