GLG News by Class 8 Trucking Experts

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Best News for the Trucking Industry Has Nothing to Do With Trucking

January 19, 2011

Analysis of:U.S. Factories Buck Decline | online.wsj.com

American manufacturing, long written off as a economic loser, is making a comeback. For the first time since 1997, the number of manufacturing jobs grew last year by 1.2 percent, of 136,000 new jobs. And it's not a one-shot deal. Economists are predicting a 2.5 percent gain, or 330,000 new manufacturing jobs, this year.

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?

Jay ThompsonPresident and General ManagerTransportation Business Associates

Redone Revisited HOS Revisions - Time Rules Will Cost Truckers

December 28, 2010

Analysis of:Trucking industry unhappy with proposed drive time rules | www.thecitywire.com

Improved trucking profits come mostly from improved productivity - as in most businesses. Other regulations have direct equipment capital, computer-related and training costs, but the Hours-of-Service (HOS) rules affect utilization - the real driver of trucking profits.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Navistar: Where Are The 2010 MaxxForce-powered Trucks - And How Are They Doin’?

December 16, 2010

2010-compliant Navistar Corporation MaxxForce 13 Exhaust Gas Recirculation (EGR) Class 8 trucks are hitting the road in limited quantities. The most anyone seems to have are JB Hunt with 300+ on the ground, Con-way Truckload with a hundred and few others, but many are having to wait for theirs. We are involved with smaller users, some with several dozen - and offer the following...

Jay ThompsonPresident and General ManagerTransportation Business Associates

Truck / Trailer “Requests For Financing” Offers Insights Into Higher Order Rates

December 9, 2010

Analysis of:Strong Class 8 orders bode well for trucking overall | fleetowner.com

The referenced article by Sean Kilcarr in Fleet Owner from earlier this week gives a good overview about the current increase in truck orders from the seasonal standpoint. We wrote a couple weeks ago (link) about financiers temporarily relaxing qualification standards to refill their portfolios with good credits - in order to help make their numbers look better. Here are some other issues to think about.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

Access to the Limited Global Supply of Tellurium is Critically Important

December 5, 2010

Analysis of:First Solar to Acquire 5N Plus to Access Tellurium? Is global tellurium supply really an issue? | www.greentechmedia.com

Even though the supply of all chemical elements in the universe is infinite with regards to the needs or uses for them known by the human race, nonetheless the limited supply of tellurium present at or near the earth's surface, that part of the world in which we do and can mine and recover it , is very limited.The amount of tellurium that can be obtained, not the total amount produced, by any one user, such as First Solar (FSLR), is the limiting factor to their production rate.

Jay ThompsonPresident and General ManagerTransportation Business Associates

SWFT IPO Terms Released - With Even Better Potential Today Than Before

December 1, 2010

Analysis of:Swift Announces $942.6 Million IPO | www.truckinginfo.com

Swift Transportation’s IPO registration announced in July had the terms released yesterday. The 67.3MM shares at the expected $13-$15 will result in a $943MM raise - and a market value of $1.8B. Current revenue is estimated to be almost $2.2B with its 12,000+ company-owned trucks and almost 4,000 independent contractors. This looks good in spite of the reported loss last year…

Jay ThompsonPresident and General ManagerTransportation Business Associates

Why Are New Trucks Sales Up? A Big Reason Is…

November 21, 2010

Financing availability is the key to ultimately swinging demand - and some think we are seeing a “clean-up the portfolio” bubble for better credits on the part of financiers. We agree and offer the following.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Downsizing of YRC Worldwide Continues: Details of 41 More Terminals to Close

November 17, 2010

Analysis of:YRC Worldwide will close 40 terminals because of low freight volume | www.bizjournals.com

YRC Worldwide, reacting to a slump in its overall freight demand, will close about 40 trucking terminals, or about 12 percent of its overall network. This reduction will continue to "right-size" YRC, according to its CFO, Sheila Taylor. Outgoing Chairman and CEO Bill Zollars says there should be no more terminal closings at YRC for awhile, as its capacity and freight demand are in "pretty good balance now."

Jay ThompsonPresident and General ManagerTransportation Business Associates

JBS Transportation EOBR Order Is An Indicator Of Several Issues

November 9, 2010

Analysis of:FMCSA Orders JBS Carriers to Install Electronic On-Board Recorders on its Entire Fleet of Commercial Trucks for Violating Hours-of-Service and Other Federal Safety Regulations | www.fmcsa.dot.gov

The U.S. Department of Transportation's Federal Motor Carrier Safety Administration (FMCSA) ruling that JBS Transportation of Greeley, Colorado must install Electronic On-Board Recorders (EOBR’s) is one of the first with a larger carrier. It offers insight into some of the issues that need to be addressed in the supply chain.

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