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All GLG News Analyses Filed Under: Industrial

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Paul Hodges Posted April 28, 2008
INEOS’ Grangemouth plants on strike
Analysis of: BP Shuts Pipeline on Strike, Cutting U.K. Oil Output | www.bloomberg.com
Author: Paul Hodges, Chairman International eChem
Ineos’ 200,000bpd Grangemouth refinery in Scotland is on strike today and tomorrow, over a pension dispute. Some financial analysts suggest the overall cost to INEOS could amount to $60m.  And further strikes may well occur. At the same time, INEOS's owner falls 15 places in the UK's Rich List ...
Posted April 24, 2008
Pigment and filler particle dispersion is critical
Analysis of: Home Data May Inspire False Hope | online.wsj.com
Author: GLG Member Program Contributor
While continuous paint manufacture is an attractive prospect on costs grounds, this looks to be unattainable in practice The complexity of a pigmented paint system is such that two batches, manufactured in sequence on the same equipment, using the same raw materials will have slightly different colours...
Posted April 23, 2008
Paint cost can be reduced by manufacturing technology innovation.
Analysis of: Home Data May Inspire False Hope | online.wsj.com
Author: GLG Member Program Contributor
Paint is produced one batch a time. It is called "one can at a time". This is an expensive way of producing paint. It is produced by "quality by analysis" rather than "quality by design" and needs to be changed.  Time for technology innovation has come especially with high oil prices.
Posted April 22, 2008
President Bush: More Smoke & Mirrors
Analysis of: Bush proposes new climate change strategy | hosted.ap.org
Author: GLG Member Program Contributor
The implications of President Bush's announcement are that there are none.  It is just smoke and mirrors, a ploy to appear to be on the band wagon.  President Bush clearly does not know how to achieve significant reductions in GHG's while increasing the country's economy.
Posted April 22, 2008
Carbon cap and trade
Analysis of: Bush proposes new climate change strategy | hosted.ap.org
Author: GLG Member Program Contributor
This idea is based on flawed assumptions
Posted April 22, 2008
Suzlon is having teethin problem.
Analysis of: A Fresh Breeze from India: Suzlon’s Big Challenge | blogs.wsj.com
Author: GLG Member Program Contributor
WSJ in its analysis has questioned viability of Suzlon as a long term player. This is due to cracks in the blades.
Posted April 21, 2008
Where is the profit in Healthcare Packaging?
Analysis of: Rexam: Growth in plastic packaging as overall profits fall | www.plasteurope.com
Author: GLG Member Program Contributor
Rexam's results show why successful healthcare packagers are often niche players. Healthcare packaging is a diverse field encompassing rigid containers in all shapes and sizes and unlimited varieties of flexible forms, materials and shapes. For large players supporting high speed capital intensive manufacturing...
Posted April 21, 2008
Bush, Supreme Court, USDOE Timetables CO2 REDUCTIONS
Analysis of: Bush proposes new climate change strategy | hosted.ap.org
Author: GLG Member Program Contributor
President Bush’s decision to stop by CO2 emissions by 2025 and USDOE’s intent to commercially demonstrate Carbon [CO2] Capture and Sequestration [CCS] by 2015-2016] time tables show that the USA can keep relying on Coal while avoiding Global Warming Predictions [80% CO2 reductions by 2050].
Posted April 21, 2008
Consolidation in the Commercial Food Equipment Industry
Analysis of: Enodis accepts £950m Manitowoc offer | www.ft.com
Author: GLG Member Program Contributor
The commercial food equipment industry has been consolidating for some time. Enodis and ITW Food Equipment (Hobart) have been the biggest players. They are the only two companies that have full products lines for both the Food Service (restaurants, cafeterias, schools etc.) and Food Retail (grocery...
Gene Plavnik Posted April 16, 2008
Interesting Development in Food Equipment Manufacturing World
Analysis of: Enodis accepts £950m Manitowoc offer | www.ft.com
Author: Gene Plavnik, President Heat Technologies Inc
Food equipment manufacturing is a growing market that several years ago was very fragmented. It is getting to be more consolidated now. Initially, a UK group Enodis was very carefully and successfully acuiring various European, UK, US and Asian based food equipment manufacturers. Now it is being purchased...
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