GLG News by Biofuels Experts

Jay ThompsonPresident and General ManagerTransportation Business Associates

Record Used Commercial Truck Registrations Indicates Continued Slow New Sales

August 31, 2010

Analysis of:Polk: Used commercial vehicle registrations hit record levels | www.ccjdigital.com

Backing up reasons for Paccar Inc, Daimler, Cummins Inc., Navistar Corporation and others' strong parts sales numbers, the first half of 2010 registration data is confirming that truck operators are buying (and running) used versus new commercial vehicles. We expect to see that trend continue into late 2011.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Time For Consolidation In Animal Feed Market- Is Nutreco On The Move?

August 19, 2010

Analysis of:UPDATE 2-Nutreco eyes buys after leap in H1 profits | Reuters | www.reuters.com

Nutreco has reported a good first half and has made an acquisition of an aquaculture feed company in Viet Nam. They have the cash and technology to keep growing in markets that are expanding. Have they picked the right targets?

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Fertilizer Takeovers Heating Up After Scorching Russian Summer: PotashCorp

August 17, 2010

Analysis of:Potash rejects $39bn approach by BHP | www.ft.com

BHP Billiton has just made an all cash offer for PotashCorp, which has been rejected by the Board. This follows Agrium's takeover over the weekend for AWB. Earlier this year another mining giant expanded into phosphate mining and the fertilizer industry through the acquisition of Bunge and Cargill's assets in Brazil.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Is Agrium Taking On Next Acquisition Fight Down Under

August 16, 2010

Analysis of:Agrium Enters Aussie Fertilizer War - TheStreet | www.thestreet.com

Agrium lost on its efforts to acquire CF Industries which had rejected the bid as it attempted and finally acquired Terra Industries. Agrium has now made a bid down under for AWB, which had just accepted a merger offer from Australian GrainCorp. The proposal is complicated, but as was seen last year with Viterra's purchase of ABB, acquisitions by Canadian agriculture companies of Australian grain companies are never simple deals.

Jay ThompsonPresident and General ManagerTransportation Business Associates

PeopleNet Trucking Comm Devices Replacing Qualcomm’s At Heartland Express

August 15, 2010

Analysis of:Heartland Express chooses PeopleNet for onboard computing | www.ccjdigital.com

Heartland Express is switching their vehicle management / communication system from that from Qualcomm Incorporated to PeopleNet. PeopleNet is owned by Norwest Equity Partners whose limited partner is Wells Fargo & Co. It sends a message to the industry that less-expensive more “open communication” systems are not-only good for small and mid-sized fleets, but they can take business from an industry leader.

Jay ThompsonPresident and General ManagerTransportation Business Associates

97K Lbs. US Gross Vehicle Weight Is Smart & Good For Some Industry Suppliers

August 7, 2010

Analysis of:Senate bill would allow heavier trucks on interstates | www.ccjdigital.com

Senate Bill S. 3705 was just introduced raising allowable Gross Vehicle Weight (GVW) on Interstate Highways from 80,000 to 97,000 pounds. It mirrors House Bill H.R. 1799, but the issue has failed in the past. If passed, States can opt in. Some Western US States already allow higher GVW’s, but it puts us on par with Europe at 97K and NAFTA partners Canada / Mexico at over 100K. While such legislation comes up almost every congress, it has many good outcomes and the best chance of passing yet.

Jay ThompsonPresident and General ManagerTransportation Business Associates

2010 Emissions-Compliant Truck Orders & The SCR v. EGR Engine Debate

August 4, 2010

With the dust settling somewhat from the California Air Resources Board, EPA, Navistar Corporation, Daimler, Cummins Inc, Volvo et al meeting a couple weeks ago, we found some of the feedback comments - especially from potential buyers - interesting. In addition, numbers always tell the rest of story, so it’s also interesting to look at what the 2010 compliant engine orders look like.

Jay ThompsonPresident and General ManagerTransportation Business Associates

American Trucking Association Freight Tonnage Index Signals A Slowdown?

July 27, 2010

Analysis of:ATA Truck Tonnage Index Fell 1.4 Percent in June | www.prnewswire.com

The American Trucking Association (ATA) seasonally adjusted truck freight tonnage index shows a negative trend for the last two consecutive months (May and June). It’s not viewed as a positive for freight planners - and the rest of us.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Better Trucking Productivity + Few New Trucks Added = Improved Profits, But…

July 26, 2010

The second quarter is coming in as some had expected => softening US economic activity. With inventories somewhat filled back up and the trucks running today still being able to pick up the marginally increasing demand, expect to see trucking profitability to stay relatively good and new truck sales to moderate. Used trucks continue to sell well for several reasons.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Better Trucking Productivity + Few New Trucks Added = Improved Profits, But…

July 26, 2010

The second quarter is coming in as some had expected => softening economic activity. With inventories somewhat filled back up and the trucks running today still being able to pick up the marginally increasing freight demand, expect to see trucking profitability to stay relatively good and new truck sales to moderate. Used trucks continue to sell well for several reasons.

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