GLG News by Specialty Chemical Experts

Ian DavenportPresidentDavenport Associates

Global Diaper Producers Continue Geographic Growth

July 1, 2011

Analysis of:SCA acquires 50 percent of Turkish hygiene products company | www.cisionwire.com

SCA is acquiring 50 percent of the Turkish hygiene products company Komili from Yildız Holding, which is the largest food group in Turkey. Komili is the 4th largest baby diaper producer in Turkey. This continues a trend of major diaper companies expanding globally by JV & Acquisition as well as organically.

Lewis GainesFormer Market ManagerINFINEUM INTERNATIONAL LTD

Motor OIl Re-Refining Gains an Important Advocate in Valvoline

June 30, 2011

Analysis of:Many Happy Returns | digital.olivesoftware.com

Tiny compared to virgin basestock production, re-refined oils are entering a very favorable scenario with both high product values and attractively low used oil acquisition costs. Historically, US retail consumer use of recycled oil has been limited due to the lack of major brands. Valvoline's entry into the market will be an excellent evaluation of customer's current value perceptions. Without internal basestock production, Ashland's Valvoline division is an ideal partner for Safety Kleen.

Paul HodgesChairmanInternational eChem

Western BabyBoomers are Changing Chemical Demand Patterns, Again

June 29, 2011

Economists and demographers have failed to talk to each other over the past 20 years. If they had, we would all understand why global growth has recently been slowing. My new eBook, Boom, Gloom and the New Normal – How Western BabyBoomers are Changing Chemical Demand Patterns, Again will help investors make up for lost time.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Investors, Traders, Private Equity Listen Up- Are Federal Contractors Ready?

June 5, 2011

Analysis of:Federal Acquisition Regulation; Sustainable Acquisition | www.gpo.gov

DoD, GSA & NASA are driving the Federal Government's Environmental Performance Program.  A sustainability procurement interim rule was issued last week which will impact 600,000 Federal Contractors and hundreds of investment portfolios. This rule impacts at least 95 percent of future Federal contracts. 

Paul HodgesChairmanInternational eChem

Oil price volatility will challenge chemical company profits

May 8, 2011

Many analysts have taken Q1 chemical company results as an excuse to upgrade their full-year forecasts. This flies in the face of history, which shows that whilst companies do well initially as oil prices rise, they then pay a severe penalty in terms of future profits and volume. With oil prices now under pressure, the rest of 2011 could therefore prove a lot more difficult than expected.

Paul HodgesChairmanInternational eChem

Chemical companies need to warn on the outlook

April 15, 2011

Rising oil prices can lull investors into a dangerous sense of complacency.They appear to lead to a sustained period of robust chemical demand, as buyers rush to protect supplies. This creates a '13 month' year in terms of volumes and profits. But when oil prices stabilise, or fall, this trend reverses, and we have an '11 month year', as buyers destock again.

George DorkhomExecutive ChairmanGREENKOTE PLC

Does WTO means WAIT -TO -OPTOUT when it comes to Beoing and the defense industry

April 10, 2011

Analysis of:HPV Vaccine Stirs Economic Debate | wsj.com

The Number is $80B  the administrator is the US Department of Defense (DOD) and the expenditures are called R&DTE -which stands for Research and Development and Test and Evaluation efforts earmarked for such type of contract awards referred to by the WTO recent decision that Beoing was subsidized through these types of contracts and considered the funds comparable to the handouts that Airbus receives from the EU governments.This is truly a farce and a sign of ignorance on the US defense business,

Ian DavenportPresidentDavenport Associates

Global growth in Superabsorbent Polymer demand leads to new capacity

April 1, 2011

Analysis of:Nippon Shoukubai announces PT. Nippon Shokubai Indonesia, a subsidiary in Indonesia (“NSI”), enlarges its SAP investment plan. | www.shokubai.co.jp

Superabsorbent Polymer (SAP) is used in disposable hygiene products such as baby diapers. For many years the industry suffered from overcapacity and falling prices. A shortage of the raw material Acrylic Acid caused prices to rise from 2009 to 2011 and increasing demand has led to a ‘sold out’ situation globally. Now new capacity is announced.

Ian DavenportPresidentDavenport Associates

BASF plans multiple new investments in Acrylic Acid and Derivatives.

April 1, 2011

Analysis of:BASF to explore new investment in Brazil | www.basf.com

Suddenly there are a number of announcements of potential new Acrylic Acid capacity, both from existing producers such as BASF and new entrants in China. Davenport International Associates LLC has identified 1.4 million MT of new capacity, or over 25% of 2011 nameplate capacity, to be added in the next 3 years and available by early 2014.Will the industry repeat the mistakes of earlier cycles and overbuild? Will it be different this time around?

Paul HodgesChairmanInternational eChem

The Potential Impact of the Japan Disaster on Chemicals - An Update

March 28, 2011

2 weeks ago, i proposed 3 Scenarios to help investors evaluate the potential impact of the Japan disaster on the chemical industry. Sadly, it appears that the first, Short-term Recovery, now appears unlikely. This means we need to prepare for either a Medium-term Rebuilding Scenario or a Long-term Damage Scenario.

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