Mr. Lewis Gaines

GLG News^SM Analyses by Lewis Gaines

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.

Motor OIl Re-Refining Gains an Important Advocate in Valvoline

June 30, 2011

Analysis of:Many Happy Returns | digital.olivesoftware.com

Tiny compared to virgin basestock production, re-refined oils are entering a very favorable scenario with both high product values and attractively low used oil acquisition costs. Historically, US retail consumer use of recycled oil has been limited due to the lack of major brands. Valvoline's entry into the market will be an excellent evaluation of customer's current value perceptions. Without internal basestock production, Ashland's Valvoline division is an ideal partner for Safety Kleen.

Chemtura Exits Bankruptcy with Potential for Improved Lubricant Profits

November 19, 2010

Analysis of:Chemtura Exits Bankruptcy | www.imakenews.com

Chemtura has a varied mix of profitable lubricant related businesses which will likely improve over recent mediocre results. Operating margins of 8-10% have been recently reported for their Industrial Performance Products Segment which consists mostly of lubricant related additive components, lubricant basestocks, and finished synthetic lubricants. These margins are considerably below those being generated by their competitors in similar businesses.

GM's Entry into Lubricant Licensing Leading to Complications

August 17, 2010

Analysis of:Shell Embraces, Valvoline Snubs Dexos | www.imakenews.com

Valvoline has taken an initial position that they are unwilling to pay the significant licensing fees GM is requiring for using their dexos specification. Instead they will fall back on the "free" statement that their oils meet the dexos technical requirements and warranting the performance to the consumer. Shell, the largest marketer of oil in the world, will pay the license fees.

Are Expanding Regional Lubricant Additive Suppliers a Competitive Threat?

July 28, 2010

Analysis of:Belarus Additives Eye New Markets | www.imakenews.com

LLK-NAFTAN a lubricant additive supplier in Belarus recently announced plans that it will expand its marketing area the Mid-East and parts of Asia. The company supplies individual additive components including detergents and anti-wear agents. More interestingly, it provides a selection of multi functional additive packages. These products are are blended with basestock to produce usable lubricants for gasoline and diesel engines.

Lubrizol and BASF Consider Cognis Purchase

April 15, 2010

Analysis of:Cognis sale heats up as Lubrizol joins fray | www.reuters.com

Cognis offers an attractive mix of chemical speciality products with potential synergies for both Lubrizol and BASF. Lubrizol, frustrated by its slow growing additive markets and flush with cash, is being drawn to Cognis's complementary products in ester lubricants, gear oils and metalworking. BASF is striving to improve margins. Cognis's extensive product line might be best split between the two companies.

View All GLG News ^SM Analyses by Lewis Gaines