All GLG News Analyses Filed Under: Industrial

Green Jet Fuel Critical for U.S. Military & Energy Independence

November 6, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Military Biofuels Key to Rid U.S. Foreign Oil Dependence | www.examiner.com

As stated in this original article, oil consumption for aircraft, ships, ground vehicles and facilities makes the U.S. Department of Defense, and namely the U.S. military, the single largest oil consumer in the world. Military biofuels are critical for lessening the country's dependence on foreignoil,...

Airbus Delivery Rate For 2010 Questionable

November 4, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Airbus Expects to Maintain Delivery Rate Next Year, Leahy Says | www.bloomberg.com

2010 is poised to be a make-or-break year on many fronts. The chances are we’ll see Airbus revise their delivery forecast very quickly as carriers defer orders as the marketplace and financing becomes more of a strain.

Ian DavenportPresidentDavenport Associates

How Sustainable is Demand for Chemicals?

November 3, 2009

Analysis of:  Manufacturers boost hopes of economic revival | www.ft.com

Demand has recently been boosted artificially by incentives such as 'cash for clunkers'. 2008 ended dreadfully, companies are terrified of another crash in demand. Caution is justified.

Bombardier Barbs Shows CSeries Can't Cut The Mustard

November 2, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Bombardier fires back at CSeries critics | www.montrealgazette.com

It’s all very well to criticise rival aerospace OEM’s because they’ve had issues with their own airplane development programs. But that doesn’t detract from the reality that the CSeries has failed to dampen enthusiasm for the A320 and 737.

Paul HodgesChairmanInternational eChem

Chemical Companies remain Cautious on the Outlook

October 31, 2009

Analysis of:  Looking at the world from a stable but low level of activity | www.icis.com

The chemical industry is a leading indicator for the global economy. The recent company results season gives no support for the idea that earnings are about to stage a major recovery.

Is Competition a Serious Issue for DuPont in respect of Rynaxypyr?

October 30, 2009

Analysis by:GLG Expert Contributor

Analysis of:  DuPont’s Breakthrough Insect Control Product Registered in Japan, Brazil | www.yourpetrochemicalnews.com

Rapid introduction of the product, approvals by FAO and WHO and registration in 45 countries are strong points in favour of DuPont. There should not be any problem with EU and US registrations. Monsanto, with recent bad reputation on GM seeds may not be a difficult competitor. Syngenta is lesser known...

A380 Still A Big Headache For Airbus

October 30, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Airbus may delay A380 deliveries | www.reuters.com

There’s no question that the A380 is an engineering feat. However, its market prospects have been diminishing all the time, and the concerns at Airbus continue to grow, particularly financially.

Boeing's Bold 787 Move Outside Of WA State

October 29, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Boeing to Place Second 787 Assembly Line in North Charleston, SC | boeing.mediaroom.com

To walk, you have to take your first step. Boeing probably isn’t ready to walk away from WA state just yet, but the first major widebody production line outside of its traditional base with the 787 means that the labour force is indeed an expendable asset.

Lawmakers May Scupper KC-X Bid – Could Northrop Exit Contest?

October 28, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Alabama lawmakers say Pentagon tanker rules unfair | www.reuters.com

To suggest that the KC-X tanker competition is now “a sham” may well indicate that the final RFP and final WTO ruling will impact on the admissibility of the A330 as a tanker. Is this a precursor to Northrop Grumman leaving the arena via their campaigners’ complaints?

Jeremy WallerPrincipalJeremy Waller

Quality from low cost countries - review of implications of recovery

October 27, 2009

Analysis of:  Toy Recall Shows Challenge China Poses to Partners | online.wsj.com

Quality has been the greatest challenge to buyers in China since the process began its stellar growth in the 80's. The consumer now 'reads the carton' and is better informed than ever before. There is mistrust of imports from developing countries, exacerbated by recalls such as experienced by Mattel,...

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