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

Jay ThompsonPresident and General ManagerTransportation Business Associates

Navistar September 2010 Class 8 Market-Share Drops - Big-Time

October 18, 2010

Analysis of:Class 8 Truck Sales Up For Month, YTD; Class 6 Sees Continued Surge | www.truckinginfo.com

Navistar Corporation’s US Class 8 deliveries are showing about a 10-point share drop per Wards Communication numbers - both YOY and mid-YTD. This is with US Class 8 truck sales hanging in there month-to-month and sales notably better than 2009.

Jay ThompsonPresident and General ManagerTransportation Business Associates

How Much Excess Capacity Is There Really In The LTL Sector? More Than You Think…

October 12, 2010

With Truckload (TL) carriers experiencing tightening capacity, we (and especially YRC Worldwide) are still hoping for the same in the Less-Than-Truckload (LTL) sector. There are several factors that limit the real decrease in LTL capacity - and real increases in LTL profitability. They include capacity in-service: trucks, trailers and terminals sitting idle; Information Technology (IT) and other firms with “hybrid” trucking models.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Anger and Angst Drive Another Challenge to Hoffa

October 12, 2010

Analysis of:Second Teamsters Candidate to Challenge Hoffa | www.nytimes.com

Sandy Pope, a former truck driver and president of a large Teamsters Local in Long Island City, N.Y., is officially challenging incumbent Teamsters president James. P. "Jim" Hoffa in next year's election at the 1.4 million-member union. An admitted longshot, Ms. Pope is the second official challenger to Hoffa. Earlier, Fred Gegare, a Teamsters leader from Green Bay, Wis., announced he was challenging the two-term incumbent of the Teamsters.

Jay ThompsonPresident and General ManagerTransportation Business Associates

New Truck Sales Will Remain Slow With Used Doing Better - Here’s Some Why's

October 4, 2010

2010 is quickly passing with new truck sales falling short of most folks earlier predictions, but better than conservative estimates (like from us). Demand is being met by a strengthened used truck marketplace. There are several reasons including: freight demand, current fleet financials / utilization, regulations, higher new vehicle costs, tougher financing terms, available used trucks, newer truck engine product concerns, maintenance costs, truck drivers still available and other reasons.

Jay ThompsonPresident and General ManagerTransportation Business Associates

SWA v. Majors’ Bags, Booze, Blankets, Braking & Bad Cheese / Attitude Issues

October 3, 2010

Analysis of:Southwest Airlines to buy AirTran for $1.4B | www.forbes.com

Success in a service business is largely about “service.” The Southwest Airlines purchase of AirTran brings all of the competitive fare / operational insight / supplier issues as noted by our colleagues Ernie and Addison, but less-frequent fliers will get something seemingly missing at the mega carriers - a good in-flight experience in coach! A recent American Airlines weekend trip reminds me of why a growing SWA / WN will be good for the traveling public.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Biggest Myth in Trucking -- The General Rate Increase Means Something

September 30, 2010

Analysis of:FedEx Freight to Raise LTL Rates 6.9 Percent | www.joc.com

FedEx Freight and ABF Freight System are first out of the box with announcements of their general rate increases for 2001--6.9 percent for FEF and 5.9 percent for ABF. Troubled LTL giant YRC Worldwide says it is raising rates by 5.9 percent as well. But hardly any large shipper will be affected by these rate increases, which apply only to non-contract rates and often are discounted away in negotiations with truckers' large national accounts.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

End of an Era for YRC Worldwide--Zollars Leaving as Chairman, CEO

September 29, 2010

Analysis of:Zollars to Retire from YRC Worldwide Following Completion of Comprehensive Recovery Plan -- OVERLAND PARK, Kan., Sept. 28 /PRNewswire-FirstCall/ -- | www.prnewswire.com

Financially ailing trucking giant YRC Worldwide, which has lost more money than any trucking company in U.S. history, is getting a change at the top. Chairman and CEO William D. "Bill" Zollars says he is leaving the company after 13 tumultuous years at the helm. His contract was due to expire at the end of this year. The company says it would seek a successor from both internal and external candidates.

Jay ThompsonPresident and General ManagerTransportation Business Associates

In Addition To Diesel Engine SCR v. EGR Debate - There Are Still DPF Issues

September 23, 2010

While engine buyers are starting to see Navistars’ Advanced Exhaust Gas Recirculation (EGR) versus all others’ with Selective Catalyst Reduction (SCR) technologies, a “Hotter” issue in the field is the Diesel Particulate Filter (DPF) problems, life and costs. With higher EGR rates with advanced EGR, does that mean higher DPF stress and costs? Probably!

Jay ThompsonPresident and General ManagerTransportation Business Associates

Pilot-FlyingJ Making Money - But Costing Truckers More?

September 20, 2010

Analysis of:Pilot, Flying J merger appears to be home run, but some are crying foul | www.thetrucker.com

The merging of Flying J into Pilot Travel Centers LLC looks like a winner for Pilot, but with some concerns yet to be addressed. The referenced article by Jack Humphreville of TheTrucker publication lays out the pros for them, but also rightly notes the issues that truckers are seeing - plus concern by competitors and others. We offer the following from our trucking side of things.

Jay ThompsonPresident and General ManagerTransportation Business Associates

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

September 13, 2010

Analysis of: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.

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