GLG News by Rubber Experts

James "Jim" Rippy, Former Senior Vice President of Operations

James "Jim" RippyFormer Senior Vice President of OperationsCONTINENTAL TIRE THE AMERICAS, 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.

SameOld! Same Old! Lutz should have left with Waggoner

July 18, 2009

GM's Lutz Makes Another U-Turn | online.wsj.com

Why do they keep a guy who shares responsibility for the failure of GM?His "wonder skills" in design and marketing have not proven to be of any value. He should retire now and just go. His skills are way overrated based on results at GM and his previous car company employers.

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.

After Dow’s Petrochemical Plant Closures – More Yet to Come

July 5, 2009

Dow Chemical to Shut Three Louisiana Ethylene Plants (Update3) | www.bloomberg.com

This plant closure will have no immediate impact on the ethylene market.  There may be additional rationalization coming in petrochemicals.  What may close in the future is a big gamble.

James "Jim" Rippy, Former Senior Vice President of Operations

James "Jim" RippyFormer Senior Vice President of OperationsCONTINENTAL TIRE THE AMERICAS, 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.

A Sad day in History

June 1, 2009

What GM Bankruptacy means to you | online.wsj.com

Where did the leadership go? Surely, the leaders at GM and the UAW could see this coming. How did they get to their present level if they did not see this coming years ago?

James "Jim" Rippy, Former Senior Vice President of Operations

James "Jim" RippyFormer Senior Vice President of OperationsCONTINENTAL TIRE THE AMERICAS, 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.

A look at the other side

June 1, 2009

A Saga of Decline and Denial | online.wsj.com

Wages and benefits are sometimes not the most costly items in negotiations.

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.

PVC Futures Contracts – A Very Tough Hedge

May 18, 2009

Shanghai Chlor-Alkali to Run PVC Futures Hedging Business | www.tradingmarkets.com

The economics of PVC have always been complicated; much more complicated than polyolefins.  Several years ago as China undertook a rapid expansion in the PVC capacity, they introduced a very old concept which has further complicated the market.

James "Jim" Rippy, Former Senior Vice President of Operations

James "Jim" RippyFormer Senior Vice President of OperationsCONTINENTAL TIRE THE AMERICAS, 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 about work practices?

April 21, 2009

GM Meeting With Treasury Team on Deeper Cost Cuts | www.bloomberg.com

All we hear about is concessions in wage and benefit related issues. The GM plants I have visited lead me to believe that work practice revisions and total removal of restrictive work practices would equal any gains in wage and benefit reductions. A good team of industrial engineers from more efficient industries would find a gold mine at GM.

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.

Petrochemicals : Japan Out, Japan In, Venezuela Tries Again

April 14, 2009

Chavez Says Japan to Spend $33.5 Billion in Venezuela (Update3) | www.bloomberg.com

Venezuela has the potential to build ethylene operations that would rival Middle Eastern plants.  Japanese companies actively supporting and participating in Venezuela's ambitious plans.

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.

Can India take on the Global Petrochemical Industry?

April 7, 2009

India sets out plans for rapid petrochemicals growth | www.yourindustrynews.com

India plans large increases in petrochemicals making it long ethylene. Can Indian petrochemical capacity compete with the Middle East?

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.

Middle Eastern Petrochemical Companies have Incentives to Expand to Other Regions

March 24, 2009

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.

James "Jim" Rippy, Former Senior Vice President of Operations

James "Jim" RippyFormer Senior Vice President of OperationsCONTINENTAL TIRE THE AMERICAS, 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.

Significant changes in the Tire Industry

March 2, 2009

Tires under"immense pressure", says Armes | www.moderntiredealer.com

Significant changes in the tire industry over the past decade have been major shifting to low cost countries of production and extreme upsizing in North America. How will these strategies hold up in the recession and long term implications.

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