GLG News by Heavy Duty Truck Components Manufacturing 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..

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.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

The Impact of the Japanese Earthquake on the Demand for Rare Earths 1/2 of 2011

March 14, 2011

The second largest demand for rare earths is that of the Japanese domestic manufacturing industry (the first is that from the Chinese).Chinese production (global supply) of rare earths will not be affected by the Japanese earthquake. Japanese demand for the rare earths will decrease in the near term.Will the Chinese move to increase their market share of rare earth using end products? Perhaps, but that is not an immediate concern,.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

The Effect on Neodymium and Dysprosium Supply of China's Domestic Growth

March 13, 2011

China's green-tech/cleantech growth targets as stated in the just-put-into-effect 12th five-year plan are ambitious. What is their effect on China's domestic demand for the two most important rare earth metals, neodymium and dysprosium?

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...

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