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GLG News by Rail Shipping Service Experts

Thomas Shewski, Owner
High Energy Services
Analysis of: Power Failure: A Court Defeat for the EPA Leaves it Up to Congress to Tackle Utilities' Air Pollution (www.washingtonpost.com)
    The Court’s July 11, 2008 decision vacating the Clean Air Interstate Rule (CAIR) caused the price of SO2 emissions allowances to decrease less than the cost of operating a scrubber to reduce the SO2 emissions.  The discussions that follow discuss this and the likelihood...
Thomas Shewski, Owner
High Energy Services
Analysis of: Gas Drop Buoys Dynegy, Mirant in Slowing U.S. Economy (www.bloomberg.com)
    As the article points out, natural gas-fired generation may be cheaper than coal-fired generation in certain parts of the nation.  The section below discusses some of the items that go into the decision to fuel switch from coal to natural gas.
Toby Kolstad, President
Toby Kolstad, President
Rail Theory Forecasts
Analysis of: FreightCar America: Coal Car Orders Will Pick Up Soon (seekingalpha.com)
There is much hope that orders for new coal cars will increase in the near future, lifting production rates at Freightcar America (RAIL). Coal exports are up almost 80% from a few years ago and domestic demand should increase significantly when the 52 new coal-fired generating plants which are currently...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Cummins to Add SCR to 2010 Engines (www.truckinginfo.com)
Cummins Inc. announced they are switching to SCR in their Heavy-duty ISX model for 2010. It was previously to utilize Exhaust Gas Recirculation (EGR) at a higher rate than today, along with higher injection pressures and other enhancements - plus emissions credit trading. While this changes the “few...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Schneider National Owner-Operators Now Paying Just $1.085 for Diesel (www.wisbusiness.com)
Truckload leader Schneider National has freight - and has been successfully growing their Independent Contractor segment for over a decade, while their competitors have not seen the same success. The primary reasons are they have freight (miles), continue to adjust their program, made it more transparent...
John Schulz, Independent Analyst - Contributing Editor
John Schulz, Independent Analyst - Contributing Editor
Logistics Management Magazine
Analysis of: YRC North American says Velocity Network reducing transit times (www.etrucker.com)
How well is YRC Worldwide's new "Velocity Network" performing after this summer's rollout? Here's an internal memorandum to employees that explains it.
August 11, 2008
Give Me A Break!
Analysis of: In Gas-Powered World, Ethanol Stirs Complaints (www.nytimes.com)
Ethanol was---and is---designed as an additive for gasoline for motor fuel use.  To suggest that its use in lawnmowers and leaf blowers is threatening the future of ethanol as a motor fuel is disingenuous at best.
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...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Mack's McKenna Talks SCR Via The Web (www.truckinginfo.com)
Volvo Mack Division has started a smart project to educate users, dealers and other interested parties on the positives and negatives of Selective Catalyst Reduction (SCR) using Urea versus Exhaust Gas Recirculation (EGR). In March of this year, Daimler Detroit Diesel Division started to educate the...

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