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Dean Bellefleur, founder

Dean BellefleurfounderD-idea What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Give Flexible Packaging It's Due

October 15, 2009

Flexible packaging will return to growth in 2011 | www.europeanplasticsnews.com

Flexible packaging and convenience are converging at a staggering rate. Demands for greener packaging bodes well for flexible packaging as does the fact that there is no dominant supplier to the market. Seeking the path of least resistance by cannibalizing traditional packaging formats rather than waiting for better economic conditions is the fast track for flexible packaging.

James "Jim" Rippy, Former Senior Vice President of Operations

James "Jim" RippyFormer Senior Vice President of OperationsCONTINENTAL TIRE NORTH AMERICA, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Health Care Reform will not fly!

September 30, 2009

Fate of Government-Run Health Insurance May Rest in Obama's Hands | www.foxnews.com

Too much lobbyist money opposing any real reform. The insurance companies control.

Kevin BoyleConsultantKEVIN L BOYLE What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Sabic’s Dismal Q2 Results Unlikely Representative of the Petrochemical Industry

July 20, 2009

UPDATE 1-Saudi Basic Industries' Q2 profit plummets on crisis | www.iii.co.uk

Sabic buys feedstocks at a low, fixed price, so falling prices mean falling EBITDA.Market conditions for Sabic in Q2 of 2008 were different that for other non-Middle Eastern producers.

James "Jim" Rippy, Former Senior Vice President of Operations

James "Jim" RippyFormer Senior Vice President of OperationsCONTINENTAL TIRE NORTH AMERICA, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

SameOld! Same Old! Lutz should have left with Waggoner

July 18, 2009

GM's Lutz Makes Another U-Turn | online.wsj.com

Why do they keep a guy who shares responsibility for the failure of GM?His "wonder skills" in design and marketing have not proven to be of any value. He should retire now and just go. His skills are way overrated based on results at GM and his previous car company employers.

Kevin BoyleConsultantKEVIN L BOYLE What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

After Dow’s Petrochemical Plant Closures – More Yet to Come

July 5, 2009

Dow Chemical to Shut Three Louisiana Ethylene Plants (Update3) | www.bloomberg.com

This plant closure will have no immediate impact on the ethylene market.  There may be additional rationalization coming in petrochemicals.  What may close in the future is a big gamble.

James "Jim" Rippy, Former Senior Vice President of Operations

James "Jim" RippyFormer Senior Vice President of OperationsCONTINENTAL TIRE NORTH AMERICA, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

A Sad day in History

June 1, 2009

What GM Bankruptacy means to you | online.wsj.com

Where did the leadership go? Surely, the leaders at GM and the UAW could see this coming. How did they get to their present level if they did not see this coming years ago?

James "Jim" Rippy, Former Senior Vice President of Operations

James "Jim" RippyFormer Senior Vice President of OperationsCONTINENTAL TIRE NORTH AMERICA, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

A look at the other side

June 1, 2009

A Saga of Decline and Denial | online.wsj.com

Wages and benefits are sometimes not the most costly items in negotiations.

Kevin BoyleConsultantKEVIN L BOYLE What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

PVC Futures Contracts – A Very Tough Hedge

May 18, 2009

Shanghai Chlor-Alkali to Run PVC Futures Hedging Business | www.tradingmarkets.com

The economics of PVC have always been complicated; much more complicated than polyolefins.  Several years ago as China undertook a rapid expansion in the PVC capacity, they introduced a very old concept which has further complicated the market.

James "Jim" Rippy, Former Senior Vice President of Operations

James "Jim" RippyFormer Senior Vice President of OperationsCONTINENTAL TIRE NORTH AMERICA, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

How about work practices?

April 21, 2009

GM Meeting With Treasury Team on Deeper Cost Cuts | www.bloomberg.com

All we hear about is concessions in wage and benefit related issues. The GM plants I have visited lead me to believe that work practice revisions and total removal of restrictive work practices would equal any gains in wage and benefit reductions. A good team of industrial engineers from more efficient industries would find a gold mine at GM.

Kevin BoyleConsultantKEVIN L BOYLE What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Petrochemicals : Japan Out, Japan In, Venezuela Tries Again

April 14, 2009

Chavez Says Japan to Spend $33.5 Billion in Venezuela (Update3) | www.bloomberg.com

Venezuela has the potential to build ethylene operations that would rival Middle Eastern plants.  Japanese companies actively supporting and participating in Venezuela's ambitious plans.

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