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All GLG News Analyses Filed Under: Industrial

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Paul Hodges Posted July 15, 2008
Dow Chemical's $40bn bet on a new type of chemical industry
Analysis of: Buffett helps Dow pay $19bn for Rohm & Haas | www.ft.com
Author: Paul Hodges, Chairman International eChem
First, Dow moved its upstream chemical businesses into a JV with the Kuwaitis, to protect itself against increasing feedstock prices.  Now it is acquiring Rohm & Haas to position itself as a downstream 'solution provider'.  Some may see this as a high-risk strategy.  But the real...
George Dorkhom Posted July 14, 2008
Sanctions simply do not work
Analysis of: Despite conflict, U.S. does business with Iran | www.msnbc.msn.com
Author: George Dorkhom, President and Managing Partner AD&A Worldwide
Sanctioning Iran or Zimbabwe or any such nations is a bad approach to politics as well as economics. It is true as the writer says that the US efforts on sanctions are not coordinated, worse , these measures are never properly enforced and loopholes benefit a select few. More importantly, ecnomic sanctions,...
Posted July 14, 2008
Overlaps
Analysis of: Buffett helps Dow pay $19bn for Rohm & Haas | www.ft.com
Author: GLG Member Program Contributor
Significant overlaps in the Acrylic Acid chain ranging from monomers through to polymers particularly in North America will require some portfolio adjustments. There will be further industry changes as a result. Dow brings some key raw material synergies.
Posted July 14, 2008
Court’s Ruling Against Clean Air Interstate Rule and Affect on Emissions Control Spending
Analysis of: Clean Air Rules Are Overturned by Court | www2.journalnow.com
Author: Thomas Shewski, Owner High Energy Services
    The decision by the U.S. Court of Appeals for the District of Columbia Circuit striking down the Clean Air Interstate Rule (CAIR) will affect emissions control spending in the immediate term.
Posted July 14, 2008
Potential Future Actions by Congress and EPA on Emissions and Resulting Opportunity
Analysis of: Court Rejects EPA Rule | www.greentechmedia.com
Author: Thomas Shewski, Owner High Energy Services
    The U.S. Court of Appeals for the District of Columbia Circuit struck down the EPA’s Clean Air Interstate Rule (CAIR) to reduce NOx and SO2 in 28 Eastern United States.  This follows a court decision striking down EPA’s Clean Air Mercury Rule (CAMR).      ...
Posted July 14, 2008
Enzyme Demand Soars
Analysis of: Enzyme Use in Food and Feed Applications Accelerates | www.chemweek.com
Author: GLG Member Program Contributor
The world enzyme market is growing by 5.5-6%/yr as use in food and feed increases. Demand is being driven by the increasing desire by food and feed manufactures to find replacements for emulsifiers, acids, and antibiotics.
Posted July 14, 2008
BASF Mounts Attack on Biofilms
Analysis of: Biofilms R&D: Building a Case Against Clever Bacteria | www.chemweek.com
Author: GLG Member Program Contributor
·         BASF is studying biofilms (bacterial communities) that form on surfaces such as water pipes and medical devices.  ·         Speakers at BASF’s Symposium on Biofilms emphasized that understanding...
Sam Timpano Posted July 10, 2008
Hopefully, no one is very surprised by the US trade with Iran
Analysis of: Despite conflict, U.S. does business with Iran | www.msnbc.msn.com
Author: Sam Timpano, President Sam Timpano & Associates
The article and the fact of US trade with Iran brings forward the almost laughable state of diplomatic policy in the US. Another reason why the sanctioned nations do not fret all that much under sanctions, especially those initially imposed. While diplomatic searches to avoid armed conflict are in everyone's...
Posted July 10, 2008
Huntsman Counter-Sues Hexion
Analysis of: Huntsman Sues Apollo Over Deal Turmoil | www.chemweek.com
Author: GLG Member Program Contributor
Huntsman Corp has sued Apollo Management for false representation of their $10.6 billion merger agreement.         Hexion (owned by Apollo) filed a suit earlier this month to relieve its obligation to purchase  Huntsman.
Posted July 10, 2008
Hexion Sues to Nullify Huntsman Purchase
Analysis of: Hexion Sues Huntsman in Bid to Halt Acquisition | www.chemweek.com
Author: GLG Member Program Contributor
Hexion Specialty Chemicals sued Huntsman Corp to end their $10.6 billion merger. Hexion’s case is built on their assertion that the capital structure of the deal “is no longer viable because of Huntsman’s increased net debt and lower than expected earnings”.
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