GLG News by Specialty Chemical Experts

George DorkhomExecutive ChairmanGREENKOTE PLC

Energy Security and National Security .So what is the debate on Wind Power

August 30, 2010

A train wreck is the the competing resources for two US National needs: Energy security and National Security.  So where is the trade off? These two resources are intertwined and must cooperate and come out with a quick and A Politcal solution.

George DorkhomExecutive ChairmanGREENKOTE PLC

Vestas is a Pioneer, so why is the company falling behind

August 25, 2010

Analysis of:Wind turbine maker Vestas sees profits fall | www.bbc.co.uk

Vestas is a Pioneer in the Wind power and yet it experienced a loss in 2010 and a declining revenue of some 17% annually year over year , while the overall industry trends experience some 23% growth year over year. Was this truly a result of delays in projects and project financing or is Vestas losing it it leading market position and has problems in execution?

Lewis GainesFormer Market ManagerINFINEUM INTERNATIONAL LTD

GM's Entry into Lubricant Licensing Leading to Complications

August 17, 2010

Analysis of:Shell Embraces, Valvoline Snubs Dexos | www.imakenews.com

Valvoline has taken an initial position that they are unwilling to pay the significant licensing fees GM is requiring for using their dexos specification. Instead they will fall back on the "free" statement that their oils meet the dexos technical requirements and warranting the performance to the consumer. Shell, the largest marketer of oil in the world, will pay the license fees.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Green is the Outlook for Apparel Brands and Retailers, Nike, REI, Adidas, Amazon

August 12, 2010

Analysis of:Green Global Supply Chain Continues at Consumer’s Doorstep | www.trade-compliance.org

How Green are your Sneakers and Outdoor Apparel?   Will the Outdoor Retail Trade, Eco Index fuel Q4, 2010 industry growth?  

Paul HodgesChairmanInternational eChem

Crude oil markets are in the grip of a speculative mania

August 11, 2010

Crude oil markets are in the grip of a speculative mania. Players are simply ignoring increasingly negative fundamentals, such as supply/demand balances. But before too long, this over-bullish sentiment will have to re-connect with fundamentals. At that point, users will be left to pick up the pieces, as the financial players panic and rush for the exits.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Retail Leaders Wal-mart, Lowes, Office Depot named to Top Renewable Energy List

August 10, 2010

Retailers are listening to consumers and planning for long term cost control. Leading edge sustainability leaders; Kohl’s, Starbucks, Safeway and others are named to U.S. Environmental Protection Agency (EPA) list.  

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

BNY Mellon, HSBC, Dell, Washington, DC share one Common Business Strategy

August 9, 2010

Analysis of:EPA Announces Nation’s Top 50 Green Power Organizations | yosemite.epa.gov

Public sector visionaries; cites of Houston, Portland & Dallas as well as industry leaders Kohl’s, Johnson & Johnson, Whole Foods and Bloomberg all share an important business strategy, a long term commitment to the environmental and cost control. Little known leading metric for mid term energy investors is more than six years young. 

Ian DavenportPresidentDavenport Associates

Nippon Shokubai Moves to Increase Superabsorbent Capacity

August 5, 2010

Analysis of:NIPPON SHOKUBAI announces PT. Nippon Shokubai Indonesia, a subsidiary in Indonesia("NSI"), builds a new SAP plant | www.jpubb.com

Superabsorbent Polymers (SAP) have been in short supply in 2010. Shortages are likely to continue despite capacity expansions. Increased demand for Acrylic Acid for SAP production may keep the market for Acrylate Esters tight.

Michael BrownManaging PartnerTZ Chemicals

NAHB Reports Weakness in Remodeling in 2Q2010

August 5, 2010

Analysis of:Survey: Weakness Persists in Remodeling Market | tinyurl.com

The National Association of Home Builders' (NAHB) Remodeling Market Index (RMI) fell in 2Q2010 to 40.7 from 43.8 in 1Q2010 indicating continued weakness in the professional remodel market as homeowners remain concerned by the economic outlook. However, sales of some building materials, such as paints, would indicate the homeowner is willing to spend on remodel, but rather on smaller projects they can do themselves.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Biodiversity, Risk Management and the Food Supply Chain

August 3, 2010

Analysis of:The Biodiversity Risk Lurking in the Supply Chain | www.sdcexec.com

As the U.S. Security Exchange Commission (S.E.C.) shapes 2010 corporate climate change reporting, Import Food Supply Chains are managing risks.  Brands such as Chiquita, Dole and Pepsi are leading the market. 

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