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GLG News by Rail Shipping Service Experts

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Jay ThompsonSeptember 12, 2008
New Truck Sales & Credit Markets Follow Same Trends - It’s Tough!
Analysis of: Through the Turmoil | fleetowner.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
Trucking equipment financing is following that of auto-financiers - again. It has been disappearing! As predicted in the referenced article (and by this writer) from a year ago, it’s here! Without readily available financing for trucks and trailers, what does that mean for new sales for the next few...
John SchulzSeptember 10, 2008
What Took So Long? YRC Plans to Merge Yellow and Roadway Units
Analysis of: As Buyout Bust Turns Bitter, A Major Deal Lands in Court | www.logisticsmgmt.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
  YRC Worldwide's plan to integrate most of the operations of its Yellow and Roadway long-haul LTL units is mostly a positive. But it likely will result in a smaller overall company than the two operating companies currently are, but that's mostly because demand for long-haul LTL services is flat...
Toby KolstadSeptember 10, 2008
Railcar leasing gets a thumbs up from CIT
Analysis of: UPDATE 1-CIT says will retain railcar leasing unit | www.reuters.com
Author: Toby Kolstad, President, Rail Theory Forecasts
CIT Group Inc. (CIT) had placed its railcar leasing business on the market and invited several bidders to make an offer for its assets before changing its mind and deciding to hold onto the business. They were not alone in considering a sale of their railcar leasing business, although they were perhaps...
Jay ThompsonSeptember 10, 2008
Where Do Diesel Fuel Prices Need To Be To Stabilize Trucking Company Failure Rates?
Analysis of: Diesel prices: industry experts comment on impact of high oil prices on logistics | www.logisticsmgmt.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
With falling diesel fuel prices, what does that mean for trucking failure rates? Additionally, at what fuel price should we see the numbers settle down?
John SchulzSeptember 8, 2008
Watch out UPS and FedEx, Here Comes the Postal Service
Analysis of: USPS Wants Your Parcel Business | multichannelmerchant.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
  The U.S. Postal Service appears to be getting serious about improving its technology and marketing efforts to better compete with the two publicly held parcel delivery giants, UPS and FedEx.   Postmaster General Jack Potter recently disclosed plans that would revamp the centuries-old Postal...
John SchulzSeptember 8, 2008
Non-Union Job Cuts at YRC Worldwide Show Freight Slump is Continuing
Analysis of: YRC Plans To Cut Several Hundred Non-Union Jobs | www.ttnews.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
YRC Worldwide, which collectively has about a 30 percent market share in the $35 billion less-than-truckload sector, is laying off at least 200 back-office workers, mostly at its Overland Park, Kan., and Akron, Ohio, offices. These cutbacks can be taken two ways. The half-full view is that YRC is gaining...
September 4, 2008
Shame on Russia?
Analysis of: Russia will not hold us to ransom | www.guardian.co.uk
Author: GLG Expert Contributor
One must not assume the benevolent neighbors will always be smiling.  Things change.  Iran changed in 1979.  Venezuala changed in the most recent decade.  And now Russia has changed.  Why is this a surprise and why would we expect otherwise?
Jay ThompsonSeptember 4, 2008
IdleAire Getting A Fresh Breath Of Air - But What Has Changed? The Environment….
Analysis of: IdleAire Purchased | fleetowner.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
IdleAire and its “ATE designation” has been purchased by a group including Airlie Group, Kenmont Investments Management, SV Special Situations Fund, Whitebox Advisors, Wayzata Investment Partners and Wilfrid Aubrey, LLC. Their transition to a new management team is being handled by CGR Partners. The...
Toby KolstadSeptember 3, 2008
Aside from Wabtec and one or two other supply companies, real growth in railroad industry is hard to find.
Analysis of: You Need This Growth Stock | www.stockpickr.com
Author: Toby Kolstad, President, Rail Theory Forecasts
The current renaissance for the railroad industry began in 2004 when railroad traffic exploded (double digit gains in some key traffic segments) and freight rates were unlocked and allowed to seek a market level. For the railroad companies, the exceptional profit gains since 2005 have been almost exclusively...
Jay ThompsonSeptember 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
Author: Jay Thompson, President and General Manager, Transportation Business Associates
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...

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