GLG News by Plastics and Resins Experts in GLG Member Programs

Jeff MoserPresidentWest Branch LLC

On the Waterfront - Truckers KO California Port Control

March 25, 2009

Analysis of:Appeals court backs ATA in lawsuit against California ports | www.etrucker.com

California ports' Clean Trucks initiative has been dealt a setback and may see further issues in Federal Court.  This may embolden industry to challenge future environmental regulations.

Jeff MoserPresidentWest Branch LLC

The Truck Stops Here - for Urea refilling

March 25, 2009

Analysis of:Bringing SCR to NA takes teamwork | fleetowner.com

Large fleet customers are making preliminary 2010 engine decisions now; urea infrastructure concerns must be addressed for SCR engines to win widespread adoption.

Michael BrownManaging PartnerTZ Chemicals

US Rail Shipments Suggest No Bottom Yet for Chemicals

March 25, 2009

Analysis of:Key figure of U.S. chemical demand falls | www.reuters.com

Rail shipments are considered to be a leading indicator of demand in the chemicals industry, trending downward the last couple of weeks suggesting chemicals has yet to see the bottom for demand in the US.

Kevin BoyleConsultantKEVIN L BOYLE

Middle Eastern Petrochemical Companies have Incentives to Expand to Other Regions

March 24, 2009

Analysis of:Gulf petrochemicals industry has to make most of slump | www.meed.com

Sentiment in the Middle East is that these times are an opportunity for local petrochemical producers to become global players.

Jeff MoserPresidentWest Branch LLC

Volvo Banking on SCR Advantages for 2010

March 23, 2009

Analysis of:SCR will eliminate need for active DPF regeneration for Volvo trucks | fleetowner.com

Heavy Duty truck buyers are making preliminary 2010 sourcing decisions now; advantages in fuel economy will help shift OEM market share.

Jeff MoserPresidentWest Branch LLC

Dow - Long Road to Recovery

March 10, 2009

Analysis of:Dow Chemical shares drop to new 24-year-low | www.reuters.com

Now that Dow has agreed to close the ROH deal it must act aggressively to restructure and reduce debt.

Michael BrownManaging PartnerTZ Chemicals

Dow Must Make the Rohm Deal Happen

March 6, 2009

Analysis of:Dow Chemical shares drop to new 24-year-low | www.reuters.com

The headlines are filling this week with analyses of the Dow/Rohm and Haas deal as both companies head to court next week.  The focus of many analyses continues to be on short-term financial and legal challenges, not the more important longer-term future of Dow.  As painful as the next few weeks and months may be, Dow must press through and close this deal to position itself for the future.

Michael BrownManaging PartnerTZ Chemicals

Doing the Rohm Deal is Not Dumb

March 6, 2009

Analysis of:Making Dow Do The Rohm Deal Is Dumb | www.forbes.com

Too much continues to be said about the near-term implications of Dow closing the Rohm and Haas deal.  Rohm provides a very good pathway in Dow's transition to a purer specialty chemical company.  This is not a dumb deal, but rather an unfortunately timed deal that Dow must work through and close.

Michael BrownManaging PartnerTZ Chemicals

Is the Lube Market Really Recession Resistant?

March 6, 2009

Analysis of:Hot Lube Markets Will Weather Downturn | www.imakenews.com

The lubricant market has many segments and one should be careful broadly characterizing it as "recession resistant" or "capable of weathering a downturn" as the article title implies.  Certainly the lube market for transportation engine oil is relatively stable due to the high number of vehicles already on the road, all of which must be maintained.  However, half of the lubricant market is for products consumed in manufacturing processes, a sector of the global economy suffering significant loss of demand.  Especially hard hit has been automobile manufacturing where volumes are down 30-40% from 2008.  The process oil and metalworking fluids segments are suffering from substantial demand loss and should not be considered "recession resistant".

Michael BrownManaging PartnerTZ Chemicals

Stimulus Impact on Chemicals will be Modest

March 5, 2009

Analysis of:President's stimulus bill: will it help the chemical industry? | www.icis.com

The author continues to investigate and comment on the impact the Economic Stimulus Package will have on the chemicals industry.  Consensus is building that the impact will be modest, especially in light of the substantial drop in demand the chemical industry has suffered the last six months.  Producers most likely to benefit will be those supplying chemicals in to concrete, asphalt and commercial building products such as paints, plastics and adhesives.  The impact will likely be extended over three years, with much of the demand coming in 2010.

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