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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
October 10, 2008
Some Shippers / Planners / Carriers Are Making Changes In Supply-Chain To Economize
Analysis of: Slimmer Packages Mean Slimmer Profits for Truckers (www.businessweek.com)
New logistics, load planning and other supply-chain approaches are being taken to lower cost. Those doing it the same old way are being squeezed. As our colleague Mr. Schultz notes, freight has slowed and trucking company failures continue. Load makeup is changing and some are actively addressing it....
Thomas Shewski, Owner
High Energy Services
October 8, 2008
Refund on Coal Excise Tax Paid on Exports Contained in Emergency Stabilization Act
Analysis of: Coal Gets Help in Financial Bailout (wvgazette.com)
    As the referenced article states, there are many benefits in the Emergency Stabilization Act for the coal industry.  One not discussed is the refund of the coal excise tax.  The commentary section discusses this.
Thomas Shewski, Owner
High Energy Services
October 7, 2008
Refined Coal – Things to Consider as a Result of Changes to Tax Credit Qualification
Analysis of: Congress Extends Refined Coal Tax Credit (www.marketwatch.com)
    The Emergency Stabilization Act signed into law on October 3, 2008 includes an extension of tax credits for renewable energy and refined coal.  The discussion that follows includes items to consider regarding the refined coal tax credit.
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
October 6, 2008
Was There A Truck Sales Bubble? It’s Been Interesting Since Deregulation - So What’s Next?
Analysis of: Drop in orders stuns truckmakers (us.ft.com)
As per the referenced article, new truck orders worldwide (not just in the US) are falling - signaling a global slowdown. The forecasting models are being updated because the financing wildcard was not traditionally seen as a big factor - but with what? Freight, Fuel and Financing are the intertwined...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
October 3, 2008
LA / Long Beach Port Program Report From The Real World - No Issues, But Concern...
Analysis of: Ports ready to enforce clean-trucks plan (www.joc.com)
The contentious LA / Long Beach Emissions programs have started without disruption. My colleague Mr. Schultz gives a good overview of the program, litigation, etc, so I’ll offer some numbers and a few comments and about what is happening on the ground today.
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
September 29, 2008
August Big Truck Sales Down 23% Over Last Year - Major Supplier Accuride Takes Drastic Action
Analysis of: Accuride plans 392 job cuts after CEO resigns (www.wthr.com)
A major industry supplier is back in trouble - and is an indicator of things to come. Accuride CEO John Murphy has resigned after 11 months at the helm. It shows how one plans for swings and also shows the importance of parts and service sales in smoothing them out.
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
September 22, 2008
Landstar - What’s a Freight Company Doing Dealing With Busses? New Orleans’ Gustav Evacuation Execution Reminds Us Of Their Katrina Problems
Analysis of: EDITORIAL: Too little, too late (www.nola.com)
The Federal Government intervening in the investment world makes the monumental work done in New Orleans before and after Katrina look like small potatoes. Successful people and businesses focus on what they are good at. The devil is in the details on how it gets done, but government in action can be...
Thomas Shewski, Owner
High Energy Services
September 22, 2008
Activated Carbon for Mercury Control – Potential Demand
Analysis of: ADES: Multi-Year Supply Contract with Luminant for Activated Carbon (www.tradingmarkets.com)
    The D.C. Circuit Court of Appeals ruled on February 8, 2009 in favor of the plaintiffs that coal plants could not be removed from the list of mercury sources subject to a Maximum Available Control Technology (MACT) standard and the subsequent movements to require EPA to set a...
Thomas Shewski, Owner
High Energy Services
September 22, 2008
Coal Railcar Market
Analysis of: UBS Cuts FreightCar America to ‘Sell’ on Price (www.forbes.com)
    The commentary section discusses the current market and outlook for coal railcars
Thomas Shewski, Owner
High Energy Services
September 22, 2008
Natural Gas vs. Coal Generating Economics
Analysis of: NYMEX Natural Gas Rises with Crude, Damage Reports (www.forbes.com)
    The fuel-switching from coal to natural gas affects the demand and price for each commodity.  The commentary below discusses what issues are part of the analysis of a utility or merchant fuel buyer on whether to switch fuel sources to fuel power plants.

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