GLG News by Specialty Chemical Experts
November 6, 2008
Native Canadians Tiring Of North American Politics Reach Out To China For Infrastructure Development To be Paid For With Natural Resources
Analysis of:
Aboriginal chiefs pitch business deals to China (www.canada.com)
Native Canadians Tiring Of North American Politics Reach Out To China For Infrastructure Development To be Paid For With Natural Resources
The North American civil rights movement has assured native Americans of their property rights and their sovereignty over the natural resources on their lands.
American environmentalism has at the same time made sure that every conceivable roadblock is put in place to prevent the development of...
Analysis of:
Cerberus chief: Country can't let automakers fail (www.forbes.com)
It seems that because he is too big for his own failure not to be noticed on Wall Street and at his alma mater's plush New York City 'club" John Snow is blathering about how he sees a 'bailout' of his Chrysler deal as a mandatory step that the US Treasury must take. Of course, it was his own miscalculation...
Analysis of:
VW’s Growing Motorsport Arm Already Has Eye on 2009 Baja 1000 (wardsauto.com)
Can success in North American motorsports venues increase awareness and demand for advanced European diesel vehicles?
Analysis of:
Chevy Volt Inspires a New Language (wheels.blogs.nytimes.com)
General Motor's admits that "The Volt...has a range of 40 miles (when all power equipment has been turned off, including air conditioner, stereo and headlights),...."
General Motors apparently suffers from "We will build it, and they will buy it syndrome."
Who now needs a short...
November 4, 2008
Will Technologies Critically Dependent On "Minor Metals" Survive The Current Cull Of Junior Miners?
Analysis of:
"Darwinian culling" in junior mining sector (network.nationalpost.com)
Will Technologies Critically Dependent On "Minor Metals" Survive The Current Cull Of Junior Miners?
The rush to analogy by the mainstream media has recently brought us such oversimplifications as the comparison of modern America to ancient Rome and of Barack Obama to John F. Kennedy, but the MSM may be on to something with a description of the disappearance of interest by investors in thinly...
Analysis of:
Credit crisis to hit mining projects- Credit Suisse (www.miningweekly.com)
The critical metals for consumer electronics are all byproducts of the production of base metals. Any cut in base metal production is automatically a cut in byproduct metal production.
Analysis of:
Demand for diesel fuel: Perspectives and future Considerations on prices and supply for diesel car and truck fuel users (www.dieselforum.org)
Energy from Diesel fuel is a key agent of growth in developing countries. Increased demand has seen diesel outpace gasoline as prices hit record highs for both fuels. US refinery capacity must be rebalanced to help correct price disparity for this key fuel.
Analysis of:
Are We Ready to Rally? (maxkapital.blogspot.com)
As a business leader, I see the change in consumer savings as a leading indicator for the retail industry.
Analysis of:
Energy firms told to invest to avoid another price spike (www.iht.com)
The International Energy Agency says a minimum of 5.5 mbd new production is required each year, just to maintain current production levels. They have issued a new draft report, which says depletion rates are much higher than previosuly believed. But the credit crunch, and ongoing oil price volatility,...
November 3, 2008
For Lithium The Shortage Lies Not In Your Minerals But In Your Long Term Strategic Planning
Analysis of:
Electric-car race could strain lithium battery supply (news.cnet.com)
For Lithium The Shortage Lies Not In Your Minerals But In Your Long Term Strategic Planning
American OEM heavy industry is once more highlighting its worst shortcoming: A total lack of long term strategic planning to manage the risk of supply interruption of critical materials due to production limitations on natural resources. It's difficult to imagine just how urgent a company such...
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Dow Chemical needs a Plan B