GLG News by Rail Shipping Service Experts
September 2, 2008
Selective Catalyst Reduction Diesel Engine Fluid - Urea Availability Gets “Green” Light, So Next Issue Is…
Analysis of:
DEF infrastructure in good shape (fleetowner.com)
Selective Catalyst Reduction Diesel Engine Fluid - Urea Availability Gets “Green” Light, So Next Issue Is…
One of the often-cited risks in implementation of Selective Catalyst Reduction (SCR) technology has been Diesel Engine Fluid (DEF) - a.k.a. Urea - availability. That has been covered in past GLG articles - and continues to move along better than expected. The next major issues include whether truck-buyers...
Analysis of:
Truck Tonnage Index jumps 5.4 Percent in June (www.truckinginfo.com)
The closely watched American Trucking Associations' Truck Tonnage Index jumped by 5.4 percent in June, the eighth straight month of an increase. It's the largest monthly gain since January of 2005. But that streak suddenly ended with a 0.3 percent drop in the index in July
Analysis of:
Trucking Chief Says Government Failed Him (www.courier-journal.com)
When C.W. Johnson Xpress, a Louisville, Ky.-based truckload carrier closed in mid-August, its chairman Charlie Johnson lashed out at Louisville and federal officials for failing to aid him. Johnson's company was the beneficiary of millions of dollars in federal grants to aid underprivileged persons...
August 29, 2008
Major Fleets Can Make A Big Difference In Port Freight Flow, Take Advantage Of Truck Incentives And Enhance Their Customer Lists
Analysis of:
Two Major Fleets to Work Drayage at LA Port (www.truckinginfo.com)
Major Fleets Can Make A Big Difference In Port Freight Flow, Take Advantage Of Truck Incentives And Enhance Their Customer Lists
The keys to success in the logistics chain are relationships, information technology, operational productivity and managing costs. The dray cost structure is being pressured with not only the 25%+ ($35 container plus $15 infrastructure) surcharge to fund those programs, but also with security (TWIC)...
August 25, 2008
Many companies besides the major railroads will benefit from resurgence of railroad industry
Analysis of:
Following Buffett's Railroad Tracks (seekingalpha.com)
Many companies besides the major railroads will benefit from resurgence of railroad industry
The Class I railroads have boosted their earnings and share prices in recent years by increasing their freight rates much faster than their costs have risen, both fuel and labor. The high price/earnings multiples of their common shares (ranging between 17 and 21) attest to many investors’ belief that...
August 21, 2008
Trucking Company Failures & Key Indicators For The Future = Freight + Fuel + Financing + Focus
Analysis of:
Johnson Xpress Trucking To Close - BB&T sues for recovery of $8.3 million (www.courier-journal.com)
Trucking Company Failures & Key Indicators For The Future = Freight + Fuel + Financing + Focus
Smaller-sized trucking companies make up 80% of the industry. As failures continue, it exposes the primary causes experienced by all, individual ones that contribute for the specific company, how different parties are affected, and how others’ benefit. It also brings to light the key issues facing transport...
Analysis of:
Deal Covering 9,500 Carhaul Members Rejected (tdu.org)
A proposed three-year agreement between the Teamsters union and the major unionized car-haulers has been voted down. No new talks have been scheduled. The Teamsters director of car-haul negotiations, Fred Zuckerman, said he hopes "to resolve this contract without going on strike." But Zuckerman himself...
August 19, 2008
Clean Air Ruling’s Potential Affect on Utilities and IPPs Long SO2 and NOx Allowances
Analysis of:
Clean Air Ruling Raises Doubts Over Investments (www.cattlenetwork.com)
Clean Air Ruling’s Potential Affect on Utilities and IPPs Long SO2 and NOx Allowances
Court’s decision vacating the Clean Air Interstate Rule (CAIR) potentially affects utilities or IPPs long the allowances as described in the section that follows.
Analysis of:
Con-way Replaces CFO as Financial Complexity Grows (www.bizjournals.com)
The hiring of ex-YRC Worldwide Chief Financial Officer Stephen Bruffett by Con-way Inc. has more intrigue than would first meet the eye. It's more than just filling a corner office in the executive suite. The inside story is quite telling of the conditions in the trucking industry in 2008.
August 18, 2008
Regulated Utilities Benefit from Environmental Retrofit Spending on Power Plants and on Shorter Depreciation Period
Analysis of:
Proposal Would Cut Oregon Coal Plant’s Haze-Causing Pollution (www.oregonlive.com)
Regulated Utilities Benefit from Environmental Retrofit Spending on Power Plants and on Shorter Depreciation Period
When air pollution retrofits are placed on a power plant, a regulated, investor-owned, utility financially benefits. An unregulated, independent power producer (IPP) does not necessarily financially benefit.
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