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GLG News by Intermodal Logistics Experts

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John SchulzNovember 11, 2008
DHL Drops the Other Shoe, Will Exit U.S. Marketplace
Analysis of: DHL Express to Focus U.S. Business on International Services | www.marketwatch.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
  Deutsche Post World Net's decision to essentially exit the U.S. domestic parcel market means a boost to rivals UPS and FedEx. Those two giants should be able to divide about 80 percent of DHL's domestics U.S. business, 70 percent of its ground revenue and perhaps 5 percent of its import and export...
November 10, 2008
Expect Costs to Rise as Producers React
Analysis of: Bush Signs Drug Safety Bill Into Law | www.usatoday.com
Author: John Wilkerson, Executive Director, Bellwether Logistics Services, LLC
The law is needed and necessary.  Technology may not be the best solution in every case. 
Craig MarstonNovember 10, 2008
EGL Should Be Fine
Analysis of: Eagle on edge? | www.tradewinds.no
Author: Craig Marston, Managing Director, CEM Marine
Tradewinds quoted Fearnley Fonds as suggesting that EGL is already in breach of its debt covenants due to falling asset values and that dividend cuts will be necessary.  While dividend cuts are inevitable, true asset values are higher than suggested.
November 10, 2008
Sustainability projects can pay for themselves
Analysis of: Everything's Gone Green | www.lightreading.com
Author: John Wilkerson, Executive Director, Bellwether Logistics Services, LLC
Green initiatives when integrated with traditional continuous program programs work in many industries.   Many corporate giants and governments leaders are doing it right!
November 10, 2008
How about NJ Retail?
Analysis of: No Crisis Thus Far for NYC Retail | www.commercialpropertynews.com
Author: John Wilkerson, Executive Director, Bellwether Logistics Services, LLC
East coast retail grocer, Wegmans Food Markets is dropping prices in response to the current downturn.  What is troubling is the impact on their supply chain and downstream suppliers?   
Toby KolstadNovember 7, 2008
AAR welcomes its executioner
Analysis of: Rails Welcome Obama Presidency | www.aar.org
Author: Toby Kolstad, President, Rail Theory Forecasts
As lobbyists go, the American Association of Railroads (AAR) has to get the award for chutzpah in giving such a warm welcome to the new president. Like all bureaucrats and most elected officials, Mr. Obama seems to think of rail transportation primarily as a passenger service, although he has noted...
Jay ThompsonNovember 6, 2008
Auxiliary Power Units Not Providing Energy Savings Or Emissions Reductions As Sold
Analysis of: Idle Reduction Technology Research Sheds Light on APU Decisions | www.truckinginfo.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
Truck idling versus Auxiliary Power Unit (APU) Return-On-Investment (ROI) got some real and negative feedback in a recently completed North Carolina State University / Volvo Truck EPA-funded study. Bottom-line is that the ROI is tough at best and from the study: “Previous avoided fuel use rates and...
John SchulzNovember 6, 2008
Con-way's Move Signals Pessimism for Trucking Market
Analysis of: Con-way Freight to Revamp Operating System, Close 40 Terminals | www.etrucker.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
Con-way's decision to revamp its regional LTL footprint and close 40 terminals is a significant move for a $4.6 billion company that has been on a go-go growth path since its inception in 1984. Con-way is usually two or three steps ahead of the rest of the LTL market, and its move to retrench must be...
John SchulzNovember 5, 2008
A Tough Market, a Merger of Two Units, Debt Covenant Threats and YRC Worldwide
Analysis of: YRC Worldwide to Pay off Debt, Preserve Liquidity | www.forbes.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
  YRC Worldwide is hoping it can ride out the current credit crunch and sour freight environment to avoid bankruptcy or further erosion of customer confidence.   With about $1.19 billion in debt, the $9.6 billion trucking concern is trying to pay off long-term debt to preserve liquidity and...
November 3, 2008
Consider Consumer Savings as a Business Indicator
Analysis of: Are We Ready to Rally? | maxkapital.blogspot.com
Author: John Wilkerson, Executive Director, Bellwether Logistics Services, LLC
As a business leader, I see the change in consumer savings as a leading indicator for the retail industry.   

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