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GLG News by Construction Equipment Experts (US)

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November 26, 2008
Will Green Government Suffocate Trucking?
Analysis of: Incentivise the transport industry to cut emissions | www.publicservice.co.uk
Author: Jeff Moser, President, West Branch LLC
European nations have used taxes and tolls to 'optimize' truck freight tonnage and reduce pollution and greenhouse gas emissions.  With an aggressive environmental agenda the new US government may seek to harmonize domestic standards with the Europeans. 
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...
George DorkhomNovember 24, 2008
Bailout the automakers ..no way
Analysis of: ‘Peak-oil’ doomsayers catch Wall St.’s attention | www.iht.com
Author: George Dorkhom, President and Managing Partner, AD&A Worldwide
The problem with Detroit is arrogance and know it all..for years now the leadership at Detroit three auto makers insisted on not briniging new and fresh blood from the outside..you do not the autombile industry , you are no good. Yet there are  tremendous talents out there that can can help...
November 24, 2008
Low Truck Production - "Its the economy, stupid"
Analysis of: Polk: Truck Registrations for September Lowest Since February 2003 | www.truckinginfo.com
Author: James Cade, Former Executive Vice President of Maintenance,Purchasing, Arrow Trucking Co
Overall truck production is down due to significant slowing in the economy and an uncertain future. The lack of available credit is also multiplying the effect of the economy. Until the economy improves I do not expect truck production to improve.
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...
November 20, 2008
Petrochem Giants in Crisis Mode
Analysis of: BASF Cuts Profit Goal, to Idle Plants as Orders Drop | www.bloomberg.com
Author: Jeff Moser, President, West Branch LLC
Capacity shutdowns by Dow and BASF will pressure smaller players to rationalize their own operations.  If liquidity is insufficient to weather an extended downturn consolidation of global capacity is likely; voluntary or not. 
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 13, 2008
Consumers pinched as petrochem prices hold firm
Analysis of: Oil falls but not prices of petro-based consumer goods | www.detnews.com
Author: Jeff Moser, President, West Branch LLC
Falling oil prices have not led to price relief from major chemical and plastics producers.  Consumers will continue to see higher prices on everyday goods from diapers to toothpaste and toilet paper.
November 11, 2008
Navistar walking the EGR tightrope for 2010
Analysis of: Making EGR-only work for 2010 | fleetowner.com
Author: Jeff Moser, President, West Branch LLC
Heavy Duty diesel truck engines must meet stringent EPA NOx emissions standards in 2010.  Solutions include SCR catalysts and/or high EGR rates.  The tradeoffs in performance and fuel economy may define market share among the major engine makers.

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