GLG News by Steel Experts

Jeremy WallerOwner and Managing DirectorAl Taqa International Ltd

Eliminating steps in the supply chain - can it be done without high risk

July 11, 2011

Analysis of:Why It's Dangerous to Skip Rungs on the Supply Chain Ladder | www.prosalesmagazine.com

This  looks at the supplier chain, while another article looks at the client facing channels. and is obvious to both new entrants and also to established players seeking what they perceive as access to suppliers directly to achieve lower costs. New entrants traditionally should question established practices, and look for ways to reshape a business model. However, the landscape is littered with all kinds of  case histories. Where can it work and where should one proceed with utmost caution?

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,

Jeremy WallerOwner and Managing DirectorAl Taqa International Ltd

Construction trends in the Middle East - Iraq example is worth considering

March 29, 2011

Analysis of:Construction Companies Planning Layoffs This Year | www.truckinginfo.com

The 'meltdown' in the middle east is truer for Dubai, than other parts of the ME with areas still showing activity. Iraq offers potential on a large scale but creative strategies are needed.  Higher oil prices mean that budgets are again available to meet infrastructure plans in certain countries. Iraq, as holder of the world's 3rd largest oil reserves, with a very low production:reserves ratio will expand production significantly. This will result in a massive inflow of funds.

Jeremy WallerOwner and Managing DirectorAl Taqa International Ltd

Cost trends in China

March 26, 2011

Despite global recession, cost trends in China lurk, which can thwart low cost country (LCC)  sourcing strategies at the outset or midterm. Companies need to address this  with new effective tactics.Analysis of competitive advantage of different countries and increasingly, the regions within those countries, is more vital than ever. Companies need to invest  in understanding the regional metrics associated with their costs.

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?

Miguel Mesquita da CunhaConsultantMC Consulting.

EU Competition Probe against Google.

July 10, 2010

Analysis of:Brussels to look closely at Google probe | www.ft.com

 A formal competition case against Google is likely to be open by the European Commission in the next few weeks.   If so, the case would be personally followed by Commissioner Almunia;  Google should thus expect a very thorough probe.  

Gerard BuhrerOwnerSpectrum International Sourcing

The A-380 - Stay in Production or cancel?

May 7, 2010

Canceling the A 380 will invoke more costs not less. Even if the various Gov'ts would agree with layoffs, the severance pay and other benefits would outweigh the savings. Also most of the development costs are "sunk" they cannot be recovered at all. Future production costs must be reflected in the actual aircraft selling price. Also Airbus would suffer greatly in prestige should their "Queen" disappear, plus many customers would leave Airbus and go to Boeing.

Michele AcerraIndependent ConsultantMichele Acerra

Conoco Phillips withdrawal from Yambu project sends a serious industry signal.

May 4, 2010

An interesting article on 4/29/10 MEED by Peter Salisbury "A false dawn for the downstream petrochemical industry".Conoco Phillips withdrawal from the $10+ Billion project, is a sure signal that the medium-term future of refining and petrochemical markets is not rosy. It is as well a confirmation that the company is still recovering from the 2006 outlay of $35.6 B to acquire Burlington Resources.

George DorkhomExecutive ChairmanGREENKOTE PLC

EADS posts a loss and cancels its dividend

March 10, 2010

In August 2009, I have contributed an analysis and predicted that EADS is in for hard time in the next couple of years and here it is, the Euro 1.5B net profit in 2008 was turned into a net loss of Euro 763M and the cancellation of dividend, an extreme measure for a European /government owned company. The worse is yet to come as the company speeds ups production and invades its backlog.

Page : 12345678910Next1 to 10 of 302