GLG News by Solar Cells Experts
Analysis of:
GM recalling 944,000 vehicles (www.forbes.com)
The Detroit Three followed the lead of Jacques Nasser at Ford in the early 1990s and began to eliminate internal supplier quality management and PPAP, production parts approval processes. After internal engineering supplier monitoring had been made into a supplier self approval regime came the outsourcing...
August 29, 2008
Bob Lutz Seems to Have Learned Doublespeak From George Orwell. Failure is Success, Says Lutz.
Analysis of:
Carmakers Deserve Loan Guarantees, G.M. Official Says (www.nytimes.com)
Bob Lutz Seems to Have Learned Doublespeak From George Orwell. Failure is Success, Says Lutz.
On what basis do OEM American carmakers deserve federal loan guarantees? Is it because their legacy costs weren't their own fault? Is it because they made lower quality vehicles than their foreign competitors? Is it because they sent American jobs overseas so that the unemployed workers they created...
August 26, 2008
Minor Metals Markets Are Not Transparent And Hedging Non Exchange Traded Metals Requires Great Skill
Analysis of:
Can One Man’s Actions Take $6 Billion In Value Out Of A Minor Metal Market In A Month? (www.resourceinvestor.com)
Minor Metals Markets Are Not Transparent And Hedging Non Exchange Traded Metals Requires Great Skill
End users of minor metals for critical purposes, i.e., for purposes that are not economically or technologically possible without a particular minor metal, can hedge the required supply of metal by financing the producer's output, through offtake agreements, for example, and by being the buyer of last...
Analysis of:
Hopland, CA, USA: Real Goods Solar Acquires Independent Energy Systems (www.solarbuzz.com)
Despite trepidations over the lapsing of US federal incentives, the domestic photovoltaic market continues to consolidate to take advantage of better economy of scale. Photovoltaic installations in the US now number over 10,000 a year, growth that will continue to increase once new federal incentives...
Analysis of:
Chrysler Sues Johnson Controls For $15M In Overcharges (online.wsj.com)
In just this year Cerberus' accountants may have inadvertently exposed the seamy side of cost cutting in the American OEM automtoive industry: 1. Overcharging by non-competitive politically correct suppliers, 2. Underbidding by suppliers desparate to keep their own factories open, and now 3. Short-weighting...
Analysis of:
Timminco CEO Blamed For Norilsk Woes (www.financialpost.com)
If we believe the news out of Russia then there must be palladium aplenty residing in the vaults of, or under the control of, Norilsk, the world's largest palladium producer.
Analysis of:
Premier Power solar panels take over Spanish rooftops (www.bizjournals.com)
This story on a US based installer setting up shop in Mediterranean Europe is a good example of the challenges of dealing with what was until recently two of the hottest PV markets in the world for 2009 - Spain and the United States. The dynamics of what the changes in incentives will do and how...
Analysis of:
Hybrid race heats up for carmakers (www.ft.com)
General Motors may not actually have a plan to compete with Toyota in the hybrid market. General Motors engineering and purchasing was disastrously shortsighted in the late 1990s and early 2000s, and its product planning group remains so even now. All of GM's product planning and sourcing errors were...
Analysis of:
Environmentalism Sprouts Up on Corporate Boards (online.wsj.com)
The trend by corporations is to demonstrate in some form that they are a green company. Going green can have numerous definitions from a product that is eco-friendly to reducing a company's carbon footprint by use of alternative energy.
August 13, 2008
The Age of Dollar Priced Metals Is Drawing To a Close and Perspective is The Key To Objectivity
Analysis of:
Metals prices dive as dollar rallies (business.timesonline.co.uk)
The Age of Dollar Priced Metals Is Drawing To a Close and Perspective is The Key To Objectivity
Is it ridiculous to assume that a marked change in the value of the US dollar in relation to the resource backed currencies of all or even some of the BRAC countries, Brazil, Russia, Australia, and Canada, will not affect the immediate dollar price of the natural resources produced in...
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