GLG News by Ethanol Experts

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.

Martin AlpertPresident, Environmental Claims, The Sandner GroupHINZ CLAIM MANAGEMENT INC

Pharmaceutical Companies Win a Huge Victory!

February 24, 2011

Analysis of:Supreme Court rules against parents in vaccine case | yourlife.usatoday.com

Should the US Government & Pharmaceutical companies be immune from lawsuits regarding immunizations?

Martin AlpertPresident, Environmental Claims, The Sandner GroupHINZ CLAIM MANAGEMENT INC

Tobacco Companies: Big Win, actually its Biggest Loss!

February 22, 2011

Analysis of:fla. ruling big tobacco won comes back to bite it | www.washingtonpost.com

Should you at times leave well enough alone?

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.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Where Will Climate Hit Crops Next

February 20, 2011

Analysis of:Droughts in China More Frequent and Intense, Scientists Say | www.cadenagramonte.cu

Climate change has been having a growing impact on crops around the world. Momentum seems to be picking up. China now facing a drought every year, instead of every 5 to 10 years.

Martin AlpertPresident, Environmental Claims, The Sandner GroupHINZ CLAIM MANAGEMENT INC

Asbestos Liabilities: About to Go Up!

February 18, 2011

Analysis of:will canada export death by rejuvenating its last asbestos mine? | www.aolnews.com

Will importing more asbestos to the US & other countries significantly increase many companies liabilities?

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

China Drought Headline News

February 14, 2011

Analysis of:China allocates funds to fight drought | news.xinhuanet.com

MGEX looks at three items critical to China's drought on wheat. China had a drought in 2006 and then produced a record wheat crop. There is a great deal of perception versus reality for China's drought.

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.

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