GLG News by Biofuels Experts

Jay ThompsonPresident and General ManagerTransportation Business Associates

Aftermarket Parts and Service Sector Really Growing - Can OEM's Take Share?

February 12, 2011

Sales of "part's" for vehicles / equipment in-service are the most profitable part of a durable goods business. Trucking is no different, but offers bigger growth potential today - and in the future. Those well-positioned in the after-warranty space will see more opportunity. With new truck pricing, tougher financing, etc. - older trucks are being put back into service and kept longer. Therein lies more opportunity.

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

North African Imports

February 3, 2011

Analysis of:Agricultural processing viewed as strategically important industry | law.by

There is more to North Africa other than Egypt. Certainly when it comes to wheat imports, Egypt is important, however there is another agriculture commodity Egypt imports. There are other countries which are located in North Africa which have a great interest in importing its needs of agriculture items.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Railroad Internal Numbers Give Some Interesting Insight Into The Economy

January 30, 2011

Analysis of:AAR: “Modest gains” in Week 3 traffic | www.railwayage.com

Union Pacific Corporation, Berkshire Hathaway owned BNSF, CSX and Norfolk Southern have reported their good 4th Quarter numbers revenue growth in the teens with profits up double of that and OR's around 70. Everything except for autos and building materials look good, so what does that mean? Our esteemed colleague Toby Kolstad addresses this sector very well, so we'll just add some comments on how us truckers look at it.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Truckload Truckers' Numbers Looking UP - With A Couple (Good) Surprises

January 28, 2011

Fiscal Fourth Quarter 2010 Truckload (TL) Carriers are reporting better results across the board. Swift Transportation and Knight Transportation are even adding notable capacity! Heres a quick look...

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

Exports are Measurable

January 28, 2011

The demand for protein is doing well. We point out how much of the annual wheat, corn and soybean production in the U.S. is exported. We also point out just how the classes of wheat are doing.

Jay ThompsonPresident and General ManagerTransportation Business Associates

CSA 2010 Effect On Driver Shortage - Not So Much In The Near Term...

January 23, 2011

Nascent freight predictions have many fleets and investors turning their focus toward the impact of CSA 2010, the aging driver pool and other issues on "an impending acute" driver shortage. Our requests around what CSA 2010 really means - are up from shippers, logistics providers, smaller truckers and others watching the industry. We agree that the driver pool is changing, but we don't see it as the crisis and happening as quickly as some think. Here are some thoughts.

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

One Cancels the Other

January 21, 2011

Analysis of:Wheat outlook satisfactory, but risks persist | www.thehindubusinessline.com

MGEX provides specifics as to what impact feed wheat is having on corn.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Navistar Class 8 Monthly Market Share In The Teens - Way Off Their Highs

January 17, 2011

Navistar Corporation Class 8 market share will most probably stay in the teems for a while. The November Wards Class 8 US share (customer deliveries) came at 16.3% for Navistar - off 10%+ from earlier in the year. Is it the 13 Liter versus 15 Liter question, Exhaust Gas Recirculation (EGR) versus Selective Catalyst Reduction (SCR) or a little of both?

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

New Records for 21st Century

January 14, 2011

New records for corn and soybeans for the 21st century established. Demand for U.S. wheat, corn and soybeans are strong.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

DuPont Makes Major Push Into Food and Biofuels With Proposed Danisco Acquisition

January 10, 2011

Analysis of:DuPont looks to food, biofuel with Danisco play | www.reuters.com

Danisco has announced it has accepted a $6.3 billion offer from DuPont after reviewing several other offers. This is DuPont's largest acquisition in the food/natural science sector since they acquired Pioneer seed. It is a very interesting move that could add to their drive to be involved more in renewable products and one that may help define their 3rd century of existence. Other players may yet enter the bidding, though the price seems fair if not high.

Previous Page : 12345678910Next41 to 50 of 813