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August 4, 2008SCR versus EGR Diesel Marketing - It’s Changing Some Minds Already
Analysis of: Mack's McKenna Talks SCR Via The Web | www.truckinginfo.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
Volvo Mack Division has started a smart project to educate users, dealers and other interested parties on the positives and negatives of Selective Catalyst Reduction (SCR) using Urea versus Exhaust Gas Recirculation (EGR). In March of this year, Daimler Detroit Diesel Division started to educate the...
August 4, 2008Trinity is recapturing market share in declining railcar market
Analysis of: Trinity Industries’ Q2 earnings grow 25% | dallas.bizjournals.com
Author: Toby Kolstad, President, Rail Theory Forecasts
Trinity Industries (TRN) reported earnings growth and increasing orders and deliveries in an otherwise declining market for new railcars, a feat that will probably elude the other railcar builders. Its 6,580 deliveries during the second quarter represented a 44% market share for the entire industry,...
July 30, 2008Truck Makers And Dealers Say No Growth Expected For Remainder Of 2008
Analysis of: Rush Enterprises Reports Second Quarter Results | www.truckinginfo.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
Some analysts had predicted a second half upswing in US truck sales, but it will not be. Major manufacturer Paccar and their largest Peterbilt dealer (and largest of any dealer organization) - Rush Enterprises - each say that the US market will remain flat through this year. Volvo recently stated the...
July 29, 2008Drivers Starting "Mutiny" Over Ethanol as Engine Woes Mount
Analysis of: In Gas-Powered World, Ethanol Stirs Complaints | www.nytimes.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
The popularity of ethanol as a fuel is rapidly declining. Once seen as a panacea to this nation's dependence on foreign sources of fuel, ethanol now is being blamed for worldwide food inflation, diversion of crops from food to fuel and, now, operational problems in engines. A number of...
July 28, 2008Do the railroads need to buy more locomotives?
Analysis of: Chugging Along | www.goerie.com
Author: Larry Shughart, Vice President of Business Development, Innovative Scheduling
Will the railroad rennaisance result in a bright future for locomotive manufacturing companies? Does the recent upturn in railroad volumes mean more locomotives are required?
July 28, 2008Can and will Railroads continue to raise prices in the future?
Analysis of: Norfolk Southern 2Q profit rises 15 percent | biz.yahoo.com
Author: Larry Shughart, Vice President of Business Development, Innovative Scheduling
Railroads are producing record profits resulting from their raising average real prices nearly 25% over the last four years. Railroads are transitioning from a simplistic Pricing Strategy -- "raise them" -- to a sophisticated Yield Managemetn Strategy Railroads will maintain price discipline to...
July 24, 2008Railroad Pricing Power continues to trump falling volumes
Analysis of: Norfolk Southern 2Q profit rises 15 percent | biz.yahoo.com
Author: Toby Kolstad, President, Rail Theory Forecasts
CSX and NS have both announced significant increases in quarterly profits while at the same time reporting declining traffic levels, a feat they have performed more than once in recent months. Overall railroad traffic was down about 2% for both carriers compared to last year, although up around 3.5%...
July 24, 2008NOL Will Win The Battle For Hapag-Lloyd
Analysis of: Hapag bids flow in | www.tradewinds.no
Author: Craig Marston, Managing Director, CEM Marine
Tradewinds reports that some six or seven bidders responded to the initial round of indicative bids for TUI's liner shipping company. NOL will be the successful bidder.
July 22, 2008Daimler Truck North America Division Sends Several Messages Regarding Business Outlook & Sterling’s Options
Analysis of: Sterling Truck workers worry massive loss of jobs permanent | lfpress.ca
Author: Jay Thompson, President and General Manager, Transportation Business Associates
Truck sales are slow with no signs of any significant bump coming. In 2006, Daimler Trucks North America (DTNA) announced a $300MM investment in a new plant in Saltillo, Mexico to build 30,000 Freightliner and Sterling trucks annually starting operations in 2009. Union leaders in Canada are understandably...
July 21, 2008Beginning To Look Like 2002 For The PMA-ILWU Negotiations
Analysis of: SoCal port terminals reporting ILWU slowdown | www.americanshipper.com
Author: Craig Marston, Managing Director, CEM Marine
Despite the change in leadership at both the PMA and ILWU, commitment to early negotiations, and a clampdown on rhetoric in the press, the situation is starting to resemble the 2002 talks that led to a 10-day lockout.
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