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John SchulzAugust 29, 2008
Up in June, Down in July: Welcome to the Trucking Recovery of 2008
Analysis of: Truck Tonnage Index jumps 5.4 Percent in June | www.truckinginfo.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
 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
John SchulzAugust 29, 2008
C.W. Johnson Xpress Closes Doors. Were Chairman's Complaints Valid?
Analysis of: Trucking Chief Says Government Failed Him | www.courier-journal.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
  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...
Jay ThompsonAugust 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
Author: Jay Thompson, President and General Manager, Transportation Business Associates
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)...
Toby KolstadAugust 25, 2008
Many companies besides the major railroads will benefit from resurgence of railroad industry
Analysis of: Following Buffett's Railroad Tracks | seekingalpha.com
Author: Toby Kolstad, President, Rail Theory Forecasts
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...
Jay ThompsonAugust 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
Author: Jay Thompson, President and General Manager, Transportation Business Associates
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...
John SchulzAugust 20, 2008
Car-Haul Agreement Gets Voted Down. Is a Teamsters Strike Next?
Analysis of: Deal Covering 9,500 Carhaul Members Rejected | tdu.org
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
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
Author: Thomas Shewski, Owner, High Energy Services
    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.
John SchulzAugust 18, 2008
How Did Con-Way Lure CFO Away From Trucking Rival YRC Worldwide? Here's How
Analysis of: Con-way Replaces CFO as Financial Complexity Grows | www.bizjournals.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
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
Author: Thomas Shewski, Owner, High Energy Services
    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.
August 18, 2008
CAIR Ruling Makes it Cheaper to Turn Off/Bypass Scrubbers, But Unlikely to Happen
Analysis of: Power Failure: A Court Defeat for the EPA Leaves it Up to Congress to Tackle Utilities' Air Pollution | www.washingtonpost.com
Author: Thomas Shewski, Owner, High Energy Services
    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...

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