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

Jay ThompsonPresident and General ManagerTransportation Business Associates

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

September 6, 2010

Analysis of: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.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Record Used Commercial Truck Registrations Indicates Continued Slow New Sales

August 31, 2010

Analysis of: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.

George DorkhomExecutive ChairmanGREENKOTE PLC

Energy Security and National Security .So what is the debate on Wind Power

August 30, 2010

A train wreck is the the competing resources for two US National needs: Energy security and National Security.  So where is the trade off? These two resources are intertwined and must cooperate and come out with a quick and A Politcal solution.

George DorkhomExecutive ChairmanGREENKOTE PLC

Vestas is a Pioneer, so why is the company falling behind

August 25, 2010

Analysis of:Wind turbine maker Vestas sees profits fall | www.bbc.co.uk

Vestas is a Pioneer in the Wind power and yet it experienced a loss in 2010 and a declining revenue of some 17% annually year over year , while the overall industry trends experience some 23% growth year over year. Was this truly a result of delays in projects and project financing or is Vestas losing it it leading market position and has problems in execution?

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Trucking Time Bomb: What To Do About Mexican Trucks?

August 20, 2010

Analysis of:Teamsters Urge Federal Government To Challenge Mexico's Retaliatory Tariffs -- WASHINGTON, Aug. 16 /PRNewswire-USNewswire/ -- | www.prnewswire.com

Mexico plans to impose import tariffs of as much as 25 percent on a variety of U.S. products in retaliation for the failure of the U.S. government to allow Mexican trucks to operate north of the border, as required under terms of the 16-year-old North American Free Trade Agreement (NAFTA). Mexico will administer tariffs on a rotating list of 99 U.S. products valued at about $2.5 billion.

Jay ThompsonPresident and General ManagerTransportation Business Associates

PeopleNet Trucking Comm Devices Replacing Qualcomm’s At Heartland Express

August 15, 2010

Analysis of:Heartland Express chooses PeopleNet for onboard computing | www.ccjdigital.com

Heartland Express is switching their vehicle management / communication system from that from Qualcomm Incorporated to PeopleNet. PeopleNet is owned by Norwest Equity Partners whose limited partner is Wells Fargo & Co. It sends a message to the industry that less-expensive more “open communication” systems are not-only good for small and mid-sized fleets, but they can take business from an industry leader.

Jay ThompsonPresident and General ManagerTransportation Business Associates

97K Lbs. US Gross Vehicle Weight Is Smart & Good For Some Industry Suppliers

August 7, 2010

Analysis of:Senate bill would allow heavier trucks on interstates | www.ccjdigital.com

Senate Bill S. 3705 was just introduced raising allowable Gross Vehicle Weight (GVW) on Interstate Highways from 80,000 to 97,000 pounds. It mirrors House Bill H.R. 1799, but the issue has failed in the past. If passed, States can opt in. Some Western US States already allow higher GVW’s, but it puts us on par with Europe at 97K and NAFTA partners Canada / Mexico at over 100K. While such legislation comes up almost every congress, it has many good outcomes and the best chance of passing yet.

Jay ThompsonPresident and General ManagerTransportation Business Associates

2010 Emissions-Compliant Truck Orders & The SCR v. EGR Engine Debate

August 4, 2010

With the dust settling somewhat from the California Air Resources Board, EPA, Navistar Corporation, Daimler, Cummins Inc, Volvo et al meeting a couple weeks ago, we found some of the feedback comments - especially from potential buyers - interesting. In addition, numbers always tell the rest of story, so it’s also interesting to look at what the 2010 compliant engine orders look like.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

YRC Q2 Bottom Line: More losses, more expensive debt

August 4, 2010

Analysis of:YRC Worldwide (NASDAQ: YRCW) Can't Shake Downward Spiral In Q2 | www.istockanalyst.com

Financially ailing LTL giant YRC Worldwide narrowed its second-quarter net loss to $9.5 million, compared with year-ago quarterly losses of $309 million. That came on a 2.9 percent drop of revenue to $1.1 billion. But YRC's long-term survivability is still a huge question mark, as it faces "snapback" pension payments to the Teamsters union multiemployer pension plans of as much as $350 million a year, plus higher borrowing costs as it trades it long-dated debt for shorter-term debt at higher interest costs.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Which Trucking Company Benefits Most from a YRC Closure? How About ODFL?

July 28, 2010

Analysis of:UPDATE 3-Old Dominion Freight Line Q2 beats Street, shares rise | Reuters | www.reuters.com

Old Dominion Freight Line, the nation's seventh-largest LTL trucking company, reported a surge in second-quarter net income of $21.5 million on 16.5 percent rise in revenue to $368.3 million, compared to 10.7 million net income in the 2009 second quarter. Analysts noted ODFL's ability to raise rates as well as a 13.4 percent rise in tonnage in helping the company post an industry-best 89.1 operating ratio (OR) in the second quarter.

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