All GLG News Analyses Filed Under: Industrial

Energy costs are the most important input to chlor-alkali production costs.  Companies who have advantaged energy contracts, like those with low cost hydroelectric power, have a significant cost advantage in the market.  If Ineos can secure discounted electricity supplied to their operations...

Steel is the world's most important metal. It is found in nearly every item we use in our daily lifes. Whether it be a pen to sign a check, whether it be the legs of the desk we are signing the check on. We are surrounded by steel.

While reviewing the performance of resource funds for the first quarter of 2008,  I realized that there is now an availability of buying or selling specific commodities for actual users as a 'hedge' against price volatility.

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 ...

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...

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.

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.

This idea is based on flawed assumptions

WSJ in its analysis has questioned viability of Suzlon as a long term player. This is due to cracks in the blades.

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...