GLG News by Construction Equipment Experts (US)

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.

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.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Mexico Cross-Border Trucking - A Mexican Border Perspective

November 7, 2010

Analysis of:Mexican Officials Want U.S. Action on the Cross-border Trucking Dispute | www.truckinginfo.com

The Journal of Commerce recently quoted Luis Paz Vega who is in leadership of the North American Free Trade Agreement (NAFTA) office at the DC Mexican embassy - that redoing the Mexican Truck in the US “demonstration program” won’t work. They instead want us to adhere to NAFTA and open the border up. Here’s some thoughts...

Jay ThompsonPresident and General ManagerTransportation Business Associates

Technical Thoughts About SCR v. EGR - From A “Field Engineering” Perspective

October 24, 2010

Selective Catalyst Reduction (SCR) and Exhaust Gas Recirculation (EGR) issues are both hot these days where buyers are now voting with their purchase decisions. Truckers have to become more technically proficient - and fleet / field engineers are dealing daily with this new stuff. OEM’s have their sales pitches, but users are discussing it their own way. Investors and financiers benefit from the current dialogue, as we all are betting on the future.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Navistar September 2010 Class 8 Market-Share Drops - Big-Time

October 18, 2010

Analysis of:Class 8 Truck Sales Up For Month, YTD; Class 6 Sees Continued Surge | www.truckinginfo.com

Navistar Corporation’s US Class 8 deliveries are showing about a 10-point share drop per Wards Communication numbers - both YOY and mid-YTD. This is with US Class 8 truck sales hanging in there month-to-month and sales notably better than 2009.

Jay ThompsonPresident and General ManagerTransportation Business Associates

How Much Excess Capacity Is There Really In The LTL Sector? More Than You Think…

October 12, 2010

With Truckload (TL) carriers experiencing tightening capacity, we (and especially YRC Worldwide) are still hoping for the same in the Less-Than-Truckload (LTL) sector. There are several factors that limit the real decrease in LTL capacity - and real increases in LTL profitability. They include capacity in-service: trucks, trailers and terminals sitting idle; Information Technology (IT) and other firms with “hybrid” trucking models.

Jay ThompsonPresident and General ManagerTransportation Business Associates

New Truck Sales Will Remain Slow With Used Doing Better - Here’s Some Why's

October 4, 2010

2010 is quickly passing with new truck sales falling short of most folks earlier predictions, but better than conservative estimates (like from us). Demand is being met by a strengthened used truck marketplace. There are several reasons including: freight demand, current fleet financials / utilization, regulations, higher new vehicle costs, tougher financing terms, available used trucks, newer truck engine product concerns, maintenance costs, truck drivers still available and other reasons.

Jay ThompsonPresident and General ManagerTransportation Business Associates

SWA v. Majors’ Bags, Booze, Blankets, Braking & Bad Cheese / Attitude Issues

October 3, 2010

Analysis of:Southwest Airlines to buy AirTran for $1.4B | www.forbes.com

Success in a service business is largely about “service.” The Southwest Airlines purchase of AirTran brings all of the competitive fare / operational insight / supplier issues as noted by our colleagues Ernie and Addison, but less-frequent fliers will get something seemingly missing at the mega carriers - a good in-flight experience in coach! A recent American Airlines weekend trip reminds me of why a growing SWA / WN will be good for the traveling public.

Jay ThompsonPresident and General ManagerTransportation Business Associates

In Addition To Diesel Engine SCR v. EGR Debate - There Are Still DPF Issues

September 23, 2010

While engine buyers are starting to see Navistars’ Advanced Exhaust Gas Recirculation (EGR) versus all others’ with Selective Catalyst Reduction (SCR) technologies, a “Hotter” issue in the field is the Diesel Particulate Filter (DPF) problems, life and costs. With higher EGR rates with advanced EGR, does that mean higher DPF stress and costs? Probably!

Jay ThompsonPresident and General ManagerTransportation Business Associates

Pilot-FlyingJ Making Money - But Costing Truckers More?

September 20, 2010

Analysis of:Pilot, Flying J merger appears to be home run, but some are crying foul | www.thetrucker.com

The merging of Flying J into Pilot Travel Centers LLC looks like a winner for Pilot, but with some concerns yet to be addressed. The referenced article by Jack Humphreville of TheTrucker publication lays out the pros for them, but also rightly notes the issues that truckers are seeing - plus concern by competitors and others. We offer the following from our trucking side of things.

Previous Page : 12345678910Next31 to 40 of 442