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February 27, 2008SPX Seized the Window of Opportunity
Analysis of: SPX sees 2008 profit up on global energy demand | www.reuters.com
Author: Dean Bellefleur, founder, D-idea
SPX`s acquisition of APV is a fine example of a strategic power play to gain market share from formable giants the likes of Tetra-Laval and GEA. Timely executed the strategy takes advantage of a recognized need for higher heat exchanger efficiencies and an increase of installed base. ...
January 22, 2008
Better the pan we know than the fire we don't...
Analysis of: Climate Change : Green Protectionism | www.economist.com
Author: GLG Expert Contributor
Analysis of: Climate Change : Green Protectionism | www.economist.com
Author: GLG Expert Contributor
Cultures have almost always wanted to maintain their worlds pretty much without change. As the old saying goes, everybody talks about the weather, but nobody does anything about it. In fact, they don't want to.
January 22, 2008
Nobody cares about the bus driver until it's time to take a ride...
Analysis of: Oil groups seek a burst of energy | www.ft.com
Author: GLG Expert Contributor
Analysis of: Oil groups seek a burst of energy | www.ft.com
Author: GLG Expert Contributor
Every industry seems to have a cadre of uniquely skilled professionals. While the skill they have may be tangentially like those in other industries, the "tricks of the trade" acquired by longer term employees often is the difference between an efficiently run, profitable and above all safe...
September 26, 2007
Will U.S. Plastics export Continue?
Analysis of: TOP 100 Companies | www.icis.com
Author: GLG Expert Contributor
Analysis of: TOP 100 Companies | www.icis.com
Author: GLG Expert Contributor
The profitability of Chemical Giants rests on plastics growth. Will overseas demand for plastics continue to support the U.S. petrol-chemical producers?
July 26, 2007
Familiarity breeds contempt? No. Opportunity costs.
Analysis of: Economics 101: Oil Rises on Supply Questions | www.forbes.com
Author: Kevin Boyle, Consultant, Boyle Consulting
Familiarity breeds contempt? No. Opportunity costs.
Analysis of: Economics 101: Oil Rises on Supply Questions | www.forbes.com
Author: Kevin Boyle, Consultant, Boyle Consulting
The price of oil has not yet impinged on the cost of not using it. It remain economically efficient. As inflation sets in, however, there will be less and less incremental budget to be spent on energy. This will likely fuel inflation and hurt demand.
July 24, 2007
Akzo has other options but ICI remains a good option
Analysis of: Akzo Nobel stays silent on ICI | www.ft.com
Author: GLG Expert Contributor
Analysis of: Akzo Nobel stays silent on ICI | www.ft.com
Author: GLG Expert Contributor
While ICI remains a very good option for Akzo, they do have other acquisition options for growing their coatings business and maintaining their global market share lead. These options include Sherwin Williams, PPG, Valspar and DuPont Performance Coatings (carve-out). Each of these target brings...
July 2, 2007
Packaging Sustainability: Fact or Fiction By JoAnn Hines Packaging Diva
Analysis of: Recyclable Paper Bags Are an Environmentally Sustainable Solution | sev.prnewswire.com
Author: GLG Expert Contributor
Analysis of: Recyclable Paper Bags Are an Environmentally Sustainable Solution | sev.prnewswire.com
Author: GLG Expert Contributor
Packaging companies are under attack as primary contributors to the waste stream. The media is touting environmental responsibility as the solution to global warming. Retail drivers such as Wal-Mart and Tesco are using "sustainability" issues to divert attention from other problems. Cities such as San...
May 28, 2007
Coca-Cola / Pepsi-Cola Acquisitions: Strategic Planning Issues
Analysis of: Coca-Cola Is Said to Buy Vitaminwater | www.nytimes.com
Author: Tom Pirko, President, Bevmark LLC
Coca-Cola / Pepsi-Cola Acquisitions: Strategic Planning Issues
Analysis of: Coca-Cola Is Said to Buy Vitaminwater | www.nytimes.com
Author: Tom Pirko, President, Bevmark LLC
Pressure to grow in new beverage categories is intense, yet the major soft drink companies are finding the costs and risks of innovation away from carbonated soft drinks to be difficult. A competitive buying frenzy is about to begin, but can the bottlers, programmed to sell cola, effectively...
May 21, 2007
U.S. refiners continue to struggle to supply the U.S. market.
Analysis of: Oil refinery capacity on the rise | money.cnn.com
Author: GLG Expert Contributor
Analysis of: Oil refinery capacity on the rise | money.cnn.com
Author: GLG Expert Contributor
U.S. just won't give up driving, despite high gasoline prices. Refiners still adding capacity to meet demand. The new gasoline formula keeps refiners adjusting their units.
April 30, 2007
What would Ghandi do?????
Analysis of: Squeezing diesel out of animal fat | www.usatoday.com
Author: GLG Expert Contributor
Analysis of: Squeezing diesel out of animal fat | www.usatoday.com
Author: GLG Expert Contributor
In a nearly frantic effort to find something to burn in American internal combustion engines that can't be shut off my some guy with an AK47, scientists are trying to liquify anything that will burn.Can this be morally justified? This less-than-serious analysis takes a look as some unforeseen...
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Source Article | Expert Analyses
BASF Cuts Profit Goal, to Idle Plants as Orders Drop
www.bloomberg.com
YRC to Get Concessions?
tdu.org
Half of dry bulk orders will ‘not be delivered’
www.lloydslist.com
Weekly US rail shipments tumble 9.1 percent
biz.yahoo.com
Amid economic crisis, wind power spins more slowly
features.csmonitor.com
The gale of a credit crisis blows the wind away!
November 26, 2008
The Peaksters are right on theory, perhaps wrong on timing
November 25, 2008
BASF, Dow Chemical, PPG signal arrival of new world financial order
November 24, 2008
Petrochem Giants in Crisis Mode
November 20, 2008
Land Ahoy...The Dawn of Concentrated Solar Power
November 18, 2008

