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GLG News by Rigid Plastic Packaging Experts

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April 27, 2007
Ethanol means less is more
Analysis of: Fuel for friendship | www.economist.com
Author: GLG Expert Contributor
Ethanol in the U.S. will be costly.Ethanol producers will get squeezed.U.S. consumers will feel the pich of ethanol across many products.
April 27, 2007
The Next Wave of U.S. Chemical Distribution
Analysis of: Univar to Acquire Chemcentral | chemweek.com
Author: GLG Expert Contributor
U.S. Chemical Distribution has now reached the "Nationals"Which Chemical Distributor is next to be acquired or divested?U.S. Chemical Distribution market still over supplied.
April 20, 2007
Owens- Illinois- Will it sell?
Analysis of: Owens-Illinois mulls selling plastics packaging operations | www.marketwatch.com
Author: GLG Expert Contributor
•The remaining plastics assets at Owens-Illinois have been high profit businesses. •The company is looking to extract a premium – the successful buyer must insure that they acquire and retain all of the key assets and have a strategy to grow a plastic packaging business from the expensive...
April 9, 2007
Auto pensions? Let's get creative, here
Analysis of: The $354 billion pension problem | money.cnn.com
Author: GLG Expert Contributor
The United States can't live without its automobile industry. The industry can't survive with it's pension obligations.  So who pays - the workers, the government (aka, you and me) or.......?
April 5, 2007
Kyoto Redux
Analysis of: China likely to overtake US as biggest carbon emitter this year | www.dailytimes.com.pk
Author: GLG Expert Contributor
Failure to approve the Kyoto Treaty earned the United States an international black eye. When China surpasses the United States in emissions, will they get the same treatment? 
March 20, 2007
CMT Asian Phenol and Acetone Conference
Analysis of: CMT Asian Phenol and Acetone Conference | www.cmtevents.com
Author: GLG Expert Contributor
Players in the polycarbonate chain must pick their niche versus attempting to maximize the entire phenol to polycarbonate chain. The short-term outlook for polycarbonate plastics looks strong.GE Plastics operates in the polycarbonate space.
March 9, 2007
It will take some time to right this ship.
Analysis of: Wal-Mart's February U.S. Same-Store Sales Rise 0.9% (Update3) | www.bloomberg.com
Author: GLG Expert Contributor
The previous strategy of going after Target is hindering the new strategy of going back to basics.  Sure weather and gas prices affect this retailer but if you look at Target's results they are much better. 
January 11, 2007
Why is GE Selling its Plastics Unit?
Analysis of: G.E. Is Said to Be Seeking a Buyer for Its Plastics Unit | www.nytimes.com
Author: GLG Expert Contributor
GE, the industry leader in engineered plastics is set to divest one of its highest profile businesses, a business in which Jack Welch earned his stripes early in his career.  The reasons that GE has publicly given for the divestiture do fully portray the complete picture of how the...
November 7, 2006
Who really wants corn based plastics???
Analysis of: A new corn-based plastic disappears into the dirt | www.csmonitor.com
Author: GLG Expert Contributor
Everyone agrees that "green" based plastics are a winner - reduced pressure on petrochemicals, new markets for American farmers and biodegradable plastics.But who really wants them?  Who will use them? And how much of a change will they really make?

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