GLG News by Council Members Knowledgeable about Copper Pipes and Tubes

Gene Plavnik, President

Gene PlavnikPresidentHeat Technologies Inc 
          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.

While Most Politicians Speak One Thing and Do Another, The Alternative Energy Is Still in Need

March 2, 2009

Capital power plant dims clean energy hopes | news.yahoo.com

Alternative Energy is expensive today and needs serious attention. New standards to be enforced by the federal government could create the alternative energy industry, require alternative energy to be present at new and renovated commercial and residential dwellings, where it is economically viable. New dwellings, warehouses need to be equipped with some form of alterntative energy to begin with.

Gene Plavnik, President

Gene PlavnikPresidentHeat Technologies Inc 
          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.

Oil and Gas Exploration - It Is Not So Bad, After All

December 10, 2008

ABB Wins Offshore Contracts Worth $150M | www.oilandgasonline.com

1. There is global economic slowdown. 2. During the growth period a very strong equipment upgrade push/momentum was created. 3. This momentum eventually will be reduced, but it may take a while.

Gene Plavnik, President

Gene PlavnikPresidentHeat Technologies Inc 
          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.

Prepare to Drive Electric Soon(er)

September 19, 2008

GM Centennial: How the Chevy Volt might affect the electric grid | www.autobloggreen.com

1. High Gasoline Price 2. Low MPG standard of Internal Combustion Engine based  cars 3. Electric Utilities Support of Battery Powered Devices 4. Assurance from the electric utilities that they are ready to install charging stations in every house 5. Rising demand for electric energy in general - all of these factors point at electrically powered cars showing on the roads sooner than we expect.

Gene Plavnik, President

Gene PlavnikPresidentHeat Technologies Inc 
          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.

Ethanol Complaints Are Only Temporary

July 31, 2008

In Gas-Powered World, Ethanol Stirs Complaints | www.nytimes.com

Today's condition of the production of ethanol looks as it is not cost effective. Ethanol itself has some problems in the process of combustion in the internal combustion engine (ICE). But this is today. When the ethanol producers start providing market with desireable volumes of the fuel, the situation will be improved. Needless to say the USA and the rest of the world urgently need new sources of energy.

Gene Plavnik, President

Gene PlavnikPresidentHeat Technologies Inc 
          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.

More and More Visible Changes are on the Horizon

April 18, 2008

Spectrolab wins 350MW CPV order from Australia’s Solar Systems | www.semiconductor-today.com

Emerging economies demanding more and more natural resources such as oil, metal on one hand, and global climate change on the other hand demand diverisfied approach to the generation of energy, more advanced utilization of its natural sources. Several countries not only changed its standards of design and construction in regard to the utilization of alternative sources of energy, but proceed with utilization of solar energy on national scale by constructing solar power plants.

Gene Plavnik, President

Gene PlavnikPresidentHeat Technologies Inc 
          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.

Interesting Development in Food Equipment Manufacturing World

April 16, 2008

Enodis accepts £950m Manitowoc offer | www.ft.com

Food equipment manufacturing is a growing market that several years ago was very fragmented. It is getting to be more consolidated now. Initially, a UK group Enodis was very carefully and successfully acuiring various European, UK, US and Asian based food equipment manufacturers. Now it is being purchased by a US based Manitowoc Company, part of which is manufacture commercial ice making machines and beverage systems. This fact is very interesting and deserves special analysis.

Gene Plavnik, President

Gene PlavnikPresidentHeat Technologies Inc 
          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.

Carrier Strenghtens its Position in Advancing LEED

March 10, 2008

Carrier Corp. Acquires Environmental Market Solutions, Inc. | www.foxbusiness.com

There are several major companies in commercial HVAC that take the lead in utilization of natural resources and advancing the automation and control. Apparently, along with major OEMs of HVAC, companies with strong background in controls also take serious postion in market place. Recent acquisition of EMSI shows that Carries has to be stronger to preserve its market share.    

Gene Plavnik, President

Gene PlavnikPresidentHeat Technologies Inc 
          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.

Hopefully More Good News about Solar Systems Yet To Come

March 6, 2008

Applied Materials in $1.9bn solar coup | www.ft.com

There are very few countries in the world that require mandatory utilization of solar energy in the form of solar water heating and electricity. Apparently, in our fractured times, when energy prices, especially oil, skyrocket, changes in governental regulations of energy efficiency become nrecessary. It is remarkable that emerging economies, such as economy of China take its time, attention and monetary resources to reduce its dependance on fossil fuels.

Gene Plavnik, President

Gene PlavnikPresidentHeat Technologies Inc 
          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.

Johnson Controls Is Not Only Best Shareholder Friendly Company

February 25, 2008

Johnson Controls wins India mall work, magazine honor | www.bizjournals.com

There is a fierce competition between major OEMs of HVAC.  JCI has positioned itself differently after acuiring York International. Its position strenghtened by offering to an end user a complete package of the equipment and controls. In addition, new, more advanced AC units came out as a product of synergy of advanced chemistry from traditinally strong part of JCI combined with knowledge in mechanical design of York.

Gene Plavnik, President

Gene PlavnikPresidentHeat Technologies Inc 
          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.

It looks like SPX Corporation made the right choice by purchasing APV

February 19, 2008

SPX sees 2008 profit up on global energy demand | www.reuters.com

There are several major players in the field of heat exchangers: Alfa Laval, Global Engineering Alliance (GEA), Hisaka, SWEP. Most comprehensive range of heat exchangers is offered by Alfa Laval, GEA, and APV. Hisaka offers more industrial type of heat exchangers, while SWEP specializes in the brazed ones for most of the HVAC applications. Market in China, India and Middle East demand increase of heat exchanger relevant equipment for food and HVAC application at a rate of 12-20% per year. There is an issue of violating of intellectual property rights by some Chinese OEMs, but this is not a severe threat for the whole industry.

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