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Jay ThompsonJuly 30, 2008
Truck Makers And Dealers Say No Growth Expected For Remainder Of 2008
Analysis of: Rush Enterprises Reports Second Quarter Results | www.truckinginfo.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
Some analysts had predicted a second half upswing in US truck sales, but it will not be. Major manufacturer Paccar and their largest Peterbilt dealer (and largest of any dealer organization) - Rush Enterprises - each say that the US market will remain flat through this year. Volvo recently stated the...
John SchulzJuly 29, 2008
Drivers Starting "Mutiny" Over Ethanol as Engine Woes Mount
Analysis of: In Gas-Powered World, Ethanol Stirs Complaints | www.nytimes.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
  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...
Larry ShughartJuly 28, 2008
Do the railroads need to buy more locomotives?
Analysis of: Chugging Along | www.goerie.com
Author: Larry Shughart, Vice President of Business Development, Innovative Scheduling
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?
Larry ShughartJuly 28, 2008
Can and will Railroads continue to raise prices in the future?
Analysis of: Norfolk Southern 2Q profit rises 15 percent | biz.yahoo.com
Author: Larry Shughart, Vice President of Business Development, Innovative Scheduling
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 KolstadJuly 24, 2008
Railroad Pricing Power continues to trump falling volumes
Analysis of: Norfolk Southern 2Q profit rises 15 percent | biz.yahoo.com
Author: Toby Kolstad, President, Rail Theory Forecasts
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%...
Jay ThompsonJuly 22, 2008
Daimler Truck North America Division Sends Several Messages Regarding Business Outlook & Sterling’s Options
Analysis of: Sterling Truck workers worry massive loss of jobs permanent | lfpress.ca
Author: Jay Thompson, President and General Manager, Transportation Business Associates
Truck sales are slow with no signs of any significant bump coming. In 2006, Daimler Trucks North America (DTNA) announced a $300MM investment in a new plant in Saltillo, Mexico to build 30,000 Freightliner and Sterling trucks annually starting operations in 2009. Union leaders in Canada are understandably...
Jay ThompsonJuly 16, 2008
New Truck Price Increases Being Successfully Implemented - Even With Slow Sales
Analysis of: Navistar Raises Prices on Trucks | www.truckinginfo.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
Commodity price increases with manufacturers are like fuel surcharges for freight carriers. They need to be passed on to maintain profitability. There are ways to do it - if the marketplace, timing, positioning, sales approach, etc. allow for it. It looks good for Navistar to be successful in doing...
Toby KolstadJuly 15, 2008
Floods are the least of the railroad worries in 2008
Analysis of: Railroads: The Calm After the Storm | investerms.com
Author: Toby Kolstad, President, Rail Theory Forecasts
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 SchulzJuly 15, 2008
"Exciting" Time at Yellow Transportation. Does That Mean Profits, Too?
Analysis of: Yellow's Two Change of Operations | roaddrivers.org
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
 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...
July 14, 2008
Court Decision Striking Down CAIR Affect on SO2 Allowance Pricing
Analysis of: Clean Air Efforts Suffer Two Setbacks | www.philly.com
Author: Thomas Shewski, Owner, High Energy Services
    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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