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All GLG News Analyses Filed Under: Industrial

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Posted September 29, 2008
Aluminium market balance
Analysis of: Aluminum Producers Change Plans as Prices, Demand Fall | online.wsj.com
Author: GLG Member Program Contributor
for the aluminium market to remain balanced over the coming few years would require world metal growth in the order 4% to 5%, thereafter for the aluminium market to remain balanced due to the reduced amount of announced increase in metal production necessitates a market growth of around 0.5%; ...
Sam Timpano Posted September 24, 2008
There is no problem here for AIG nor risk to Airbus, Boeing or others
Analysis of: AIG draws up list of assets for sale in attempt to prevent nationalisation | business.timesonline.co.uk
Author: Sam Timpano, President Sam Timpano & Associates
AIG has sufficient assets to manage all of it's businesses effectively and efficiently. They also have more than adequate capability to buy itself back, if you like, from the US Treasury in short order. All of this is dependent upon the current stabilization plan presented by Treasury and the...
Posted September 24, 2008
To be or not to be, that is the question
Analysis of: Is Outsourcing to China Over? | www.inc.com
Author: GLG Member Program Contributor
Liability or opportunity can be a national issue that impacts your future.
Doug McVitie Posted September 23, 2008
Aircraft Leasing is Here to Stay
Analysis of: AIG draws up list of assets for sale in attempt to prevent nationalisation | business.timesonline.co.uk
Author: Doug McVitie, Founder & Chief Consultant Arran Aerospace
The aerospace industry today is depressingly replete with rent-a-quote, doomsday merchants who're only ever capable of worst-case rather than more useful, objective speculation. "AIG was near-collapse, so ILFC's business is in danger and therefore the entire aerospace industry is at risk..."....
Posted September 22, 2008
Activated Carbon for Mercury Control – Potential Demand
Analysis of: ADES: Multi-Year Supply Contract with Luminant for Activated Carbon | www.tradingmarkets.com
Author: Thomas Shewski, Owner High Energy Services
    The D.C. Circuit Court of Appeals ruled on February 8, 2009 in favor of the plaintiffs that coal plants could not be removed from the list of mercury sources subject to a Maximum Available Control Technology (MACT) standard and the subsequent movements to require EPA to set a...
Posted September 22, 2008
90nm design rule automotive LSI will has come
Analysis of: NECエレ、FlexRay対応マイコンの量産とトランシーバLSIのサンプル出荷を開始 | www.designnewsjapan.com
Author: GLG Member Program Contributor
NEC Electronics has introduced the V850E/PHO3 MCU targeted at automotive chassis applications, its first device featuring an embedded FlexRay Communication Controller based on the E-Ray IP licensed from Robert Bosch GmbH. Accourding to NEC, This LSI has used 150nm design rule and next version...
Posted September 22, 2008
U.S. Manufacturers Having Success Competing Against China.
Analysis of: Is Outsourcing to China Over? | www.inc.com
Author: GLG Member Program Contributor
As preliminary indications that manufacturing in the US is becoming more competitive fill the industrial sector, the markets continue to struggle with the current crisis in the housing and financial sector (rapidly becoming a global phenomenon). Is manufacturing coming back to North America to stay...
Posted September 18, 2008
Ranbaxy citations can be an opportunity
Analysis of: U.S. Drug Ban Hits Ranbaxy, Indian Maker of Generics | online.wsj.com
Author: GLG Member Program Contributor
Ranbaxy can use these citations to create an opportunity if they use this incident to improve their operations and do more.They could use improve their formulation technology to move away from batch to continuous formulations. Would they avail this bump to enhance the manufactuirng technology?
Posted September 18, 2008
Ciba and BASF - A Great Fit for Coatings
Analysis of: BASF makes offer to acquire Ciba | www.corporate.basf.com
Author: GLG Member Program Contributor
BASF and Ciba are a great fit for both Specialty Chemicals and Coatings.  Coatings are changing as pigments, resins and nano-technology combine to create exciting possiblilities for appearance, durability and application processes.  Working at Ford with BASF in automotive coatings...
Posted September 18, 2008
I would have to ask why?
Analysis of: Siemens Increases Its Windmill Push | online.wsj.com
Author: GLG Member Program Contributor
Wind Farms are the answer! Preferrably off-shore. The U.S. economy certainly would welcome the "jobs", but I have to ask why? Why the U.S.? 
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