GLG News by Carbon Fiber Experts

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

A Turkey in Every Pot and A Plug-in Car in Every Drive Way

December 7, 2007

Analysis of:GM sees "Showdown" with Toyota on electric car | www.reuters.com

The dependence on foreign oil and the still debatable impact of vehicles on carbon contribution to the environment are both political realities that will drive automotive companies to develop alternative modes to propel vehicles. Whether this will be fuel cell hydrogen, partial to full hybrids, or plug in hybrids is not a decision that will be made in the next 5 to 10 years, it is simply too early to determine the true path. And the pitfalls are many for the proposed technologies without siginificant leaps in technological innovation and infrastructure decisions.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Is Volkswagen Ready to Pull the Trigger on A Second Entry to Manufacturing Entry In the US?

December 3, 2007

Analysis of:Volkswagen Eyes U.S. Plant Decision in '08 | www.reuters.com

In order to grow sales in the US, and to hedge against the Euro/Dollar Volkswagen will re-enter the American manufacturing arena. The possiblity is very strong that such a facility would be a flexible site capable of producing Volkswagen, Audi, and possibly Porsche product. With a strong supplier base in the American South, it is a good bet that the plant site would be in a location to take advantage of Tier One and Two suppliers already servicing the German and Asian transplants.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

The Global Insight prediction is accurate, outside of the required investment.

October 22, 2007

Analysis of:Congress Wants Green Trucks. Do Buyers? | www.businessweek.com

The use of diesel technolgy, combined with turbocharging to maintain horsepower and torque, will become more common place. The combination of regenerative technology and smart cylinder deactivation will be utilized to a greater extent. The use of battery technology as a supplement and not as a stnad alone power source will be the reality.

John CoatesPresident and Chief Executive OfficerThe Fennimore Group

Mexico Border Crossings Demand Knowledge & Resources: Do You Really Need a 3PL?

October 15, 2007

Analysis of:Logistics providers increase focus on Mexico | www.purchasing.com

Operating cross border shipments is not as complicated or troublesome as some would suggest. What's needed is knowledge of US and Mexico Customs laws, a commitment to compliance, and understanding the distance specialized truckers like/want to travel. The question is: are you up for it or do your infrastructure constraints dictate handing it off?

John CoatesPresident and Chief Executive OfficerThe Fennimore Group

Ship Order Secrecy Shifts Forecasting from Capacity to Performance

October 8, 2007

Analysis of:Ship order secrecy could tip supply and demand balance, says analyst | www.compairdata.com

Facing increased barriers to accessing new vessel building data, perhaps the maritime industry has awakened to the reality of their own achilles heal: why deliberately contribute to the ease of collecting data on global TEU operating capacity? Historically, new capacity implied reduced operating costs for the carrier, which strengthened the shippers' argument for flat or falling rates during contract negotiations. With more of the new capacities revealed closer to maiden voyage, advance planning in rate negotiations will have a bit smaller universe of factors to consider, something that could begin a potential shift away from traditional negotiation strategies on both sides of the table.

John CoatesPresident and Chief Executive OfficerThe Fennimore Group

GM Tackles Strategy in Wake of Souring Commodities

October 8, 2007

Analysis of:GM looks to substitute materials to reduce costs: Purchasing VP calls price increases "scary" and outlines upcoming plans | www.purchasing.com

To say that GM sees the next horizon of cost savings within commodity substitution only paints a narrow view of the larger issue facing GM, Ford and Chrysler. North American automobile marketplace success dictates the need for innovative products with styling and performance demanded by its customers. Forward reaching innovation of established and new components / composites, engineered for safety and reliability, are just one step needed for these 3 to survive, and is good for the global industry at large.

John CoatesPresident and Chief Executive OfficerThe Fennimore Group

Innovation vs. Rationalization: What Keeps Automotive Companies Rolling

October 4, 2007

Analysis of:Mazda develops catalyst to slash precious metal use | uk.reuters.com

Japan's Mazda Motor Corp announcement of reducing the use of palladium and platinum by 70-90% in their new single-nanotechnology automobile catalyst is proof that with rising prices comes innovation, that embracing change is good for the company and good for the consumer, and that Mazda may, in fact, have a better idea, something that has Ford and the rest of the automotive industry thinking. 

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Harman Has a Future Beyond Premium Audio

September 24, 2007

Analysis of:Harman Has a Future Beyond Premium Audio | www.financialweek.com

Harman International is not a one dimensional company. As automotive electronic content, especially infotainment and computing related, continues to grow, Harman has the potential to exploit software and video know-how and product.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Diesel Offers a Potential Stop Gap if the Infrastruture Supports it.

September 21, 2007

Analysis of:European Carmakers Bet That the U.S. is Ready for Diesel | www.nytimes.com

Diesel Technology can provide significant increases in fuel economy. Diesel in combination with hybrid technology is a natural part of the progression towards altentive fuels. The OEMs and Tier suppliers will continue to exploit technologies that will allow incremental improvements in fuel economy until truly viable energy alternatives are in place.

George DorkhomExecutive ChairmanGREENKOTE PLC

Turnaround management in industrial and automotive

August 13, 2007

Analysis of:CAN NARDELLI HELP CHRYSLER | wallstreetjournal.com

I think it is unfair to Label a CEO as "Six Sigma" management style, as a CEO has many management tools in his tool box, one of which is Six Sigma. A CEO is a leader with a vision for strategic initiatives and can assembele a team that buys-in and deliver results. I do not know Mr. Nardelli, However, I am certain tht he posses such qualities. What I am not sure of if Mr. Nardelli is a Turnaround/Change agent CEO. I say that because of his mix performance at Home Depot and his GE background that made apply these approaches to a retail company. GE Executives  have not run a stand alone companies, tend to be cheer leaders with slogans and long term plans. One size does not fit all so to speak. What applies in one instant and environment, may not apply else,. So unless Mr. Nardelli takes off his GE hat and get to work in a practical and pragmatic way, then I am afraid that the writer of the article is correct and the turnaround will fail.

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