GLG News by Truck Leasing Experts in GLG Member Programs

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.

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.

Jay ThompsonPresident and General ManagerTransportation Business Associates

American Trucking Association Freight Tonnage Index Signals A Slowdown?

July 27, 2010

Analysis of:ATA Truck Tonnage Index Fell 1.4 Percent in June | www.prnewswire.com

The American Trucking Association (ATA) seasonally adjusted truck freight tonnage index shows a negative trend for the last two consecutive months (May and June). It’s not viewed as a positive for freight planners - and the rest of us.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Better Trucking Productivity + Few New Trucks Added = Improved Profits, But…

July 26, 2010

The second quarter is coming in as some had expected => softening US economic activity. With inventories somewhat filled back up and the trucks running today still being able to pick up the marginally increasing demand, expect to see trucking profitability to stay relatively good and new truck sales to moderate. Used trucks continue to sell well for several reasons.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Better Trucking Productivity + Few New Trucks Added = Improved Profits, But…

July 26, 2010

The second quarter is coming in as some had expected => softening economic activity. With inventories somewhat filled back up and the trucks running today still being able to pick up the marginally increasing freight demand, expect to see trucking profitability to stay relatively good and new truck sales to moderate. Used trucks continue to sell well for several reasons.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Expect Truckers Profit’s To Look Good For 2010 - JB Hunt Offers Insight Why

July 19, 2010

Analysis of:J. B. Hunt's Earnings Jump on Increased Demand | www.truckinginfo.com

JB Hunt Transport Services profit jump for the second quarter 2010 is great news after the now several year trough we have been running in. As written here before, I am a fan of JB Hunt for a variety of reasons, but a quick look at their numbers shows us what is going on in the different segments. History tells us to put it all in perspective - and always be cautious with what we are seeing - AND utilization is where the real $$$ is!

Jay ThompsonPresident and General ManagerTransportation Business Associates

Flying J & Pilot Truck Stops Cleaning Up Loose Ends - Creates Mega-Player

July 12, 2010

Analysis of:Pilot, Flying J complete merger | www.ccjdigital.com

The lining up of business models of Pilot Corporation and Flying J is nearing completion, so we can take a snapshot of the new model moving ahead. It’s smart for Pilot to keep Flying J as a brand for the huge “renegade” smaller fleet / owner-operator market, then try to win them over. There are numerous other positives, but truckers are still wondering about fuel pricing.

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