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GLG News by Specialty Chemical Experts

Analysis of: Micron Cutting Jobs As Chip Prices Plunge (online.wsj.com)
Consumer Savings vs. Consumer Spending is a leading indicator for the electronics industry rebound. 
Analysis of: How Detroit Drove Into a Ditch (online.wsj.com)
Continuous improvement (CI) in this industry is here to stay, yet when management is concerned about basic functions such as payroll; very few strategic programs are on the radar.       
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: 2010 Ford Fusion Hybrid and Mercury Milan Hybrid Expected to Get 5 mpg Better than Toyota Camry Hybrid (hybridreview.blogspot.com)
The Ford Motor Company is following the lead of Toyota and will market four hybrid models in its 2010 lineup, due out in less than 6 months at the end of the first quarter of 2009. The Ford Escape and Mercury Mariner for 2010 will be upgraded and joined by hybrid versions of the Ford Fusion...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Tesla Motors Zaps Another C.E.O. and Lays Off Staff (bits.blogs.nytimes.com)
No one has ever built a practical electric powered performance car with  a range on a single charge of 250 miles and a top speed of 150+ mph. It certainly may be possible to make and select from thousands of lithium-ion batteries enough stable ones to build a battery pack large enough to give the...
Jeff Moser, President
West Branch LLC
Analysis of: New BMW 335d May be Diesel’s Best Shot in U.S. (wardsauto.com)
Diesel cars dominate European markets but are scarce in the US.  As fuel economy continues to drive US consumer choices diesel options will become more significant.  Regulatory issues may also favor diesels as US standards tighten.
Jeff Moser, President
West Branch LLC
Analysis of: UPS orders hybrid hydraulic vehicles (fleetowner.com)
Fleet operators are continuously seeking optimum solutions to equipment cost and fuel economy.  Various alternative fuels and hybrid drive systems are being evaluated prior to major fleet-wide commitments.   Despite the head start for electric drive-battery hybrids there are other options...
Jeff Moser, President
West Branch LLC
October 28, 2008
Farming for fuel?
Analysis of: Reviewing biofuel policies and subsidies (www.fao.org)
The push for alternative energy has increased competition between planted crop acreage for food vs. biofuel production.  As more regions of the world struggle with tight food supplies the UN has questioned the wisdom of increased biofuel production.
Jeff Moser, President
West Branch LLC
Analysis of: CARB releases draft of new regulations (fleetowner.com)
California seeks to force even the smallest truck fleets to invest in expensive upgrades to reduce diesel emissions.  These costs will be passed on as higher freight charges and ultimately as more expensive consumer goods.  Some fleets may not be able to bear the financial burden of the up-front...
Analysis of: Pfizer goes generic (blogs.wsj.com)
Pharmaceutical companies are exploring different avenues to sustain their profits. They might have to pick a road that has been alien to a large extent. I believe the new road will result in big profits. 
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: General Motors, Driven to the Brink (www.nytimes.com)
The American owned and operated OEM automotive industry was only profitable when it had both a monopoly and credit was cheap. This situation can never again occur, because the OEM American owned and operated car industry's domestic market share is already below 50% and is  still rapidly decreasing...

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