All GLG News Analyses Filed Under: Industrial

Paul HodgesChairmanInternational eChem

Abu Dhabi looks to build its petchem activities

November 18, 2009

Analysis of:IPIC Mulls Bayer Joint Venture, Not Acquisition, Chairman Says | www.bloomberg.com

The Middle East is continuing to grow its role in petrochemicals. The latest move is by Abu Dhabi, to access technology for its ambitious new multi-$bn Chemaweyaat project.

Ian DavenportPresidentDavenport Associates

Superabsorbent Dilemma at Rabigh?

November 18, 2009

Analysis of:Disappointment in India...speculation on Rabigh | www.icis.com

Cross ownership and a necessity to access key raw materials complicate the discussion. It is necessary to consider the history and current status of participants in the Acrylic Acid - Superabsorbent product chain.

Makes second debut first was in 1983

November 17, 2009

Analysis by: GLG Expert Contributor

Analysis of:Solar Tower Technology makes U.S. debut | www.yourrenewablenews.com

Solar One was a10MW Department of Energy Project put on line in 1983 at the cost of 143 million dollars. After several years of failed expectations it was shut down. It was fit with molten salts and reopened in the mid 90s after spending another 40 million dollars. Again after failed expectations it was shut down again after only two years.All the while right next door 15MW Solar Electric Generating Station 1 built for 62 million dollars has been generating electricity since 1984.

Dubai Air Show Hots Up Before Opening

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:Emirates could buy more aircraft | gulfnews.com

The Middle East market has become strategically important to Airbus and Boeing. Both have big orders yet to be fulfilled and both want to win further business in time for when a wider global recovery starts.

Further Airbus Loans Show Disregard Toward WTO

November 10, 2009

Analysis by: GLG Expert Contributor

Analysis of:Further Airbus Loans Show Disregard To WTO Ruling | www.reuters.com

Considering that Airbus UK has a much more prominent role in producing the wings for the A350XWB family, the Spanish injection of state funds to the program is more than what the UK Government provided – why is EADS/Airbus ignoring the WTO threat?

Airbus Right On Recovery, Wrong On Premium Market

November 9, 2009

Analysis by: GLG Expert Contributor

Analysis of:Airbus banks on premium return | www.theaustralian.com.au

Despite Airbus and Boeing having differing views on product positioning, it is fair to say they both see traffic growth improvements in the coming years. However, Airbus’ suggestion that a recovery of the premium sector is just a year away is at odds with market realities.

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 foreign oil, and research has been underway at leading companies and universities over the last several years to solve this problem.

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.

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