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GLG News by Rail Shipping Service Users

Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
April 23, 2008
Truckstop Electrification May Have Plug Pulled - IdleAire Running Out Of Juice!
Analysis of: IdleAire, losing millions, says its future is in doubt (www.etrucker.com)
The Auxiliary Power Unit (APU) market is one that has recently seen a lot more attention with idle regulations, increased fuel costs, rapidly changing options, etc. The approaches that would actually be adopted are becoming clearer - and a loser is IdleAire. The best options will still be those offered...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
April 17, 2008
In The Real World - Carbon Credit Funding Is More Noise Than Anything Else
Analysis of: The Greening of Wall Street (www.economist.com)
The Clean Development Mechanism (CDM) / Carbon Credit scheme is viewed by many as an exaggerated and expensive process. The snake-oil carbon salesmen are out force lowering the overall process credibility. Debates are raging on the details of the basic premise, process logic, who all is involved and...
Thomas Shewski, Owner
High Energy Services
April 14, 2008
BNSF Fuel Surcharge on Coal Transportation – By the Numbers
Analysis of: Railroad Fuel Surcharges Make Shippers Cry Foul (www.desmoinesregister.com)
    The BNSF and other railroads charge in new coal transportation tariffs and contracts a fuel surcharge to recover the cost of fuel.  Other freight moves also come under fuel surcharges.  The commentary that follows discusses by the numbers the BNSF’s fuel surcharge on...
Thomas Shewski, Owner
High Energy Services
April 14, 2008
Court Case Against EPA’s Clean Air Interstate Rule Offers Sulfur Allowance Opportunity
Analysis of: EPA Announces Results of the Sixteenth Annual Sulfur Dioxide Auction (yosemite.epa.gov)
    The EPA is currently being challenged in the courts by both the states and industry over various aspects of the Clean Air Interstate Rule (CAIR).  The outcome of the case could provide an opportunity for those trading SO2 allowances.
Thomas Shewski, Owner
High Energy Services
April 14, 2008
Current Price of SO2 Allowances Lower Generating Costs and Lower Coal Suppliers’ Realized Prices
Analysis of: EPA Auctions SO2 Allowances for $65.8 Million (uk.reuters.com)
    SO2 allowances are traded daily in the broker and private party markets.  The value of these credits are down, affecting both the cost to generate electricity on coal and the realized sales price received by coal suppliers.
Thomas Shewski, Owner
High Energy Services
April 14, 2008
Dispatch Costs on Coal to Rise in 2009 Due to CAIR NOx Rules
Analysis of: The Green Exchange Reports Robust First Week Trading Volume in Carbon, US Emissions Contracts (sev.prnewswire.com)
    The Clean Air Interstate Rule (CAIR) requires a further reduction in NOx from coal-fired power plants starting in 2009.  This reduction in NOx will add to the dispatch cost from coal-fired generation.
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
April 10, 2008
Europe’s Biofuel Dilemma - Politics Versus Environmentalists Versus Business
Analysis of: Europe's biofuel road paved with potholes (www.reportonbusiness.com)
The EU Biofuel marketplace is in trouble! Politicians are definitely not businesspeople. Do good-ers are not either. Questionable science yields bad information which drives bad decisions. Tax revenues ultimately drive politicians, so we just go round-and-round back to where we started with little real...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
April 3, 2008
Caterpillar Report Indicates Transport (And Other) Market Conditions For 2008 Are Flat - Or Even Down
Analysis of: Financing Company Reports on Economy, Trucking Outlook (www.truckinginfo.com)
Caterpillar is the leading worldwide equipment-maker. An engine is usually the most expensive component - and on / off road emission regulations are merging. Construction and trucking are both good leading indicators. Their FCC Equipment Financing Division is quietly growing their trucking equipment...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
March 31, 2008
The 2010 Heavy Duty Diesel Engine Environment - Truck Manufacturer’s Setting Stage
Analysis of: Daimler seeks to clear the air on SCR (fleetowner.com)
There is a mixed message coming from the truck and engine manufacturers. I look at all this more from a buyers / operators standpoint and is something to consider when thinking about the future. My colleague Mr. Moser addresses the major engineering issues well, so I’ll comment on the marketing...
March 28, 2008
Could this be the start of the upswing?
By a GLG Expert Contributor
Analysis of: Feb. Truck Tonnage Rises 3.5% (www.ttnews.com)
The ATA freight index shows YOY gain. Could this signal that those carriers who have weathered the current storm are about to be rewarded?

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