GLG News by Rail Shipping Service Experts

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.

James AliucciCEOThe Global Group

The Continuing Gulf Seafood Crisis, And It's Not About Oil

August 31, 2010

Analysis of:Minnesota farmer battles Gulf 'dead zone' | www.cnn.com

The seafood industry continues to focus it's attention on the BP spill and its effects on sea life and water quality. But in the short term, we all tend to forget about the dead zone in the Gulf the size of New Jersey.

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.

James AliucciCEOThe Global Group

The Gulf, BP, And the World's Seafood

August 24, 2010

Analysis of:Top Democrat Criticizes U.S. Oil Spill Report - WSJ.com | online.wsj.com

How can we gauge the health of the Gulf and is effects, short and long term, on the seafood it contains when we can not trust the Government agencies to get out the truth on the spill?

James AliucciCEOThe Global Group

The New Wave; Sustainability, Fisheries And Your Local Supermarket

August 22, 2010

Analysis of:Another US grocery giant demands seafood sustainability | www.fishfarmingxpert.com

There is a movement in the supermarkets, and I do not mean the specials of the week. We are seeing a surprising amount of supermarkets insisting, no, requiring all their seafood now must be from sustainable means. That is from fisheries and aquaculture alike.

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.

Toby KolstadPresidentRail Theory Forecasts

Utilities begin to use more coal as railroad coal traffic increases

August 19, 2010

Analysis of:U.S. coal and natural gas generation rose, nuclear fell, in June | www.powergenworldwide.com

The EIA has reported that coal fired electric plants increased production faster in 2010 than overall demand for electricity has grown. Compared to June of 2009, coal fired generation was up 12.2% compared to an overall increase in demand for electric power of 7.9%. Power from plants that use Natural Gas also increased, as did power from Wind farms. Rail coal traffic has been steadily growing since the end of the first quarter and should finish the year about even to last year.

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.

Toby KolstadPresidentRail Theory Forecasts

Railroad intermodal loads may be peaking early

August 10, 2010

Analysis of:Retailer Container Imports May Have Peaked | www.joc.com

Weekly railroad intermodal traffic has recently approached the levels recorded in mid-2008 and was on track to reach pre-recession levels by the end of the year if the normal cyclical pattern for this traffic sector prevailed. That would not have matched the other economic data normally associated with these shipments and could have created a problem for retailers in early 2011. A new report by Port Tracker however, now claims that the traditional shipping patter may not be seen in 2010.

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.

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