GLG News by Specialty Chemical Experts

Paul HodgesChairmanInternational eChem

The Potential Impact of the Japan Disaster on Chemicals

March 16, 2011

Never in our working lives have we faced the combination of an earthquake, a tsunami and a potential nuclear meltdown - all taking place in the world's 3rd largest economy.Today, therefore, it seems sensible to simply try and record, as objectively as possible, some key facts as we know them. I will also suggest some possible Scenarios that investors might use to help navigate through these difficult times.

Ian DavenportPresidentDavenport Associates

Where now for Paint & Coatings, 2011?

March 14, 2011

Rising feedstock prices have again pushed Acrylic monomer prices higher. Q2 traditionally sees peak demand for Acrylic monomers, is supply available to meet demand?

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

The Impact of the Japanese Earthquake on the Demand for Rare Earths 1/2 of 2011

March 14, 2011

The second largest demand for rare earths is that of the Japanese domestic manufacturing industry (the first is that from the Chinese).Chinese production (global supply) of rare earths will not be affected by the Japanese earthquake. Japanese demand for the rare earths will decrease in the near term.Will the Chinese move to increase their market share of rare earth using end products? Perhaps, but that is not an immediate concern,.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

The Effect on Neodymium and Dysprosium Supply of China's Domestic Growth

March 13, 2011

China's green-tech/cleantech growth targets as stated in the just-put-into-effect 12th five-year plan are ambitious. What is their effect on China's domestic demand for the two most important rare earth metals, neodymium and dysprosium?

Paul HodgesChairmanInternational eChem

Chemical companies report strong Q4 results

March 2, 2011

Chemical companies had an unexpectedly good 2010. Stimulus measures in China drove an improvement in demand, whilst feedstock supply constraints supported pricing and margins. But today's high oil prices will hit discretionary spending in the West, just as China tightens its policies to combat inflation. 2011 therefore looks much more uncertain.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

Understanding the Low Prices of the Rare Earths in China Itself

February 27, 2011

Li Gang, Deputy Gov. of the Peoples Bank of China said on Sat, Feb 26,2011  “In addition to boosting the flexibility of the yuan exchange rate, China also should adjust resource prices to address imbalances,” he said, “as many resources are still traded in China at below their natural prices[ Emphasis added by me]. China also should boost wages and social benefits to lift consumption, step up its enforcement of environment regulations and undertake other structural reforms to address imbalances.”

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

Why Toyota and Daimler Looked At And Passed On Tesla

February 26, 2011

It is far cheaper for Global 1000 manufacturers to pay technology developers for a look-see at their wares than to try and develop tens of thousands of even good ideas in-house. Toyota and Daimler follow this rule of limiting their costs on reserach and development.For this reason, primarily, they both paid some money or, in the case of Toyota, gave a discount to Tesla for a look at its battery use technology.Neither one seems to have been impressed.The pump and dump press has ignored this.

Ian DavenportPresidentDavenport Associates

Ineos refinery deal with PetroChina can be the first step in a wider partnership

February 2, 2011

Analysis of:INEOS is offered $1 billion by PetroChina for a 50% share in its European refining business. | www.ineos.com

Ineos have concluded a deal to sell 50% of the European refining business to PetroChina. This deal can be expanded eventually to downstream products and technologies and be a model for deals by other US and European chemical companies.

Paul HodgesChairmanInternational eChem

PetroChina offer $1bn for INEOS European refining JV

January 31, 2011

INEOS have closed their proposed JV refining deal with PetroChina. They have got an excellent price, plus the potential to expand their activities further as the strategic partnership develops.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

California AB 32; This Decades Global Supply Chain Game Changer

January 24, 2011

Analysis of:California Assembly Bill 32: Global Warming Solutions Act | www.arb.ca.gov

Since 2006 the State of California has been aggressively provided national leadership on the Global Warming challenge.   The California Air Resources Board has developed an 2020 implementation plan that has North American and Global Supply Chain implications.  Firms including Dell, Wal-Mart, Whole Foods and Office Depot are among a select group of business climate change leaders that are defining how global supply chains will operate in the near future.    

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