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

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.

Arrow Trucking Failure - More Of The Same Lessons & More

January 3, 2010

Further Problems Emerge for Arrow Trucking | www.truckinginfo.com

A leading-leading indicator of economic activity is flatbed trucking. Business is still tough, but an orderly business shutdown has many implications alone. Arrow Trucking is showing how not to do one, or handle the affected people and press. It offers the change to revisit the norms - and that out of norm.

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.

2009 Transport Review Gives Us Insight Into 2010

December 29, 2009

Economy, Government Top Trucking Issues for 2009 | www.truckinginfo.com

Per the referenced article, the freight recession, truck manufacturer and regulation-related issues (EPA 2010, environmental issues, Hours of Service and other) clouded 2009. Some positives noted involved Information Technology. We’ll comment on these, along with that noted in our GLG articles - plus a bit about 2010.

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine 
          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.

FedEx Picture Not as Gloomy as Market Reaction

December 17, 2009

FedEx's Second-Quarter Profit Falls 30% on Lower Prices | www.marketwatch.com

FedEx Corp., long considered a bellwether economic predictor, issued quarterly earnings that were off 30 percent for its quarter than ended Nov. 30. The decline was mainly because of a sharp dropoff in fuel surcharges. FedEx shares fell nearly 5 percent on the news, but are still up 34 percent for the year.

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.

The Other “Real” Cost Of Pending Regulations - Real JOBS!

December 14, 2009

Smog rules will cost 1,000 truckers’ jobs at Oakland's port | sanfrancisco.bizjournals.com

In California, new regulations are costing jobs. Many of us in the industry try to assess the cost of new regulations to truck operators (my 12/1 article). Being shut out without any recourse - but still left with a truck - just doesn’t seem fair to independent businesses. Is this is a harbinger of things to come elsewhere? Many talk hyperbolae about jobs, but this is about reality.

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.

Globalization - Is There Room For More US & Australian Big Truck Partnerships?

December 6, 2009

Will Chrysler Return to Class 8 Trucks? Link with Fiat's Iveco Might Make It So | www.truckinginfo.com

Globalization of major truck builders could mean another commercial truck could be coming to North America. Per the referenced article by Tom Berg last month, Chrysler LLC Dodge Truck’s new CEO Fred Diaz said the Fiat-owned Iveco big truck offering is being looked at for the US market. It also opens up a discussion regarding Navistar trucks around the globe - and more specifically Australia.

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.

Leading Truck Sales Indicator - Cummins Laying Off Workers

December 4, 2009

Cummins to Temporarily Slice 400 at New York Plant | www.truckinginfo.com

Just announced January 2010 layoffs at Cummins, Inc. Jamestown, New York engine plant gives an indicator of 2010-compliant engine demand and expected Class 8 trucks sales. This plant manufactures the M and ISX heavy-duty series engines from 11-15-Liters, which go primarily into Class 8 trucks.

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine 
          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.

YRC's Survival Hanging on Chicago Locals Vote?

December 3, 2009

New Threat: YRC May Close if Chicago Votes No | www.tdu.org

The Teamsters union leadership has been told that YRC Worldwide will shut down if 1,500 Teamsters in Chicago don't approve a $1.16 an hour pay cut. That's what Teamsters Freight Director Tyson Johnson and Teamsters Vice President Pay Flynn have told workers at the nation's largest trucking company, according to a report on the Web site of the Teamsters for a Democratic Union, the dissident wing of the 1.4 million member union.

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.

New Regulations WILL Increase Trucker’s Costs - Here’s Some Numbers To Play With

December 1, 2009

The War On Trucking Continues | www.logisticsmgmt.com

Logistics Management writer Michael Regan gets it right in raising awareness of the potential pending regulatory costs of legislation under consideration. We will take a stab at real planning costs as they apply to each. In pennies per mile businesses such as trucking, it doesn’t lead to a pretty picture.

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine 
          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.

Either the Teamsters or ABF Freight System is Lying. Maybe Both.

November 23, 2009

ABF, Teamsters May -- Or May Not -- Be in Concession Talks | www.dcvelocity.com

ABF Freight System, the nation's fifth-largest LTL carrier, is seeking wage concessions from the Teamsters union to match the 15 percent givebacks obtained by YRC Worldwide, the nation's largest LTL carrier. But the Teamsters union is publicly denying that any concession talks are taking place.

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.

Truck Order Predictions Pretty Well Laid Out Through 2010

November 19, 2009

Truck orders indicate pre-2010 surge | www.etrucker.com

In the midst of the optimism with the recent surge in truck orders, reality is setting back in that 2010 truck orders will be slow due to the mew emissions rules - again! We have written several articles over the last 6-months about the slow truck sales marketplace leading into the current prebuy. So here’s a look ahead....

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