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All GLG News Analyses Filed Under: Industrial

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Posted June 4, 2008
Aggregates Volumes First Quarter 2008
Analysis of: Crushed Stone and Sand and Gravel in the First Quarter 2008 | minerals.usgs.gov
Author: David Willis, President David Willis & Associates, LLC
Data released by the U.S. Geological Survey (USGS) reported that crushed stone and sand & gravel (aggregates) volumes declined 13.7% in the first quarter of 2008 compared to the same quarter in 2007. (The report does not include Alaska, Hawaii, Vermont, Maine, Delaware, Rhode Island and North Dakota)....
Posted June 4, 2008
Aggregates – Court Lifts Mining Ban in Lake Belt Area in Dade Co. Florida
Analysis of: Miami-Dade: Court Lifts ban on rock mining in Dade | www.miamiherald.com
Author: David Willis, President David Willis & Associates, LLC
On May 9th A 10 month mining ban on rock mining in the Lake Belt Region of Dade County Florida was lifted by the 11th Circuit Court of Appeals in Atlanta by a vote of 2-1.
Posted June 3, 2008
Government Handouts to create jobs
Analysis of: Next Generation of Jobs Fund | www.ontariocanada.com
Author: GLG Member Program Contributor
Proper use of government money Is it right to use this money from the government What are the tax implications    
Posted June 2, 2008
DuPont Is Steadily Strengthening Its Position in China Automobile Coating Market
Analysis of: DuPont’s world class coatings plant put into operation in Jiading, Shanghai | www.dupont.com.cn
Author: GLG Member Program Contributor
On April 8, 2008, DuPont held an opening ceremony of DuPont Performance Coatings (Shanghai) Co., Ltd., a new 20 KMT/a performance coatings plant in the Jiading district of Shanghai targeted to primarily serve the Chinese automotive refinish market. The latest significant investment apparently will enhance...
Posted June 2, 2008
Dow Chemicals' Wake Up Call
Analysis of: Dow Chemical hikes prices 20 percent, citing energy | news.yahoo.com
Author: Kevin Boyle, Consultant Boyle Consulting
Dow seeks to lead the industry to try to recover the increase in energy costs.  An across the board increase makes sense if energy costs have equal effect on manufacturing costs.  The move certainly gives them another opportunity to raise the awareness of energy prices on chemical produce...
Posted June 2, 2008
JLTV Program has many red flags
Analysis of: 'Tis the Season for JLTVs | www.fool.com
Author: GLG Member Program Contributor
1. The JLTV program is facing many red flags that are largely being ignored 2. DoD has set unrealistic cost expectations given the current set of requirements 3. Major requirement changes are likely forthcoming with the change in Administration.
Posted May 30, 2008
The Rare Earths are not Rare
Analysis of: The Race Is On to Produce Increased Volumes of Rare Earth Metals | www.resourceinvestor.com
Author: GLG Member Program Contributor
Chevron Minerals owns the world's single largest lanthanide deposit.  It is called Mountain Pass and can be seen from your car window on the way between Las Vegas and Los Angeles.  And it is not operating due to low demand and low prices!  The second largest deposit is...
Posted May 30, 2008
Hybrid Propultion-Magnet and Ferrite Powders-Materials Management-1
Analysis of: Geosynthetics: Materials, Applications and Markets | www.bccresearch.com
Author: GLG Member Program Contributor
How players have positioned themselves in Magnetic Ferrite Market, and how they may be shifting their position in the post Oil crisis, is an area tthat should be closely watched by investors. This article is intended to provide reader with a simple preliminary assessment and to encourage...
Posted May 29, 2008
Big Changes Ahead For the Building Products Supply Chain
Analysis of: Residential supply chain in transition: Summary of finding from survey of dealers | www.jchs.harvard.edu
Author: GLG Member Program Contributor
The existing building products supply chain for US home building has too many steps.  With each step, cost is added but not necessarily value.  Big builders are calling the shots and are looking for cost reductions from all sources.  It looks like some supply chain players are going to...
Posted May 27, 2008
Flywheels vs Batteries for Electric Vehicles
Analysis of: Flywheel Energy Storage | www1.eere.energy.gov
Author: GLG Member Program Contributor
While flywheels may be designed and built to store large amounts of energy, there are three fundamental issues with flywheels: 1) Flywheels are heavy, as heavy or more than a battery of equivalent energy. 2) Flywheels are mechanical and need bearings and couplings and also a motor of some...
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