Mr. Gene Plavnik

GLG News by Mr. Gene Plavnik, President

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.

Rheem Has Set the Motion Expect Others to Follow

August 29, 2007

Analysis of:Rheem Australia to launch range of air conditioners | www.current.com.au

HVAC is a very healthy industry, it always grows, and does not greatly depend on real estate market. In general HVAC still grows when economy slows down, but the rate of the growth is lower.

The fact of Johnson Controls/York International gains a new distributor is not surprising

July 6, 2007

Analysis of:Johnson Controls Announces Distribution Agreement With US Airconditioning Distributors | biz.yahoo.com

There are four major OEMs in residential HVAC: Carrier, Trane, Lennox, and Goodman. The first "big three" produce mose advanced and most expensive type of equipment. HVAC equipment manufactured byt York International is on the lower side costwise, but in the near future could offer a lot of innovation due to the infusion of knowledge of JCI into the design and manufacturing,

USG Corp Actions Are Not Guided by New Home Sales.

May 25, 2007

Analysis of:USG to Cut 500 Jobs Due to Housing Slump | biz.yahoo.com

1. US Economy is not in recession 2. Housing market is improving 3. Other US companies that provide residential construction industry with equipment and materials, report record profit. 4. Actions of USG Corp are irrelevant to the residential housing market.

Need for New Technologies Arises

April 20, 2007

Analysis of:Supreme Court Rulings Change the U.S. Energy Game | www.renewableenergyaccess.com

The new ruling will require power companies completely re-look at the operation of the power plants, because it becomes more and more difficult to address all of the issues relevant to the combustion of coal
Since coal is the least expensive fuel, its usage is going to continue.

The need in applying new technologies relevant to emissions derived from the combustion of coal will lead to the application of new technologies relevant to the removal of the formed ash, that changes its physical and chemical qualities due to the changes in the combustion process, and as a result a need in applying new technologies in environmental or post combustion part, will present itself, because after removing the ash deposits from the heat transfer surfaces, new method of catching the solid particles will be needed.

All of the above suggests that new techniques and technologies in combustion of coal, treatment of ash deposits, physical size reduction, air cleaning by environmental equipment, such as electrical precipitators, baghouses, will be in demand

Resilience of the Home Appliances and HVAC

October 23, 2006

Analysis of:Housing boom due to global intergration says Greenspan | www.ft.com

The article describes current situation with the housing market clearly stating that the worst times are over.

This article is important because the industries that also serve housing market as its vital components, such as home heating furnaces, HVAC, and appliances are far more resilient to the market changes than the actual housing itself

Influence of the fluctuation of the price of copper on the HVAC Equipment

September 1, 2006

Analysis of:Air-conditioner market remains cold | my.tdctrade.com

Price of copper has increased, and it potentially can afffect the price increase. But this increase is unlikely in the near future and may take place only in the dramatic increase of the cost of copper.

Demand and Supply Dependancies

August 2, 2006

Analysis of:Building materials in short supply | www.kentucky.com

This short analysis summarizes key reasons of the short supply of building materials.

Potential of Coal

June 8, 2006

Analysis of:Outlook strong for mining sector | www.borsaitaliana.reuters.it

1) Coal has been considered as main fuel not only for utilities but some other basic industries, such as cement production, where fuel is needed to produce a cement clinker.

2) High price of natural gas is making a lot of industries start looking around for different methods of heating, drying and so on.

3) Some secondary gaseous and liquid fuels are possible to obtain from coal chemical treatment (pyrolysis and so on)

4) environmental concerns may negatively affect further expansion of coal, if not approached in the right way (better environmental equipment, for example new methods of coal combustion, treatment of gaseous NOx and SOx emissions, etc).

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