GLG News by Rubber Experts

Private investment firms have supported dynamic growth in the chemical industry.

A Sea Change has occurred in the Tire Industry. Major changes in production locations, pricing strategy,capital investment are happening today.

Ethylene producers have returned to profitability.  While ethylene prices are dropping quickly, feedstock prices are dropping faster.  While heavy feedstock cracking may still be negative, the overall industry (median margins) are back in positive territory.  Derivative margins are quite...

The strategy to combine small molecule with biotech is an extension of the current strategy. With the many patents expiring in 8-10 years and not many drugs in the pipeline that are magnitudes better and/or different than the current drugs on the market, drug companies need to think differently. Would...

Until recently, the blockbuster model has worked for the ethical pharmaceutical companies, but with about $80 billion of ethical drug patents expiring in the next four years and with not much in the pipeline of major pharmaceuticals their business model needs a re-look. Major pharmaceuticals need to...

Private Equity (PE) firms have invested in Indian companies as long as they have confidence in original entrepreneurs/promoters (Emcure Pharmaceuticals-Pune: Blackstone Gr.; Granules India- Hyderabad: ISP Investco, Ridgeback Capital Investments). Many of the Active Pharmaceutical Ingredient (API) and...

Japanese ethylene producers are beginning to reduce operating rates to adjust to market conditions.  Because of their relative high costs in Asia, Japanese producers are the marginal suppliers.  As they reduce production, we see the deepening of the trough hit Asia.

Where are the leaders on a daily basis. This company needs some real "hands on" leadership to survive.

The hopeless housing market puts US PVC makers in a very poor position.  Global PVC capacity is up, and prices and margins are falling.  New capacity will toughen the market conditions on a global basis.  In the meantime, falling chlorine consumption is sending caustic prices higher.

Dow seeks to lead the industry to try to recover the increase in energy costs.  An across the board increase makes sense if energy costs have equal effect on manufacturing costs.  The move certainly gives them another opportunity to raise the awareness of energy prices on chemical produce...