GLG News by Rail Shipping Service Experts

James AliucciCEOThe Global Group

The New Salmon Run, In the Test Tube

October 21, 2010

Analysis of:FDA refuses to require labeling of genetically modified salmon | info-wars.org

Salmon as a GMO, how does one decide if it is safe to eat, safe for the environment and safe for other salmon. We could listen to the manufacturer, but really they are trying to sell the fish, and much more. How about the FDA, even they retuse to rule on this.

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.

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.

James AliucciCEOThe Global Group

Sobeys And The Seafood Sustainability Issue

October 14, 2010

Analysis of:Sobeys Inc. Commits to Seafood Sustainability: "Fix the Worst First" | www.marketwatch.com

As a great follow up to recent comments on tuna, look what happens, "fix the worst first" appears, what a concept. The sustainability issue in seafood is front and center in many consumers minds. And some of the retailers are indeed paying attention. Sobeys is attempting to solve one of the big questions we all face, who do you trust and believe in of the multitude of certifying agencies, as well as what species needs the most attention.

James AliucciCEOThe Global Group

Blue Fin Tuna, BP's Expanding Environmental Portfolio, And Sustainability

October 13, 2010

Analysis of:NMFS to decide whether to give bluefin endangered status | fis.com

It has yet to be confirmed, but here is another potential "feather" in BP's ever expanding environmental portfolio. The article also adds confusion to the debate. BP certainly did not "over fish" the species, but has it added the final blow?

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.

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