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GLG News by Platinum Metals Group Experts

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Jack LiftonNovember 4, 2008
The Future Recovery And Growth Of The Consumer Electronics And Thin-Film Solar Markets Will Be Severely Impacted And Slowed Down By The Current Reduction In The Production Of Base Metals
Analysis of: Credit crisis to hit mining projects- Credit Suisse | www.miningweekly.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The critical metals for consumer electronics are all byproducts of the production of base metals. Any cut in base metal production is automatically a cut in byproduct metal production.
November 4, 2008
Fuel for Growth: More US Diesel distillate capacity?
Analysis of: Demand for diesel fuel: Perspectives and future Considerations on prices and supply for diesel car and truck fuel users | www.dieselforum.org
Author: Jeff Moser, President, West Branch LLC
Energy from Diesel fuel is a key agent of growth in developing countries.  Increased demand has seen diesel outpace gasoline as prices hit record highs for both fuels.  US refinery capacity must be rebalanced to help correct price disparity for this key fuel.
Nicholas WhiteNovember 3, 2008
Can Blue Nile Return to Growth?
Analysis of: Analysts expect Blue Nile to post 16-cent profit | www.forbes.com
Author: Nicholas White, President, White & Co
Blue Nile faces huge challenges in the fourth quarter, as well as, in FY 2009.  Here's why the Internet's biggest jeweler's growth may slow to a trickle.
Jack LiftonNovember 3, 2008
For Lithium The Shortage Lies Not In Your Minerals But In Your Long Term Strategic Planning
Analysis of: Electric-car race could strain lithium battery supply | news.cnet.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
American OEM heavy industry is once more highlighting its worst shortcoming: A total lack of long term strategic planning to manage the risk of supply interruption of critical materials due to production limitations on natural resources. It's difficult to imagine just how urgent a company such...
Nicholas WhiteNovember 3, 2008
Sharp Drop In Rough Diamond Prices Signals Harder Times For Jewelers
Analysis of: Sharp Drop in Prices at BHP Billiton Rough Diamond Tender | www.idexonline.com
Author: Nicholas White, President, White & Co
For the first time in a half century diamond prices are behaving like commodities.  Here why the $65 billion dollar jewelry industry is in for even more volatile times.   
Jack LiftonOctober 31, 2008
Will Ford's Four Hybrid Models Using The Successful And Proven Nickel Metal Hydride Battery For 2010 Short Circuit The Chevrolet Volt With Its Short Range And Unproven Lithium-ion Battery?
Analysis of: 2010 Ford Fusion Hybrid and Mercury Milan Hybrid Expected to Get 5 mpg Better than Toyota Camry Hybrid | hybridreview.blogspot.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The Ford Motor Company is following the lead of Toyota and will market four hybrid models in its 2010 lineup, due out in less than 6 months at the end of the first quarter of 2009. The Ford Escape and Mercury Mariner for 2010 will be upgraded and joined by hybrid versions of the Ford Fusion...
Jack LiftonOctober 30, 2008
Is The Tesla Just Vaporware? The History Of The Tesla Proves That Silicon Valley Entrepreneurs Should Stck To Silicon Businesses.
Analysis of: Tesla Motors Zaps Another C.E.O. and Lays Off Staff | bits.blogs.nytimes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
No one has ever built a practical electric powered performance car with  a range on a single charge of 250 miles and a top speed of 150+ mph. It certainly may be possible to make and select from thousands of lithium-ion batteries enough stable ones to build a battery pack large enough to give the...
October 30, 2008
Euro Performance Driving US Diesel Market
Analysis of: New BMW 335d May be Diesel’s Best Shot in U.S. | wardsauto.com
Author: Jeff Moser, President, West Branch LLC
Diesel cars dominate European markets but are scarce in the US.  As fuel economy continues to drive US consumer choices diesel options will become more significant.  Regulatory issues may also favor diesels as US standards tighten.
October 30, 2008
Batteries Not Included - Discharging Hybrid Battery Hype?
Analysis of: UPS orders hybrid hydraulic vehicles | fleetowner.com
Author: Jeff Moser, President, West Branch LLC
Fleet operators are continuously seeking optimum solutions to equipment cost and fuel economy.  Various alternative fuels and hybrid drive systems are being evaluated prior to major fleet-wide commitments.   Despite the head start for electric drive-battery hybrids there are other options...
October 28, 2008
Farming for fuel?
Analysis of: Reviewing biofuel policies and subsidies | www.fao.org
Author: Jeff Moser, President, West Branch LLC
The push for alternative energy has increased competition between planted crop acreage for food vs. biofuel production.  As more regions of the world struggle with tight food supplies the UN has questioned the wisdom of increased biofuel production.

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