GLG News by Specialty Chemical Experts

Michael Brown, Managing Partner

Michael BrownManaging PartnerTZ Chemicals 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.

"60 Minutes" and Phthalates - CBS was "Fair and Balanced" and Gave Hope for BPA

June 14, 2010

Phthalates: Are They Safe? | www.cbsnews.com

The "60 Minutes" piece by Leslie Stahl aired on May 23 is among the most balanced views of a potential chemical-related health issue by the mainstream press. The debate shifted away from emotion and toward a more general overview of the uncertainty of health effects and the trade-offs of the everyday use of chemicals. One balanced piece will not significantly alter the debate on BPA, but perhaps this piece will show industry a way to shift public and regulatory sentiment in the future.

Ian Davenport, President

Ian DavenportPresidentDavenport Associates 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.

Paint Producers Continue to Suffer Raw Material Shortages

June 11, 2010

Market shortages showed signs of easing on some products, but the focus in June has switched to Methyl Methacrylate monomer (MMA). 

Jack Lifton, Co-founder and Director

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC 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.

China Seeks Self Sufficiency in Automotive Exhaust Emission Catalytic Converters

May 25, 2010

China seals African platinum deal | www.ft.com

China is now the largest producer of motor vehicles of any one country; it has almost certainly already surpassed the United States for that title permanently. In 2009 China produced 13.5 million motor vehicles; it is predicted that this production rate will reach 18 million per annum by 2015; and 21 million per annum in 2020.The exhaust from internal combustion engines using hydrocarbon fuels is cleaned by catalytic converters using the properties of platinum, palladium, and rhodium

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC 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.

Energy Storage- A $44 billion market by 2015

May 25, 2010

Energy Storage Market to Hit $44 Billion by 2015 | www.matternetwork.com

Given that most automakers are launching electric vehicle and the smart grid is expanding, now is the time to understand energy storage and renewable energy opportunities.

Paul Hodges, Chairman

Paul HodgesChairmanInternational eChem 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.

Dow Chemical's new Vision focuses on Performance and Market-Driven businesses

May 17, 2010

Dow Chemical to focus on performance businesses | www.icis.com

Dow Chemical became the world's second largest chemical company via a focus on Basic petrochemical and polymer products. Now, in a further sign of the changing strategic thinking that led to the Rohm & Haas acquisition, it is shifting its focus to the Performance and Market-Driven businesses. Its new Vision highlights its aim to be ‘science-driven’ in future.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC 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.

Wal-Mart Takes Renewable Energy to Southern California’s Main Street

May 12, 2010

Sam's Club Opens On-Site Micro-Wind Farm | www.reuters.com

Per a Reuters.com article, Wal-Mart has reportly installed the first wind farm of micro-wind turbines onsite at a Palmdale, California Sam's Club. This 17 unit wind farm will produce 3-5% of the stores annual energy needs. Are Illinois, New York & North Dakota far behind?

Hany Salama, Vice President, Worldwide Operations

Hany SalamaVice President, Worldwide OperationsNEOSTRATA COMPANY, INC. 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.

CROs - Beyond Cost Savings

May 6, 2010

The concept of utilizing Contract Research Organizations (CROs) is not foreign to many large and small pharma and biotech organizations. However, in today's competitive markets, pharma and biotech organizations are looking beyond the costs savings and focusing on how they will be leveraging CROs to advance drug discovery and development. Organizations are now viewing CROs as a strategic asset and a key contributor to the drug development process.

Paul Hodges, Chairman

Paul HodgesChairmanInternational eChem 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.

Chemical companies see upturn, but not yet a sustained recovery ahead

May 3, 2010

The chemical industry is a well-known leading indicator for the world economy. Yet 18 months after the financial crisis began, my regular review of company's quarterly results reveals few signs of optimism that a sustained upturn is underway.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC 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.

Dell's Global Supply Chain Strategy- A Possible 4th Quarter Retail Indicator

April 28, 2010

Dell Looks to the Ocean | www.joc.com

Dell Computer's Global Supply Chain has a reputation as best in class. As the company optimizes its business model will other high tech giants follow? How will Dell’s strategy impact Retailers and Global Retail Supply Chain solution providers?

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC 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.

Coming Soon- An Energy Efficient & Green Retail Supply Chain

April 21, 2010

Home Depot making stores, supply chain greener | atlanta.bizjournals.com

Whole Foods, Lowes, Publix, Home Depot and other retailers continue to launch Sustainability Programs in response to consumer and government demands to go Green. Energy reduction, streamlined transportation and improved supply chain coordination are part of one retailers green plan to boost profit.

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