GLG News by Rail Shipping Service Users

In rounding out thoughts regarding the previously noted Caterpillar-Navistar deal, Volvo and their Mack subsidiary are the easiest to summarize. They are not greatly affected in the US, but may be in overseas markets after the joint venture gets going. Also separately, the Volvo chief is confirming...

Paccar’s US brands of Peterbilt and Kenworth are losing their long-time Caterpillar big bore premium image-partner in 2010. Their engine strategy has been one that has included outsourced engines for Class 7-8 from Cummins and Caterpillar, along with a Paccar-branded Cummins 7 & 8 Liter engines...

Daimler Truck North America (DTNA)’s US brands of Freightliner, Sterling and Western Star are losing the long-time Caterpillar big bore option and replacing it with Cummins. While those numbers are small, it seems to have firmed up Daimler’s US engine strategy with Detroit Diesel, Mercedes and Cummins...

The Caterpillar / Navistar rumors were finally put to rest last week. There will be few short-term implications and surprises, but the longer-term stage for truck and engine makers is much clearer now. Cat will not totally exit the on-highway market as some thought, but will only be offered in a different...

Many in business and fellow consumers around the world look to their governments to help ease the impact of the record high fuel prices. Many try to pinpoint and then demonize the culprit in the system or process, but like many things it’s a combination of issues. Others are doing something about it...

The auto hauling segment has been on a rough road. It will continue, especially on the new vehicle side. Used (cheaper) car sales are not hit as badly. The excess hauling capacity will be slow in recovering for a number of reasons. My colleague Mr. Schultz offers a good prognosis of Performance Transportation...

CO2 sequestration is hampered by the lack of a coherent energy policy in the US.   CO2 sequestration poses a threat of CO2 break-out from the sequestration basin, which carries a substantial potential liability for the company ordering the sequestration. Without a federal insurance or...

There will be winners and losers the Los Angeles / Long Beach ports emission rules. A couple potential winning segments that do seem clear are forward-thinking financiers of compliant trucks or fleets offering lease-financing programs with the same. Also, watch how others look for ways to keep fixed...

Trucking company failures have accelerated to a point where year-over-year bankruptcy numbers have doubled. We then must add in those who have shut down or just parked their equipment. The primary issues are freight rates plus fuel surcharge versus real fuel costs. That problem continues with both the...

Many manufacturers, trend predicting entities and investors had convinced each other of another significant truck pre-buy heading into the 2010 diesel emissions changes. Those expectations could not be reconciled with reality - but continue to square with time. More realistic expectations will be more...