GLG News by Tire Experts: Automotive Industry Consultants

Kevin BoyleConsultantKEVIN L BOYLE 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.

Braskem is Coming North

January 26, 2010

Quattor acquisition does not alter US plans, says Braskem CEO | www.bnamericas.com

Braskem is now the largest polyethylene producer in the Americas. They have aggressive expansion plans that include purchasing US assets and new facilities in other Latin American countries.

Kevin BoyleConsultantKEVIN L BOYLE 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.

Good news for PET

January 25, 2010

Coke's New Bottle Is Part Plant | online.wsj.com

Coke's new plant-based PET still requires the production of the plastic. So here's an environmentally responsible measure that does not hurt PET.

Kevin BoyleConsultantKEVIN L BOYLE 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.

More Ethylene Expansions in the Middle East – “A Seat at the Table”

January 7, 2010

Exxon signs petchem plant deal with Qatar | www.reuters.com

Now that it seems the glut of ethylene capacity coming on in the Middle East and China will fit nicely into growing markets, more expansions are being announced. We have seen this during every cycle in petrochemical markets – there are many preemptive capacity announcements. Not all of them will be built.

Kevin BoyleConsultantKEVIN L BOYLE 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.

Caustic Soda in Asia – Classic Problem

January 4, 2010

OUTLOOK ‘10: Asia caustic soda sees greater price flexibility | www.icis.com

Uncertainty about basic markets affecting caustic soda in Asia, namely the Australian alumina market and PVC markets, have buyers trying to shift to more flexible contract terms for caustic soda from traditional six month fixed price contracts. A flat price versus a variable price is a classic hedging problem. Asian buyers and sellers now might have a hedging tool to address this problem.

Kevin BoyleConsultantKEVIN L BOYLE 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.

What happens with ethylene capacity after 2012

December 7, 2009

Saudi poised to become global petrochem hub | www.tradearabia.com

Petrochemical growth in the Middle East over the next few years will be "substantial," to say the least. But where do petrochemicals go from there. While Middle Eastern source promise more growth in capacity through 2015, there are three reasons to wonder: First, where will the money come from; second, is there cheaper capacity that might be available; and, third, just what is the region's continuing competitive advantage in petrochemicals?

James "Jim" Rippy, Former Senior Vice President of Operations

James "Jim" RippyFormer Senior Vice President of OperationsCONTINENTAL TIRE THE AMERICAS, 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.

Health Care Reform will not fly!

September 30, 2009

Fate of Government-Run Health Insurance May Rest in Obama's Hands | www.foxnews.com

Too much lobbyist money opposing any real reform. The insurance companies control.

Kevin BoyleConsultantKEVIN L BOYLE 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.

Sabic’s Dismal Q2 Results Unlikely Representative of the Petrochemical Industry

July 20, 2009

UPDATE 1-Saudi Basic Industries' Q2 profit plummets on crisis | www.iii.co.uk

Sabic buys feedstocks at a low, fixed price, so falling prices mean falling EBITDA.Market conditions for Sabic in Q2 of 2008 were different that for other non-Middle Eastern producers.

James "Jim" Rippy, Former Senior Vice President of Operations

James "Jim" RippyFormer Senior Vice President of OperationsCONTINENTAL TIRE THE AMERICAS, 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.

SameOld! Same Old! Lutz should have left with Waggoner

July 18, 2009

GM's Lutz Makes Another U-Turn | online.wsj.com

Why do they keep a guy who shares responsibility for the failure of GM?His "wonder skills" in design and marketing have not proven to be of any value. He should retire now and just go. His skills are way overrated based on results at GM and his previous car company employers.

Kevin BoyleConsultantKEVIN L BOYLE 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.

After Dow’s Petrochemical Plant Closures – More Yet to Come

July 5, 2009

Dow Chemical to Shut Three Louisiana Ethylene Plants (Update3) | www.bloomberg.com

This plant closure will have no immediate impact on the ethylene market.  There may be additional rationalization coming in petrochemicals.  What may close in the future is a big gamble.

James "Jim" Rippy, Former Senior Vice President of Operations

James "Jim" RippyFormer Senior Vice President of OperationsCONTINENTAL TIRE THE AMERICAS, 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.

A Sad day in History

June 1, 2009

What GM Bankruptacy means to you | online.wsj.com

Where did the leadership go? Surely, the leaders at GM and the UAW could see this coming. How did they get to their present level if they did not see this coming years ago?

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