All GLG News Analyses Filed Under: Industrial

Apollo, assuming its acquisition of Huntsman goes through, plans to sell two of  Huntsman’s businesses. Likely to go are Tioxide (a titanium dioxide business) and two units of Huntsman’s performance products.group. The deal is being carefully scrutinized by the FTC which is likely to require divestment...

Dow will invest over $6.4 million in grants to Cardiff University (Cardiff, UK) and Northwetern University (Evanston, Il) to develop methane based chemical intermediates. Dow hopes to have a commercially usable methane-conversion process in ~10 years.

 .Rising gasoline prices, threats to energy security, and pressure to reduce greenhouse gas (GHG) emissions have focused attention on biofuels.  .Two new studies point out problems in the attempt to achieve sustainability

2007 fourth quarter US specialty chemical earnings were mixed. Sectors dependent on automotive and housing/construction markets declined.

Mr Glantz raises an interesting question about the influence of financial players in commodity markets.  Barclays Capital estimate that they have $120bn currently committed to commodity investment, and their influence is set to rise.  But detailed research suggests that their...

If all the post-paid carriers get into a price war and continue to either offer more for the same price, or more for less with flat-rate, unlimited plans, this will erode their stock and seriously shorten the life of the post-paid, bucket of minutes model.  With post-paid carriers only having an...

As published in Recycling Magazine Feb 2007, “Survey of Forecasts”, basemetals.com compiled price predictions of 22 analysts. These analysts are paid researchers that spend their time analyzing the metal markets.   In order to determine the price prediction, in this case in one year, the analyst...

SPX`s acquisition of APV is a fine example of a strategic power play to gain market share from formable giants the likes of Tetra-Laval and GEA.  Timely executed the strategy takes advantage of a recognized need for higher heat exchanger efficiencies and an increase of installed base. ...

JCI has not brough real value with the acquisition of York. The resulting company will once again be top heavy, over burdened with corporate stucture, and unresponsive to customers.

There is a fierce competition between major OEMs of HVAC.  JCI has positioned itself differently after acuiring York International. Its position strenghtened by offering to an end user a complete package of the equipment and controls. In addition, new, more advanced AC units came out as a product...