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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.

Michael Brown, President

Michael BrownPresidentStrategyMark, Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Specialty Chemicals Growth in 2010 Will be Modest and Uneven and Led by China

October 21, 2009

10,000: Then and Now | www.nytimes.com

Signs are emerging in the specialty chemicals value chains that show an overall improving global economy, but one with unevenness by region and by economic sector. Our indicators show China leading all regions in 2010 growth while manufacturing will lead all sectors. Lagging will be housing and the regions of North America and Europe.

Recovery Through Retrofit Program Lifts Green Building Industry

October 21, 2009

GLG Expert Contributor

Recovery Through Retrofit Program Offers Numerous Homeowner Benefits | www.examiner.com

As noted in this core article, one of the main goals of the Recovery Through Retrofit program is to simplify and incentive the process for Americans to implement green building retrofits for major energy cost-savings, while reducing carbon emissions for environmental benefits.

KC-X Contract – Size (And Infrastructure Cost) Matters

October 20, 2009

GLG Expert Contributor

Just Ask The Question | www.unitedstatestanker.com

The draft KC-X tanker RFP has been out for a few weeks now – last time the USAF changed requirements during the selection process. No such chance this time around and no brownie points for being "bigger" either.

If Its About Credibility, Why Does Alabama Avoid WTO Ruling?

October 19, 2009

GLG Expert Contributor

Another Boeing bungle | www.al.com

In what can only be described as a facetious attempt to discredit Boeing because of the 747-8 and 787 woes, why does the Alabama press avoid the mention of the WTO ruling against Northrop Grumman’s KC-X tanker partner, EADS/Airbus?

Strong Performance Positive Image

October 17, 2009

GLG Expert Contributor

INEOS Nitriles breakthough secures global supply of Acetonitrile | www.yourpetrochemicalnews.com

Meeting customer requirements for the INEOS Nitriles business has a positive history dating back to the commercialization of acrylonitrile by SOHIO in 1960. This increase in acetonitrile production should only enhance their image as a preferred supplier, which would acrylonitrile.

Paul Hodges, Chairman

Paul HodgesChairmanInternational eChem What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Chemical Companies face Bumpy Road in 2010

October 17, 2009

10,000: Then and Now | www.nytimes.com

2010 should be a better year for the chemical industry, as demand grows in line with a recovery in global GDP. But a quick V-shaped return to the 2003-7 Boom years in terms of volumes/margins seems unlikely.

Ian Davenport, President

Ian DavenportPresidentDavenport Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Ineos Nitriles Moves to Further Improve Position in Acetonitrile Market

October 16, 2009

INEOS Nitriles breakthough secures global supply of Acetonitrile | www.yourpetrochemicalnews.com

Ineos sends a clear message that it is willing and able to implement new technologies even in difficult times.

Rates Go Up, Rates Come Down

October 16, 2009

GLG Expert Contributor

Airbus faces two more tough years: CEO | www.reuters.com

Admission that production cuts could soon be on the way are a bite of reality that Airbus has thus far been reluctant to accept.

Dean Bellefleur, founder

Dean BellefleurfounderD-idea What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Give Flexible Packaging It's Due

October 15, 2009

Flexible packaging will return to growth in 2011 | www.europeanplasticsnews.com

Flexible packaging and convenience are converging at a staggering rate. Demands for greener packaging bodes well for flexible packaging as does the fact that there is no dominant supplier to the market. Seeking the path of least resistance by cannibalizing traditional packaging formats rather than waiting for better economic conditions is the fast track for flexible packaging.

Birla Merger Will Increase Their Cement Prices In The Market

October 14, 2009

GLG Expert Contributor

Birla moves ahead with cement plan | www.livemint.com

India’s blue chip US$ 30 billion Aditya Birla Group will transfer the cement business from their unit Grasim Industries Ltd. to another subsidiary, Samruddhi Cement Ltd., as part of a plan to merge all production and sales of construction materials into a single company. Now let us see whether this merger is going to have any impact on their cement prices with respect to their peers Holcim-ACC and Ambuja Cement etc.

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