GLG News by Automotive OEMs Experts

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Next Great Success Story in Trucking: Greatwide Logistics

February 3, 2010

Analysis of:Greatwide Chairman Suggs Replaces Greer as CEO | www.google.com

Greatwide Logistics, Dallas, has replaced Ray Greer as CEO with its chairman, Leo Suggs, former chairman and CEO of UPS Freight. John Simone will continue as Greatwide president and COO. Greatwide has emerged from 2008 Chapter 11 bankruptcy proceedings and recently bought the dedicated logistics business of the logistics unit of YRC Worldwide.

Craig CarlsonCEO & Managing DirectorThe Carlson Group LLC

Tesla Motors Model S Faces Challenges

January 25, 2010

Analysis of:[USA] Telsa Secures $465M DOE Loan To Build $50,000 Electyric Cars In California | www.detnews.com

Tesla surprised the world with its innovative Roadster. It is a very different senerio, however, to build a car from scratch. The roadster started with a fully sorted Lotus platform. The S is a "clean sheet" of paper vehicle.

William RussoPresidentSynergistics Limited

China’s Automotive Opportunity: Leading the Transition to New Energy Vehicles

January 22, 2010

Analysis of:China: New-energy vehicle rules to come in March 2010 | www.automotiveworld.com

Since the introduction of the automobile in the late 1800’s, the internal combustion engine (ICE) has emerged as the dominant vehicle propulsion technology. However, at the end of the 19th century, it was the electric vehicle (EV) that actually outsold all other types of cars. In fact, the EV was introduced several decades earlier than ICE-powered cars. However, ICE eventually surpassed the EV due to its virtues of speed, power and range. 

William RussoPresidentSynergistics Limited

2010 China Auto Market: Downshifting to Stable Growth

January 13, 2010

Analysis of:China Ends U.S.’s Reign as Largest Auto Market | www.bloombergs.com

In 2009, China easily surpassed the US in total car sales to become the world’s largest automotive market. China’s vehicle sales total of 13.6 million units was more than 3 million units ahead of the second largest market, the United States. The dramatic rise of China’s automotive industry, in terms of both consumer demand and production supply, is truly unprecedented in the history of the industrialized world. No country has risen from a nearly standing start to the size and scale that China has achieved in just a few decades.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Hyundai Does To the Japanese OEM's, As They Did to US OEM's -What's Next?

January 7, 2010

Analysis of:Hyundai Smokes the Competition | money.cnn.com

Hyundai has come upon a winning formula that includes higher quality products based upon emulation of premium products, growing global presence, an expanding customer demographic, and a culture focus of quickness and agility.But can Chinese and Indian OEM's be too far behind?

William RussoPresidentSynergistics Limited

Ford's Sale of Volvo to Geely Benefits All Parties

December 30, 2009

Analysis of:Fresh promise for Volvo as Ford agrees $2bn deal with China's Zhejiang Geely | www.guardian.co.uk

In The Path to Globalization of China's Automotive Industry  (GLG News May 18, 2009), I described the motivation and steps to be taken for China's automotive companies to go global.  The recent move by Zhejiang Geely Automotive Group to acquire Volvo from Ford represents the most ambitious move to date for a Chinese vehicle manufacturer to accelerate the process of transforming into a global automotive player. 

Michael KowalskiConsultantMichael Kowalski

Can Saab survive as an independent Automotive manufacturer?

December 21, 2009

Analysis of:Dutch automaker renews Saab bid | www.chicagotribune.com

Saab has been mismanaged under General Motors ownership. It hoped to capitalize on Saab's upscale European reputation and expand the Opel/Vauxhall product offering. This did not work. Later, GM tried to integrate the Saab products into its global vehicle architectures and powertrains. This undermined the unique product characteristics and alienated its loyal customers. Perhaps a non-automotive OEM can restore the Saab product line to its historical roots and make a success of the business.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

FedEx Picture Not as Gloomy as Market Reaction

December 17, 2009

Analysis of:FedEx's Second-Quarter Profit Falls 30% on Lower Prices | www.marketwatch.com

FedEx Corp., long considered a bellwether economic predictor, issued quarterly earnings that were off 30 percent for its quarter than ended Nov. 30. The decline was mainly because of a sharp dropoff in fuel surcharges. FedEx shares fell nearly 5 percent on the news, but are still up 34 percent for the year.

William RussoPresidentSynergistics Limited

2010 China Auto Sales: Robust or Bust?

December 8, 2009

Analysis of:Reality May Pinch China Auto Sales | online.wsj.com

The year 2009 was a year of tremendous historical significance to the China auto industry. Triggered by the global financial crisis, the global automotive industry witnessed a year of unprecedented restructuring, as many industry icons struggled for their survival. After peaking in 2007 at 70 million units, the global automotive markets have experienced a contraction of nearly 10 million units over the past 2 years. The mature “triad” markets of North America, Western Europe, and Japan have led this decline.  China is the noteworthy exception.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

YRC's Survival Hanging on Chicago Locals Vote?

December 3, 2009

Analysis of:New Threat: YRC May Close if Chicago Votes No | www.tdu.org

The Teamsters union leadership has been told that YRC Worldwide will shut down if 1,500 Teamsters in Chicago don't approve a $1.16 an hour pay cut. That's what Teamsters Freight Director Tyson Johnson and Teamsters Vice President Pay Flynn have told workers at the nation's largest trucking company, according to a report on the Web site of the Teamsters for a Democratic Union, the dissident wing of the 1.4 million member union.

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