GLG News by Carbon Fiber Experts

John CoatesPresident and Chief Executive OfficerThe Fennimore Group

What's NOT to expect within the 2007 Heavy Duty Truck Market

May 29, 2007

Analysis of:More Layoffs at N.C. Freightliner Plant | biz.yahoo.com

The impact of clean air initiatives has landed in the laps of its participants. The old adage of "no pain, no gain" is an unfortunate reminder that any change intended for a greater good will generate short term consequences. In this case, 2006 Class 8 purchases reflected more of advance buys normally aggregated over several years versus scheduled replacements, resulting in record sales for less environmentally friendly engines with purportedly better fuel mileage than the cleaner burning 2007 models mandated by federal law. The results: look to '07 Class 8 new truck sales to number in the 160,000 unit range compared to last years nearly 290,000 units. This doesn't bode well for production numbers for DC's Freightliner; Paccar's Kenworth, Peterbilt, and Western Star; Navistar's International; or Volvo's Mack and Renault badges. But to offset this real "pain" is the promise of improved fuel economy, lighter truck cab and frame designs, and the prospect of breathing a bit easier.

John Vanden BoschePrincipal EngineerChinook Wind Consulting

EDP’s acquisition of Horizon heats up wind energy’s M&A arena

April 2, 2007

Analysis of:Portugal's EDP to buy U.S. Horizon Wind Energy | today.reuters.com

With the global trend towards renewable energy, mergers and acquisitions have been significant in the wind turbine manufacturer arena, with the recent example the bidding war between AREVA and Suzlon Energy for REpower. But the M&A arena in wind energy is now extending beyond turbine manufacturers to project developers, as Energias de Portugal’s (EDP) acquisition of Horizon Energy demonstrates.

John Vanden BoschePrincipal EngineerChinook Wind Consulting

Siemens Offshore Wind Farm Projects a Sign of Things to Come

March 28, 2007

Analysis of:Siemens wins wind power deal | www.fin24.co.za

Siemens recent commitment to build two offshore wind parks in Britain reinforces that the German engineering company wants to be a part of the offshore sector of the wind industry. The offshore sector has not been completely successful, and many companies have either pulled out of projects or seen overruns in costs. But as demand for alternative energy escalates, and as onshore wind sites become more constrained in Northern Europe, the demand for offshore wind should grow.

John Vanden BoschePrincipal EngineerChinook Wind Consulting

Big Oil investments into wind energy point to maturity of industry

March 28, 2007

Analysis of:Two oil giants plunge into the wind business | www.boston.com

Oil companies BP and Shell both recently announced investments in the wind energy sector. The investments are more than a public relations ploy and show that the wind industry has come of age and is now perceived by the traditional energy sector as a viable investment opportunity. One interesting observation on BP and Shell’s wind energy investment is that they have taken different strategies, with Shell moving toward the offshore and European markets and BP focusing on the onshore market in the US.

John Vanden BoschePrincipal EngineerChinook Wind Consulting

Demand for Wind Energy Soaring as AREVA Counters for REpower

March 28, 2007

Analysis of:Areva counters Suzlon in bid for REpower | www.upi.com

AREVA’s counter bid against India-based Suzlon Energy, Ltd., for wind turbine maker REpower, may set off a bidding war that will echo beyond the acquisition of the small German company. Regardless of whether Suzlon counters, the rising price of the turbine manufacturer is a sign of wind energy’s rising demand and share of the energy market.

John Vanden BoschePrincipal EngineerChinook Wind Consulting

Rival Bids for REpower Could Signal Future Bidding Wars for Other Wind Turbine Manufacturers in a Market With Limited Acquisition Targets

February 26, 2007

Analysis of:Suzlon Counters Areva With EU1.02 Billion Repower Bid | www.bloomberg.com

The surprise $1.3 billion bid by Suzlon for Germany’s REpower could mean similar acquisition bids for small wind turbine manufacturers. The seemingly overpriced bid, which topped French nuclear power group Areva’s bid by 20 percent, could be a sign of things to come as major players strive to expand into and consolidate the wind turbine market.

Chris LinPresidentQilin, Inc

More Chinese Visas Will Produce More Chinese Flights for U.S. Carriers

February 15, 2007

Analysis of:U.S. Seeks More China Flights | www.thestreet.com

Absent any concession from the U.S. negotiators, China is unlikely to expand the number of U.S. carrier flights to China any faster than the currently agreed additional daily flight for each of the next three years.

While the market between the U.S. and China remains weighted towards American citizens both for business as well as leisure travel, modest liberalization of visa policy by the U.S. would not only fill most of the empty seats on Chinese airlines which already fly to the U.S. but would also generate enough additional demand to justify not one but two daily flights beginning next year for at least three years.

Chris LinPresidentQilin, Inc

Loss of Simplicity May Undermine Results

February 12, 2007

Analysis of:World's first low-cost airline alliance | www.smh.com.au

JetBlue's alliance with Aer Lingus certainly broadens the reach of both carriers, but will also place pressure on their low cost business models.

Similar combinations are certain to follow and will place additional pressure on the same yields for economy class travellers that many network carriers had hoped to utilize to cover their higher costs of operation.

These alliances are not expected to significantly divert business travellers from network carriers due to the pervasive influence of frequent flyer programs and corporate travel cobtracts.

Randall TinkermanStrategic Due DiligenceDeutsche WindGuard

Famed Bird Protection Group Endorses Windpower

December 15, 2006

Analysis of:Audubon Society Supports Windpower | www.renewableenergyaccess.com

The exceptionally strong endorsement for windpower by the conservative Audubon Society removes an important though specious argument against windpower.  The industry has been fighting false perceptions about the avian mortality issue for more than two decades.  With this support, the issue can now be laid to rest.

Randall TinkermanStrategic Due DiligenceDeutsche WindGuard

Analysts Misrepresent Renewables

December 14, 2006

Analysis of:The Myth Of Alternative Energy | www.countercurrents.org

The latest two analyses on windpower and renewables are factually wide of the mark, and should be discounted.  Major discrepancies between the "facts" quoted in these two analyses and reality on the ground show that the opposition to renewables is not based upon science, nor on true economics.

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