GLG News by Heavy Duty Truck Experts: Consultants and Industry Specialists

Jay ThompsonPresident and General ManagerTransportation Business Associates

Mid-America Truck Show Summary - 2010 Trucking Regulations Affecting Priorities

March 30, 2010

Analysis of:2010 Mid-America Trucking Show, March 25-27 | www.truckingshow.com

Slowly improving freight levels and tough financing aside - 2010 Emissions, CSA 2010, 2010 EOBR and now 2010 Health Insurance Bill are hot topics. These are making truckers "pause" in moving ahead aggressively with major purchases, but they are looking for ways to improve productivity and cut expenses. The other general themes included pushing idle reduction, more GPS / Information technology and keeping trucks longer (aftermarket parts).

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Truckers Exhale: No New Fuel Taxes, DOT says

March 26, 2010

Analysis of:DOT Rebuffs New Talk of Raising Fuel Taxes | www.joc.com

A top official of the Department of Transportation says the Obama administration has not changed its stance in opposition to raising the federal tax on motor fuels. That tax has gone unchanged since 1993, and highway advocacy groups say it is inadequate to fund this country's infrastructure needs.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Palm Oil Plantation Farming, Logistic & Retail - Some Pros and Cons

March 17, 2010

Analysis of:Biofuel industry pushing tax credits & palm oil growth | www.examiner.com

Palm Oil was a promising Biofuel opportunity, but got mired in global politics. It still is both! Our colleagues Brian Coppa and Yves Moyen have offered great pros and cons, so I’ll add some personal history and insight. At today’s crude prices, Palm makes a good financial case. We’ll not comment on the $1 per gallon blender rebate here either on soy prices and buttressing of offshore oils coming to the US.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Big Swings In Trucker Load Boards Mean Broker’s Are Getting Their Due

March 16, 2010

Analysis of:Spot Freight Triples Year-Over-Year in Normally Weak Month | www.truckinginfo.com

Do brokers, 3PL’s and other non-asset providers sell value and relationships or moreso price? Therein lies the quandary that creates the opportunity for truckers' profits today and problems for 3PL’s / brokers.

George DorkhomExecutive ChairmanGREENKOTE PLC

EADS posts a loss and cancels its dividend

March 10, 2010

In August 2009, I have contributed an analysis and predicted that EADS is in for hard time in the next couple of years and here it is, the Euro 1.5B net profit in 2008 was turned into a net loss of Euro 763M and the cancellation of dividend, an extreme measure for a European /government owned company. The worse is yet to come as the company speeds ups production and invades its backlog.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Truckload Demand Shifting In Trucker’s Favor - But A Crunch Is A Little Wishful!

March 8, 2010

Analysis of:TCP: Capacity Crunch, Improved Rates Are in the Cards | www.truckinginfo.com

Truckload (TL) demand versus capacity has been improving, but other adjustments will follow quickly. The Transport Capital Partners Business Expectations Survey noted in the referenced article offers interesting survey data regarding the TL sector. We suggest other issues are at hand need to be considered. Is a crunch in the cards? I don’t gamble and play mostly euchre where good team-players and planners do best!

George DorkhomExecutive ChairmanGREENKOTE PLC

Arrow Trucking --follow ups thoughts on its real troubles

March 8, 2010

I wrote my analysis in January commenting on a company that did violated a Federal law of plant closure and the obligation of its Directors and Officers to exercise prudence in care and loyalty ot the various stakeholder,but as the regulators state now, this is a Chapter 7 filing without a precedent where the company assets and Liabilities are unknown, & no officers appeared in court or offered any explanation and where the secured lenders were defrauded..its sounds more than chapter 7.

George DorkhomExecutive ChairmanGREENKOTE PLC

Solar Energy is one pillar of future energy...Ivanhoe in Mojave is just a start

March 7, 2010

Analysis of:[USA] DOE Funds Huge Solar Project ($1.37b) | www.technologyreview.com

Our planet is certainly in need of more generation in the coming decade estimated at an additional 70-100GW .As conventional generation in fossil and others lose steam, Solar,Wind will fill the gap..lets gear up to this idea..less expensive, cleaner and independent energy generation is in our national interest..I hope that California is listening.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

This is Not Your Grandfather's Teamsters union

March 4, 2010

Analysis of:L.A. Local 848 Members Say No to Big Wheels | www.tdu.org

A major Teamsters local in Los Angeles has voted to cancel a request to spend $59,000 on a new GMC Yukon for Eric Tate, Local 848's secretary-treasurer. He was the hand-picked successor to Jim Santangelo, the long-time leader of the Los Angeles local who was driven out of power by the dissident Teamsters for a Democratic Union.

Jay ThompsonPresident and General ManagerTransportation Business Associates

LNG (And CNG) In US Transport Will Be A Slow Go - Here’s Some Thoughts

February 26, 2010

Analysis of:Oil Search Warns on Possible LNG Glut | www.rigzone.com

Those thinking that US transport will quickly adopt natural gas-powered vehicles need to look at the history and current thinking among users, truck / engine-makers, financiers, distributors, producers and (unfortunately) government. Our colleague Mike Lynch has done his usual outstanding of job of addressing supply-side issues to which I agree. I’ll not address the “getting off of oil or carbon” issues, but will stick to the practical side regarding demand and trying to get stuff on the road.

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