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GLG News by Heavy Duty Truck Experts: Consultants and Industry Specialists

George DorkhomPresident and Managing PartnerAD&A Worldwide 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.

Gas Cylinders Are Here to Stay

September 20, 2009

Is It The End For High-Pressure Gas Cylinders? | www.prlog.org

Higher pressure or not , the gas cylinders market is an important segment in the industrial gas business for smaller users and mobile applications in medical and industry and are here to stay but controls technology must continue to improve on safety and reliability.

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine 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.

So FedEx is Confident. What, Exactly, Does That Mean?

September 18, 2009

FedEx is Upbeat, Despite a 53 Percent Drop in Quarterly Profit | www.nytimes.com

FedEx is suddenly bullish about the international economic climate despite a 53 percent drop in its profit for its quarter ending Aug. 31. Revenue plunged 20 percent to just over $8 billion while net earnings fell to $181 million. FedEx is first to raise overall rates with a planned international and domestic rate increase of $5.9 percent on Jan. 4. That  is offset by a 2 percent cut in its fuel surcharge, plus any further discounts that shippers rate.

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.

Navistar Without A Big Pre-2010 Cummins Stockpile Could Be A Problem

September 18, 2009

Navistar CEO Peppered With Questions About Truck Engines | www.nasdaq.com

The proposed US Environmental Protection Agency (EPA) rule limiting the number of pre-2010 Cummins engines that Navistar can stockpile has many asking what it means. From our perspective, it means problems for Navistar and Cummins. From a customer perspective with Navistar, there are the advanced-EGR questions, a 13 v. 15-Liter decision and then product performance. Then there is the question of what is next.

John Oltesvig, President

John OltesvigPresidentOEM SERVCO 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.

Heavy Duty Truck Manufacturing: Where and When to Invest?

September 17, 2009

ACT Research: Weak truck sales until 2010’s second half | fleetowner.com

When will heavy truck sales return to North America and Western Europe, the world’s two leading markets for heavy duty trucks? What manufacturers will be the winners when sales return? Will the recovery be V-shaped or U-shaped?Since heavy truck sales lag all other economic indicators, North American truck sales will continue to fall this year and next year. Unemployment is the lagging economic indicator to watch. It will grow into the low double digits in the U.S. this year and remain high next year. Heavy truck sales will follow the inverse trend of unemployment.

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine 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.

FedEx Prediction: International Up, Domestic Down, Teamsters Canada Uncertain

September 14, 2009

FedEx Raises Outlook, Stokes Hopes for Recovery | online.wsj.com

FedEx Corp., long viewed as a leading economic indicator because of the breadth of its penetration into the U.S. and worldwide shipping market, is sounding bullish ahead of its formal first-quarter release of its earnings set for Thursday. FedEx CFO Alan Graf added to the optimism last week when he was quoted in the Wall Street Journal saying  it was anticipating a "continued modest economic recovery in the global economy."

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.

Navistar Is Smart To Use “S-Word” (SCR) In Their Customer Discussions Now

September 14, 2009

Navistar calls SCR “viable technology” | fleetowner.com

In a recent Truck Rental and Leasing Assn. (TRALA) hosted Web presentation including selective catalytic reduction (SCR), Navistar rep Tim Shick was quoted as saying “We think SCR is a very viable technology. We can’t find anything negative about it.” He also reaffirmed Navistar’s current approach of being the sole exhaust gas recirculation EGR-only manufacturer going into 2010. This is a good move, since customers have been making their intentions better known - and it hasn’t been positive.

George DorkhomPresident and Managing PartnerAD&A Worldwide 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.

China takes off, it is rapidly taking over as we squander our brand names for ?

September 11, 2009

China’s Geely, Beijing Automotive Target Volvo, Saab | www.bloomberg.com

It is a known fact that the Chinese government has put its weight and tremendous wealth behind targeted industries, Electronics , automotive and aerospace and it is well on its way to target the general industrial market. It is succeeding and have taken over Japan in Electronics manufacturing out put...why ? they have the people, the natural resources, the cash and the market..and we in the West are willing to surrender all ,including established brands as Volvo ,Saab and Hummer.

George DorkhomPresident and Managing PartnerAD&A Worldwide 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.

Temporary lay-offs in Italy maybe OK,but plant closure ..guess what

September 10, 2009

Italian Government Reaches Union Agreement on Fiat’s CNH Plant | www.bloomberg.com

Italian Labor law is so inflexible about layoffs and forget the future of the plant in Imola if it invovles permanent closure. Italy, behind Spain , is one of the most socialistic countries when it come to labor law giving no flexibility whatsoever to industry in manoeuvering during difficult times, that is while Fiat CEO is scanning the globe and is in bed with Chrysler , not only for high cost production , but also for labor inflexibility.

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine 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.

Second Time is the Charm: New Penn Teamsters OK Wage Cut Package

September 9, 2009

New Penn Teamsters Approve Concessions | www.tdu.org

Teamsters are YRC Worldwide's New Penn Northeast regional unit have voted by a nearly 3-to-1 margin to approve the company's wage and pension benefit concessions. The actual vote was 890-to-329. This comes after YRC threatened to close the unit and fold some of the jobs into its larger Holland Central States regional unit. Even with those threats, New Penn Teamsters in Local 25 in Boston and in Local 107 in Philadelphia rejected it.

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.

The Mini-Truck Prebuy Is Here - Some Truckers Restocking Their Own Shelves A Bit

September 8, 2009

Truck Orders See Strongest Month Since November | www.truckinginfo.com

Eric Starks of FTR Associates is reporting an uptick in truck orders and attributes it to some buyers getting pre-2010 emission compliant engines. Having recently completed another summary around our work with financiers, it shows some the same, along with some how’s - and allows for an industry checkup from ground level.

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