GLG News by Ethanol Experts

Jay ThompsonPresident and General ManagerTransportation Business Associates

Daimler Freightliner 2015-2018 Fuel Mileage Pitch Underway

August 19, 2011

Analysis of:Freightliner Says Fuel Economy, Uptime Prime Directives for 2011 and Beyond | www.truckinginfo.com

Truck-maker Freightliner recently laid out their thoughts on how they will stay ahead of the recently announced Environmental Protection Agency (EPA) and National Highway Traffic Safety Administration (NHTSA) “Greenhouse Gas Emissions Standards and Fuel Efficiency Standards for Medium - and Heavy-Duty Engines and Vehicles.” It’s great for marketing and engineers, but how about sales?

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Moderate Drought Now Impacting US Soybeans After Run Up in Corn and Wheat

August 18, 2011

Analysis of:U.S. Drought Monitor August 16 | droughtmonitor.unl.edu

Soybeans are in their pod filling stage. For the past 3 weeks there has been an area impacting some of Iowa, Illinois and Indiana with "abnormally dry" to "moderate drought". This will have an impact on yields.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Fuel Mileage Rules For Big Trucks Is Another Thing On The Table

August 12, 2011

Analysis of:Early Reaction to Truck Efficiency Standards Mostly Positive | www.truckinginfo.com

The Environmental Protection Agency (EPA) and National Highway Traffic Safety Administration (NHTSA) issued the Notice Of Rule Making titled “Greenhouse Gas Emissions Standards and Fuel Efficiency Standards for Medium- and Heavy-Duty Engines and Vehicles.” Calls about what we think are rolling in, so we’ll offer comments as it moves along. I sped-read the almost 1,000 pages. I know I am a glutton for punishment and in the minority, but the source article is right - we better read it first…

Jay ThompsonPresident and General ManagerTransportation Business Associates

Roadrunner Transportation Systems Is One To Watch More Closely

August 8, 2011

Analysis of:Roadrunner Transportation Systems Reports 2011 Second Quarter Results | www.marketwire.com

Roadrunner Transportation Systems Inc. reported their 2nd Qtr. results where revenue was up over 30% to $208MM and operating income was up over 50% to $12.5MM. This is one we are watching because of the companies we liked - they are rolling up - leveraging solid and growing sectors.

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

Tour Yields versus Actual Harvest Results

August 5, 2011

How does the Wheat Quality Council tour of hard red spring and durum yields compare to USDA January Annual yield results?Do remember the tour takes place while the hard red spring and durum wheat crops are still growing and USDA measures yield after the harvest,

Jay ThompsonPresident and General ManagerTransportation Business Associates

Second Quarter Logistics Profits Still Positive

August 5, 2011

Second quarter truck, rail and logistics providers 2nd Quarter numbers are still positive with expected nuances with individual companies. Our new colleague in these missives - Mr. James Bisaha - is a welcome addition, to which I’ll make some comments about his noted companies and others.

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

2009 is the One Other Year

July 22, 2011

Does the low percent of Hard Red Spring wheat heading have an impact on end stocks to use and price? This present MGEX Weekly Wire discovered there was one other year when the percent of wheat heading was less and presents timely data.

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

First Insight into 2011-2012

July 15, 2011

USDA did present the first details of supply and demand for Spring and Durum wheat in its July WASDE report. 2011-2012 end stocks to use for Durum wheat are tight and the second lowest dating back to 1995. What happened to the end stocks to use and futures when USDA released its subsequent January WASDE?

Jay ThompsonPresident and General ManagerTransportation Business Associates

Yellow-Roadway (YRC) Going Back To Court On ABF “Labor / Cost” Suit

July 11, 2011

The Arkansas Best Corporation suit against YRC Worldwide Inc and the Teamsters is back on the docket. The suit is regarding concessions given to YRC by the Teamsters to keep YRC in business - and not to ABF under the same contract. ABF’s contention is that this is not fair contractually - and it costs them in their business. Regardless, this is not good news for YRC from several aspects.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Mexico Cross-Border Trucking Program Signed Into Reality - Without Fanfare

July 6, 2011

Analysis of:ALERT: U.S., Mexico sign cross-border trucking program | fleetowner.com

In a relatively low key visit this week in Mexico City, US Transportation Secretary Ray LaHood and his Mexican counterpart signed the cross-border trucking agreement allowing Mexican trucks to haul freight beyond the commercial zones in the US. What does it mean? Mostly it will eliminate Tariffs on Southbound goods that will help US exporters - and get rid of the NAFTA issue left from the Clinton administration. We won’t see many Mexican trucks plying the US highways – here are some reasons why.

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