Council Members in this Study Group: 127
This study group may include experts knowledgeable on topics such as aerospace & defense, building materials, chemicals, construction, oil & gas, timber & forest products, utilities & power generation, mining, agriculture, industrial equipment and transportation, among others.
Leading institutions connect with members of this Study Group through GLG
Jay ThompsonPresident and General Manager
Transportation Business Associates ![]()
Jay Thompson is the President & General Manager at Transportation Business Associates; a firm providing planning, marketing, energy, carbon reduction, M&A / BK and investment consulting services to financiers; investors; top-name shippers; trucking companies; Intermodal; bus; industry suppliers; and...
Vice President Maintenance and Purchasing
Frederick Thompson Company ![]()
James Cade is the Vice President of Maintenance and Purchasing of Fredrick-Thompson. Mr. Cade is responsible for managing the vehicle assets of the company and purchasing, maintaining, and disposing of used equipment. He is also responsible for fuel management for the company. Mr. Cade has over 27years...
Senior Vice President
Southland International Trucks Ltd ![]()
Ronald Stephenson is the Senior Vice President of Southland International Trucks. Previously, Mr. Stephenson was a Key Market Manager at International Truck and Engine (subsidiary of Navistar) General Sales Manager for multiple site Peterbilt dealerships and Vice President of Cummins Engine Co. distributorship....
President
West Branch LLC ![]()
Jeff Moser is the President of West Branch, an Independent Consulting Company specializing in materials, energy, environmental, commodities, and industrial sectors. Previously Mr. Moser was a Global Market Manager at Dow Automotive, a unit of Dow Chemical and a plastics, adhesives, sealants, foams,...
Michele AcerraIndependent Consultant
Michele Acerra ![]()
Michele Acerra is an independent consultant with Engineering & Construction (E&C), environmental, refinery, petrochemical, and power expertise. Mr. Acerra has more than 35 years of experience in the E&C Industry with Foster Wheeler (FWLT) where he held a number of executive positions in E&C, environmental,...
George DorkhomPresident and Managing Partner
AD&A Worldwide ![]()
George Dorkhom is the President and Managing Partner of AD&A Worldwide, a corporate restructuring group. He was previously President and Chief Executive Officer of Ingersoll International, a global company that manufactures large machine and cutting tools and specialized equipment for aerospace and...
President
ROR Mine Consulting ![]()
Richard Rouse is the President of ROR Mine Consulting, a firm providing consulting services to mines and large consulting firms on mining projects, new mine supply companies, and foreign companies entering the US mining products market. Mr. Rouse has over 40 years of experience in all aspects of the...
FormerVice President North American Commercial Division
CATERPILLAR INC. ![]()
William (Bill) Mayo was most recently Vice President, North American Commercial Division at Caterpillar, the world's leading manufacturer of construction and mining equipment. In this position, Mr. Mayo was accountable for the company's North American dealer development (57 dealers) and machine marketing....
Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.
Truck Order Predictions Pretty Well Laid Out Through 2010
November 19, 2009
Jay Thompson, President and General Manager, Transportation Business Associates
Truck orders indicate pre-2010 surge | www.etrucker.com
In the midst of the optimism with the recent surge in truck orders, reality is setting back in that 2010 truck orders will be slow due to the mew emissions rules - again! We have written several articles over the last 6-months about the slow truck sales marketplace leading into the current prebuy.So...
Integrated Fuel Technologies Non-Urea SCR Option Hits A Speed-Bump
November 16, 2009
Jay Thompson, President and General Manager, Transportation Business Associates
Cover Story: Pipe Schemes | www.seattleweekly.com
One of the two non-urea Selective Catalyst Reduction (SCR) developers as noted in GLG articles has legal problems prompting potential major users to steer clear for now. The referenced article by Laura Onstot for the Seattle Weekly is an interesting read including alleged money, fraud, religion, mistresses...
JB Hunt Intermodal Will Do Well For A Couple of BIG Reasons
November 11, 2009
Jay Thompson, President and General Manager, Transportation Business Associates
J B Hunt (JBHT) Gets S&P 4 Star Buy Rating But Showing Bearish Technicals | www.marketintelligencecenter.com
After 20-years, Intermodal as pioneered by JB Hunt and United Parcel Service is even more of a bright spot. I share our colleague Mr. Williams’ optimism regarding Intermodal - and that for JB Hunt’s continued success therein. There are idiosyncrasies in the numbers discussed that offers an opportunity...
Class 8 Truck Prebuy Is Coming To An End - 2010 Skepticism Here!
November 6, 2009
Jay Thompson, President and General Manager, Transportation Business Associates
Class 8 Orders See Sharp Rise From September | www.truckinginfo.com
FTR Associates President Eric Starks shows North America Class 8 October order numbers at 21,792 trucks. This is a rate more triple than we were seeing February through July of this year - ranging 6,000-8,000 per month and double the August and September numbers. My friend Eric knows the numbers better...
Transports Telling Different Story Than 3.6% GDP Blip!
November 2, 2009
Jay Thompson, President and General Manager, Transportation Business Associates
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...
Leading Experts in Construction Equipment Experts (US) Study Group have not participated in any upcoming seminars.
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