GLG News by Biofuels Experts

Jay ThompsonPresident and General ManagerTransportation Business Associates

Expect Truckers Profit’s To Look Good For 2010 - JB Hunt Offers Insight Why

July 19, 2010

Analysis of:J. B. Hunt's Earnings Jump on Increased Demand | www.truckinginfo.com

JB Hunt Transport Services profit jump for the second quarter 2010 is great news after the now several year trough we have been running in. As written here before, I am a fan of JB Hunt for a variety of reasons, but a quick look at their numbers shows us what is going on in the different segments. History tells us to put it all in perspective - and always be cautious with what we are seeing - AND utilization is where the real $$$ is!

Jay ThompsonPresident and General ManagerTransportation Business Associates

Flying J & Pilot Truck Stops Cleaning Up Loose Ends - Creates Mega-Player

July 12, 2010

Analysis of:Pilot, Flying J complete merger | www.ccjdigital.com

The lining up of business models of Pilot Corporation and Flying J is nearing completion, so we can take a snapshot of the new model moving ahead. It’s smart for Pilot to keep Flying J as a brand for the huge “renegade” smaller fleet / owner-operator market, then try to win them over. There are numerous other positives, but truckers are still wondering about fuel pricing.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Problems Continue With YRCW Profit Model - Especially Compared To Competition

July 7, 2010

Analysis of:Saving Teamster Pensions | www.tdu.org

Excess capacity in Less-Than-Truckload (LTL) sector continues to be troublesome - more so than with truckload (TL). The basic profit a model within LTL also presents problems for some, as does utilization and the sales-revenue picture. Our colleague John Schultz has well-outlined the Teamster cost issues at YRC Worldwide, so we’ll summarize those with other issues to keep in mind.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Makhteshim Agan Group Makes Big Move Acquiring Albaugh Inc.

June 27, 2010

Analysis of:PRESS RELEASE: Makhteshim Agan Group and Albaugh Inc. Sign Letter of Intent | online.wsj.com

Makhhteshim Agan Group of Israel the largest producer of off patent farm protection chemicals in the world is acquiring a major competitor in the Americas, Albaugh, Inc. for around $1.3 billion. This could impact the generic players out of China as well as the major global branded players: Monsanto, BASF, DuPont, Syngenta AG and Bayer Crop Sciences.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Stevens Transport Orders New Paccar KW Model - Plus A Pick-Up For Cummins SCR

June 25, 2010

Analysis of:Stevens Transport orders 500 Kenworth T700s | www.ccjdigital.com

Paccar, Inc. gets a significant commitment for their new Kenworth T-700 aerodynamic from Stevens Transport of Dallas. Stevens ordered 500 trucks, and stuck to their 15-Liter engine approach replacing Caterpillar, Inc. C-15 with Cummins, Inc. ISX at 400 horsepower. While it’s not a huge order per some peoples’ metrics, it’s a big one in the premium truck and refrigerated sectors - and one to follow.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Corn Products Finally Acquires National Starch- Will Bunge Move on Tate & Lyle?

June 24, 2010

Corn Products International has announced it is acquiring National Starch from Akzo Nobel for $1.3 billion. Bunge had attempted to acquire Bunge with stock 2 years ago but the deal fell through as shares collapsed. Bunge Ltd still has some cash, will it now try to acquire T&L?

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

Grain and Oilseed Useage

June 21, 2010

Will it be corn, wheat and or soybean use which continues its long term trend?Who will benefit, who will lose?

Jay ThompsonPresident and General ManagerTransportation Business Associates

Arrow Asset Auctions - The Stuff Is Now Gone, So Now It’s About Courts & Numbers

June 17, 2010

Analysis of:Second day of Arrow Trucking auction brings higher bids | www.tulsaworld.com

The Arrow Trucking shutdown and ultimate bankruptcy has been written about before and offers many lessons. The auctions of this past week pretty much closes out the hard asset issues and is a reminder of what balance sheets turn into in liquidation. If nothing else, some people thought they got some deals.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Economic, Freight & Truck Sales Uncertainties

June 14, 2010

Analysis of:Economic Indicators Mixed On Continued Uncertainty | www.truckinginfo.com

We all know consumer spending drives freight demand, which affects new truck sales. Auto sales and home building accelerate the swings in the logistics world. Financing affects each of these issues, but all have something in common still today and as we look into the future - uncertainty!

Jay ThompsonPresident and General ManagerTransportation Business Associates

Transport Outlook: Flat Growth Due To Slowing Freight Levels & More Regulations

June 3, 2010

Analysis of:Top Transport Concerns: Sluggish Economy, Unwise Legislation | www.worldtrademag.com

There have been numerous rosy pictures being painted about the US economy and the trucking rebounding robustly. We are realists - and also somewhat contrarians as compared to others. While things are definitely off the bottom, we fail to see from our ground level vantage point what will power the freight sector growth ahead. The referenced article gets it right when truckers’ planners assess the freight market and the regulatory environment.

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