GLG News by Steel Experts

Jeff MoserPresidentWest Branch 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.

Bazaar Shopping: More MidEast Petrochem M&A Stewing?

February 26, 2009

Abu Dhabi's IPIC to buy debt-laden Nova Chemicals | www.reuters.com

Middle Eastern oil and gas producers hold most of the cards in future petrochemicals and plastics deals; more significant activity is expected on the heels of Nova.

Jeff MoserPresidentWest Branch 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.

Hitting the Gas for Diesel Sales ?

February 23, 2009

Diesel to dip below gas as Valero raises output, aiding VW Jetta | www.bloomberg.com

Refinery output favors gas over diesel in the US market but capacity investments may finally help shift domestic fuel mix.

Jeff MoserPresidentWest Branch 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.

Boosting Biofuels: Advanced Engine Tech Gives Ethanol a Lift

February 12, 2009

Ricardo Engine Technology Poses Potential Advancement for Ethanol | wardsauto.com

Ethanol suffers from a fuel economy penalty in today's engines due to its lower energy content per gallon vs. gasoline.  Optimizing engine technology specifically for ethanol fuels can close the gap and make biofuels more viable.

Jeff MoserPresidentWest Branch 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.

Dow: Cash Harvest from Ag Business to Fund ROH?

February 11, 2009

Dow AgroSciences Delivering Beyond Expectations | money.cnn.com

Dow must find $7 Billion in cash to replace the lost K-Dow JV investment.  With all chemical sectors in depressed condition Dow's AgroSciences Business looms large as a growing, profitable divestment prospect.

Jeff MoserPresidentWest Branch 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.

No Kuwaiti Calvary to Save Dow

February 11, 2009

KIA may reconsider support for Dow Chemical deal: report | www.reuters.com

Kuwaiti's Investment Authority has indicated it would chip in more funding for ROH, but only at a greatly reduced valuation.  Dow remains on the hook for the original $78 share price.

Jeff MoserPresidentWest Branch 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.

Dow's Hand is Forced Even Without Paulson

February 9, 2009

Paulson urges Dow to close Rohm and Haas deal | money.cnn.com

Dow must pursue all available avenues to address its cash shortfall - Paulson's 'advice' is taken with a healthy grain of salt but hits close to home.

Jeff MoserPresidentWest Branch 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.

Dow in cash flow crisis mode

February 5, 2009

Dow board would consider dividend cut: CEO | www.reuters.com

With major debt loads hovering over Dow's balance sheet and no buyer in sight for the basics portfolio Dow must explore every possible avenue for cash flow improvement.  Investors can no longer look to the dividend yield as a prop for the stock price as Dow's investment ratings remain in jeopardy.

Jeff MoserPresidentWest Branch 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.

Dow Facing Doomsday over ROH?

February 5, 2009

Dow says Rohm agreement not binding at this point | www.reuters.com

Dow has already conceded that they may face default on key lending terms if they are forced to close the ROH deal as signed.  Other draconian implications loom in the background as CEO Liveris struggles to renegotiate two huge deals.

Jeff MoserPresidentWest Branch 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.

Flush with cash, Oil and Gas producers may drive petrochem M&A

February 4, 2009

Hard times mean hard-nosed M&A for those with cash | www.reuters.com

With petrochemical producers suffering through the worst demand slump in a quarter century their stock prices reflect a long term value play.  Add in synergies from lower cost feedstocks and vertical integration with major oil and gas producers may drive M&A in this sector.

Michele Acerra, Independent Consultant

Michele AcerraIndependent ConsultantMichele Acerra 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.

The Siemens - Areva divorce

January 29, 2009

Siemens aims to sell Areva nuclear stake: report | www.reuters.com

The interest of Alstom in a deal with Areva is sponsored by President Nicolas Sarkozy who is interested in a strong French nuclear axis possibly including the construction company Bouygues - Alstom - Areva. Will it happen? Will Anne Loauvergeon be able to keep Areva indepenedent? Will Siemens and Atomenergoprom form a JV? Which effect any new line-up, and in particular a possible Areva – Alstom – Bouygues alliance, will have on SGT, the joint venture between Areva and the URS Corporation’s Washington Division. It is important to follow the impact of the Siemens - Areva divorce on the US and global nuclear "renaissance".

Previous Page : 12345678910Next51 to 60 of 302

Leading institutions connect with members of the Energy & Industrials councils through GLG

Most Popular Energy & Industrials News