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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: Taikun who wrote (63788)5/12/2005 9:58:41 PM
From: Snowshoe  Read Replies (2) | Respond to of 74559
 
This article from last summer has some background. Toray has an 18-year contract with Boeing...

NOTHING BUT BLUE SKIES: Composite makers brace for extraordinary new use of their products in commercial aerospace
pubs.acs.org

But the question that's bugging me is, who benefits the most from fuel-efficiency technologies like carbon fiber and hybrid vehicles? Is it companies like Boeing/Toray and Toyota/Matsushita? Or is it the holders of shrinking energy reserves, who will be able to sell energy at extortionate prices to those with high productivity per unit of energy? I'm leaning toward the latter.

Snowshoe@God-please-give-me-another-energy-bust-so-I-can-load-up-this-time!