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GLG News by Intermodal Logistics Experts

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November 19, 2008
Why Should Industry Care About Carbon Credits?
Analysis of: Carbon Footprint | en.wikipedia.org
Author: John Wilkerson, Executive Director, Bellwether Logistics Services, LLC
Carbon Offsets / Carbon Credits are unknown costs for many North American firms because of their complexity.  Many progressive sustainability leaders have cracked the code and are ahead of the pack.
Jay ThompsonNovember 19, 2008
Trucking 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….
Jay ThompsonNovember 18, 2008
Mexico 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!
Toby KolstadNovember 17, 2008
Railroad coal traffic will suffer as new coal plants are idled by new CO2 rules
Analysis of: Coal Power Plants May Have to Clean Up Their Act | www.usatoday.com
Author: Toby Kolstad, President, Rail Theory Forecasts
An EPA Appeals Board has reversed an earlier EPA ruling permitting the construction of a new coal fired power plant in Vernal Utah. The latter had been issued without regard for the additional CO2 emissions the plant would added to the environment. The ruling was hailed as a victory by...
John SchulzNovember 14, 2008
Another Day, Another Dose of Bad Financial News from YRC
Analysis of: YRC Reports $823 Million Q3 Impairment Charge | www.reuters.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
 YRC Worldwide's decision to write down $823 million in impairment charges for its YRC National long-haul and logistics units guarantees that YRC will report its fourth losing quarter in its last five reporting periods. Counting the $756 million in goodwill it wrote off on its 2005 purchase of...
Toby KolstadNovember 14, 2008
Watch out for the red coming to the Greenbrier Companies
Analysis of: Greenbrier Stays In The Green | www.forbes.com
Author: Toby Kolstad, President, Rail Theory Forecasts
Greenbrier reported that their backlog for production in 2009 is less than half the number of cars they delivered in 2008 and that they may not make a profit on some of those cars due to higher than expected material costs. And that was the good news. The bad news is that much of their backlog is to...
Craig MarstonNovember 13, 2008
Current Capesize Fleet Not Yet Oversupplied
Analysis of: Australian miners cut iron ouput as China slows | www.theaustralian.news.com.au
Author: Craig Marston, Managing Director, CEM Marine
Iron ore and steel production cut backs, whether short-term or longer, do not support the current abysmal dry bulk shipping rates.
Craig MarstonNovember 13, 2008
US Shipping Partners Outlook Poor
Analysis of: ITB writedown? | www.tradewinds.no
Author: Craig Marston, Managing Director, CEM Marine
Tradewinds reported on USS' SEC filing on a likely write-down of their fleet values, continuing the problems facing the Jones Act tanker company.
November 12, 2008
What are the PC sales business drivers?
Analysis of: Holiday shoppers like Apple and Dell | apple20.blogs.fortune.cnn.com
Author: John Wilkerson, Executive Director, Bellwether Logistics Services, LLC
What is going to stimulate demand?  Product innovation will create some excitement but is this enough?
Craig MarstonNovember 12, 2008
Smart Move Or Not, $50M A Lot For Genco To Eat
Analysis of: Genco Shipping shares fall as it cancels 6 orders | biz.yahoo.com
Author: Craig Marston, Managing Director, CEM Marine
Hailed as a "no brainer" by analysts, Genco's forfeiture of over $50M in deposits to cancel the purchase of 6 new ships is nevertheless a bad indicator of how the company will fare going forward.

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