GLG News by Gasoline Experts

Jay ThompsonPresident and General ManagerTransportation Business Associates

Expect Truckers Profit’s To Look Good For 2010 - JB Hunt Offers Insight Why

July 19, 2010

Analysis of:J. B. Hunt's Earnings Jump on Increased Demand | www.truckinginfo.com

JB Hunt Transport Services profit jump for the second quarter 2010 is great news after the now several year trough we have been running in. As written here before, I am a fan of JB Hunt for a variety of reasons, but a quick look at their numbers shows us what is going on in the different segments. History tells us to put it all in perspective - and always be cautious with what we are seeing - AND utilization is where the real $$$ is!

Hans LinhardtPresidentLTDI, Inc.

Modular 125 MW U.S. Nuclear Reactor gets Traction

July 14, 2010

Analysis of:Bechtel to Back Small Nuclear Plants | online.wsj.com

Bechtel, the world's most experienced and recognized nuclear power plant contractor  will partner according to WSJ with Babcock & Wilcox to bring 125 MW modular nuclear reactors to the market in a very short time.

Hans LinhardtPresidentLTDI, Inc.

BG and Santos have to reconsider their CSG to LNG projects in Queensland

July 13, 2010

Analysis of:Coal seam gas projects face delay | www.smh.com.au

BG and Santos have diligently worked for over two years on their Coal Seam Gas ("CSG") to LNG projects to export LNG from Gladstone and Curtis Island terminals. However, after submission of over 15,000 pages of environmental impact reports by both parties the present political climate before the fall election has stopped the project and Environmental Protection Minister, Peter Garrett asked BG and Santos to resubmit their environmental impact studies, being supposedly deficient in options for the utility infrastructure requirements.    

Jay ThompsonPresident and General ManagerTransportation Business Associates

Flying J & Pilot Truck Stops Cleaning Up Loose Ends - Creates Mega-Player

July 12, 2010

Analysis of:Pilot, Flying J complete merger | www.ccjdigital.com

The lining up of business models of Pilot Corporation and Flying J is nearing completion, so we can take a snapshot of the new model moving ahead. It’s smart for Pilot to keep Flying J as a brand for the huge “renegade” smaller fleet / owner-operator market, then try to win them over. There are numerous other positives, but truckers are still wondering about fuel pricing.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Problems Continue With YRCW Profit Model - Especially Compared To Competition

July 7, 2010

Analysis of:Saving Teamster Pensions | www.tdu.org

Excess capacity in Less-Than-Truckload (LTL) sector continues to be troublesome - more so than with truckload (TL). The basic profit a model within LTL also presents problems for some, as does utilization and the sales-revenue picture. Our colleague John Schultz has well-outlined the Teamster cost issues at YRC Worldwide, so we’ll summarize those with other issues to keep in mind.

Hans LinhardtPresidentLTDI, Inc.

BP Shares Become Attractive for Play by Libya

July 7, 2010

Analysis of:Libya Oil Chief Sees Value as BP Shares Rise | online.wsj.com

WSJ reported today that Libya shows interest in acquiring shares in BP as their share price is now lower by half since the Gulf Coast disaster.

Hans LinhardtPresidentLTDI, Inc.

Alaskan Oil Challenged by Russian ESPO

July 6, 2010

Analysis of:Russia-To-Asia Pipeline Takes Detour to U.S. | online.wsj.com

The Russian Eastern Siberia- Pacific Ocean pipeline project ("ESPO") is now delivering medium-heavy sweet crude ("ESPO Blend")  from their Pacific Kozmino Bay terminal to the U.S. West Coast.  Refineries from the Puget Sound to Los Angles can keep the gasoline prices down with this new source of attractive priced and good quality crude.  

Hans LinhardtPresidentLTDI, Inc.

Pipeline from Canada to Gulf Coast more Realistic

July 3, 2010

Analysis of:Smaller Oil Firms Might Exit Gulf, Browner Says | online.wsj.com

While Carol Browner admits smaller oil firms will be forced to exit drilling in the Gulf in response to her push for a drilling moratorium and removal of the cap on oil spill situations, independence of foreign oil can never be achieved by the agenda of the energy czar of the Obama administration.

Hans LinhardtPresidentLTDI, Inc.

Sulfur is Important

July 3, 2010

Sulfur has been banned as one of the worst pollutants by the EPA from transportation, power, refinery and gas processing plants.  Of course, nobody within the EPA knows agriculture and the basic needs of soil to control acidity via sulfur compounds.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Stevens Transport Orders New Paccar KW Model - Plus A Pick-Up For Cummins SCR

June 25, 2010

Analysis of:Stevens Transport orders 500 Kenworth T700s | www.ccjdigital.com

Paccar, Inc. gets a significant commitment for their new Kenworth T-700 aerodynamic from Stevens Transport of Dallas. Stevens ordered 500 trucks, and stuck to their 15-Liter engine approach replacing Caterpillar, Inc. C-15 with Cummins, Inc. ISX at 400 horsepower. While it’s not a huge order per some peoples’ metrics, it’s a big one in the premium truck and refrigerated sectors - and one to follow.

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