All GLG News Analyses Filed Under: Industrial

US Federal Government In-sourcing, A 2010-2011 Trend

September 10, 2009

Analysis by: GLG Expert Contributor

Analysis of:Defense industry pleads for investment | www.ft.com

There are numerous efforts to stop run away spending in the federal government. Congress is acting immediately! Some federal contractors may be impacted in 2010.

Steel Industry Strategy of Vale in Brazil

September 8, 2009

Analysis by: GLG Expert Contributor

Analysis of:Vale to build $3.7 bln steel Brazil plant | www.reuters.com

Matter much to most mining of iron ore in the world to encourage and facilitate the deployment of steel producers in Brazil creating captive customers for its huge reserve base of iron ore in both the southeast and in northern system of Brazil. Preferably VALE acts as a minority in the steelworks projects, attracting and facilitating the implementation of steel producers in Brazil.

George DorkhomPresident and Managing PartnerAD&A Worldwide

Outsourcing is the trend ..do not cry wolf

September 8, 2009

Analysis of:Defense industry pleads for investment | www.ft.com

To my best of my knowledge the UK defense spending in 2010 is projected to be up by a few percentage points and so as the EU and Nato..so what is the fuss all about..outsourcing? then they have to cry endlessly as this has been the trend for a long time in the world of the defense industry,but perhaps a novelty in Britain.

Airbus Continues To Blunder On A350XWB Funding

September 8, 2009

Analysis by: GLG Expert Contributor

Analysis of:Airbus, Boeing trade blows after WTO edict | www.reuters.com

With the initial WTO ruling stating that Airbus had illegally funded the A380, Airbus runs the risk of further ire from all sides if it doesn’t alter the path to finance the A350XWB.

Preliminary WTO Ruling and it's Near Term Impact on Civil Aviation Manufacturers

September 8, 2009

Analysis by: GLG Expert Contributor

Analysis of:WTO to issue landmark aircraft industry ruling | in.reuters.com

While the preliminary WTO ruling upheld Washington's claim that Airbus received billions in "launch aid" which violated trade laws, it is unlikely to impact market dynamics, competitive strategy or alter aircraft pricing in the near term. This will wait until a verdict is announced in the European Union's counter-claim that alleges that Boeing also receives unfair support via subsidies and tax breaks at year end, and ultimately, as appeals and arbitration progress.

WTO Ruling Means A330 Tanker Hope Is Gone For EADS

September 8, 2009

Analysis by: GLG Expert Contributor

Analysis of:WTO Preliminary Ruling: French Tanker should have been Disqualified | tiahrt.houseenews.net

The WTO may have ruled that the A380 has had illegal subsidies, but the fact remains that the USTR will end up having to push further complaints about the entire Airbus product line-up. And that means no A330 tanker.

Xi Fan (Alan) ZhongManaging DirectorShanghai SMT Management Consulting

Challenges INEOS Phenol Will Face in Its Perspective Phenol Plant in China

September 7, 2009

Analysis of:INEOS Phenol confirms Chinese Government authorities re-approve investment plans for a 400 kte facility | yourpetrochemicalnews.com

The green light indeed confirmed INEOS Phenol’s higher process technology level, better scale efficiency and the known global reputation. However, once the perspective plant is put into operation somewhere in 2011, INEOS Phenol will inevitably face some immediate challenges

George DorkhomPresident and Managing PartnerAD&A Worldwide

Konecranes actions are a must rather than a strategy

September 6, 2009

Analysis of:Konecranes Starts Statutory Negotiations in Headquarter Functions in Hyvinkää | www.konecranes.com

KoneCranes has experienced a 40-50% decline in orders year over year and a restructuring plans in not only warranted but a must. The demand for cranes both in the industrial as well as construction and on/off-shore has declined so rapidly that unless drastic actions are taken companies as Kone and others including Demag and Terex are at risk for survival.

Precision Castparts - A Class Act in Acquisition-Driven Growth

September 5, 2009

Analysis by: GLG Expert Contributor

Analysis of:Precision Castparts Up on Carlton Forge Deal | www.washingtonpost.com

 Precision Castparts by just completing another of its many strategic deals is outpacing its competitors' growth and reach by its acquisition drive and is filling remaining capability gaps upstream and downstream, while increasing its operating margins from an average 14.5% in 2005 to 26.8% in the latest June 2009 quarter. We may expect more of the same with future bolt-on acquisitions in alloys (possibly something in titanium), investment castings, forgings and fasteners.   

Doug McVitieFounder & Chief ConsultantArran Aerospace

A Frenchman's Word is His Bind

September 5, 2009

Analysis of:US lawmaker says WTO ruling faults Airbus subsidies | us.mg2.mail.yahoo.com

1) EADS chief confident ahead of WTO ruling

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