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November 17, 2008Railroad coal traffic will suffer as new coal plants are idled by new CO2 rules
Analysis of: Coal Power Plants May Have to Clean Up Their Act | www.usatoday.com
Author: Toby Kolstad, President, Rail Theory Forecasts
An EPA Appeals Board has reversed an earlier EPA ruling permitting the
construction of a new coal fired power plant in Vernal Utah. The latter had
been issued without regard for the additional CO2 emissions the plant would added
to the environment. The ruling was hailed as a victory by...
November 14, 2008Another Day, Another Dose of Bad Financial News from YRC
Analysis of: YRC Reports $823 Million Q3 Impairment Charge | www.reuters.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
YRC Worldwide's decision to write down $823 million in impairment charges for its YRC National long-haul and logistics units guarantees that YRC will report its fourth losing quarter in its last five reporting periods. Counting the $756 million in goodwill it wrote off on its 2005 purchase of...
November 14, 2008Watch out for the red coming to the Greenbrier Companies
Analysis of: Greenbrier Stays In The Green | www.forbes.com
Author: Toby Kolstad, President, Rail Theory Forecasts
Greenbrier reported that their backlog for production in 2009 is less than half the number of cars they delivered in 2008 and that they may not make a profit on some of those cars due to higher than expected material costs. And that was the good news. The bad news is that much of their backlog is to...
November 14, 2008
Rate Case Demonstrates Coal Transportation’s Attractiveness to Union Pacific and Other Railroads
Analysis of: Oklahoma Gas & Electric Files Rate Case Against Union Pacific Railroad for Coal Transportation | www.stb.dot.gov
Author: Thomas Shewski, Owner, High Energy Services
Rate Case Demonstrates Coal Transportation’s Attractiveness to Union Pacific and Other Railroads
Analysis of: Oklahoma Gas & Electric Files Rate Case Against Union Pacific Railroad for Coal Transportation | www.stb.dot.gov
Author: Thomas Shewski, Owner, High Energy Services
The most recent Surface Transportation Board Rate Case filed by Oklahoma Gas & Electric (OG&E) against the Union Pacific Railroad (UP) for coal transportation from the Powder River Basin to the Muskogee coal plant actually shows the attractiveness of this move to the...
November 14, 2008
Surface Transportation Board Rate Case Process and Why it is Biased for the Railroads
Analysis of: Oklahoma Gas & Electric Files Rate Case Against Union Pacific Railroad for Coal Transportation | www.stb.dot.gov
Author: Thomas Shewski, Owner, High Energy Services
Surface Transportation Board Rate Case Process and Why it is Biased for the Railroads
Analysis of: Oklahoma Gas & Electric Files Rate Case Against Union Pacific Railroad for Coal Transportation | www.stb.dot.gov
Author: Thomas Shewski, Owner, High Energy Services
Another coal-transporting utility has filed a Rate Case at the Surface Transportation Board (STB) alleging excessive rates for coal transportation. This most recent case was filed by Oklahoma Gas & Electric (OG&E) against the Union Pacific Railroad (UP) for coal...
November 12, 2008
Railroad Fuel Surcharge Court Case to Proceed – Potential Costly Outcome to Four Class I Railroads
Analysis of: Railroads Face Price-Fixing Suit on Surcharges | money.cnn.com
Author: Thomas Shewski, Owner, High Energy Services
Railroad Fuel Surcharge Court Case to Proceed – Potential Costly Outcome to Four Class I Railroads
Analysis of: Railroads Face Price-Fixing Suit on Surcharges | money.cnn.com
Author: Thomas Shewski, Owner, High Energy Services
The suit alleges four of the Class I Railroads violated Federal antitrust laws with respect to fuel surcharge. The four Class I Railroads in the suit are CSX, Norfolk Southern, BNSF Railway, and Union Pacific Railroad. The time period is July 2003 through June 20...
November 11, 2008
Highway spending can help stimulate too!
Analysis of: Michigan facing billion-dollar loss in federal highway funds | www.mlive.com
Author: GLG Expert Contributor
Analysis of: Michigan facing billion-dollar loss in federal highway funds | www.mlive.com
Author: GLG Expert Contributor
Federal dollars are available for highway spending.
However, many states are not able to come up with the matching funds necessary to utilize this funding.
November 11, 2008DHL Drops the Other Shoe, Will Exit U.S. Marketplace
Analysis of: DHL Express to Focus U.S. Business on International Services | www.marketwatch.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
Deutsche Post World Net's decision to essentially exit the U.S. domestic parcel market means a boost to rivals UPS and FedEx. Those two giants should be able to divide about 80 percent of DHL's domestics U.S. business, 70 percent of its ground revenue and perhaps 5 percent of its import and export...
November 11, 2008
Darwin on transportation
Analysis of: DHL Express to Focus U.S. Business on International Services | www.marketwatch.com
Author: GLG Expert Contributor
Analysis of: DHL Express to Focus U.S. Business on International Services | www.marketwatch.com
Author: GLG Expert Contributor
As more carriers leave the marketplace, a less competitive landscape is the result. Once the economy rebounds, and volumes begin to increase, a less competitive marketplace will lead to higher rates.
November 11, 2008
Is the EPA serious? Are you ready?
Analysis of: Waste Management Fined For Excessive Idling | www.environmentalleader.com
Author: GLG Expert Contributor
Analysis of: Waste Management Fined For Excessive Idling | www.environmentalleader.com
Author: GLG Expert Contributor
undefinedundefined undefined Shippers and carriers will have to work together to avoid fines like the ones imposed recently on Waste Management. In the 2008 fiscal year, the EPA has required polluters to spend an estimated $11 billion on pollution controls, clean-up and environmental projects — an all...
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Source Article | Expert Analyses
BASF Cuts Profit Goal, to Idle Plants as Orders Drop
www.bloomberg.com
YRC to Get Concessions?
tdu.org
Half of dry bulk orders will ‘not be delivered’
www.lloydslist.com
Weekly US rail shipments tumble 9.1 percent
biz.yahoo.com
Polk: Truck Registrations for September Lowest Since February 2003
www.truckinginfo.com
The Peaksters are right on theory, perhaps wrong on timing
November 25, 2008
BASF, Dow Chemical, PPG signal arrival of new world financial order
November 24, 2008
Two Words About New Trucking and Logistics Index: "Yes, But..."
November 20, 2008
Petrochem Giants in Crisis Mode
November 20, 2008
Land Ahoy...The Dawn of Concentrated Solar Power
November 18, 2008

