GLG News by Specialty Chemical Experts

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Social Responsible Retail & Government Supply Chains- Who's Listening?

August 3, 2010

Analysis of:You say CSR, I say... | blog.procurementleaders.com

North American retailers such as  Target , Wal-mart,  Whole Foods and Tesco are driving retail manufacturing performance based on consumer demands.  The Federal Government is also listening and driving supplier carbon emission performance based on taxpayer demands.  The U.S. Federal Government and Retailers are listening.   Leading edge suppliers acting.  Some laggers may lose market share in 2011. 

Paul HodgesChairmanInternational eChem

The chemical earnings cycle hits its peak

August 3, 2010

The best view is always from the top of the mountain. And that's how it feels today in the chemical industry, with the current earnings season showing a robust recovery versus H1 2009. The industry has benefited from the last of the stimulus spending around the world, whilst seasonal influences were also positive. But momentum seems to have been fading in recent weeks, and inventories have been building, whilst producers have increasingly struggled to pass through oil-related price increases..

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Green Market Expands Into The Federal Government Sector

July 30, 2010

Analysis of:Carbon Management Software and Services to Reach Nearly $300 Million in the U.S. Federal Government Sector by 2017, According to Pike Research | eon.businesswire.com

Federal Environmental Policy, Executive Order 13514 is creating a new middle market that will support Federal Government Agencies & Federal Contractors.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Why Operational Excellence Programs are Staging a Comeback

July 30, 2010

Analysis of:Where Process-Improvement Projects Go Wrong | online.wsj.com

Industries such as building products, industrials, aerospace and transportation have engaged the Six Sigma process to reduce costs and improve services. Private equity and financial services firms are turning to proven business management techniques to reduce costs as the regulatory cycle continues.

Lewis GainesFormer Market ManagerINFINEUM INTERNATIONAL LTD

Are Expanding Regional Lubricant Additive Suppliers a Competitive Threat?

July 28, 2010

Analysis of:Belarus Additives Eye New Markets | www.imakenews.com

LLK-NAFTAN a lubricant additive supplier in Belarus recently announced plans that it will expand its marketing area the Mid-East and parts of Asia. The company supplies individual additive components including detergents and anti-wear agents. More interestingly, it provides a selection of multi functional additive packages. These products are are blended with basestock to produce usable lubricants for gasoline and diesel engines.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

Ultimately, EVs, and No Lithium , Please, says Honda

July 21, 2010

Analysis of:Honda Discovers Cars With Cords | www.wired.com

Honda, the world's largest manufacturer of internal combustion engines, and the first to market a hybrid powertrain equipped personal passenger car, has now committed to entering the rather confused electrified vehicle market place with a range of powertrains to supercede the one, a nickel metal hydride battery using gasoline/electric hybrid that it has been marketing since 1997.Siimultaneously Honda announces that it remains committed to a fuel-cell based powertrain as the ultimate goal.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

TransCanada and the Future of Reliable Economical Energy Supplies for the USA

July 5, 2010

Analysis of:TransCanada: Oil Sands Exports Will Go To Asia If Blocked In US | councils.glgroup.com

American exceptionalism has added the dimension of exceptional stupidity with regard to our securing of future energy supplies. TransCanada has responded as a rational entity to the confused hypocrisy now dominating the American government about economics in general, and energy efficiency and self-sufficiency in particular.

Ian DavenportPresidentDavenport Associates

Yet More Challenges for Methacrylate Buyers

June 28, 2010

Analysis of:Asia MMA may extend gains; plant shutdowns to squeeze supply | www.icis.com

MMA shortages look to continue through Q3 with new maintenance outages in Asia.

Paul HodgesChairmanInternational eChem

Chemical companies may face diffiuclt Q3, after McBride's profit warning

June 27, 2010

Retail trends can tell us a lot about future profits and revenues in the chemical sector. McBride's profit warning on Thursday suggests Q3 is going to be a difficult period for both.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

China's Currency Valuation Change and the Rare Earth Mining Sector

June 19, 2010

Analysis of:China Signals a Gradual Rise in Value of Its Currency | www.nytimes.com

China, today, June 19, 2010, announced that its national currency, the renminbi, will from now on be linked to the value of a "basket" of currencies rather than "just" the US dollar. Rare earth mining entrepreneurs outside of China will tell you that this is now a reason to buy into their ventures or to support IPOs for them. But I think there is another side to the coin. One that should give investors looking at the rare earth mining sector pause.

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