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August 12, 2008Detroit Three, Supplier Relations At Five Year Low
Analysis of: Auto Sales Sink, With Big Three Hit Hardest | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
As the U.S. auto industry continues to deteriorate, automakers and suppliers aren't getting along as well as they used to.
August 11, 2008Yellow Goes Rah-Rah Route to Rally Employees
Analysis of: YRC North American says Velocity Network reducing transit times | www.etrucker.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
How well is YRC Worldwide's new "Velocity Network" performing after this summer's rollout? Here's an internal memorandum to employees that explains it.
August 11, 2008How Bad Was The Week For AutoMakers? Let Me Count The Ways
Analysis of: Auto Sales Sink, With Big Three Hit Hardest | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Was there any good news in the past weeks automaker and auto retailers reports? Not much.
August 8, 2008Schneider National is Adding Truckload Capacity -- Here's How
Analysis of: Schneider National Owner-Operators Now Paying Just $1.085 for Diesel | www.wisbusiness.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
Schneider National is betting on an innovative way to attract and retain owner-operators at a time when other large truckload carriers are reducing their over-the-road capacity. One way is this fuel subsidiary program that is popular with owner-operators used by Schneider, one of the largest privately...
August 7, 2008What Is Next In The US Automotive Industry For Ford, GM and Chrysler.
Analysis of: Ford Details Overhaul Plans As Losses Continue To Grow | online.wsj.com
Author: Dennis Profitt, Consultant, Dennis Profitt
Ford announced it was bringing six European vehicles to the US market and GM announced it was closing four truck Plants and adding shifts and new products to other plants. While driven by the marketplace and predominantly by the price of fuel, this represents a departure from past downturns.
August 6, 2008July Auto Sales: The Good; The Bad; The Ugly
Analysis of: Auto Sales Sink, With Big Three Hit Hardest | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
One would have to dig into the history books back to 1992 to find a worse month for car and truck sales in the U.S. than July.
August 6, 2008US Tier One Auto Suppliers To Be Hit Harder As European Designed Vehicles Are Produced In US
Analysis of: Auto Sales Sink, With Big Three Hit Hardest | online.wsj.com
Author: Dennis Profitt, Consultant, Dennis Profitt
With US auto sales down 13% in July and the forecast for the balance of the year equally distressing, news for the Tier 1 suppliers is even worse. The news of existing designed European vehicles being brought to the US quickly , may well mean European companies presently manufacturing parts in...
August 6, 2008Chrysler Is Getting Hammered: Do You Think Cerberus is having second Thoughts?
Analysis of: Finance Unit of Chrysler Fails to Renew Some Funding | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Consumers are bailing out on Chrysler LLC--the sign of a company in crisis.
August 5, 2008Auto Sales Are Tanking! Does Anyone Remember The 1990 Oil Shock?
Analysis of: Auto Sales Sink, With Big Three Hit Hardest | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
It's instructive to compare what's currently happening in the auto sector and the U.S. economy with what we saw in the wake of the 1990 oil shock.
July 29, 2008Drivers Starting "Mutiny" Over Ethanol as Engine Woes Mount
Analysis of: In Gas-Powered World, Ethanol Stirs Complaints | www.nytimes.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
The popularity of ethanol as a fuel is rapidly declining. Once seen as a panacea to this nation's dependence on foreign sources of fuel, ethanol now is being blamed for worldwide food inflation, diversion of crops from food to fuel and, now, operational problems in engines. A number of...
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