Rush Enterprises Gives Insight Into Slower New Truck Sales - Used Is Better
February 14, 2010
Rush Sees Income, Revenue Down in Fourth Quarter | www.truckinginfo.com
Rush Enterprises Inc. is the largest truck dealer organization in the US and a primary seller of Paccar, Inc, - Peterbilt trucks, Paccar parts and Paccar Financial Services (financing and leasing), along with a Navistar Dealership in Charlotte. They give us good input as to new truck sales and service, but this and other input tells us the used and parts / service markets are doing better in the non-OEM channel.
2010 Freight Levels Improving - But Truck Orders Have Headed Back South
February 7, 2010
FTR: Strengthening Freight May Lead to Higher Truck and Trailer Sales in 2011 | www.truckinginfo.com
Improving freight levels should help truckers, but not so much the truck manufacturers - unless you have a good parts and service network. Some call it a double dip slowdown or better yet - déjà vu all over again.
Winning (and Losing) LTL Strategies v. 3PL - Then Those Darn Customers
January 25, 2010
The New and Improved LTL Industry | www.worldtrademag.com
The Less-Than-Truckload (LTL) marketplace is a tough one - especially with the current excess capacity v. demand. I agree with our colleague Mr. Wilkerson regarding LTL opportunities regarding Information Technology (IT) / RFID, warehousing, freight forwarding and alliances. While some are moving that direction, others aren’t addressing the people basics - then there are the actions underway by customers.
2010 Trucking Outlook - Public And Private Fleet Contrarian Thoughts
January 18, 2010
Trucking Stocks In 2010 | stocks.investopedia.com
Some analysts are giving thumbs-up for truckers in 2010, due as much to another exit of capacity as an improvement in freight demand. We are more cautious and the reference article seems to get it right from our perspective. It is about freight demand versus truck capacity - and we don’t see a big change in either.
Good News - Navistar Using The “S-Word” Again - An SCR Announcement
January 7, 2010
Navistar Invests in Ammonia-Based Emissions Technology | www.truckinginfo.com
Navistar is investing in a Danish Selective Catalyst Reduction (SCR) company - Amminex (link). Getting on with their SCR solution - whatever it is - is being seen as a positive with truckers.
Arrow Trucking Failure - More Of The Same Lessons & More
January 3, 2010
Further Problems Emerge for Arrow Trucking | www.truckinginfo.com
A leading-leading indicator of economic activity is flatbed trucking. Business is still tough, but an orderly business shutdown has many implications alone. Arrow Trucking is showing how not to do one, or handle the affected people and press. It offers the change to revisit the norms - and that out of norm.
2009 Transport Review Gives Us Insight Into 2010
December 29, 2009
Economy, Government Top Trucking Issues for 2009 | www.truckinginfo.com
Per the referenced article, the freight recession, truck manufacturer and regulation-related issues (EPA 2010, environmental issues, Hours of Service and other) clouded 2009. Some positives noted involved Information Technology. We’ll comment on these, along with that noted in our GLG articles - plus a bit about 2010.
The Other “Real” Cost Of Pending Regulations - Real JOBS!
December 14, 2009
Smog rules will cost 1,000 truckers’ jobs at Oakland's port | sanfrancisco.bizjournals.com
In California, new regulations are costing jobs. Many of us in the industry try to assess the cost of new regulations to truck operators (my 12/1 article). Being shut out without any recourse - but still left with a truck - just doesn’t seem fair to independent businesses. Is this is a harbinger of things to come elsewhere? Many talk hyperbolae about jobs, but this is about reality.
Globalization - Is There Room For More US & Australian Big Truck Partnerships?
December 6, 2009
Will Chrysler Return to Class 8 Trucks? Link with Fiat's Iveco Might Make It So | www.truckinginfo.com
Globalization of major truck builders could mean another commercial truck could be coming to North America. Per the referenced article by Tom Berg last month, Chrysler LLC Dodge Truck’s new CEO Fred Diaz said the Fiat-owned Iveco big truck offering is being looked at for the US market. It also opens up a discussion regarding Navistar trucks around the globe - and more specifically Australia.
Leading Truck Sales Indicator - Cummins Laying Off Workers
December 4, 2009
Cummins to Temporarily Slice 400 at New York Plant | www.truckinginfo.com
Just announced January 2010 layoffs at Cummins, Inc. Jamestown, New York engine plant gives an indicator of 2010-compliant engine demand and expected Class 8 trucks sales. This plant manufactures the M and ISX heavy-duty series engines from 11-15-Liters, which go primarily into Class 8 trucks.
Shale gas abundance provides new options for energy companies
February 13, 2012
Chesapeake Energy bites the natural gas bullet
January 25, 2012
Flurry of newbuild drilling rig deliveries in 2012 may dampen rig rates
January 20, 2012
Talisman joins the ranks of cautious E&P companies
January 12, 2012
Early signs of caution begin to cloud frontier exploration and production
January 4, 2012