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Study Group: Industrial Hose Pipe Experts(?)

Council Members in this Study Group: 39

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

Jeff Moser
President
West Branch LLC

Jeff Moser is the President of West Branch, an Independent Consulting Company. Previously Mr. Moser was the Global Market Manager for Dow Automotive, a unit of Dow Chemical , a plastics, adhesives, sealants, structural enhancements, acoustical materials, films, and fluids supplier for the global automotive...

GLG NewsSMAnalyses 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.
January 6, 2009
How Now, Dow?
By Jeff Moser, President, West Branch LLC
Analysis of: Dow to pursue legal options against Kuwait | money.cnn.com

Dow Chemical must bridge a $7 Billion gap to pay for Rohm & Haas now that the Kuwaitis have bailed out of the proposed JV.  With business valuations sharply lower today Dow may have to assume significant additional debt in order to close the R&H acquisition. 

January 5, 2009
Back on the way up
Analysis of: Oil, gold tumble but base metals buck trend | www.guardian.co.uk

Oil has likely hit its lowest level (sub $40 per bbl) we will see in 2009.  Gold is expected to be in a trading range with an overall upward trend as well.  Copper has bounced off lows and is anticipated to also be in a trading range with an upward trend.

By Jeff Moser, President, West Branch LLC

Dow CEO Andrew Liveris bet the future of the entire company on his 2-stage M&A based transformation:  Sell commodity businesses into a Kuwaiti JV and use the proceeds to buy Rohm & Haas.  Priced at obsolete valuations both of these deals now seem questionable.  Any fallout could...

By Jeff Moser, President, West Branch LLC

Obama's call for significant new renewable energy generation may drive the need for more solar / PV capacity.   Dow Corning and Hemlock may be relying on this prospect to pay back their $3 Billion polysilicon investment.

By Jeff Moser, President, West Branch LLC
Analysis of: Dow Chemical to cut 5000 jobs | money.cnn.com

Cheaper feedstocks and new ethylene capacity in the Middle East have threatened the critical mass of US petrochemical infrastructure.  Redundant plants may be permanently closed as new production grows offshore.

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Most Common Company Types:

  • Consulting Firm (ei)
  • Industrial Equipment Distributor (ei)
  • Plastic Compounding Manufacturer (ei)
  • Consumer Packaged Goods Manufacturer
  • Petrochemicals Manufacturer (ei)
  • Tier 1 Automotive Supplier

Most Common Job Types:

  • President
  • Director
  • Consultant
  • Account Manager
  • Marketing Manager
  • Maintenance Manager
  • Plant Manager
  • Principal
  • Owner
  • Purchasing Manager
  • Project Manager
  • Sales

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Generated at 2009-01-08T19:00:17.880