GLG News by Rail Shipping Service Users
Analysis of:
YRC to Get Concessions? (tdu.org)
The analysis of our colleagues gives us a good look at the expense side of the YRC segment, but how about the freight demand versus availability capacity side? This raises the real question of “what the right amount of capacity” for the foreseeable future? Then who is better able to address it?
November 25, 2008
ABF Makes Statement By Announcing They Will Only Buy SCR Technology In 2010 (i.e. No Navistar Trucks)
Analysis of:
ABF to Buy SCR Trucks for 2010, Exec Says (www.ttnews.com)
ABF Makes Statement By Announcing They Will Only Buy SCR Technology In 2010 (i.e. No Navistar Trucks)
ABF Freight said in a recent press conference that they will only buy Selective Catalyst Reduction (SCR) technology for 2010. All US manufacturers will be going with SCR with the exception of Navistar. They are utilizing advanced Exhaust Gas Recirculation (EGR) along with emissions trading. In the world...
November 21, 2008
Leading Indicator - Truck Registration Numbers “Falling” In Line With Recent “Lower” Predictions
Analysis of:
Polk: Truck Registrations for September Lowest Since February 2003 (www.truckinginfo.com)
Leading Indicator - Truck Registration Numbers “Falling” In Line With Recent “Lower” Predictions
Truck registrations are important to contrast against freight predictions for planning purposes by shippers, transport companies, industry suppliers, investors and other interested parties. These numbers tell how the trucking companies are planning for the near future. Last month, we authored an article...
November 19, 2008
Trucking Index Allows Insight Into Companies Doing OK In Spite of Slowdown - But We Need To Look Deeper
Analysis of:
New Global Trucking and Logistics Company Index (seekingalpha.com)
Trucking Index Allows Insight Into Companies Doing OK In Spite of Slowdown - But We Need To Look Deeper
The Dow Jones Industrial Average and the S&P 500 are down about 40% from a year ago. The Dow Transports are down 25%. In spite of this, there are some transport companies doing OK as noted in the source article - and deserve some comments as to why - and cautions….
November 18, 2008
Mexico Cross-Border Operations Save Costs & Are Safe - But Don’t Let Facts Get Into The Way
Analysis of:
Independent Panel Finds Border Project Safe But Statistically Inadequate (www.truckinginfo.com)
Mexico Cross-Border Operations Save Costs & Are Safe - But Don’t Let Facts Get Into The Way
The Mexican cross-border pilot program is slipping into nowhere land - and it will continue to cost us money. Nobody says much about the program with our number one trading partner - Canada. They certainly do about our number two partner - Mexico. But it is not about business - it’s politics!
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)
Rate Case Demonstrates Coal Transportation’s Attractiveness to Union Pacific and Other Railroads
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)
Surface Transportation Board Rate Case Process and Why it is Biased for the Railroads
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)
Railroad Fuel Surcharge Court Case to Proceed – Potential Costly Outcome to Four Class I Railroads
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...
Analysis of:
Michigan facing billion-dollar loss in federal highway funds (www.mlive.com)
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.
Analysis of:
DHL Express to Focus U.S. Business on International Services (www.marketwatch.com)
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.
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Most Popular Energy & Industrials News
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