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GLG News by Platinum Metals Group Experts

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Jack LiftonOctober 10, 2008
Will Toyota Be Able To Produce Enough Priuses To Sustain a Separate Brand?
Analysis of: Prius Diary Extra: Toyota Considering a Separate Prius Brand | greeninc.blogs.nytimes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Toyota has had tow pleasant surprises in the competition to lead the OEM automotive industry into the era of green cars: 1.) It has had no competition while it has established its bestselling Prius hybrid, and 2.) Its largest current competitor is probably bankrupt allowing Toyota to expand the Prius...
October 10, 2008
Incentives may accelerate diesel penetration in US auto market
Analysis of: IRS, EPA Helping Diesel Cars? | www.dieselprogress.com
Author: Jeff Moser, Former Global Market Manager, Dow Automotive
Diesels are ~25% more fuel efficient vs. gas but cost more to build.  Diesel fuel prices above unleaded in the US have dampened hopes for greater diesel share as mpg advantages are diluted.  Government incentives to help offset sticker price penalties for diesel may help future prospects as...
October 10, 2008
Can fleets afford Green Diesel investments?
Analysis of: Are emission reduction strategies working? | fleetowner.com
Author: Jeff Moser, Former Global Market Manager, Dow Automotive
The EPA and individual states have offered some subsidies to retrofit older diesel engines with emission reducing technologies.  Newer engines [2007 - 2010 models] are factory equipped with advanced emission control systems but the majority of the existing US fleet still has older, dirtier engines....
Jack LiftonOctober 8, 2008
Toyota And GM Are Both Going To Market Test Plug-in Hybrids. Will Both Of Them Survive That Test?
Analysis of: Power Outage | www.forbes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Toyota will have a limited production plug-in hybrid on the road probably as much as a year before GM's Volt. Toyota is test marketing a concept, the limited range, in full electric operation, commuter car.   Toyota thinks that this is a niche market, and will approach it with a modified version...
October 8, 2008
SCR and Urea logistics for 2010 trucks
Analysis of: DEF Infrastructure in good shape. | fleetowner.com
Author: Jeff Moser, Former Global Market Manager, Dow Automotive
2010 EPA NOx regulations are leading most OEMs to design in Urea-based SCR catalysts.  Truckers will need to refill the Urea tank periodically and need widespread availability of the chemical solution at most truck stops and fuel depots.  While readily available, the intermodal distribution...
Jack LiftonOctober 7, 2008
Billions of Dollars Of Research and Development Money Expended By GM And Other Majors Is Now At Risk
Analysis of: Plug-In Hybrids Aren't Coming — They're Here | blog.wired.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
It will only take one public lithium battery operating failure or, worse, one fire to wipe out all of the green goodwill so far generated by the hype machine on behalf of the plug-in hybrid idea.
Jack LiftonOctober 7, 2008
GM's Ordinary Share Price, In Real Terms, Is Probably At The Lowest Point In The Company's History
Analysis of: GM tumbles to 54-year low as overall market drops | www.forbes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
GM is a zombie company; it is dead and being kept on life support by a reckless and feckless government.
Nicholas WhiteOctober 6, 2008
New Zale (zlc) Management May Have Misjudged the Consumer
Analysis of: Zale making changes to business, analyst says | news.moneycentral.msn.com
Author: Nicholas White, President, White & Co
Zale's new management team may have misjudged buyers motivations when building this years profit plan.  Now, with the consequences of the $700 billion bailout legislation just being understood, the error is likely only to get larger.  Here is why?  
October 6, 2008
Aging cycles key to accelerated technology development.
Analysis of: This is the car of the future | www.nationalpost.com
Author: Jeff Moser, Former Global Market Manager, Dow Automotive
Key automotive technologies are measured by two primary metrics:  performance and long term durability. Automotive components and systems are exposed to extreme conditions on a daily basis and OEMs must accurately simulate these in testing if they are to bring new technologies to market in a timely...
October 3, 2008
Platinum falling due to spot surplus - long term demand bullish
Analysis of: Platinum falls towards price parity with gold | www.busrep.co.za
Author: Jeff Moser, Former Global Market Manager, Dow Automotive
Automotive production declines have alleviated the supply deficit for Platinum since 2007 as consumption for catalytic converters has fallen. Future production rebound and pending emissions regulations will increase demand at or above 2007 levels.

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