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August 18, 2008
Coal- to Gas-Fired Generation Considerations: It is Not Just Fuel Economics
Analysis of: Gas Drop Buoys Dynegy, Mirant in Slowing U.S. Economy | www.bloomberg.com
Author: Thomas Shewski, Owner, High Energy Services
    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 KolstadAugust 14, 2008
Production of coal cars may not significantly increase in future
Analysis of: FreightCar America: Coal Car Orders Will Pick Up Soon | seekingalpha.com
Author: Toby Kolstad, President, Rail Theory Forecasts
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 ThompsonAugust 14, 2008
Cummins Now Going Selective Catalyst Reduction (SCR) With All Engine Models
Analysis of: Cummins to Add SCR to 2010 Engines | www.truckinginfo.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
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 ThompsonAugust 12, 2008
A Successful Truckload Model - And A Growing Contractor Program - Here’s Why
Analysis of: Schneider National Owner-Operators Now Paying Just $1.085 for Diesel | www.wisbusiness.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
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 SchulzAugust 11, 2008
Yellow Goes Rah-Rah Route to Rally Employees
Analysis of: YRC North American says Velocity Network reducing transit times | www.etrucker.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
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
Author: GLG Expert Contributor
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 SchulzAugust 8, 2008
Schneider National is Adding Truckload Capacity -- Here's How
Analysis of: Schneider National Owner-Operators Now Paying Just $1.085 for Diesel | www.wisbusiness.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
 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 KolstadAugust 6, 2008
Freightcar America (RAIL) succumbs to high material costs and low demand
Analysis of: FreightCar Skids On High Costs | www.forbes.com
Author: Toby Kolstad, President, Rail Theory Forecasts
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 ThompsonAugust 4, 2008
SCR versus EGR Diesel Marketing - It’s Changing Some Minds Already
Analysis of: Mack's McKenna Talks SCR Via The Web | www.truckinginfo.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
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...
Toby KolstadAugust 4, 2008
Trinity is recapturing market share in declining railcar market
Analysis of: Trinity Industries’ Q2 earnings grow 25% | dallas.bizjournals.com
Author: Toby Kolstad, President, Rail Theory Forecasts
Trinity Industries (TRN) reported earnings growth and increasing orders and deliveries in an otherwise declining market for new railcars, a feat that will probably elude the other railcar builders. Its 6,580 deliveries during the second quarter represented a 44% market share for the entire industry,...

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