GLG News by Plastics and Resins Experts in GLG Member Programs

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.

Green Energy needs subsidies to compete

December 10, 2008

Alternative energy ideas power down | www.delawareonline.com

Wind and solar power are effective options for satisfying marginal generating demand during peak consumption periods.  If conventional generating capacity is sufficient then the 'Green' alternatives become economically disadvantaged.

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.

World-class Silicone Manufacturing Site Opening: More Chill than Cheer

December 1, 2008

WACKER and Dow Corning start raw material production at China’s largest integrated silicone site | www.wacker.com

With the world economic crisis looming, the new silicone complex opening will face immediate market difficulties. For the time being, It seems that shrinking is better than expanding.

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 Green Government Suffocate Trucking?

November 26, 2008

Incentivise the transport industry to cut emissions | www.publicservice.co.uk

European nations have used taxes and tolls to 'optimize' truck freight tonnage and reduce pollution and greenhouse gas emissions.  With an aggressive environmental agenda the new US government may seek to harmonize domestic standards with the Europeans. 

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.

Petrochem Giants in Crisis Mode

November 20, 2008

BASF Cuts Profit Goal, to Idle Plants as Orders Drop | www.bloomberg.com

Capacity shutdowns by Dow and BASF will pressure smaller players to rationalize their own operations.  If liquidity is insufficient to weather an extended downturn consolidation of global capacity is likely; voluntary or not. 

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.

Consumers pinched as petrochem prices hold firm

November 13, 2008

Oil falls but not prices of petro-based consumer goods | www.detnews.com

Falling oil prices have not led to price relief from major chemical and plastics producers.  Consumers will continue to see higher prices on everyday goods from diapers to toothpaste and toilet paper.

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.

Navistar walking the EGR tightrope for 2010

November 11, 2008

Making EGR-only work for 2010 | fleetowner.com

Heavy Duty diesel truck engines must meet stringent EPA NOx emissions standards in 2010.  Solutions include SCR catalysts and/or high EGR rates.  The tradeoffs in performance and fuel economy may define market share among the major engine makers.

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.

Reality Check for Alternative Fuel Ventures

November 11, 2008

Will plummeting gas prices hurt the push for alternative fuels? | abcnews.go.com

Cheaper crude oil means less attractive returns for alternative fuels producers.  Coupled with collapsing capital and credit markets further expansion of renewable fuels capacity is in doubt.

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.

Nicht fur NASCAR

November 6, 2008

VW’s Growing Motorsport Arm Already Has Eye on 2009 Baja 1000 | wardsauto.com

Can success in North American motorsports venues increase awareness and demand for advanced European diesel vehicles? 

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.

Fuel for Growth: More US Diesel distillate capacity?

November 4, 2008

Demand for diesel fuel: Perspectives and future Considerations on prices and supply for diesel car and truck fuel users | www.dieselforum.org

Energy from Diesel fuel is a key agent of growth in developing countries.  Increased demand has seen diesel outpace gasoline as prices hit record highs for both fuels.  US refinery capacity must be rebalanced to help correct price disparity for this key fuel.

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.

Euro Performance Driving US Diesel Market

October 30, 2008

New BMW 335d May be Diesel’s Best Shot in U.S. | wardsauto.com

Diesel cars dominate European markets but are scarce in the US.  As fuel economy continues to drive US consumer choices diesel options will become more significant.  Regulatory issues may also favor diesels as US standards tighten.

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