Transports Telling Different Story Than 3.6% GDP Blip!
November 2, 2009
Why the Lagging Transports Are Worrying | www.minyanville.com
Some stock technicians who compare numbers from the past to today are throwing more red flags regarding the recent quarters’ very positive numbers because the transports are not showing it. Transports are a good leading indicator in real time when real tonnage grows or shrinks. Shipper planning leads...
Mega-Dealer Rush’s Numbers Give Insight Into Truck Sales & Service Marketplace
October 27, 2009
Rush's Third Quarter Impacted By Weak Sales Market | www.truckinginfo.com
Rush Enterprises, Inc. is the largest heavy & medium duty truck sales and service organization in the US. Their numbers allow us a look at the marketplace from ground level including new and used trucks, along with parts and service.
IRS v. Trucking Independent Contractor History
October 19, 2009
'Contractor' Lable Provokes Legal Disputes | online.wsj.com
The trucking Independent Contractor (IC) pool is a big one. Surveys show that one-third of truckers are IC’s and 80%+ of them are leased to fleets. The biggest player is FedEx Ground - hence the long-time target on their back by the Internal Revenue Service (IRS), States and unions. Other big numbers...
LTL Freight Marketplace To Remain Troublesome
October 18, 2009
LTL market remains in a state of flux | www.purchasing.com
The Less-Than Truckload (LTL) sector is showing signs that freight has bottomed, but the excess capacity from old and new players in that sector continues to result in heavy discounting. This will continue well into 2010 unless something drastic happens. The accompanying article allows for some comments...
Carbon Taxes WILL Increase Truckers Fuel Costs With NO Upside
October 14, 2009
Carbon controls could hike fuel costs | fleetowner.com
If the proposed carbon taxes get implemented, the costs will be way more than being preached. Just ask Kyoto signatories who would like to get out of it now. As one who is active is fuel saving programs, SmartWay and carbon reduction, we need to keep it simple.
Update: Mini-Truck Prebuy Continuing In September - Showing Up In All Classes
October 5, 2009
Truck Orders Continue to Rise | www.truckinginfo.com
Premier freight & truck sales forecasting firm FTR Associates is showing us North America Class 8 truck orders were 10,817 trucks - increasing month-to-month since May’s 7,400. As we noted a month ago, our financing work shows it’s more of a mini-prebuy in front of 2010-compliant engine full introd...
Paccar - Peterbilt Nashville Plant Closure Is More Bad News For UAW
October 2, 2009
Peterbilt to Shutter Nashville Assembly Plant | www.truckinginfo.com
Peterbilt Div. of Paccar, Inc. announced they will permanently close its Madison, TN plant (nearby Nashville). The Peterbilt United Auto Workers (UAW) job loss numbers there are miniscule when compared to that going on in the auto industry, but at least that work is remaining within the US borders.
Mexico Cross-Border Trucking Small Visible Part Example Of Bigger Protectionism
September 25, 2009
Report: DOT official says no resolution to Mexico truck issue likely this year | www.thetrucker.com
There will be no decision on the Mexico cross border program until next year - according to the DOT official referenced in the source article. Of bigger concern to Congress are healthcare and highway debates, along with a needed energy policy, being green, et al - and probably followed by other protectionist...
Navistar Without A Big Pre-2010 Cummins Stockpile Could Be A Problem
September 18, 2009
Navistar CEO Peppered With Questions About Truck Engines | www.nasdaq.com
The proposed US Environmental Protection Agency (EPA) rule limiting the number of pre-2010 Cummins engines that Navistar can stockpile has many asking what it means. From our perspective, it means problems for Navistar and Cummins. From a customer perspective with Navistar, there are the advanced-EGR...
Navistar Is Smart To Use “S-Word” (SCR) In Their Customer Discussions Now
September 14, 2009
Navistar calls SCR “viable technology” | fleetowner.com
In a recent Truck Rental and Leasing Assn. (TRALA) hosted Web presentation including selective catalytic reduction (SCR), Navistar rep Tim Shick was quoted as saying “We think SCR is a very viable technology. We can’t find anything negative about it.” He also reaffirmed Navistar’s current approachof...
Transports Telling Different Story Than 3.6% GDP Blip!
November 2, 2009
Biofuels – Just One Component Of A Long Term Solution
October 31, 2009
Chemical Companies remain Cautious on the Outlook
October 31, 2009
Higher crude oil prices and natural prices can and will move the needle
October 30, 2009
Prerequisites for Success in Residential Alternative Energy
November 1, 2009
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