GLG News by Gasoline Experts

Jay ThompsonPresident and General ManagerTransportation Business Associates

US Truck Manufacturer "Orders Versus Deliveries" Numbers

May 30, 2011

North American (NA) Class 8 truck "orders" continue to show almost record numbers, which some don't think reconciles well with the real deliveries to come, the true freight market and today's choppy economic marketplace. History and surveys of dealers and financiers give some insight into the disconnect - meaning orders versus trucks being delivered to truckers. Truck sales people are looking for financing everywhere, which leads to some upstarts making promises - but that's another story...

Jay ThompsonPresident and General ManagerTransportation Business Associates

Can Government Really Help With Shipper-Receiver Dock Delays?

May 20, 2011

Analysis of:OOIDA, ATA face off over dock delays | fleetowner.com

The American Trucking Associations (ATA) and Owner Operator Independent Driver Association (OOIDA) are both right in their opposing views regarding dock delays. The real issue in our mind comes from whether lawmakers can really address it - and get it fair and right. History says...

Jay ThompsonPresident and General ManagerTransportation Business Associates

Wabash National Trailer Sales Benefitting From A Variety Of Factors

May 8, 2011

Analysis of:Wabash Reports Increased Income On Major Trailer Shipment Increase | www.truckinginfo.com

Wabash National Corporation is seeing a significant growth in sales, due to a variety reasons - including increased numbers going to their well-financed fleet customer base. We expect to see continued good sales - so the next major job for them is to turn that into better profits..

Hans LinhardtPresidentLTDI, Inc.

Coal Gasification moves to Center Stage

May 2, 2011

The nuclear power plant issues presented by the Japanese reactor problems due to a very large earthquake, not foreseen during the plant permitting,  and resulting tsunami flooding and todays mercury restrictions by EPA for coal fired power plants put the coal gasification technology on the front line for filling the power vacuum and also improving transportation fuel developments from coal.  China is leading the gasification trend.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Trucker Hour-Of Service / EOBR Decisions Are Highly Political - Duh!

April 23, 2011

Analysis of:Former FMCSA Chief Speaks out on HOS, EOBRs | www.truckinginfo.com

The ongoing Hours-Of-Service (HOS) and Electronic On-Board Recorder (EOBR) issues are political and emotional. Deborah Lockridge in Heavy Duty Trucking well represents comments from former Federal Motor Carrier Safety Administration (FMCSA) head John Hill at the recent National Private Truck Council meeting. His hindsight vision is clear. The real benefactors are the IT players selling upgrades to their big clients and units / software to smaller carriers - e.g. Qualcomm, PeopleNet, Xata...

Jay ThompsonPresident and General ManagerTransportation Business Associates

Louisville Truck Show & More Recent Financing Discussions

April 17, 2011

The truck and trailer financing folks we work with (and talk to) are scratching their heads. The projected truck orders don't seem to match well with the numbers of those who are approved credits. The trailer market is different for other reasons, but is where there are some reasons to see continued strength. In the following, we offer an update.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Mid-America Truck Show Update - Optimism and Caution!

April 8, 2011

Analysis of:Fuel Economy Key Theme at Mid-America Show | www.truckinginfo.com

The accompanied article by Debra Lockridge of Heavy Duty Trucking magazine gives a good overview of the big industry suppliers' theme last week at the biggest truck show in the world - the Louisville Truck Show (Mid-American Truck Show / MATS). While that theme was fuel mileage on new products, there were other as (or more) important discussions on-the-floor that had different priorities - including new Information Technology issues and current engine performance...

Jay ThompsonPresident and General ManagerTransportation Business Associates

Mexico Cross-Border Trucking Program - Update From The Border (EOBR Included)

March 16, 2011

Analysis of:Ferro Explains FMCSA Approach to Mexican EOBR Decision | www.truckinginfo.com

The Mexico Cross-Border trucking problem resolution is seen by most involved in it as positive, but it's adoption will be slow for many reasons. FMCSA's discussion of such at the Truckload Carrier Association meeting this week highlighted the Electronic On-Board Recorder (EOBR) issue - meaning why we are buying EOBR's for Mexican Carriers. There are other more important considerations.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Trailer & Truck Underride Issues Are Not Simple - But Expensive & An Opportunity

March 5, 2011

Analysis of:Insurance Institute Wants Underride Guard Improvements | www.truckinginfo.com

Cars underriding BIG trucks and trailers rear-end and sides have been going on for decades. I offer as a historian that there have been many improvements in minimizing the effects of such, but we keep changing other things that increases the risk. Could higher Gross Weight Combination help here? We offer that it would...

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.

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