All GLG News Analyses Filed Under: Industrial

Doug McVitieFounder & Chief ConsultantArran Aerospace

ILFC Sale Grinds to a Halt

August 29, 2009

Analysis of:AIG paused auction of aircraft leasing firm | www.reuters.com

The ILFC saga draws no nearer to a stable market conclusion.Crippled by huge accumulated debts and the loss of access to AIG's preferential credit terms, ILFC is today only a shadow of its former self, and is about as marketable as last Monday's weather forecast..

Doug McVitieFounder & Chief ConsultantArran Aerospace

Airbus Lost $7.5bn+ Trying to Flog the A350XWB

August 28, 2009

Analysis of:Breaking: Boeing targets 787 first flight by end of 2009, first delivery in 4Q 2010 | www.flightglobal.com

It's not often I quote this rather scattershot Flight blog because despite its undoubted accuracy at times, it's also capable of some of the least-incisive aerospace thinkng out there. And that's some achievement. But there's a reason to follow the story for this time round.

Doug McVitieFounder & Chief ConsultantArran Aerospace

Airbus Still Owes $4bn on A380 Launch Aid

August 28, 2009

Analysis of:Boeing hopes WTO ruling will avert Airbus A350 aid | www.besternews.com

It's ironic; Airbus has delivered 18 A380s in four-and-a-half-years, the aircraft has a current market value of about $157m, giving the installed fleet a market value of slightly more than $2.8bn, yet Airbus still owes $4bn+ in 'repayable ' launch aid for the most subsidized, most deferred aircraft in history. And the arrogant French still believe they have a right to launch assistance for their putative, much-relaunched and many-times-mocked A350? Give me strength.

Doug McVitieFounder & Chief ConsultantArran Aerospace

US Commercial Aerospace Industry is Really Movin' South...

August 28, 2009

Analysis of:Boeing Announces New 787 Schedule and Third-Quarter Charge | boeing.mediaroom.com

Just as the heart of the European aerospace industry used to to be Toulouse but is in fact now Hamburg, both dwarfed of course by the artificial monstrosity that is Dubai and the Middle East; so the heart of the US aerospace industry is shifting from the Pacific Northwest to the Central Southern States, it would seem. Nothing lasts forever...

Corporate Carbon Emission Reduction by 2020; Very Doable with the Right Strategy

August 27, 2009

Analysis by: GLG Expert Contributor

Analysis of:U.S. carbon market: many projects, many clouds | www.reuters.com

Three regional U.S. groups are trading or in the process of creating regulated carbon trading markets. Emerging projects range from sprouting like wheat to home solar panels. Making money and achieving Congressional Carbon Cap & Trade goals are doable with the right strategy.

Boeing 787 - Devil Is In The Detail

August 27, 2009

Analysis by: GLG Expert Contributor

Analysis of:Boeing to Seek 787 Assembly Line Permit in South Carolina | www.bloomberg.com

Reading between the lines was never easy an easy cliché to understand, but Bloomberg “wins again” at deciphering an official statement into something completely obscure – and wrongly too.

Doug McVitieFounder & Chief ConsultantArran Aerospace

Boeing will FLy 787 in Fourth Quarter

August 27, 2009

Analysis of:Boeing Announces New 787 Schedule and Third-Quarter Charge | boeing.mediaroom.com

Ending months of pointless media speculation and the useless senseless fabrication, Boeing today announced it expected to fly the 787 before the end of the 2009 and to make first deliveries to All Nippon Airways in the fourth quarter 2010. This will begin the biggest ramp-up in the history of commercial aviation to try to reduce the highest new-aircraft backlog manned flight has ever seen -- a double whammy of spectacularly positive proportions

Paul HodgesChairmanInternational eChem

China's Economic Recovery "Uncertain" - Premier

August 27, 2009

Analysis of:Economic recovery will take some time, premier warns | www.chinadaily.com.cn

China is a major player in the global chemical industry. But doubts are now emerging about the underlying strength of its recent economic revival.

Ruling May Harm Airbus More Than Boeing

August 27, 2009

Analysis by: GLG Expert Contributor

Analysis of:WTO to rule next week on Airbus funding dispute | www.google.com

The WTO next week hands over its interim report on the US complaint of subsidies to Airbus. The European jet maker has much more to lose than its US rival.

Doug McVitieFounder & Chief ConsultantArran Aerospace

Airbus in Cloud Cuckoo Land re Upcoming WTO Ruling

August 26, 2009

Analysis of:WTO Ruling on Aircraft Subsidies Pending | www.aviationweek.com

Once again, Airbus firmly believes it is in the right as far as subsidies go and the rest of the market is mislead. But as my great friend and long-time colleague Richard Aboulafia so succinctly puts it, "EADS is cash rich...and does not need government money; there are plenty of legal, or at least subtle, ways to achieve the exact same result of helping to make the A350XWB happen.” So why is Airbus not paying its own way, then?

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