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November 28, 2008
Over 5 million have lost jobs in China so far - and more job losses to come
Analysis of: China's Stimulus Will Work | online.wsj.com
Author: GLG Expert Contributor
China has already lost 5 million jobs this autumn  and another 2 million migrant works are likely to lose their jobs in the next six months as more and more export processing factories shut down. Many of the jobs have also been lost in the construction sector.      The speed...
Jay ThompsonNovember 25, 2008
ABF Makes Statement By Announcing They Will Only Buy SCR Technology In 2010 (i.e. No Navistar Trucks)
Analysis of: ABF to Buy SCR Trucks for 2010, Exec Says | www.ttnews.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
ABF Freight said in a recent press conference that they will only buy Selective Catalyst Reduction (SCR) technology for 2010. All US manufacturers will be going with SCR with the exception of Navistar. They are utilizing advanced Exhaust Gas Recirculation (EGR) along with emissions trading. In the world...
Jay ThompsonNovember 21, 2008
Leading Indicator - Truck Registration Numbers “Falling” In Line With Recent “Lower” Predictions
Analysis of: Polk: Truck Registrations for September Lowest Since February 2003 | www.truckinginfo.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
Truck registrations are important to contrast against freight predictions for planning purposes by shippers, transport companies, industry suppliers, investors and other interested parties. These numbers tell how the trucking companies are planning for the near future. Last month, we authored an article...
Joe VictorNovember 19, 2008
Corn Ethanol Facts
Analysis of: U.S. raises ethanol fuel standard for 2009 | www.upi.com
Author: Joe Victor, Vice President/Marketing, Allendale Inc
Facts provide insight into how much corn must be produced in the long run. Knowing the facts provides a better understanding of how many acres, fertilizer demand and seed technology is required.
Jay ThompsonNovember 19, 2008
Trucking Index Allows Insight Into Companies Doing OK In Spite of Slowdown - But We Need To Look Deeper
Analysis of: New Global Trucking and Logistics Company Index | seekingalpha.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
The Dow Jones Industrial Average and the S&P 500 are down about 40% from a year ago. The Dow Transports are down 25%. In spite of this, there are some transport companies doing OK as noted in the source article - and deserve some comments as to why - and cautions….
Jay ThompsonNovember 18, 2008
Mexico Cross-Border Operations Save Costs & Are Safe - But Don’t Let Facts Get Into The Way
Analysis of: Independent Panel Finds Border Project Safe But Statistically Inadequate | www.truckinginfo.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
The Mexican cross-border pilot program is slipping into nowhere land - and it will continue to cost us money. Nobody says much about the program with our number one trading partner - Canada. They certainly do about our number two partner - Mexico. But it is not about business - it’s politics!
November 14, 2008
Will pouring more concrete really help the Chinese economy ?
Analysis of: China's Stimulus Will Work | online.wsj.com
Author: GLG Expert Contributor
China's strategy to boost growth by using the srategies that worked in 1997/98 will not help. China already has a huge over hang of empty office and industrial buildings.   There is no demand for the new airports planned and other transporation related projects. The new railways...
November 14, 2008
Rate Case Demonstrates Coal Transportation’s Attractiveness to Union Pacific and Other Railroads
Analysis of: Oklahoma Gas & Electric Files Rate Case Against Union Pacific Railroad for Coal Transportation | www.stb.dot.gov
Author: Thomas Shewski, Owner, High Energy Services
    The most recent Surface Transportation Board Rate Case filed by Oklahoma Gas & Electric (OG&E) against the Union Pacific Railroad (UP) for coal transportation from the Powder River Basin to the Muskogee coal plant actually shows the attractiveness of this move to the...
November 14, 2008
Surface Transportation Board Rate Case Process and Why it is Biased for the Railroads
Analysis of: Oklahoma Gas & Electric Files Rate Case Against Union Pacific Railroad for Coal Transportation | www.stb.dot.gov
Author: Thomas Shewski, Owner, High Energy Services
    Another coal-transporting utility has filed a Rate Case at the Surface Transportation Board (STB) alleging excessive rates for coal transportation.  This most recent case was filed by Oklahoma Gas & Electric (OG&E) against the Union Pacific Railroad (UP) for coal...
November 12, 2008
Railroad Fuel Surcharge Court Case to Proceed – Potential Costly Outcome to Four Class I Railroads
Analysis of: Railroads Face Price-Fixing Suit on Surcharges | money.cnn.com
Author: Thomas Shewski, Owner, High Energy Services
    The suit alleges four of the Class I Railroads violated Federal antitrust laws with respect to fuel surcharge.  The four Class I Railroads in the suit are CSX, Norfolk Southern, BNSF Railway, and Union Pacific Railroad.  The time period is July 2003 through June 20...

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