Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Green Jet Fuel Critical for U.S. Military & Energy Independence
November 6, 2009
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
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.
How Sustainable is Demand for Chemicals?
November 3, 2009
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
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.
Chemical Companies remain Cautious on the Outlook
October 31, 2009
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
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
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
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
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?
Quality from low cost countries - review of implications of recovery
October 27, 2009
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,...
energy management and who we think will win...
November 4, 2009
Deepwater Drillers Poised For Long Term Growth
November 3, 2009
The Secret Formula JB Hunt Transport Doesn’t Want You to Know!
November 3, 2009
How Sustainable is Demand for Chemicals?
November 3, 2009
Transports Telling Different Story Than 3.6% GDP Blip!
November 2, 2009
www.marketintelligencecenter.com
J B Hunt (JBHT) Gets S&P 4 Star Buy Rating But Showing Bearish Technicals
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