Study Group: Council Members Knowledgeable about Composites used in Aircrafts

Council Members in this Study Group: 56

This study group may include experts knowledgeable on topics such as aerospace & defense, building materials, chemicals, construction, oil & gas, timber & forest products, utilities & power generation, mining, agriculture, industrial equipment and transportation, among others.

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Leading Experts in this Study Group

Elias Luna Barrios

Partner and Chief Executive Officer
Luna & Goodman Advisors

Elias Luna is Partner & CEO of Luna & Goodman, where he advises international financial institutions (Private Equity, Funds, Capital and Risk, Distressed Management, Investment Banks) and has independently advised the Board of Directors at Daimler AG,...

Doug McVitie

Founder & Chief Consultant
Arran Aerospace

Doug McVitie is the Founder and Chief Consultant at Arran Aerospace, a firm providing consulting services in the aerospace and defense industry. Prior, Mr. McVitie was Director of Sales Intelligence at Airbus in Toulouse, France. He has spent 30 years...

Michael Brown

President
StrategyMark, Inc.

Michael Brown is the President of StrategyMark, a firm providing consulting services in the chemical industry. Previously, Mr. Brown was Global Director of Coatings at Quaker Chemical Corporation. Prior to that, Mr. Brown was a Vice President at ChemQuest...

Craig Cates

Consultant
CRAIG CATES

Craig Cates is an independent consultant in the airlines and aerospace industry. Prior, Mr. Cates was General Manager of Supply Chain at Delta Airlines. He oversaw a supply chain budget of $500M and was responsible for sourcing raw materials, finished...

Richard Aboulafia

Vice President, Analysis
TEAL GROUP CORPORATION

Richard Aboulafia is the Vice President of Analysis at Teal Group, a firm providing consulting services in the aerospace industry. Mr. Aboulafia is responsible for managing a team of experts who forecast aerospace markets including engines, electronics,...

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GLG News^SM Analyses by this Study Group's Leading Experts (?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.

Specialty Chemicals Growth in 2010 Will be Modest and Uneven and Led by China

October 21, 2009

Analysis by:Michael Brown, President,

Analysis of:10,000: Then and Now | www.nytimes.com

Signs are emerging in the specialty chemicals value chains that show an overall improving global economy, but one with unevenness by region and by economic sector. Our indicators show China leading all regions in 2010 growth while manufacturing will lead all sectors. Lagging will be housing and the regions of North America and Europe.

Flexible Packaging Industry depends on Consumer Spending for Growth

October 13, 2009

Analysis by:Michael Brown, President,

Analysis of:Flexible packaging will return to growth in 2011 | www.europeanplasticsnews.com

Flexible packaging volume growth is highly dependent upon the growth of consumer products, particularly non-discretionary products such as food. Value growth is dependent upon volume as well as pricing which has been under pressure in 2009 as the inputs associated with oil have dropped in price forcing packaging producers to pass on much of the decrease. Value will likely be down this year but volume will not.

Huntsman's Move In China Should be Polyurethane

September 28, 2009

Analysis by:Michael Brown, President,

Analysis of:Huntsman seeks deals in China | www.ft.com

Huntsman has announcement they are seeking deals for their textile chemicals business in China which seems misplaced given the strength and importance of their polyurethane business in this region.

BASF Nylon Plant Closure Reflects a Global Shift in Demand

September 21, 2009

Analysis by:Michael Brown, President,

Analysis of:BASF to Close Permanently Nylon-6 Plant in Germany | chemweek.com

BASF's closure of the nylon 6 plant in Rudolstadt, Germany is reflective of the broader global trends affecting nylon - slower demand growth that is shifting toward China and away from Europe and North America.

Well, the WTO Ruled in Favor of Boeing, But Bloomberg's Take Was Surprising

September 12, 2009

Analysis by:Doug McVitie, Founder & Chief Consultant,

Analysis of:Boeing, U.S. Seen Winning WTO Case on European Aid to Airbus | www.bloomberg.com

So this story is already a week old, but crucially only three weeks into the one-month appeal time. EADS has already made the tactical error of calling this (interim) result "Only Part One", when it simply can't be -- the two cases are separate and so can't be interdependent..So what does EADS do? Appeal and underline its "Part Two" gambit or just totally ignore the reality of the huge anti-European findings and instead focus on the baloney of trying to "talk it out"? Talk, remember, is cheap.

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Members in this Study Group include these company types:

Consulting Firm (ei)
Aerospace Component Manufacturer (ei)
Industry Association (ei)
Individual/Small Consultancy

Members in this Study Group often have these job titles:

Principal
President
Chief Executive Officer
Owner
Engineer
Director
Sales
Consultant

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