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GLG News by Rail Shipping Service Users

Thomas Shewski, Owner
High Energy Services
Analysis of: Power Failure: A Court Defeat for the EPA Leaves it Up to Congress to Tackle Utilities' Air Pollution (www.washingtonpost.com)
    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...
Thomas Shewski, Owner
High Energy Services
Analysis of: Gas Drop Buoys Dynegy, Mirant in Slowing U.S. Economy (www.bloomberg.com)
    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.
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Cummins to Add SCR to 2010 Engines (www.truckinginfo.com)
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 Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Schneider National Owner-Operators Now Paying Just $1.085 for Diesel (www.wisbusiness.com)
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...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Mack's McKenna Talks SCR Via The Web (www.truckinginfo.com)
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...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Rush Enterprises Reports Second Quarter Results (www.truckinginfo.com)
Some analysts had predicted a second half upswing in US truck sales, but it will not be. Major manufacturer Paccar and their largest Peterbilt dealer (and largest of any dealer organization) - Rush Enterprises - each say that the US market will remain flat through this year. Volvo recently stated the...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Sterling Truck workers worry massive loss of jobs permanent (lfpress.ca)
Truck sales are slow with no signs of any significant bump coming. In 2006, Daimler Trucks North America (DTNA) announced a $300MM investment in a new plant in Saltillo, Mexico to build 30,000 Freightliner and Sterling trucks annually starting operations in 2009. Union leaders in Canada are understandably...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: Navistar Raises Prices on Trucks (www.truckinginfo.com)
Commodity price increases with manufacturers are like fuel surcharges for freight carriers. They need to be passed on to maintain profitability. There are ways to do it - if the marketplace, timing, positioning, sales approach, etc. allow for it. It looks good for Navistar to be successful in doing...
Analysis of: Railroads: The Calm After the Storm (investerms.com)
Railroads key to growth is theire pricing strength and the ability to make money on fuel increases. The fuel surcharges they charge more than offsets most of ther expense. The nation needs strong and vibrant railroads for the movemnent of large quantities of freight because the HIghways just...
Thomas Shewski, Owner
High Energy Services
Analysis of: Clean Air Efforts Suffer Two Setbacks (www.philly.com)
    The court decision striking down the Clean Air Interstate Rule will have an affect on SO2 allowances and the SO2 premium earned by coal suppliers.

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