GLG News by Rubber Experts

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.

Chlor-alkali and PVC margins

August 10, 2006

PolyOne Reports Best Second Quarter Results Ever, Earnings Increase 28 Percent, Performance Plastics Post Solid Year-to-Date Sales | www.chempoint.com

-Chlor-alkali market stable

-PVC margins strong

-Margin outlook for both tightening

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 Hope for Rubber prices

August 9, 2006

Potholes Ahead for Global Tire Makers | www.businessweek.com

-Rubber prices are dragging down tire manufacturers' margins.

-Rubber prices have increased significantly over the past couple of years.

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