GLG News by Iron Ore Mining Experts

Toby KolstadPresidentRail Theory Forecasts

Railcar builders are looking to better times

October 29, 2010

Analysis of:Freight car orders, backlog up sharply | www.railwayage.com

The RSI announced the third quarter results for the railcar builders and there were improvements in all categories. Orders totaled over 9,100 units and deliveries continued to increase from 2,946 in the second quarter to 3,706 in the third. Moreover, the backlog of unfilled orders increased from 14,930 to 19,267. If the trends continue, and there is no reason to believe they will not, industry output will almost double in 2011.

Toby KolstadPresidentRail Theory Forecasts

Railroads are placing big bet on capturing domestic truck traffic

October 15, 2010

Analysis of:UPDATE 2-Greenbrier gets more railcar orders, shares jump | www.reuters.com

Greenbrier Corp. recently announced a number of sales and leases for intermodal container cars totaling around 5,000 wells. All of this equipment is for domestic container (53’ length) service, a traffic segment that saw some highway traffic defections to the railways during the recession. The railroads are betting that their new customers will not only stay with them but that more will follow as the economy improves and as the new eastern doublestack corridors improved railroad service levels.

Toby KolstadPresidentRail Theory Forecasts

Reliable freight and High Speed Passenger Service can’t coexist!

September 21, 2010

Analysis of:High-Speed Rail Stalls | online.wsj.com

The railroads are caught in a bind. While seeking government handouts in Public-Private Partnerships and battling congressional reregulation legislation, they have been trying not to offend too many politicians by fighting the expansion of passenger service over their primarily freight network.  It’s now crunch time and there are very few areas where the railroads can compromise: adding high speed passenger service would make track maintenance too expensive and freight service too unreliable.

Toby KolstadPresidentRail Theory Forecasts

Rail traffic is up, but it’s no barn burner

September 8, 2010

Analysis of:Norfolk Southern, CSX Say Volumes Rise as Rail Demand Holds Up | www.bloomberg.com

Rail traffic is one of the best current measures of economic activity in the country, and the weekly carload reports from the AAR are one of the timeliest indicators available. Through the 34th week of the year, the numbers read as follows: total carload traffic is up 7.1% over the same period in 2009, and intermodal traffic is up 14.3%. Compared to the second quarter of this year, carload traffic in the third quarter is down 1% and intermodal loads are up 4.8% 

Matthew MurphyManaging DirectorMMLC Group

China’s Commercial Vehicle Industry - A snapshot

September 2, 2010

Analysis of:China’s New Anti-Monopoly Law – an analysis of recent decisions regarding foreign investment and trade | www.mmlcgroup.com

This article briefly looks at the major commercial vehicle manufacturers in China, and foreign investment in the area, before going on to describe the major government departments involved in regulating the sector.  It is intended to provide a snapshot of the commercial vehicle/truck market in China for potential foreign investors.

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.

Toby KolstadPresidentRail Theory Forecasts

Railroad traffic shows economic pickup underway

August 27, 2010

Analysis of:Key Factory-Related Cargoes Rise at Top Railroads | www.joc.com

The weekly railroad traffic reports from the American Association of Railroads are one of the timeliest indicators of economic activity, and the numbers in recent weeks are pointing to a pickup in industrial activity. The weekly reports in the second quarter indicated a significant slowdown in economic growth long before the Federal Reserve lowered revised the GDP numbers for the period.

Matthew MurphyManaging DirectorMMLC Group

Privacy Protection in China – Latest Developments

August 27, 2010

Analysis of:China’s New Anti-Monopoly Law – an analysis of recent decisions regarding foreign investment and trade | www.mmlcgroup.com

This article looks at a recent Chinese court decision which extended the application of Article 253 of the PRC Criminal Law to common citizens in China.  Until this decision was issued, come commentators had thought that Article 253 was limited to the actions of employees of state agencies involved in special sectors, such as the telecoms sector. This article also provides a general overview of the various laws that can be used to protect privacy in China.

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?

Matthew MurphyManaging DirectorMMLC Group

Mergers and Acquisitions by Foreign Entities in China

August 24, 2010

Since China's adoption of the “Open Door” policy and entry into the World Trade Organization (‘WTO’), merger and acquisition activities in China have become an increasingly attractive alternative to foreign investors as compared to foreign direct investment. Despite the global economy crisis, China is still Asia's largest merger and acquisition market. Foreign investors are increasingly using merger and acquisition transactions to establish or expand their Chinese business operations. The increased pace of foreign merger and acquisition activity has contributed to restructuring of the foreign merger and acquisition regulation system in China. Generally speaking, the Chinese government is taking positive attitude toward foreign mergers and acquisitions in many areas, depending on the industries involved and relevant social issues. This article gives an overview of the laws and regulations governing mergers and acquisitions by foreign entities in China.

Previous Page : 12345678910Next41 to 50 of 1285