GLG News by Tire Experts: Automotive Industry Consultants

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

Follow the Leader

August 11, 2008

Analysis of:Bridgestone H1 profit drops 18%, slashes forecasts | www.forbes.com

A Sea Change has occurred in the Tire Industry. Major changes in production locations, pricing strategy,capital investment are happening today.

Kevin BoyleConsultantKEVIN L BOYLE

The Petrochemical Industry Returns to Profitability!!!

August 8, 2008

Analysis of:EVENING SNAPSHOT - Americas Markets Summary | www.icis.com

Ethylene producers have returned to profitability.  While ethylene prices are dropping quickly, feedstock prices are dropping faster.  While heavy feedstock cracking may still be negative, the overall industry (median margins) are back in positive territory.  Derivative margins are quite strong.

Kevin BoyleConsultantKEVIN L BOYLE

High Costs Begin to Take Their Toll on Asian Ethylene Produce

July 2, 2008

Analysis of:Japan's Asahi Kasei to cut ethylene plant runs-Nikkei | beta.ph.news.yahoo.com

Japanese ethylene producers are beginning to reduce operating rates to adjust to market conditions.  Because of their relative high costs in Asia, Japanese producers are the marginal suppliers.  As they reduce production, we see the deepening of the trough hit Asia.

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

What will it take?

June 26, 2008

Analysis of:Deepening gloom at General Motors | money.cnn.com

Where are the leaders on a daily basis. This company needs some real "hands on" leadership to survive.

Kevin BoyleConsultantKEVIN L BOYLE

Housing Market Drags on PVC, Sends Caustic Soaring

June 11, 2008

Analysis of:Japan's Shin-Etsu: no sign of U.S. housing recovery | biz.yahoo.com

The hopeless housing market puts US PVC makers in a very poor position.  Global PVC capacity is up, and prices and margins are falling.  New capacity will toughen the market conditions on a global basis.  In the meantime, falling chlorine consumption is sending caustic prices higher.

Kevin BoyleConsultantKEVIN L BOYLE

Dow Chemicals' Wake Up Call

June 2, 2008

Analysis of:Dow Chemical hikes prices 20 percent, citing energy | news.yahoo.com

Dow seeks to lead the industry to try to recover the increase in energy costs.  An across the board increase makes sense if energy costs have equal effect on manufacturing costs.  The move certainly gives them another opportunity to raise the awareness of energy prices on chemical producers.

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

How long will they wait?

June 2, 2008

Analysis of:Source: GM plans more restructuring | www.autonews.com

How long will the “do nothing” board at GM allow Waggoner and his team to continue their destruction of the company? How many restructuring scenarios will they be allowed before their board realizes that the plans presented are not working? When will the top folks be held accountable? Will they wait until the company is unsalvageable and all the top guys have ridden into the sunset with huge retirement packages? They have had so many “fix it” restructuring plans that they are probably to the state of recycling some of the old ones to buy more time.

Kevin BoyleConsultantKEVIN L BOYLE

Plastics Markets are Softening, But There is Hope for Plastics Economics

May 15, 2008

Analysis of:Graham Packaging net sales up 8 per cent | www.prw.com

First quarter results from converters confirm that demand for plastics packaging materials is down.  The good news is that higher revenues are attributed to thier ability to increase prices.  If converters have pricing power in the market, this should be good news for resin producers.

Kevin BoyleConsultantKEVIN L BOYLE

Power costs are THE key to chlor-alkali margins

April 30, 2008

Analysis of:Grangemouth firm in deal with British Energy | business.timesonline.co.uk

Energy costs are the most important input to chlor-alkali production costs.  Companies who have advantaged energy contracts, like those with low cost hydroelectric power, have a significant cost advantage in the market.  If Ineos can secure discounted electricity supplied to their operations in Runcorn, they pull closer to competing with hydroelectric power supplied firm, particularly in northern Europe.

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

What will it take for GM to wake up?

March 27, 2008

Analysis of:GM may boost vehicle prices to offset rising costs | www.autonews.com

I am convinced that this company cannot prosper with the present leadership in place. A complete house cleaning is probably the only hope for this company. How do the top guys continue to not only keep their jobs, but continue to be paid bonuses for the abysmal performance. Some of these players have been in their current positions for several years with track records that would have eliminated their team from the tournament long ago.

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