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GLG News by Intermodal Logistics Experts

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John SchulzOctober 8, 2008
Shippers Going Green Means Less Green For Carriers
Analysis of: Slimmer Packages Mean Slimmer Profits for Truckers | www.businessweek.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
The Green movement toward smaller and lighter packaging and products is hurting trucking companies as they try to recover from the economic downturn. The industry's chief economist is predicting that trucking company failures could exceed those from the last recession in 2000-2001.
October 7, 2008
Is Outsourcing in China Over? - Not so fast!
Analysis of: Is Outsourcing to China Over? | www.inc.com
Author: Dirk Stammnitz, Director of Sales, C.H. Robinson Worldwide, Inc.
As US importers and manufacturers reexamine their outsourcing strategies in China and Southeast Asia they must consider closely the ever-changing landscape related to international shipping prior to taking any significant action. Obviously product characteristics, raw material requirements,...
Toby KolstadOctober 7, 2008
Freight rate increases have been only story for NS profits in 2008
Analysis of: US freight lines carrying a lighter burden | us.ft.com
Author: Toby Kolstad, President, Rail Theory Forecasts
In every story about railroad traffic and railroad profits in this, and indeed in all of the last few years, commentators have used revenue growth as a surrogate for traffic increases, neglecting to inform the reader that traffic levels have been uncharacteristically stagnant in the recent  economic...
Jay ThompsonOctober 6, 2008
Was There A Truck Sales Bubble? It’s Been Interesting Since Deregulation - So What’s Next?
Analysis of: Drop in orders stuns truckmakers | us.ft.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
As per the referenced article, new truck orders worldwide (not just in the US) are falling - signaling a global slowdown. The forecasting models are being updated because the financing wildcard was not traditionally seen as a big factor - but with what? Freight, Fuel and Financing are the intertwined...
John SchulzOctober 3, 2008
If Con-way is Hurting, Everybody Must be Suffering
Analysis of: Con-way Slashes '08 Outlook as Economy "Battered." | www.reuters.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
Con-way announced a significant falloff in earnings expectations for the third quarter and the rest of 2009 because of what it called "a challenging business environment." Con-way perennially is one of the market leaders in per-share profitability. But it says the "battered" U.S. economy is causing...
Jay ThompsonOctober 3, 2008
LA / Long Beach Port Program Report From The Real World - No Issues, But Concern...
Analysis of: Ports ready to enforce clean-trucks plan | www.joc.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
The contentious LA / Long Beach Emissions programs have started without disruption. My colleague Mr. Schultz gives a good overview of the program, litigation, etc, so I’ll offer some numbers and a few comments and about what is happening on the ground today.
John SchulzOctober 1, 2008
Oct. 1 Ushers in a New Era for West Coast Port Truckers
Analysis of: Ports ready to enforce clean-trucks plan | www.joc.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
  The ports of Los Angeles and Long Beach are implementing the nation's stiffest commitment to clean the air in the port area by banning all pre-1989 trucks from the ports' grounds, effective Oct. 1.   It is estimated the nation's first clean truck plan will cut truck pollution by 80 percent...
Jay ThompsonSeptember 29, 2008
August Big Truck Sales Down 23% Over Last Year - Major Supplier Accuride Takes Drastic Action
Analysis of: Accuride plans 392 job cuts after CEO resigns | www.wthr.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
A major industry supplier is back in trouble - and is an indicator of things to come. Accuride CEO John Murphy has resigned after 11 months at the helm. It shows how one plans for swings and also shows the importance of parts and service sales in smoothing them out.
John SchulzSeptember 24, 2008
Teamsters Strike Oak Harbor Freight ; Who's Next?
Analysis of: Oak Harbor Freight on Strike | tdu.org
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
About 600 Teamsters are on strike against Oak Harbor Freight, a major LTL carrier in the Pacific Northwest. Drivers, dock workers and back-office union members have been without a contract for 11 months. The increasingly militant clout of the Teamsters union is expected to increase in the coming months,...
John SchulzSeptember 22, 2008
Trucking Has Been Very, Very Good to These Guys
Analysis of: Salaries for Top Teamster Officials Hit New High | www.tdu.org
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
 There are nearly 100 Teamsters union officials making $150,000 or more at a time when more than 2,000 trucking entities went out of business since the first of this year.   Teamsters for a Democratic Union, the dissident wing of the 1.4 million-member Teamsters, tracks and publicizes the...

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