GLG News by Class 8 Trucking Experts

Jay ThompsonPresident and General ManagerTransportation Business Associates

Trailer & Truck Underride Issues Are Not Simple - But Expensive & An Opportunity

March 5, 2011

Analysis of:Insurance Institute Wants Underride Guard Improvements | www.truckinginfo.com

Cars underriding BIG trucks and trailers rear-end and sides have been going on for decades. I offer as a historian that there have been many improvements in minimizing the effects of such, but we keep changing other things that increases the risk. Could higher Gross Weight Combination help here? We offer that it would...

Jay ThompsonPresident and General ManagerTransportation Business Associates

YRCW Numbers Follow LTL Market - Yet Dependent On Economic Recovery & Oil Price

March 2, 2011

Analysis of:YRC Reaches Tentative Agreement on Debt Restructuring | www.truckinginfo.com

YRC Worldwide announced they were offering another debt for stock deal to keep things going. Some folks calculate we still have excess capacity in the Less-Than-Truckload (LTL) sector, so what does this mean for YRC's profit potential? Then there is the oil price impact on the consumer, trucking rates and flowing fuel costs.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

Understanding the Low Prices of the Rare Earths in China Itself

February 27, 2011

Li Gang, Deputy Gov. of the Peoples Bank of China said on Sat, Feb 26,2011  “In addition to boosting the flexibility of the yuan exchange rate, China also should adjust resource prices to address imbalances,” he said, “as many resources are still traded in China at below their natural prices[ Emphasis added by me]. China also should boost wages and social benefits to lift consumption, step up its enforcement of environment regulations and undertake other structural reforms to address imbalances.”

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

Why Toyota and Daimler Looked At And Passed On Tesla

February 26, 2011

It is far cheaper for Global 1000 manufacturers to pay technology developers for a look-see at their wares than to try and develop tens of thousands of even good ideas in-house. Toyota and Daimler follow this rule of limiting their costs on reserach and development.For this reason, primarily, they both paid some money or, in the case of Toyota, gave a discount to Tesla for a look at its battery use technology.Neither one seems to have been impressed.The pump and dump press has ignored this.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Class 8 Diesel Engine Trends - Integrated Approaches Showing In Market Share

February 21, 2011

Truck-builders are moving toward putting their own engines in their own trucks / buses (internal / vertical integration) addressing a variety of issues including cost, profits, complexity, etc. Cummins Inc. and (now non-player) Caterpillar, Inc. share has been displaced by integrated approaches of Volvo, Paccar, Inc and Navistar Corporation. That trend is showing up in the Wards Communications numbers, which we our share "derived share-info" in the following.

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.

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...

John OltesvigPresidentOEM SERVCO

Navistar: Solid American Investment?

January 25, 2011

Navistar market share has been down in recent reports. Why is there a significant move in the truck market away from Internationals to the competition recently? CEO Ustian is looking for a 2011 truck market up 25% over 2010. The military market has been the silver lining for Navistar keeping profit and cash flow in good stead throughout the deepest and lengthiest truck business down cycle in history. Is Navistar a solid American Investment?

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.

Previous Page : 12345678910Next21 to 30 of 1221