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All GLG News Analyses Filed Under: Industrial

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Analysis of: BASF and SINOPEC submit feasibility study for $900 million(2008-03-19) | www.basf-ypc.com.cn
 Upon the completion of the scheduled plant around later 2009, the overall SAP capacity in China will be over 200 KMT/a, an amount basically matching to its market demand 
Analysis of: Sulfuric acid costs jump due to ethanol demands | www.midiowanews.com
Based on Iowa State data, Phosphorus fertilizer (which requires sulfuric acid) is 10% of variable corn production cost.  Nitrogen (at over 20% of variable cost) and diesel are bigger levers.  The phosphorus supply/demand balance is projected to ease (FAO, 2008), so it is unlikely that fertilizer...
Jeff Moser, President
West Branch LLC
Analysis of: Sulfuric acid costs jump due to ethanol demands | www.midiowanews.com
Demand for sulfuric acid continues to grow in fertilizer and metals applications.  As prices skyrocket ethanol producers are finding their margins squeezed.  Sustained demand for acid in Ag and mining sectors may keep sulfuric acid prices at or above current levels for the foreseeable fut...
Thomas Shewski, Owner
High Energy Services
Analysis of: Doyle Endorses Reduction in Mercury Emissions | www.madison.com
    New Jersey vs. EPA was filed by several states and environmentalists against the EPA’s removal of power plants from the list of mercury sources subject to a Maximum Achievable Control Technology (MACT) standard and that mercury cannot be regulated by a cap and trade system under...
Analysis of: Rexam: Growth in plastic packaging as overall profits fall | www.plasteurope.com
At first glance, it would seem that a company already in the plastic container business would have a fairly simple time entering another segment of that business.  In some cases, this is not true.    
Analysis of: Riverbed Goes Upstream | biz.yahoo.com
WAN application delivery is becoming a convergence of secure content, application delivery and WAN optimization technologies, which have existed stand-alone or as part of suites from vendors.The WAN application delivery market will reach about $1.1 billion by 2012 and the competition among vendors will...
Analysis of: Rexam: Growth in plastic packaging as overall profits fall | www.plasteurope.com
- Big packaging player moving into specilised healthcare business shows the importance of the specilised business and the opportunities.
Gene Plavnik, President
Gene Plavnik, President
Heat Technologies Inc
Analysis of: Carrier Corp. Acquires Environmental Market Solutions, Inc. | www.foxbusiness.com
There are several major companies in commercial HVAC that take the lead in utilization of natural resources and advancing the automation and control. Apparently, along with major OEMs of HVAC, companies with strong background in controls also take serious postion in market place. Recent acquisition...
Gene Plavnik, President
Gene Plavnik, President
Heat Technologies Inc
Analysis of: Applied Materials in $1.9bn solar coup | www.ft.com
There are very few countries in the world that require mandatory utilization of solar energy in the form of solar water heating and electricity. Apparently, in our fractured times, when energy prices, especially oil, skyrocket, changes in governental regulations of energy efficiency become nrecessary....
Kevin Boyle, Consultant
Boyle Consulting
Analysis of: Fourth-Quarter Specialty Chemical Results Vary By Sector | www.chemweek.com
Specialty chemical are not as sensitive to underlying raw material costs as commodities.  In addition, the structure of specialties softens the price volatility.  Commodity chemicals will not enjoy these kinds of results as energy prices increase, a recession looms, and increasing global capacity...
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