GLG News by Truck Leasing Experts

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Fewer Trucking Company Failures Now - In Spite Of Ourselves!

August 24, 2009

Trucking failures drop in 2nd quarter | www.etrucker.com

In the referenced article, Avondale Partners Senior Research Analyst Donald Broughton was noted seeing a dramatic reduction in trucking business failures in the 2nd quarter ’09 as compared to previous and year-over-year quarters. Also noted was the principal reason carriers are remaining in business - creditors are allowing otherwise insolvent companies to stay in business so that they don't have to take back used equipment. We agree that problems have slowed, but differ on some other points.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Winners in a YRCW Liquidation?

August 18, 2009

Sector Snap: Who will win if YRC fails? | www.seattlepi.com

In the referenced article, RBC analyst John Barnes expects the Less-Than-Truckload (LTL) sector to continue to be a tough one - but tougher yet for YRC Worldwide. As a result, he issued an “Underperform” rating and noted “…that YRC's precarious financial position will ultimately result in its failure barring a material U.S. economic rebound." Colleague John Schultz just commented about rate expectations from a Wolfe Research LLC survey and his prognosis for YRCW, so we’ll just add some thoughts.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Survey Shows US Citizenry Still Don’t Like Mexican (Or Any) Trucks

August 16, 2009

Poll shows most Americans oppose allowing Mexican trucks in U.S | www.thetrucker.com

The referenced Rasmussen Reports national telephone survey indicated that Mexican trucks are not welcome here in the US by a two-thirds margin. Over 70% of people against it are over 40 years old - and men way more so than women. Sixty-eight percent of investors agree! There is more to this undercurrent, so here are some thoughts.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

2010-Compliant Diesel Truck Price Increases Out - The Changing Purchase Paradigm

August 14, 2009

Daimler Trucks North America Announces Pricing For Detroit Diesel BlueTec and Cummins Emissions Technologies to Meet EPA 2010 Standards | www.daimler-trucksnorthamerica.com

The major truck manufacturers have announced their price increases for 2010 emissions-compliant engine-powered trucks. For Class 8 trucks, Daimler Trucks North America (DTNA) targeted their SCR “surcharge” at $9,000 - lower than Volvo Trucks SCR at $9,600 and higher than Navistar A-EGR at $8,000. While some may think a single-digit percent price increase is tolerable for the industry, we can only say that planning has accelerated to change future purchase plans.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Impact Of Battery Technology Within Industry? History Says...

August 11, 2009

Big 3, Michigan win big in battery grants | www.detnews.com

The referenced Detroit News article outlines where a little over half of the $2.4B Federal Grant for battery development will go in Michigan and Indiana. The rest will go to a variety of entities, which opens up discussion on the complexity of an old discussion regarding electric cars.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Is YRCW’s On-Road Disconnect A Metaphor For Their Business?

August 5, 2009

Big rig trailer detaches on I-390; driver keeps going | www.democratandchronicle.com

With all of the discussion about YRC Worldwide financials in the news, it is often good to flavor the discussion from a practical sense. Our colleague John Schultz has covered the current YRCW issues well in his recent GLG articles, so we’ll stick more to input from ground level - mostly labor questions. I can’t believe the questions we got on this - from a business perspective and as an old part-time trucker!

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

ATA Freight Tonnage Index Follows Members Financials - Quick Overview & Comments

July 29, 2009

ATA index shows freight tonnage down again | www.todaystrucking.com

American Trucking Associations (ATA) freight index is a good indicator of trends with their major fleet members. As said in the past by premier ATA forecaster Bob Costello, it’s good for showing increasing / decreasing trends over time. Their current readings show things are flat - and allows for a quick review of some of the major players recent performance, along with some comments.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Ingersoll-Rand Sales Signaling End Of Recession? - Not So Fast

July 27, 2009

Ingersoll-Rand sees signs recession is almost over | www.marketwatch.com

Transport refrigeration unit sales have traditionally been a reliable predictor of economic activity. Like with truck engines, government regulations change traditional buying patterns. We believe that increased reefer sales are more about California Air Resources board (CARB) mandates than any economic recovery.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Fleets Execs Discuss Trucking Equipment Financing Lax Default Effects

July 19, 2009

Fleet Panel Says Banks Reward Struggling Carriers | www.truckinginfo.com

At the recent Truckload Carriers Association Refrigerated Carrier meeting, several fleet operators made comments regarding equipment financing - including availability, interest rate increases, problems with unprofitable fleets continuing to run without making payments and expectations for the future. It allows for comments regarding capacity reductions, trucking profits and future truck sales.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Major Truck Stop Competitors Merging - Flying J + Pilot = Higher Retail Prices?

July 16, 2009

Flying J and Pilot to merge | www.etrucker.com

The truck stop (uh - travel center) landscape had changed dramatically since deregulation. The merger of Pilot & Flying J essentially doubles the size of the previously two largest competitors in the marketplace. The combined entity has implications to their competitors, along with those providing services to them - and truckers.

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