Council Members in this Study Group: 74
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;...
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...
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...
President 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...
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...
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
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 here’s a look ahead....
Integrated Fuel Technologies Non-Urea SCR Option Hits A Speed-Bump
November 16, 2009
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 and other sorted issues - but more about business issues than the technology.
JB Hunt Intermodal Will Do Well For A Couple of BIG Reasons
November 11, 2009
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 for a different look.
Class 8 Truck Prebuy Is Coming To An End - 2010 Skepticism Here!
November 6, 2009
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 than most, so we’ll offer some customer comments as to why.
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 that of course led by true economic activity. History tells us a number of things.
October 30, 2007 | San Francisco
GLGi: Issues and Opportunities Facing the Trucking IndustryAugust 21, 2007 | New York
GLGi: Issues and Opportunities Facing the Trucking IndustryMay 17, 2007 | New York
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