GLG News by Adhesive and Sealant Experts

Ian DavenportPresidentDavenport Associates

Global growth in Superabsorbent Polymer demand leads to new capacity

April 1, 2011

Analysis of:Nippon Shoukubai announces PT. Nippon Shokubai Indonesia, a subsidiary in Indonesia (“NSI”), enlarges its SAP investment plan. | www.shokubai.co.jp

Superabsorbent Polymer (SAP) is used in disposable hygiene products such as baby diapers. For many years the industry suffered from overcapacity and falling prices. A shortage of the raw material Acrylic Acid caused prices to rise from 2009 to 2011 and increasing demand has led to a ‘sold out’ situation globally. Now new capacity is announced.

Ian DavenportPresidentDavenport Associates

BASF plans multiple new investments in Acrylic Acid and Derivatives.

April 1, 2011

Analysis of:BASF to explore new investment in Brazil | www.basf.com

Suddenly there are a number of announcements of potential new Acrylic Acid capacity, both from existing producers such as BASF and new entrants in China. Davenport International Associates LLC has identified 1.4 million MT of new capacity, or over 25% of 2011 nameplate capacity, to be added in the next 3 years and available by early 2014.Will the industry repeat the mistakes of earlier cycles and overbuild? Will it be different this time around?

Paul HodgesChairmanInternational eChem

The Potential Impact of the Japan Disaster on Chemicals - An Update

March 28, 2011

2 weeks ago, i proposed 3 Scenarios to help investors evaluate the potential impact of the Japan disaster on the chemical industry. Sadly, it appears that the first, Short-term Recovery, now appears unlikely. This means we need to prepare for either a Medium-term Rebuilding Scenario or a Long-term Damage Scenario.

Paul HodgesChairmanInternational eChem

The Potential Impact of the Japan Disaster on Chemicals

March 16, 2011

Never in our working lives have we faced the combination of an earthquake, a tsunami and a potential nuclear meltdown - all taking place in the world's 3rd largest economy.Today, therefore, it seems sensible to simply try and record, as objectively as possible, some key facts as we know them. I will also suggest some possible Scenarios that investors might use to help navigate through these difficult times.

Ian DavenportPresidentDavenport Associates

Where now for Paint & Coatings, 2011?

March 14, 2011

Rising feedstock prices have again pushed Acrylic monomer prices higher. Q2 traditionally sees peak demand for Acrylic monomers, is supply available to meet demand?

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

The Impact of the Japanese Earthquake on the Demand for Rare Earths 1/2 of 2011

March 14, 2011

The second largest demand for rare earths is that of the Japanese domestic manufacturing industry (the first is that from the Chinese).Chinese production (global supply) of rare earths will not be affected by the Japanese earthquake. Japanese demand for the rare earths will decrease in the near term.Will the Chinese move to increase their market share of rare earth using end products? Perhaps, but that is not an immediate concern,.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

The Effect on Neodymium and Dysprosium Supply of China's Domestic Growth

March 13, 2011

China's green-tech/cleantech growth targets as stated in the just-put-into-effect 12th five-year plan are ambitious. What is their effect on China's domestic demand for the two most important rare earth metals, neodymium and dysprosium?

Paul HodgesChairmanInternational eChem

Chemical companies report strong Q4 results

March 2, 2011

Chemical companies had an unexpectedly good 2010. Stimulus measures in China drove an improvement in demand, whilst feedstock supply constraints supported pricing and margins. But today's high oil prices will hit discretionary spending in the West, just as China tightens its policies to combat inflation. 2011 therefore looks much more uncertain.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

Understanding the Low Prices of the Rare Earths in China Itself

February 27, 2011

Li Gang, Deputy Gov. of the Peoples Bank of China said on Sat, Feb 26,2011  “In addition to boosting the flexibility of the yuan exchange rate, China also should adjust resource prices to address imbalances,” he said, “as many resources are still traded in China at below their natural prices[ Emphasis added by me]. China also should boost wages and social benefits to lift consumption, step up its enforcement of environment regulations and undertake other structural reforms to address imbalances.”

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

Why Toyota and Daimler Looked At And Passed On Tesla

February 26, 2011

It is far cheaper for Global 1000 manufacturers to pay technology developers for a look-see at their wares than to try and develop tens of thousands of even good ideas in-house. Toyota and Daimler follow this rule of limiting their costs on reserach and development.For this reason, primarily, they both paid some money or, in the case of Toyota, gave a discount to Tesla for a look at its battery use technology.Neither one seems to have been impressed.The pump and dump press has ignored this.

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