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November 25, 2008ABF 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...
November 24, 2008Bailout 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
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.
November 21, 2008Leading 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 19, 2008Trucking 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….
November 18, 2008Mexico 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 6, 2008Auxiliary Power Units Not Providing Energy Savings Or Emissions Reductions As Sold
Analysis of: Idle Reduction Technology Research Sheds Light on APU Decisions | www.truckinginfo.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
Truck idling versus Auxiliary Power Unit (APU) Return-On-Investment (ROI) got some real and negative feedback in a recently completed North Carolina State University / Volvo Truck EPA-funded study. Bottom-line is that the ROI is tough at best and from the study: “Previous avoided fuel use rates and...
October 31, 2008Food Versus Fuel Issue Turning Grain Farmers’ Numbers Ugly, Too
Analysis of: Reviewing biofuel policies and subsidies | www.fao.org
Author: Jay Thompson, President and General Manager, Transportation Business Associates
The food, energy and Biofuels industries all heavily depend on feedstock. I agree with colleagues Mr. Moser and Mr. Timpano regarding food versus fuel, future feedstock’s, food security and sugar cane use for ethanol. After recently attending a Purdue (my alma mater) meeting wearing my Zenergy Bio Fuel...
October 24, 2008'08-'09-'10 Truck Build Numbers Being Adjusted Way Down
Analysis of: FTR Conference Call: Bad News Bears | www.truckinginfo.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
The forecast models used by the industry to predict equipment sales needs a readjustment. The forecasting models included diesel prices, metal prices, industrial production, manufacturer orders and personal income / spending, but they had not used at least one major factor - financing availability -...
October 22, 2008GreatWide Logistics Using Chapter 11 To Shed Debt
Analysis of: Greatwide Logistics, Texas Trucker, Files Bankruptcy | www.bloomberg.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
How quick can one get in and out of a Chapter 11 filing? Pretty quickly if one has their ducks lined up. It does say something about trying to roll up a bunch of companies, carrying a lot of debt - and then being faced with a trying marketplace.
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