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Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

The Anatomy Of Trucking Business Failures: A Series Of Events + Some Thoughts About YRCW Labor

July 12, 2009

YRC Worldwide: Jimmy Hoffa Would be Proud | shar.es

The referenced article and our esteemed colleague John Schultz offers up an interesting contrast in opinions regarding the impact of labor in YRC Worldwide’s problems. I agree with his general thoughts but labor has been an issue in both Yellow’s and Roadway’s since deregulation - with USF’s becoming moreso after they were bought by YRCW.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Oil Companies Should Be In Some Alternative Energy Markets - Eventually

July 8, 2009

BP shuts alternative energy HQ | www.guardian.co.uk

BP downsizing their alternative energy investment arm is putting them in line with other majors. While they are lessening their activity in some areas, they continue in others where they make sense. As an active partner in an alternative energy company and having been in many meetings with majors, I have understood and reluctantly agreed with their lack of enthusiasm to get too involved in the alternative sector - yet!

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Fuel Prices Are Not A Bargain To Those Who Must Pay For It - Just Talk to Shippers, Truckers & Conusmers

June 25, 2009

The ups and downs of diesel | www.chron.com

The referenced article notes that diesel fuel prices look like a bargain compared to last year. OK - $4.65 per gallon last year v. $2.60 per gallon per EIA is significant, but that comparison is not fair. The real issue to freight planners is the effect of price as compared to historical GDP (e.g. we have doubled cost averages over the last 5-years at today's prices) - and it’s getting uglier again too quickly.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Con-way LTL Marketing Approach For TL Business Blends Models More & Is A Good Move

June 18, 2009

Con-way says new LTL pricing plan will 'transform' trucking industry | www.thetrucker.com

Con-way just announced a new Less-Than-Truckload (LTL) pricing model - True LTL - that caps the price of shipments at that of Truckload (TL) for heavier LTL shipments in certain traffic lanes. Con-way says that their new LTL pricing model will transform the trucking industry. I’d say it’ll probably have an impact within the LTL dry community, but not so much the rest of the transport industry. I still like it!

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

YRC Tells Customers That They Won’t Seek TARP Funds Now

June 15, 2009

YRC will not seek federal TARP aid | www.buffalonews.com

After receiving feedback from customers, YRC Worldwide yesterday issued a correspondence that says they won’t ask for or take TARP (Troubled Asset Relief Program) funds. As written on 5/15 by my colleague John Schultz and me, there were plenty of issues with the request at ground level. YRC will continue to highlight the Teamster Union pension payment issues.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Trucking Technologies Survey Gives Insight Into Equipment Purchase Trends & Plans

June 9, 2009

Trucking embraces technology | fleetowner.com

According to a Frost & Sullivan survey taken 12/08-1/09, there has been a major change in trucking fleet priorities - and what they will pay for them. Also implied is that this is where most future profits exist for manufacturers and suppliers. While all of this is true, government “forced” rules compete with productivity-related products for priority, while trucking companies fight for basic profitability. Overall, this is a great survey to garner insight from.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Navistar Advanced-EGR Gamble From A Retail / User Perspective

June 5, 2009

SCR court battle heats up | fleetowner.com

Many large and smaller size truck buyers are leaving options open regarding buying Navistars’ Advanced Exhaust Gas Recirculation (EGR) and everyone else’s Selective Catalyst Reduction (SCR) for 2010 emission rules. The move by Navistar is probably due to a mix of issues noted, but the 13 v. 15 Liter issue with truck buyers must be thrown into the mix. Our colleague Mr. Moser knows the SCR-EGR issues better than most, so I’ll comment on the buyers’ side.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

FTR Associates Says We Are At Freight Bottom - Here Are Thoughts On The Road Ahead

June 1, 2009

FTR Economist Sees Bottom of Freight Recession | www.truckinginfo.com

Freight is often viewed as an indicator of general economic activity and the premier forecasting group FTR Associates recently reported that we have found a bottom. The key words therein are ”the current recession is U-shaped - not V-shaped - and we’re now bouncing along the bottom of that U.” The big issue not commented on is oil speculation - again, which is causing some of the planners we work with a note of caution , along with noting the tax / spending issues. Some logistics segments will fare better than other, which we will comment on in the following.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

If The Old Highway Congestion Matra Isn’t Working - Try Tying The Freight Sector Into Climate Change & Fuel Mileage Standards

May 29, 2009

Senators Take Up Transport Policy | www.joc.com

If we take the current Central Government Planning atmosphere, add in special interests who don’t really understand supply-chain management, throw in the anti-oil company / global-warmers, top it off with a way to tax more somehow - and we have the makings of more bad policy. I guess this is change! We need to clean out the current crop of legislators (both parties) and get back to business & logic.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Truckload Carriers Calling A Freight Bottom - Finally? But Less-Than-Truckload Is A Different Story

May 22, 2009

Truck Freight Might Be Seeing Bottom | trailer-bodybuilders.com

In March / April of this year, we were noting in GLG articles that the 3+ year Truckload (TL) freight decline was most probably nearing its bottom, but that Less-Than-Truckload (LTL) still had many problems. Per the referenced article from the recent Wolfe Research Global Transportation Conference, some major transport players are saying that TL is showing some positive signs while LTL isn’t. It offers a great summary from major trucking company top management.

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