Contributing Member of the Energy & Industrials Councils

GLG News by this Author

GLG News is now G+ Insights

G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.

DuPont's right approach in developing Bio fuels

December 19, 2007

Analysis of:DuPont Grows Biotech Investment; Reaffirms Outlook | www.chemweek.com

One of the non conventional fuels are identified as Bio fuels. With conglomerates like DuPont taking the development task there willbe a definite check on gasoline prices.  Biomaterials ($300 million expected in 2010) is predicted to grow rapidly to $700 million in 2012 and $1.6 billion by 2017. Green 1,3- propanediol(bio-PDO) resin, and bio-PDO based polymer demand has been increasing. This is the right time that DuPont is initiating development of Biofuels with an investment of $300 million

Petro-chemicals industry expansion planned in India

December 11, 2007

Analysis of:India Outlines Petrochem Plans - Energy Firms Projects Advance | www.chemweek.com

Fromthe above only MRPL's naphtha to PX production of 900,000 tons seems to be meaningful giving a value addition. The additional PX can easily be consumed by Asian and Indian Industies in the production of PTA, SMT which in turn are used for Polyester production. The PX production may help Indian industries to compete more effectively in the Indian scenario. Other investments are worth while only when they help in debottle neckingor value addition. Analyzing proposed investments it is more prudent to divert somemoney towards consolidating non-conventional energy resources.

US defense budget and US defense firms

December 11, 2007

Analysis of:Arms Reach | www.worth.com

US defense budgets are flaatening as the spending is at its peak considering the analysis of a 20 year cycle. This will affect the US defense firms in terms of business and even survival. Due to export control of Defense hardware they cannot immediatly switch over to customers of other countries.

Global Demand in Plastics

November 6, 2007

Analysis of:Plastics: Global Strength Sustains Demand | www.chemweek.com

When we talk of Plastics I would like to consider Polyester and Nylon Filament  yarns and staple fibers for textiles, Nylon Tire cord for Tires, PET resins used for food grade bottling including hot fills, sheets for packing at retail stores, geo thermal applications and other technical applications. Plastics used for making automobile parts and in aircraft industry, PP and HDPE bags, PVC rigid pipes and many more industrial and technical applications can be covered.

Big Oil Profits

November 6, 2007

Analysis of:Big Oil's Profits May Have Peaked | online.wsj.com

Normally for any commododity there is a linkage of sales and profits though not necessarily in proportion. In the case of Big oil the prices are as it is at the peak and profits may not follow the same proportionate increase. On the contrary the manufacturers have to sacrifice margins to keep the sales volumes from a drastic fall.

Bio fuels - how good they are in containing green house gases?

October 1, 2007

Analysis of:"Green" fuel worsens global warming | www.thestar.com

Bio fuels are processed from organic products like Sugarcane, Rapeseed, Maize and may be one or two more products.Biofuels are derived from plants that absorb the planet-warming greenhouse gas carbon dioxide as they grow, and so are meant as a climate-friendly substitute for fossil fuels. From further studies it appears that bio fuels may create more green house gases like nitrous oxide than they save not taking into account the fossil fuels burned to process the bio fuels.

Smartway Transport - Shippers' points of view

August 22, 2007

Analysis of:SmartWay Transport Partnership | www.epa.gov

1. At the outset a shipper after knowing the details of Smartway Transport Partnership will regard it with high esteem and consider the fuel efficiency improvements and greenhouse gas emissions reductions methods suggested by the ST partnership of immense value for his business operations. 2. Any business enterprise will be positive and proactive towards Smartway Transport Partnership. Even a small or medium size business shipper is aware of the dangers of pollution and consequent Global warming effects. He would be on the look out for somebody to help his business to counter or reduce the pollution effects generated by the business operations. 3. More and more shippers and business enterprises will join the partnership including domestic sector to contribute in  implementing  methods for reduction of hazardous effects like Automobile pollution, CO2 emissions etc. as sugested by Smartway.

Importing from China

August 20, 2007

Analysis of:Toy Recall Shows Challenge China Poses to Partners | online.wsj.com

1. Quality of Products manufactured in China need not necessarily be a representation of other countries of Asia who are extremely quality conscious. 2. In comparision to the past few years it appears China is not taking care of Quality which they have done at the start up of their growth. There may be an exception to this for multinationals set up there. 3. Few questions can be raised why the importers from China are not seeking the inspection of international agencies like SGS,BVQI and the likes. Even if there are problems seeking inspection from international agencies then there must be seriously wrong with the organizational set up of these inspection agencies

Google's one more initiative

August 17, 2007

Analysis of:Google Takes A Step Toward A Local Sales Force | searchengineland.com

Google is already a household name in India. Any professional suggests to refer to google for any information required whether one is looking for an industrial source or to buy FMCG goods. Google's move for a local sales force will be very much appreciated by its users all over the world because the surfers of the website can get latest information including the changes that took place a few hours ago if not a few days back. This may have definitely some impact on companies like R.H. Donnelly and other Yellow pages and if Google's local task force delivers the material to the website promptly and in time then the users may prefer Google rather than yellow pages. It depends on how Google is going to make their website more user friendly. What an user expect is he/she should be able to refer the information incorporating all changes like telephone numbers, adresses, product details etc., made even a few days ago more quickly with ease.

Investing in Non conventional Energy products beyond traditional Energy

August 14, 2007

Analysis of:Making the Best of $78-a-Barrel Oil | online.wsj.com

In a few years from now traditional energy products like Petroleum and Diesel will be things of the past and are aptly replaced by Nonconventional energy sources like Wind Turbines, Solar cells and other alternative forms of energy. It makes sense for investors to consolidate their investments in the industry or business for generation of alternate forms of energy. For them its like an early bird gets the best'. The investments need not require pouring money but a systematic investment in more exotic instruments, that are designed to generate a steady stream of income and a slew of funds focusing on solar power, wind turbines and others. No doubt these investments can be called lucrative because the returns would also be lucrative. Industries located in countries where sunshine is there around 300 days in a year can reap higher benefits from Solar energy generation and the investors of such industries stand to get much better returns.

Energy saving for utilities in office buildings and homes

August 13, 2007

Analysis of:Is there green in 'misfit' technologies? | www.nytimes.com

- Smart power meters may monitor the power consumption efficiently and determine any leakages but are not capable of conservation. - Replacement of conventional ballasts with electronic ballasts may conserve power effectively - Timers for power guzzler appliances like fluid heaters and Airconditioners and vast areas of lighting will help in conserving power

Page : 11 to 11 of 11