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GLG News by Solar Cells Experts

Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Alternative energy ideas power down (www.delawareonline.com)
As the alternative energy Charlie Brown runs up to kick the green football, a global recession Lucy Van Pelt snatches it away.  The global recession, which triggered a collapse in petroleum prices, has investors in green terrified and the traditional energy ideologues braying.  Will these...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Back at junk value, recyclables are piling up (www.iht.com)
As finite supplies of critical raw materials are used up or squandered in dissipative uses from which they cannot be economically recovered their supply becomes more and more price sensitive. Many minor metals are for this reason rapidly becoming more valuable even though this fact has been masked by...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Short Supply: American-made Electric Car Batteries (www.evworld.com)
General Motors has failed completely to support its local nickel metal hydride battery maker, COBASYS. Earlier this year when Chevron, one of the joint partners in (C) Chevron (O) Ovonic (BA) Battery (SYS) Systems said it would no longer fund the unbroken annual losses of COBASYS and that its partner,...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Revolutionary Wheel for Electric Cars Puts Guts Inside Wheel (gas2.org)
One powered wheel and a battery of any type can make a motorbike, two powered wheels and a battery of any type can make a powered freight or passenger carrying cart, three or more powered wheels and a battery of any type can make a car, 8, or more, can make a truck, and with a third rail or an...
Jeff Moser, President
West Branch LLC
Analysis of: Incentivise the transport industry to cut emissions (www.publicservice.co.uk)
European nations have used taxes and tolls to 'optimize' truck freight tonnage and reduce pollution and greenhouse gas emissions.  With an aggressive environmental agenda the new US government may seek to harmonize domestic standards with the Europeans. 
Jeff Moser, President
West Branch LLC
Analysis of: BASF Cuts Profit Goal, to Idle Plants as Orders Drop (www.bloomberg.com)
Capacity shutdowns by Dow and BASF will pressure smaller players to rationalize their own operations.  If liquidity is insufficient to weather an extended downturn consolidation of global capacity is likely; voluntary or not. 
Paul Fox, President
Corran Tuathail Inc.
Analysis of: "The technology that will save humanity" (www.salon.com)
In assessing a CPV or CST technology you need to consider both the target applications and the completeness of their design concept for that application - does the team have the expertise to make it work? 
Jeff Moser, President
West Branch LLC
Analysis of: Oil falls but not prices of petro-based consumer goods (www.detnews.com)
Falling oil prices have not led to price relief from major chemical and plastics producers.  Consumers will continue to see higher prices on everyday goods from diapers to toothpaste and toilet paper.
Jeff Moser, President
West Branch LLC
Analysis of: Making EGR-only work for 2010 (fleetowner.com)
Heavy Duty diesel truck engines must meet stringent EPA NOx emissions standards in 2010.  Solutions include SCR catalysts and/or high EGR rates.  The tradeoffs in performance and fuel economy may define market share among the major engine makers.
Jeff Moser, President
West Branch LLC
Analysis of: Will plummeting gas prices hurt the push for alternative fuels? (abcnews.go.com)
Cheaper crude oil means less attractive returns for alternative fuels producers.  Coupled with collapsing capital and credit markets further expansion of renewable fuels capacity is in doubt.

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