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May 15, 2008
Future air cargo cost concerns
Analysis of: Big Security Chill At CNS | www.aircargonews.com
Author: GLG Expert Contributor
1. What equipment is certified by TSA? At this time no one manufacturer of screening equipment for cargo has been approved by TSA. Yet, the 1st time line, 50% of all passenger aircraft cargo screening must be done by February 2009. The 100% time line is August 2010. 2. There is a cost (still to be determined)...
April 11, 2008
Logic is prevailing - Global Transport and Logistics Consulting
Analysis of: Trailer Bridge buyers crowd thins | www.tradewinds.no
Author: GLG Expert Contributor
The Jones Act Trades are attractive in one sense, limited competition; but unattractive in another sense, the high cost of building and operating a fleet. Most service providers in the Jones Act Trades today have aging fleets that require replacement in the not too distant future. The cost of building Jones...
March 19, 2008
Productivity and Job protection are real issues
Analysis of: ILWU contract talks to start Monday | www.americanshipper.com
Author: GLG Expert Contributor
The largest US ports (LA/LGB) have the lowest productivity of any major ports in the world because of work rules and the lack of state of the art equipment at the terminals there. It's a chicken and egg situation, if the union gives into some of the work rule changes and the terminals don't invest in...
March 12, 2008
Not Yet
Analysis of: Logistics News: Quarterly Bear Stearns Shippers Survey Suggests Trucking Capacity Glut may be Reaching Bottom | www.scdigest.com
Author: GLG Expert Contributor
What is their purpose in taking this position? Could be they have other motives than just making an opinion on the trucking industry. I think it important to know and understand the motives of their opinion, and it helps if you have an intimate knowledge of the industry, which I do. 
September 21, 2007
Ports on the West Coast have strong new competition
Analysis of: Container Port Opening Big Boon for CN Rail | biz.yahoo.com
Author: GLG Expert Contributor
1. The Port of Prince Rupert, BC is two days closer to China 2. The Long Shoreman's contract expiring on July 1, 2008 in Long Beach/Los Angeles does not affect Prince Rupert. 3. Canadian National Railroad is known for their scheduled service (BNSF and UP congest instead of schedule) and CN does not...
May 15, 2007
A New Paradigm for LTL Rate Making, it's About time.
Analysis of: STB Strikes Down Antitrust Immunity | www.trafficworld.com
Author: GLG Expert Contributor
The latest ruling by the STB that eliminates antitrust immunity for LTL rate making bureaus is a step in the right direction. Albeit it is a very small step. This ruling will have little effect on what informed shippers pay for LTL shipments. Regardless of what rate or classification these bureaus recommend,...
David BeatsonNovember 29, 2006
Airline Consolidation - Who wins?
Analysis of: Continental keeps wary eye on merger bids | www.chron.com
Author: David Beatson, Chief Executive Officer, Ascent Advisors
US Air's plan to Acquire Delta will likely lead to a new round of consolidation and mergers in the airline industry.Concurrently, American, Continental, Northwest and United will evaluate their strategic options and determine next steps.Further consolidation will reduce competition while enhancing shareholder...
David BeatsonNovember 10, 2006
Concerns about the Future of the A380.
Analysis of: Airbus loses its first A380 customer | iht.com
Author: David Beatson, Chief Executive Officer, Ascent Advisors
Losses of Virgin and FedEx highlight difficult challenges for Airbus.Cargo is growing faster than passenger traffic and the loss of 10 orders from FedEx brings uncertainty to the suitability for the cargo industry.Boeing's 777 and 787 will likely gain market share as a result until the issue is successfully...
David BeatsonNovember 10, 2006
Idling away profits.
Analysis of: Limiting truck idling time | www.pennlive.com
Author: David Beatson, Chief Executive Officer, Ascent Advisors
The trucking industry needs to address the idling issue and resolve the matter in a positive way.This will have positive bottom line implications.In addition, reduction in idling time will improve air quality.
David BeatsonOctober 26, 2006
Airline Capacity Challenges
Analysis of: American Airlines Pushes Capacity Constraints | www.thestreet.com
Author: David Beatson, Chief Executive Officer, Ascent Advisors
-Airlines have reduced capacity significantly in the post 9/11 environment-Load Factors have improved significantly-Low cost start up airlines provide constant competition

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