GLG News by Class 8 Trucking Experts

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Werner and TL Brethren in Line for Freight Bounce

May 14, 2010

Analysis of:Worst is over, Werner exec says | www.omaha.com

Werner Enterprises,  the nation's third-largest truckload carrier, says it is seeing increasing evidence of a solid economic turnaround which will help the nation's trucking companies increase freight volumes and rates. "The worst is in our rear-view mirror," Werner COO Derek Leathers tells the Omaha World-Herald.

Jay ThompsonPresident and General ManagerTransportation Business Associates

JB Hunt Big Navistar Prostar Order Not A Big Surprise

May 14, 2010

Analysis of:Navistar to Supply 5,000 ProStar+ to J.B. Hunt | www.truckinginfo.com

JB Hunt Transport Services announced their 5-year commitment to buy 5,000 Navistar Prostar+ trucks with the 13-Liter MaxxForce engine. This is great news for Navistar and a vote of confidence for Navistar’s Exhaust Gas Recirculation engine approach, but not unexpected when one thinks through each of their histories.Truck buyers look at a mix of brand / dealer relationships, how products performed, at fairness in the deal and then the deal ($$)! It’s similar to most car buyers process....

Jay ThompsonPresident and General ManagerTransportation Business Associates

Trailer Sales To Be Fed By Major Fleets Planning For CA “SmartWay-type” Mandate

May 7, 2010

Analysis of:Wabash Widens Net Loss in First Quarter | www.truckinginfo.com

Operational and equipment-related regulations have historically had separate implementation processes. Operational ones like with compliance (hours-of-service, CSA 2010, recorders, etc.) or even State / local rules (idling, parking, etc.) take place on set dates for everyone. Equipment regulations are generally implemented more through normal “wear-out” of the equipment. When we mandate equipment issues, it causes all kinds of behavior out of the norm. We expect to see such with trailers now.

Jay ThompsonPresident and General ManagerTransportation Business Associates

TransAm Trucking Replacing Almost All Trucks - Powered by 2010 Paccar MX Engines

April 26, 2010

Analysis of:TransAm Trucking Orders New Kenworths With MX Engines | www.truckinginfo.com

For us who see the marketplace as moving slowly from 15 to 13 Liter engines, some folks prove us wrong. There is always “the rest of the story” adding fuel to the fire, which here has to do with service.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Revolving Door Continues at YRC Worldwide

April 13, 2010

Analysis of:YRC’s President Leaves for Health Care Job | blogs.barrons.com

Tom Wicks, president and COO of YRC Worldwide, is leaving after less than two years at the company. Wicks is returning to United HealthCare, a unit of United Health, the company he left to join YRC in 2008. Wicks worked at UHC for six years before going to YRC, the financially troubled trucking company.

Jay ThompsonPresident and General ManagerTransportation Business Associates

LTL Service Improvements By Some Truckers - Is Problem For Biggest (YRC, ABF…)

April 12, 2010

Analysis of:Estes Reduces LTL Transit Time | www.truckinginfo.com

As traditional unionized Less-Than-Truckload (LTL) carriers such as YRC Worldwide and Arkansas Best Corporation struggle in addressing their competitive cost structures, others non-union ones such as FedEx Freight, Con-way Inc, Old Dominion Freight Lines, Estes Express, Averitt Express, Saia and smaller ones continue to solidify their share with productivity-related and flexible cost-saving approaches.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Simple Inexpensive Trucking Fuel Efficiency Products - That Sell!

April 5, 2010

Analysis of:Schneider National Outfits Tractor Fleet with First-of-its-Kind | www.schneider.com

1% fuel savings for $200 - now that’s an ROI! Fuel efficiency improvement gadgets are getting a lot of attention, but a simple one with an understandable ROI sells well. It also helps when one of the the largest fleets in the US - Schneider National - commits to buying them for all their trucks.

Jay ThompsonPresident and General ManagerTransportation Business Associates

US Truck Sales Predictions - 2010 Flat & 2011 Up

April 1, 2010

Analysis of:Class 8 Demand Is on Track For Slow Growth in 2010 | www.truckinginfo.com

Most agree now that 2010 truck sales will be relatively flat, so we’re looking for good news now in 2011. My friend Erik Starks and his gang at FTR Associates do the numbers better than most, so we’ll stick to some thoughts regarding planning from ground level with small / medium fleets (majority of market) and their financiers. There are some pot-holes to watch for, too.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Mid-America Truck Show Summary - 2010 Trucking Regulations Affecting Priorities

March 30, 2010

Analysis of:2010 Mid-America Trucking Show, March 25-27 | www.truckingshow.com

Slowly improving freight levels and tough financing aside - 2010 Emissions, CSA 2010, 2010 EOBR and now 2010 Health Insurance Bill are hot topics. These are making truckers "pause" in moving ahead aggressively with major purchases, but they are looking for ways to improve productivity and cut expenses. The other general themes included pushing idle reduction, more GPS / Information technology and keeping trucks longer (aftermarket parts).

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Truckers Exhale: No New Fuel Taxes, DOT says

March 26, 2010

Analysis of:DOT Rebuffs New Talk of Raising Fuel Taxes | www.joc.com

A top official of the Department of Transportation says the Obama administration has not changed its stance in opposition to raising the federal tax on motor fuels. That tax has gone unchanged since 1993, and highway advocacy groups say it is inadequate to fund this country's infrastructure needs.

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