GLG News by Rubber Experts

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

GM-Chrysler Merger. Will it work?

October 14, 2008

Analysis of:G.M. and Chrysler Explore Merger | www.nytimes.com

Leadership at the top will just double the problem with the merger.

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

GM-Chrysler Merger. Will it work?

October 13, 2008

Analysis of:GM, Ford SharesHit New Lows As Sentiment Fades Further | online.wsj.com

Two weak companies with same failed strategy equals a diaster unless changes at top are part of deal.

Kevin BoyleConsultantKEVIN L BOYLE

Plastic Price Weaknesses Due to Demand, Not Cheap Supply

October 8, 2008

Analysis of:Sharp drop in prices of imported Polyethylene into Europe (6-10-2008) | www.plastemart.com

Polymer prices are beginning to fall in Europe with supply on its way from the Middle East.  However, it is the weak demand driving down prices, not the cheap supply from new Middle Eastern plants.

Kevin BoyleConsultantKEVIN L BOYLE

Investing in the Chemical Industry

September 10, 2008

Analysis of:As Buyout Bust Turns Bitter, A Major Deal Lands in Court | online.wsj.com

Private investment firms have supported dynamic growth in the chemical industry.

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

Follow the Leader

August 11, 2008

Analysis of:Bridgestone H1 profit drops 18%, slashes forecasts | www.forbes.com

A Sea Change has occurred in the Tire Industry. Major changes in production locations, pricing strategy,capital investment are happening today.

Kevin BoyleConsultantKEVIN L BOYLE

The Petrochemical Industry Returns to Profitability!!!

August 8, 2008

Analysis of:EVENING SNAPSHOT - Americas Markets Summary | www.icis.com

Ethylene producers have returned to profitability.  While ethylene prices are dropping quickly, feedstock prices are dropping faster.  While heavy feedstock cracking may still be negative, the overall industry (median margins) are back in positive territory.  Derivative margins are quite strong.

Kevin BoyleConsultantKEVIN L BOYLE

High Costs Begin to Take Their Toll on Asian Ethylene Produce

July 2, 2008

Analysis of:Japan's Asahi Kasei to cut ethylene plant runs-Nikkei | beta.ph.news.yahoo.com

Japanese ethylene producers are beginning to reduce operating rates to adjust to market conditions.  Because of their relative high costs in Asia, Japanese producers are the marginal suppliers.  As they reduce production, we see the deepening of the trough hit Asia.

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

What will it take?

June 26, 2008

Analysis of:Deepening gloom at General Motors | money.cnn.com

Where are the leaders on a daily basis. This company needs some real "hands on" leadership to survive.

Kevin BoyleConsultantKEVIN L BOYLE

Housing Market Drags on PVC, Sends Caustic Soaring

June 11, 2008

Analysis of:Japan's Shin-Etsu: no sign of U.S. housing recovery | biz.yahoo.com

The hopeless housing market puts US PVC makers in a very poor position.  Global PVC capacity is up, and prices and margins are falling.  New capacity will toughen the market conditions on a global basis.  In the meantime, falling chlorine consumption is sending caustic prices higher.

Kevin BoyleConsultantKEVIN L BOYLE

Dow Chemicals' Wake Up Call

June 2, 2008

Analysis of:Dow Chemical hikes prices 20 percent, citing energy | news.yahoo.com

Dow seeks to lead the industry to try to recover the increase in energy costs.  An across the board increase makes sense if energy costs have equal effect on manufacturing costs.  The move certainly gives them another opportunity to raise the awareness of energy prices on chemical producers.

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