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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.

Canadian Potash Production Set to Increase in 2010

September 25, 2009

GLG Expert Contributor

POTASH-Canadian production seen back to normal in 2010 | www.reuters.com

Potash remains one of the most vital plant/crop nutrient. Over the years Potash supply and demand has been varying depending on market situations. But the good thing is that in 2010, potash demand would most likely increase.

PVC sustainable development despite the Global Recession

September 24, 2009

GLG Expert Contributor

Vinyl 2010 determined to keep PVC Sustainable Development on track despite the Global Recession | www.vinyl2010.org

The European PVC industry today released its latest annual Vinyl 2010 Progress Report at Identiplast in Brussels. The report confirms that the PVC industry's sustainable development initiative is definitely on track to achieve its Voluntary Commitment 10-year targets.

Brazil Vinyl Market

September 24, 2009

GLG Expert Contributor

Brazil Vinyl Market | Ready for the 2014 World Cup | www.vimay-group.com

Eyeing the World Soccer Championship, resin manufacturers increase their investments and bet on new applications for stadiums, tourism undertakings, transportation and infrastructure.

Gas cylinders will still be around for a long time

September 23, 2009

GLG Expert Contributor

Is It The End For High-Pressure Gas Cylinders? | www.prlog.org

Supply of gases via cylinders is a well established technology which is highly regulated in basically every country (in the US by the Department of Transportation).  In addition there are well established standards by industry groups such as the Compressed Gas Association.The source material refers to supply of gases for chromatography via a generator rather than a cylinder.  In this relatively narrow application, the generator is viable and avoids capital costs associated with fuel cylinders.

High-Pressure Gas Cylinders are Here to Stay

September 23, 2009

GLG Expert Contributor

Is It The End For High-Pressure Gas Cylinders? | www.prlog.org

Parker-Hannifin has added a product, which will have many useful applications, yet it will never replace the HP Cylinder industry.

No Plausible Reason To Ignore WTO Ruling From Tanker Contest

September 23, 2009

GLG Expert Contributor

Pro-Boeing Delegation Wants WTO Ruling Part of Tanker Evaluation | www.defensenews.com

It is inconceivable to suggest that the USAF will not take into account the WTO ruling on the KC-X tanker contract - the only reason to discount it is because EADS wishes to deflect attention from the WTO ruling that has bigger implications for the European complaint against the USA.

Further Loans Could Jeopardize Airbus Complaint At WTO

September 23, 2009

GLG Expert Contributor

Airbus moves towards fresh European loans | www.reuters.com

The WTO rules on the European complaint against the US and Boeing over alleged subsidies and aid within the next six months – further handouts for the A350XWB means that Airbus risks the WTO voiding most of their key claims against the USA.

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.

BASF Nylon Plant Closure Reflects a Global Shift in Demand

September 21, 2009

BASF to Close Permanently Nylon-6 Plant in Germany | chemweek.com

BASF's closure of the nylon 6 plant in Rudolstadt, Germany is reflective of the broader global trends affecting nylon - slower demand growth that is shifting toward China and away from Europe and North America.

A320, 737 Replacements: Bloomberg Wrong. Again.

September 21, 2009

GLG Expert Contributor

Airbus Single-Aisle Jet Delay Risks Opening to China | www.bloomberg.com

Is China really a threat to Airbus and Boeing? Perhaps it is, but you have to remember that a sensational headline seldom makes a good story – particularly when there is no industry experience behind it.

Growth of the steel markets in Developed Nationsco

September 20, 2009

GLG Expert Contributor

ArcelorMittal sees sluggish European and US markets in 2010 | steelguru.com

This is a valid question given the current economics.  We have seen massive down turns in all kinds of construction over the last year and massive lay offs that go along with this.  Inventories are well down and many mills and ware houses are holding their breath.  

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