All GLG News Analyses Filed Under: Industrial

Who has decided that we can continue our economic miracle by becoming a service oriented society cooking hamburgers for each other using imported beef, imported vegetables, etc.; suing each other, and selling insurance & junk bonds to each other, but definitely not manufacturing or creating anything...

1.  Gallium, Indium, germanium are not rare earths.  They are transitional metals. 2.  Gallium demand would be even higher if its use for GaAs wafers relacing silicon had become widespread. 3.  Gallium is recovered in the conversion of bauxite to alumina.  Many of these plants...

Private equity has been very active in chemicals M&A, accounting for 50% of all deals in 2006.  Now the chemicals downturn has finally arrived.  Ineos Group, the UK’s biggest private company and one of the world’s biggest chemical producers, has been listed as one of the six most vulnerable...

Japanese ethylene producers are beginning to reduce operating rates to adjust to market conditions.  Because of their relative high costs in Asia, Japanese producers are the marginal suppliers.  As they reduce production, we see the deepening of the trough hit Asia.

Need to be - cost effective - short runs - quick turnaround

Dupont has demonstrated their commitment to Sustainability through renewable resources on both the material (Sorona) and energy (cellulosic biofuel).  The JV with Genencor for a cellulosic ethonal plant is key to eliminating the renewable debate on food versus fuel.  It provides the opportunity...

To ensure sustainable margins, with the rising cost of agricultural commodities, many chemical companies are developing the next generation of biomaterials (also known as white or industrial biotech). Focus is on biochemical systems that can compete with, or beat some petrochemical processes on price...

Low-cost technology for the conversion of cellulosics to ethanol is being developed by Dupont Danisco Cellulosic Ethanol (a 50-50 jv of Dupont and Genecor). A pilot plant will be built in the US and is slated for startup in 2009; this technology will be commercialized by 2012.

250 participants attended the first annual Chemical Week/Indian Chemical Council (ICC, Mumbai) conference in Mumbai. Investors are turning their attention from China to India, as China struggles with environmental and quality control issues.

The need for chemical producers to reduce energy use and improve yields/selectivity has increased demand for catalysts. Catalyst manufacturers are investing in expansions and new product development in order to satisfy customer demand for energy-saving technologies and syngas conversion into fuel/c...