GLG News by Adhesive and Sealant Experts

Ian Davenport, President

Ian DavenportPresidentDavenport Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Business Strategy & Acquisition – can ‘Leap Ahead’ Create Profitable Growth?

September 16, 2009

Mitsubishi Chemical in talks to buy rival | www.ft.com

Mitsubishi Chemical Corporation needs to play to its strengths and eliminate or improve weak businesses to create value for shareholders. ‘Acquisition’ is not a strategy in itself. Any prospective deal must support a clearly defined business plan and must be successfully and rapidly executed to create profitable growth and value for shareholders.

Xi Fan (Alan) Zhong, Managing Director

Xi Fan (Alan) ZhongManaging DirectorShanghai SMT Management Consulting What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Challenges INEOS Phenol Will Face in Its Perspective Phenol Plant in China

September 7, 2009

INEOS Phenol confirms Chinese Government authorities re-approve investment plans for a 400 kte facility | yourpetrochemicalnews.com

The green light indeed confirmed INEOS Phenol’s higher process technology level, better scale efficiency and the known global reputation. However, once the perspective plant is put into operation somewhere in 2011, INEOS Phenol will inevitably face some immediate challenges

Jack Lifton, Co-founder and Director

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Is The Rare Earth Supply Crisis Due to Peak Production Capability or Capacity

September 6, 2009

A Different Environmental Threat: Peak Rare Minerals, China, and Green Technology | michaelperelman.wordpress.com

The current "crisis" in the media in the supply of rare earth metals is most likely due to nothing more sinister than mining capacity in China, the country which today produces some 97% of the world's supply of rare earth metals. There is sufficient accessible by current technology rare earth mineralization in North America, Australia, Southeast Asia ,Viet Nam, and South Africa to not only make world industry independent of China, but, ultimately, and soon, to supply China's domestic shortfalls.

Jack Lifton, Co-founder and Director

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Will The Chevrolet Volt Even Be Built as A Production Model? That's The Question

September 4, 2009

Audi U.S. president Johan de Nysschen addresses Chevrolet Volt is for idiots firestorm via Facebook | www.autoblog.com

The Audi USA president is simply vocalizing what is on everyone's mind in the OEM automotive world. His basic sentiment that the Volt is an idiotic concept is widely shared wherever in the world cars are designed , built, and marketed by existing mass producers.

Xi Fan (Alan) Zhong, Managing Director

Xi Fan (Alan) ZhongManaging DirectorShanghai SMT Management Consulting What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Mitsubishi Chemical Wants to Leap Ahead

September 4, 2009

Mitsubishi Chemical in talks to buy rival | www.ft.com

In Mitsubishi Chemical's mid-term plan, Shift to high performance products and high value-added business and investment in alliances and M&A are listed as basic strategies to grow the business. The deal talk seems exactly on the right track; No matter whether it is Mitsubishi Rayon or others, one thing seems certain: Mitsubishi Chemical is ready to invest M&A to leap ahead.

Jack Lifton, Co-founder and Director

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

The Rare Earth Security of Supply Crisis in Simplified Form

September 3, 2009

China tries to calm unease over rare earths curbs | news.yahoo.com

China's domestic use of its domestic production of the rare earth metals used accross the board in and critical to many if not most green technologies has caused it to restrict exports of these rare metals for years. The economics of Chinese rare earth production caused all other world producers to cease mining them years ago. Chinese domestic demand is now approaching Chinese domestic supply. The sleepy world of natural resource use and finance now calls this hoarding.. The Chinese are not amused.

Ian Davenport, President

Ian DavenportPresidentDavenport Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Demand May Stay Weak, but it is Not Sensitive to Prices of Polymer Dispersions

September 1, 2009

BASF to increase prices for polymer dispersions and powders | www.yourpetrochemicalnews.com

Price increases are supported by rapidly increased costs for building block monomers.Inventories are low following summer holidays in Europe.End markets such as housing and publishing are driven by the economy and are not sensitive to these changes in raw material costs.

Paul Hodges, Chairman

Paul HodgesChairmanInternational eChem What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

China's Economic Recovery "Uncertain" - Premier

August 27, 2009

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.

Ian Davenport, President

Ian DavenportPresidentDavenport Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

MRC Move Quickly to Create Value from Lucite Acquisition

August 23, 2009

SABIC, Mitsubishi Rayon in $1bn acrylics joint venture | www.icis.com

MRC and SABIC form JV combining advantages of new technology with low cost raw materials. MRC clearly has a global strategy in place, SABIC has resources. Rumors indicate that further deals may be on the way. How will competition respond?

Jack Lifton, Co-founder and Director

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Autoblog Misunderstood What Bill Ford Said About Batteries Used By Ford

August 20, 2009

Chevy Volt's 230 mpg rating, ad campaign comes under fire from Bill Ford, AdAge | green.autoblog.com

The Autoblog.com article I am analyzing is poorly edited, poorly fact-checked, and poorly written. William Clay Ford, could not have said what the article attributed to him in the context described.

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