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GLG News by Intermodal Logistics Experts

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John SchulzNovember 3, 2008
Down, Down, Down: Three Straight Months of Truck Tonnage Declines
Analysis of: ATA truck tonnage index falls again | www.etrucker.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
 The American Trucking Associations' advanced seasonally adjusted for-hire truck tonnage index dropped by 0.9 percent in September, it's third straight month-over-month decline. The details are even worse. The seasonally adjusted index was just 0.8 percent above year-ago levels. September 2007...
November 3, 2008
Retail Cut Backs is a Lagging Indicator
Analysis of: Micron Cutting Jobs As Chip Prices Plunge | online.wsj.com
Author: John Wilkerson, Executive Director, Bellwether Logistics Services, LLC
Consumer Savings vs. Consumer Spending is a leading indicator for the electronics industry rebound. 
November 3, 2008
Partial Managment Solution Won't Work in Today's Workplace
Analysis of: How Detroit Drove Into a Ditch | online.wsj.com
Author: John Wilkerson, Executive Director, Bellwether Logistics Services, LLC
Continuous improvement (CI) in this industry is here to stay, yet when management is concerned about basic functions such as payroll; very few strategic programs are on the radar.       
Jay ThompsonOctober 31, 2008
Food Versus Fuel Issue Turning Grain Farmers’ Numbers Ugly, Too
Analysis of: Reviewing biofuel policies and subsidies | www.fao.org
Author: Jay Thompson, President and General Manager, Transportation Business Associates
The food, energy and Biofuels industries all heavily depend on feedstock. I agree with colleagues Mr. Moser and Mr. Timpano regarding food versus fuel, future feedstock’s, food security and sugar cane use for ethanol. After recently attending a Purdue (my alma mater) meeting wearing my Zenergy Bio Fuel...
Craig MarstonOctober 28, 2008
DWT A Victim Of Market Speculation
Analysis of: Britannia Bulk Holdings Inc. Provides Operational and Financial Update | biz.yahoo.com
Author: Craig Marston, Managing Director, CEM Marine
Britannia Bulk Holdings (NYSE:DWT) published a press release indicating a dire financial crisis at the company.  DWT is an example of issues facing many speculative dry bulk owners.
Toby KolstadOctober 28, 2008
Clean air may blow away more railroad coal traffic than clean air rules
Analysis of: CSX chief says coal is under attack | www.topix.net
Author: Toby Kolstad, President, Rail Theory Forecasts
CSX Chairman Michael Ward recently remarked on the growing opposition to coal fired utilities in the country, saying that limiting coal’s use for electricity "is probably one of the stupidest things you could do." For CSX and the other railroads, it would be a bad thing if the electric utilities turned...
Jay ThompsonOctober 24, 2008
'08-'09-'10 Truck Build Numbers Being Adjusted Way Down
Analysis of: FTR Conference Call: Bad News Bears | www.truckinginfo.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
The forecast models used by the industry to predict equipment sales needs a readjustment. The forecasting models included diesel prices, metal prices, industrial production, manufacturer orders and personal income / spending, but they had not used at least one major factor - financing availability -...
John SchulzOctober 24, 2008
Arkansas Best Corp. Stands to Gain Most from YRC Woes
Analysis of: Arkansas Best Corp. Announces Third Quarter 2008 Results | www.prnewswire.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
With LTL giant YRC Worldwide teetering, the biggest potential winner from any shutdown or wholesale closing of YRC operating units would appear to be Arkansas Best Corp., parent of ABF Freight System. At nearly $2 billion in revenue, ABC (or ABF, which makes up the lion's share of its parent's revenue)...
Toby KolstadOctober 23, 2008
Wabtec poised to help railroads and commuter lines with crash avoidance system
Analysis of: BNSF Ready to Implement Positive Train Control | www.marketwire.com
Author: Toby Kolstad, President, Rail Theory Forecasts
BNSF railroad recently announced that the company would install Positive Train Control (PTC) technology across its entire system by Dec. 31, 2015 and in the Los Angeles basin by 2012. BNSF had been given approval by the Federal Railroad Administration to install the Electronic Train Management System...
Craig MarstonOctober 23, 2008
FFA Gamble Rolls Snake Eyes
Analysis of: ICI hits rocks | www.tradewinds.no
Author: Craig Marston, Managing Director, CEM Marine
The bankruptcy filing by Industrial Carriers Corp (ICI) is likely to be replicated many times over the next two years, but will not affect a significant percentage of drybulk operators.

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