GLG News by Plastics and Resins Experts in GLG Member Programs

Kevin BoyleConsultantKEVIN L BOYLE 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.

A Smart Move by Lyondell

January 16, 2009

Equistar to reopen La Porte olefins plant | houston.bizjournals.com

Lyondell is using the flexibility of their ethylene production system to optimize their costs.

Kevin BoyleConsultantKEVIN L BOYLE 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.

Some Good News for Petrochemicals

January 15, 2009

CPC to Restart No. 4 Naphtha Cracker as Market Demand Improves | www.bloomberg.com

Restarting of this cracker in Taiwan is an indication of improved profitability in ethylene, and maybe improving demand.

Jeff MoserPresidentWest Branch LLC 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.

Control Freaks - Can Dow let go?

January 9, 2009

Kuwait to Counter any Dow Legal Action | www.reuters.com

Dow Chemical's aborted JV with Kuwait would have raised over $7 Billion for a 50% stake of existing basics portfolio.  Now that Dow scrambles to fill that hole it may have to cede control of any JV or sell the businesses outright.

Jeff MoserPresidentWest Branch LLC 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.

How Now, Dow?

January 6, 2009

Dow to pursue legal options against Kuwait | money.cnn.com

Dow Chemical must bridge a $7 Billion gap to pay for Rohm & Haas now that the Kuwaitis have bailed out of the proposed JV.  With business valuations sharply lower today Dow may have to assume significant additional debt in order to close the R&H acquisition. 

Kevin BoyleConsultantKEVIN L BOYLE 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.

“The worst I’ve ever seen!,” in the Petrochemical Market

December 20, 2008

Equistar to Temporarily Idle Second Olefins Unit | www.marketwatch.com

The shuttering of Lyondell's and Westlake's ethylene facilities brings operable capacity to about 70% of nameplate, and utilization rates below 65%. By closing Chocolate Bayou, Lyondell most likely, stands to improve their net cash flow.

Xi Fan (Alan) Zhong, Managing Director

Xi Fan (Alan) ZhongManaging DirectorShanghai SMT Management Consulting 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 Is about Contracted demand, also about expanded profit

December 18, 2008

China Halts November Gasoline Imports as Demand Falls (Update1) | www.bloomberg.com

Import halt gives market room and expanded profit to the refineries of PetroChina and Sinopec

Jeff MoserPresidentWest Branch LLC 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.

Dow M&A: Sound Strategy or CEO Hubris?

December 18, 2008

Dow Chemical: Cutting Jobs Instead of the Merger Price | blogs.wsj.com

Dow CEO Andrew Liveris bet the future of the entire company on his 2-stage M&A based transformation:  Sell commodity businesses into a Kuwaiti JV and use the proceeds to buy Rohm & Haas.  Priced at obsolete valuations both of these deals now seem questionable.  Any fallout could cost Dow and Liveris dearly. 

Kevin BoyleConsultantKEVIN L BOYLE 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.

Who Might Buy Sunoco Chemicals?

December 17, 2008

US Sunoco puts chemicals business up for sale | www.icis.com

Sunoco Chemicals is the largest US producer of phenol and a significant producer of polypropylene.  These are very large businesses in the trough of a downturn.  Which companies might have the foresight to entertain this kind of acquisition?

Jeff MoserPresidentWest Branch LLC 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.

Will the Sun Set on New Polysilicon Investments?

December 17, 2008

Dow Corning, Hemlock To Invest Up To $3 Billion In Polysilicon Growth | money.cnn.com

Obama's call for significant new renewable energy generation may drive the need for more solar / PV capacity.   Dow Corning and Hemlock may be relying on this prospect to pay back their $3 Billion polysilicon investment.

Jeff MoserPresidentWest Branch LLC 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.

Gulf to Gulf - US Petrochemical industry taking flight?

December 11, 2008

Dow Chemical to cut 5000 jobs | money.cnn.com

Cheaper feedstocks and new ethylene capacity in the Middle East have threatened the critical mass of US petrochemical infrastructure.  Redundant plants may be permanently closed as new production grows offshore.

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