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December 2, 2008A Basic Question - Is There Room In The LTL Segment For The YRC Of Today?
Analysis of: YRC to Get Concessions? | tdu.org
Author: Jay Thompson, President and General Manager, Transportation Business Associates
The analysis of our colleagues gives us a good look at the expense side of the YRC segment, but how about the freight demand versus availability capacity side? This raises the real question of “what the right amount of capacity” for the foreseeable future? Then who is better able to address it?
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, 2008Order Cancelations Will Not Approach Half of The Order Book
Analysis of: Half of dry bulk orders will ‘not be delivered’ | www.lloydslist.com
Author: Craig Marston, Managing Director, CEM Marine
Navios' prediction that up to half of the dry bulk orderbook through 2010 will be canceled won't happen.
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 21, 2008
Ethanol Fuel Standards for 2009
Analysis of: U.S. raises ethanol fuel standard for 2009 | www.upi.com
Author: GLG Expert Contributor
Analysis of: U.S. raises ethanol fuel standard for 2009 | www.upi.com
Author: GLG Expert Contributor
The content of this article is misleading. The EPA is simply enacting the provisions of the Energy Independence and Security Act of 2007. Furthermore, the EISA legislation sets Renewable Fuel Standards for total volume along with subsets requiring a minimum amount of a particular fuel.
After...
November 19, 2008Corn 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.
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, 2008Clean Coal can lead energy independence with correct and fair legislation for CO2 sequestration
Analysis of: Aussie bill sets up CO2 sequestration framework | www.ogj.com
Author: Hans Linhardt, President, LTDI, Inc.
Australia has taken coal serious by passing the Australian Offshore Petroleum Amendment Bill, regulating carbon dioxide capture and storage (CCS). Australian Production & Exploration Association (APPEA) has fought for this bill in order to protect the property rights of existing petroleum...
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 17, 2008Gazprom after LNG
Analysis of: Gas Troika plans LNG joint venture, paper says | www.ogj.com
Author: Hans Linhardt, President, LTDI, Inc.
Oil & Gas Journal reports that Gazprom plans to form a joint venture with Qatar Liquefied Gas Co.,Ltd. and the National Iranian Oil Co. for gas production in the Iranian South Paris field and liquefy the gas in Qatar at the Las Raffan site. The gas would be piped from Iran across the Persian...
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Source Article | Expert Analyses
YRC to Get Concessions?
tdu.org
BASF Cuts Profit Goal, to Idle Plants as Orders Drop
www.bloomberg.com
Half of dry bulk orders will ‘not be delivered’
www.lloydslist.com
Weekly US rail shipments tumble 9.1 percent
biz.yahoo.com
Amid economic crisis, wind power spins more slowly
features.csmonitor.com
The gale of a credit crisis blows the wind away!
November 26, 2008
The Peaksters are right on theory, perhaps wrong on timing
November 25, 2008
BASF, Dow Chemical, PPG signal arrival of new world financial order
November 24, 2008
Two Words About New Trucking and Logistics Index: "Yes, But..."
November 20, 2008
Petrochem Giants in Crisis Mode
November 20, 2008

