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Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Truck Order Predictions Pretty Well Laid Out Through 2010

November 19, 2009

Truck orders indicate pre-2010 surge | www.etrucker.com

In the midst of the optimism with the recent surge in truck orders, reality is setting back in that 2010 truck orders will be slow due to the mew emissions rules - again! We have written several articles over the last 6-months about the slow truck sales marketplace leading into the current prebuy. So here’s a look ahead....

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Integrated Fuel Technologies Non-Urea SCR Option Hits A Speed-Bump

November 16, 2009

Cover Story: Pipe Schemes | www.seattleweekly.com

One of the two non-urea Selective Catalyst Reduction (SCR) developers as noted in GLG articles has legal problems prompting potential major users to steer clear for now. The referenced article by Laura Onstot for the Seattle Weekly is an interesting read including alleged money, fraud, religion, mistresses and other sorted issues - but more about business issues than the technology.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

JB Hunt Intermodal Will Do Well For A Couple of BIG Reasons

November 11, 2009

J B Hunt (JBHT) Gets S&P 4 Star Buy Rating But Showing Bearish Technicals | www.marketintelligencecenter.com

After 20-years, Intermodal as pioneered by JB Hunt and United Parcel Service is even more of a bright spot. I share our colleague Mr. Williams’ optimism regarding Intermodal - and that for JB Hunt’s continued success therein. There are idiosyncrasies in the numbers discussed that offers an opportunity for a different look.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Class 8 Truck Prebuy Is Coming To An End - 2010 Skepticism Here!

November 6, 2009

Class 8 Orders See Sharp Rise From September | www.truckinginfo.com

FTR Associates President Eric Starks shows North America Class 8 October order numbers at 21,792 trucks. This is a rate more triple than we were seeing February through July of this year - ranging 6,000-8,000 per month and double the August and September numbers. My friend Eric knows the numbers better than most, so we’ll offer some customer comments as to why.

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Fertilizer Musical Chairs Coming to Sad End- Agrium & CF Industries Last Offers

November 6, 2009

Agrium increases cash portion of bid in final attempt to buy CF Industries | www.chicagotribune.com

Since the beginning of the year Agrium Inc.  and CF Industries Holdings  Inc.  have been seeking to make a major acquisition in consolidation effort after drop in sector share prices. This week new offers went out and we might be reaching an end to this round of efforts as the outlook for the sector finally appears to be touching bottom. 

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Transports Telling Different Story Than 3.6% GDP Blip!

November 2, 2009

Why the Lagging Transports Are Worrying | www.minyanville.com

Some stock technicians who compare numbers from the past to today are throwing more red flags regarding the recent quarters’ very positive numbers because the transports are not showing it. Transports are a good leading indicator in real time when real tonnage grows or shrinks. Shipper planning leads that of course led by true economic activity. History tells us a number of things.

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Omega-3 Soybean Oil Closer To Commercial Reality For Monsanto and Solae

November 1, 2009

Solae, LLC and Monsanto Company reach important regulatory milestone that advances the development of foods containing the world's first stearidonic acid (SDA) omega-3 soybean oil product | www.seedquest.com

The GRAS certification of Monsanto's new omega-3 Soybean Oil is a major step not only for Monanto and their partner on this product, Solae LLC, but a it could also help pave the way to the acceptance of GMO crops around the world. The product still needs to be developed and marketed correctly as it is SDA and not EPA or DHA.

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

"Where's the Beef?" Will Meat Lose Global Favor?

October 30, 2009

Vegetarian diet is better for the planet, says Lord Stern | www.guardian.co.uk

The production of meats is responsible for 18% of man made green house gas emissions and 25% of man made methane emissions. No wonder there is talk that eating beef is not very green. WIll sustainable farming and green consumers move away from meats and towards a vegetarian diet? 

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Mega-Dealer Rush’s Numbers Give Insight Into Truck Sales & Service Marketplace

October 27, 2009

Rush's Third Quarter Impacted By Weak Sales Market | www.truckinginfo.com

Rush Enterprises, Inc. is the largest heavy & medium duty truck sales and service organization in the US. Their numbers allow us a look at the marketplace from ground level including new and used trucks, along with parts and service.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

IRS v. Trucking Independent Contractor History

October 19, 2009

'Contractor' Lable Provokes Legal Disputes | online.wsj.com

The trucking Independent Contractor (IC) pool is a big one. Surveys show that one-third of truckers are IC’s and 80%+ of them are leased to fleets. The biggest player is FedEx Ground - hence the long-time target on their back by the Internal Revenue Service (IRS), States and unions. Other big numbers come from the Intermodal sector, which is also under fire. I agree with my esteemed colleague John Schultz and offer the following overview.

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