GLG News by Adhesive and Sealant Experts

Kevin BoyleConsultantKEVIN L BOYLE

Implications on Petrochemicals of Iran's Gasoline Supply

September 21, 2010

Analysis of:Iran sharply cuts petchem exports, reconsiders gasoline imports | www.zawya.com

Iran switched its petrochemical facilities over to produce gasoline. With operating rates in the Middle East hovering quite low, this might sound like good news. At best, the scheme just adds uncertainty to petrochemical markets.

Paul HodgesChairmanInternational eChem

Crude oil markets are in the grip of a speculative mania

August 11, 2010

Crude oil markets are in the grip of a speculative mania. Players are simply ignoring increasingly negative fundamentals, such as supply/demand balances. But before too long, this over-bullish sentiment will have to re-connect with fundamentals. At that point, users will be left to pick up the pieces, as the financial players panic and rush for the exits.

Ian DavenportPresidentDavenport Associates

Nippon Shokubai Moves to Increase Superabsorbent Capacity

August 5, 2010

Analysis of:NIPPON SHOKUBAI announces PT. Nippon Shokubai Indonesia, a subsidiary in Indonesia("NSI"), builds a new SAP plant | www.jpubb.com

Superabsorbent Polymers (SAP) have been in short supply in 2010. Shortages are likely to continue despite capacity expansions. Increased demand for Acrylic Acid for SAP production may keep the market for Acrylate Esters tight.

Michael BrownManaging PartnerTZ Chemicals

NAHB Reports Weakness in Remodeling in 2Q2010

August 5, 2010

Analysis of:Survey: Weakness Persists in Remodeling Market | tinyurl.com

The National Association of Home Builders' (NAHB) Remodeling Market Index (RMI) fell in 2Q2010 to 40.7 from 43.8 in 1Q2010 indicating continued weakness in the professional remodel market as homeowners remain concerned by the economic outlook. However, sales of some building materials, such as paints, would indicate the homeowner is willing to spend on remodel, but rather on smaller projects they can do themselves.

Paul HodgesChairmanInternational eChem

The chemical earnings cycle hits its peak

August 3, 2010

The best view is always from the top of the mountain. And that's how it feels today in the chemical industry, with the current earnings season showing a robust recovery versus H1 2009. The industry has benefited from the last of the stimulus spending around the world, whilst seasonal influences were also positive. But momentum seems to have been fading in recent weeks, and inventories have been building, whilst producers have increasingly struggled to pass through oil-related price increases..

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

Ultimately, EVs, and No Lithium , Please, says Honda

July 21, 2010

Analysis of:Honda Discovers Cars With Cords | www.wired.com

Honda, the world's largest manufacturer of internal combustion engines, and the first to market a hybrid powertrain equipped personal passenger car, has now committed to entering the rather confused electrified vehicle market place with a range of powertrains to supercede the one, a nickel metal hydride battery using gasoline/electric hybrid that it has been marketing since 1997.Siimultaneously Honda announces that it remains committed to a fuel-cell based powertrain as the ultimate goal.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

TransCanada and the Future of Reliable Economical Energy Supplies for the USA

July 5, 2010

Analysis of:TransCanada: Oil Sands Exports Will Go To Asia If Blocked In US | councils.glgroup.com

American exceptionalism has added the dimension of exceptional stupidity with regard to our securing of future energy supplies. TransCanada has responded as a rational entity to the confused hypocrisy now dominating the American government about economics in general, and energy efficiency and self-sufficiency in particular.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

For Faurecia, Other Suppliers, and OEM's, Emerging Markets are the Surest Bets

July 1, 2010

Analysis of:Faurecia Gets Stronger in China, Buys Stake in Key Partsmaker | europe.autonews.com

Automotive Suppliers and OEM's are expanding in market operations through added capacity and acquisitions in Mexico, China, India, and Russia. This is not only a strategy to be in emerging markets to be positioned for vehicle sale growth in those markets but also to create an export foundation and currency hedge for the long term.

Ian DavenportPresidentDavenport Associates

Yet More Challenges for Methacrylate Buyers

June 28, 2010

Analysis of:Asia MMA may extend gains; plant shutdowns to squeeze supply | www.icis.com

MMA shortages look to continue through Q3 with new maintenance outages in Asia.

Paul HodgesChairmanInternational eChem

Chemical companies may face diffiuclt Q3, after McBride's profit warning

June 27, 2010

Retail trends can tell us a lot about future profits and revenues in the chemical sector. McBride's profit warning on Thursday suggests Q3 is going to be a difficult period for both.

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