All GLG News Analyses Filed Under: Industrial

Airbus A380 Struggling To Cut The Mustard?

August 24, 2009

Analysis by: GLG Expert Contributor

Analysis of:LA, London routes spell trouble for Qantas | www.news.com.au

Less than a year after taking delivery of its first Airbus A380, Qantas admits it may have to reconfigure the airplane once touted as the “solution” to high oil prices – so what’s gone wrong?

Doug McVitieFounder & Chief ConsultantArran Aerospace

Ever Seen an F-16 Fly Backwards at 35,000ft?

August 24, 2009

Analysis of:Loss of Control in an F-16 Fighter, Test Pilot on Yaw Departure | www.avweb.com

The Lockheed Martin F-16 Fighting Falcon, in service for more than 30 years, is a fourth-generation multirole jet fighter originally designed by General Dynamics Corp as a lightweight VFR fighter for the USAF. Such has been its ubiquitous success, more than 4,000 have been sold to foreign air force on top of 1,300+ deployed at home. At altitude, say 35,000ft and of course according to weight and armament, The F-16's top speed is put at around Mach 2+, or roughly 1,500 mph. Forwards...

Ian DavenportPresidentDavenport Associates

MRC Move Quickly to Create Value from Lucite Acquisition

August 23, 2009

Analysis of:SABIC, Mitsubishi Rayon in $1bn acrylics joint venture | www.icis.com

MRC and SABIC form JV combining advantages of new technology with low cost raw materials. MRC clearly has a global strategy in place, SABIC has resources. Rumors indicate that further deals may be on the way. How will competition respond?

Doug McVitieFounder & Chief ConsultantArran Aerospace

787, A350 Delays Push back VSMPO Titanium Ramp-Up

August 23, 2009

Analysis of:VSMPO-Avisma postpones titanium expansion by 2 years | www.forbes.com

Russia's VSMPO-Avisma , the world's largest titanium producer, has postponed a major increase in production until 2014, two years later than planned, due to the financial crisis, a company official said. Looking beyond the corporate-speak however, is the massive upset to titanium draw-down plans caused by the A350 and 787 delays.

Dual–Source Tanker? – Why Yes, 767 & 777 Tankers Please!

August 21, 2009

Analysis by: GLG Expert Contributor

Analysis of:Why two tankers may be better than one | blog.al.com

The final decision on who wins the overly drawn out tanker contest may be a while off, but the chorus of “buy both” shows just why the USAF has let itself down and why it should not be held hostage to buying two competing tankers.

Doug McVitieFounder & Chief ConsultantArran Aerospace

Russia Slates Loss-Making Plane Builders

August 19, 2009

Analysis of:Putin:Russia will not save plane builders | www.chinadaily.com.cn

Imagine this were said in Europe rather than in Russia: "I would like to warn you against the illusion that the state will cover losses indefinitely, pull you out of debt and correct management's mistakes...". They won't like to read that over their cornflakes in Toulouse this morning.

Chinee Group Aims Glyphosate Export to Brazil

August 19, 2009

Analysis by: GLG Expert Contributor

Analysis of:Chinese group excepts to gain glyphosates market share in Brazil | www.agropages.com

China and USA remain major glyphosate producers at the moment and many countries depend on them for their glyphosate dmands. Recently a Chinese group has made an agreement with Brazil after which Brazil will import glyphosate from this company.

Inventories' effect on Aluminum prices may be less than expected

August 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:Inventories May Temper Aluminum Rally | online.wsj.com

The hypothesis being discussed lately in the aluminum market is that the still large inventories will temper the price rally underway. While LME inventories are large by historical standards, most of these inventories are tied up in financial deals which will be slowly unwound over time. In addition, inventory levels in days of supply are coming down as demand is rising around the world and recent major market events will reduce the supply-demand imbalance going forward.

Doug McVitieFounder & Chief ConsultantArran Aerospace

BAE Systems Wants Supplier Subsidies

August 18, 2009

Analysis of:BAE warns of credit threat to suppliers | www.telegraph.co.uk

In a thinly veiled attempt to muscle in on the UK government's latest pro-Airbus handout to GKN, BAE Systems has warned it too could suffer if lower-tier suppliers run short of cash. Well yes, guys. This is called business.

Doug McVitieFounder & Chief ConsultantArran Aerospace

Indirect Airbus Aid Still Irks US Trade

August 15, 2009

Analysis of:U.K. Airbus aid called "a major step in the wrong direction" | blog.seattlepi.com

No surprises here -- UK government financial to Airbus supplier GKN announced only yesterday has already attracted the attention of the Office of the US Trade Representative. "The commitment of launch aid, or any other form of preferential financing, by any of the EU member states would be a major step in the wrong direction," a spokesman is on record as saying. A distinction has to be made here, however: GKN is not part of Airbus as the British wisely quit Airbus in 2006.

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