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GLG News by Intermodal Railcar Experts

John Schulz, Independent Analyst - Contributing Editor
John Schulz, Independent Analyst - Contributing Editor
Logistics Management Magazine
Analysis of: Schneider National Owner-Operators Now Paying Just $1.085 for Diesel (www.wisbusiness.com)
 Schneider National is betting on an innovative way to attract and retain owner-operators at a time when other large truckload carriers are reducing their over-the-road capacity. One way is this fuel subsidiary program that is popular with owner-operators used by Schneider, one of the largest privately...
Toby Kolstad, President
Toby Kolstad, President
Rail Theory Forecasts
Analysis of: FreightCar Skids On High Costs (www.forbes.com)
Railcar builder Freightcar America reported a quarterly loss of $0.08/share due to high material costs impacting fixed price contracts and the need to restrain prices in a very slow market for coal cars. Management expressed confidence that demand for coal cars will remain strong in the future, especially...
Toby Kolstad, President
Toby Kolstad, President
Rail Theory Forecasts
Analysis of: Trinity Industries’ Q2 earnings grow 25% (dallas.bizjournals.com)
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,...
John Schulz, Independent Analyst - Contributing Editor
John Schulz, Independent Analyst - Contributing Editor
Logistics Management Magazine
Analysis of: In Gas-Powered World, Ethanol Stirs Complaints (www.nytimes.com)
  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...
Analysis of: Chugging Along (www.goerie.com)
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?
Analysis of: Norfolk Southern 2Q profit rises 15 percent (biz.yahoo.com)
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...
Toby Kolstad, President
Toby Kolstad, President
Rail Theory Forecasts
Analysis of: Norfolk Southern 2Q profit rises 15 percent (biz.yahoo.com)
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%...
Toby Kolstad, President
Toby Kolstad, President
Rail Theory Forecasts
Analysis of: Railroads: The Calm After the Storm (investerms.com)
The recent reports about the crop problems in Iowa and the flood problems for the railroads operating in the region have greatly exaggerated their impact on railroad profits in 2008. The news media might be excused for inflating reports of local problems into national importance in order to garner more...
John Schulz, Independent Analyst - Contributing Editor
John Schulz, Independent Analyst - Contributing Editor
Logistics Management Magazine
Analysis of: Yellow's Two Change of Operations (roaddrivers.org)
 Yellow Transportation is enacting what officials are calling the most important change of operations in the company's history. More than 500 Yellow Teamsters have accepted new dock, driving and new "utility" positions to give the venerable long-haul LTL carrier a bigger footprint into the next-day...
Thomas Shewski, Owner
High Energy Services
Analysis of: Clean Air Efforts Suffer Two Setbacks (www.philly.com)
    The court decision striking down the Clean Air Interstate Rule will have an affect on SO2 allowances and the SO2 premium earned by coal suppliers.

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