GLG News by Gasoline Experts

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Half Of Truckers Report Problems With Newer Engines - It’s Only Part Of Story

September 13, 2010

J.D. Power and Associates Reports: More than One-Half of Heavy-Duty Truck Owners Report Engine Problems in 2010, A Considerable Increase from 2002 | businesscenter.jdpower.com

J.D. Power and Associates has done a U.S. Heavy-Duty Truck Engine / Transmission Study survey for 14 consecutive years. It looks like problems are coming in much worse (double) as compared to before the EPA2004 & EPA2007 emissions rules were implemented. They result in costs that are seen in warranty claims, operators’ costs and sentiment. While these numbers are about pre-2010 engines, we are expecting higher problem numbers yet for 2010 - but at least with better fuel economy.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Dallas Truck Show & Commercial Vehicle Outlook 2010 Summary - It’s Still Cloudy

September 6, 2010

Economy's Course Puzzling, But Changes in Equipment, Driver Pay Coming, Say Speakers at CV Outlook 2010 | www.truckinginfo.com

Transport experts gave us a good overview of HOT trucking topics a couple weeks ago at a meeting held along with the Dallas Truck Show. Issues included freight predictions, higher gross vehicle weights, smaller truck cabs, the “pending” truck driver shortage, the revised hours-of-service (HOS) rules coming, truck pricing increases and truck-maker vertical integration (meaning mostly engines). Here are some thoughts.

Hans Linhardt, President

Hans LinhardtPresidentLTDI, Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Eagle Ford Shale Exceeds Expectations

September 3, 2010

Enterprise to build 350,000 b/d Eagle Ford oil pipeline | www.ogj.com

Christopher E. Smith of OGJ reported that Enterprise Products Partners LP ("Enterprise") entered into significant long term midstream energy service contracts with EOG, leading Eagle Ford Shale player.

Hans Linhardt, President

Hans LinhardtPresidentLTDI, Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

French LNG Terminals provide cushion against Gazprom

September 3, 2010

Fos Cavaou LNG terminal operating at full capacity | www.ogj.com

Doris Leblond of Oil & Gas Journal recently reported that the Fos Cavaou LNG terminal on the Mediterranean coast is now allowed to operate at the full design capacity of 0.80 bcfd. The Terminal is operated by GDF Suez, being partner with 71.99% and Total with 28.10%.

Hans Linhardt, President

Hans LinhardtPresidentLTDI, Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Arctic is the Energy Future

August 31, 2010

WSJ reports today on Page A13, written by Phred Dvorak that Canada is going to control the Northwest Passage and "whoever controls the Arctic can be the next Saudi Arabia".

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Record Used Commercial Truck Registrations Indicates Continued Slow New Sales

August 31, 2010

Polk: Used commercial vehicle registrations hit record levels | www.ccjdigital.com

Backing up reasons for Paccar Inc, Daimler, Cummins Inc., Navistar Corporation and others' strong parts sales numbers, the first half of 2010 registration data is confirming that truck operators are buying (and running) used versus new commercial vehicles. We expect to see that trend continue into late 2011.

Hans Linhardt, President

Hans LinhardtPresidentLTDI, Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Kremlin with OAO Rosneft moves West

August 30, 2010

WSJ reported on 27-Aug, page B4 by Guy Chazan that Russian oil giant Rosneft - supported by the Kremlin - is moving toward acquiring a 50% stake in German Ruhr Oel GmbH, a 50-50 joint venture between PDVSA (Venezuela) and BP. 

Hans Linhardt, President

Hans LinhardtPresidentLTDI, Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Vestas Wind Turbine Profit Falls

August 26, 2010

BBC News reported that Vestas, the world's largest wind turbine producer,  shares have fallen 23% after it reported a second quarter loss of about $150 million.

Hans Linhardt, President

Hans LinhardtPresidentLTDI, Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Shell goes for Ethanol In Brazil

August 26, 2010

Shell, Cosan Sign Binding Deal for Ethanol JV | www.chemweek.com

According to Chemical Week Shell and Cosan (Sao Paulo) announced a binding $12 billion ethanol and transportation fuel joint venture in Brazil. 

Hans Linhardt, President

Hans LinhardtPresidentLTDI, Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Nabucco pushed ahead by Geopolitics

August 24, 2010

Nabucco confirms two-feeder routing cuts Iran | www.ogj.com

Oil & Gas Journal reported on 23-Aug that the Nabucco Gas Pipeline International GMBH is moving forward with two feeder lines, one from Turkey to Georgia and the other from Turkey to the Iraqi border.  The planned feeder line from Turkey to Iran has been shelved.

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