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GLG News by Nanotechnology Material Experts (North America)

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August 8, 2008
Another Japanese Automaker and Japanese Battery Producer form a JV to Develop Advanced Batteries for Electric Vehicles
Analysis of: Report: Lithium Energy Japan to Build New Factory to Meet Higher Output Targets for i MiEV | www.greencarcongress.com
Author: Ron Turi, Owner and Principal, Element 3 Battery Venture, LLC
Both Nissan and Mitsubishi Motors have formed joint ventures with battery producers in Japan to produce batteries for electric vehicles.  This follows the example of the well-established Toyota-Panasonic JV that already produces batteries for hybrid electric vehicles like the Toyota Prius. ...
July 31, 2008
Telecomms Tread Water to Avoid Expensive FCC Backup Power Regulation
Analysis of: Court Keeps Cell Tower Backup Rules on Hold | www.physorg.com
Author: Ron Turi, Owner and Principal, Element 3 Battery Venture, LLC
The FCC seems determined to have Telecommunications Service providers increase backup power to the eight hours written in their regulations.  The courts have provided opportunities for the Telecommunications companies to delay enforcement and have eased the degree to which smaller service providers...
March 31, 2008
Daimler: Fueling the debate over SCR for diesel trucks
Analysis of: Daimler seeks to clear the air on SCR | fleetowner.com
Author: Jeff Moser, Global Market Manager, Dow Automotive
EPA regulations in 2010 will require significant reductions in NOx emissions from diesel trucks.  SCR catalysts are the likely solution for most OEMs but Cummins and International have announced plans to proceed without SCR.   Significant fuel cost and performance tradeoffs are being...
March 25, 2008
Sulfuric Acid dissolves profits too
Analysis of: Sulfuric acid costs jump due to ethanol demands | www.midiowanews.com
Author: Jeff Moser, Global Market Manager, Dow Automotive
Demand for sulfuric acid continues to grow in fertilizer and metals applications.  As prices skyrocket ethanol producers are finding their margins squeezed.  Sustained demand for acid in Ag and mining sectors may keep sulfuric acid prices at or above current levels for the foreseeable fut...
March 12, 2008
Diesel cars to drive future of US refinery mix?
Analysis of: Diesels make cents, but Detroit still slow to embrace them | www.detnews.com
Author: Jeff Moser, Global Market Manager, Dow Automotive
Fuel efficient diesel engines have the potential to restructure the US auto industry.  Current US refinery capacity for diesel is tight during seasonal heating oil demand peaks.  For diesels to realize their potential share of the US auto market increased fuel capacity must be secure...
March 4, 2008
Corn economy dooms ethanol
Analysis of: The Ethanol Bust | money.cnn.com
Author: Jeff Moser, Global Market Manager, Dow Automotive
Producing ethanol from corn is an unsustainable and economically unviable long term proposition.  Future shifts to switchgrass or other cellulosic ethanol crop sources makes more sense but does not help today.  Diesel remains a logical choice for immediate impact in fuel economy...
February 25, 2008
Government set to endorse diesel autos?
Analysis of: Diesels weighed for fuel saving potential | www.autoweek.com
Author: Jeff Moser, Global Market Manager, Dow Automotive
The US Government has mandated increased fuel economy for future cars and trucks.  The 35 mpg CAFE standard is a daunting challenge for Detroit as it scrambles to redesign 12-18 mpg trucks and SUVs.  Diesel engines have been proven in the European market and could see the lion's share...
February 21, 2008
Suppliers writing a new Chapter (11) in Detroit's history
Analysis of: Chrysler can't retrieve Plastech equipment | money.cnn.com
Author: Jeff Moser, Global Market Manager, Dow Automotive
A bankruptcy court has denied Chrysler the right to pull tooling from  Plastech which filed for Chapter 11 protection after negotiations fell apart.  This new found bargaining chip may prove valuable to other Tier suppliers as they continue to be squeezed between rising material costs...
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...

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