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Study Group: Railcar Leasing Experts(?)

Council Members in this Study Group: 65

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.

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Leading Experts in this Study Group

What is a GLG Leader?
Toby Kolstad, President, Rail Theory ForecastsToby Kolstad
President
Rail Theory Forecasts

Toby Kolstad is President of Rail Theory Forecasts, a firm providing consulting and forecasting services in North American rail freight traffic and railcar demand. Mr. Kolstad has more than 35 years of experience in the railroad industry. He also has experience in managing railroad operations. Prior,...

GLG NewsSMAnalyses by this Study Group's Experts(?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.
Floods are the least of the railroad worries in 2008 | 07-15-2008
Analysis of: Railroads: The Calm After the Storm | investerms.com
Author: Toby Kolstad, President, Rail Theory Forecasts

The recent reports about the crop problems in Iowa and the flood problems for the railroads operating in the region have greatly exaggerated their impact on railroad profits in 2008. The news media might be excused for inflating reports of local problems into national importance in order to garner more...

Prince Rupert Traffic contributes to Intermodal Gains at CN | 07-10-2008
Author: Toby Kolstad, President, Rail Theory Forecasts

A second container vessel will make weekly stops at CN’s container terminal in Prince Rupert BC potentially bringing 1000 more containers per week to CN for movement to the Midwest and possibly raising the terminal’s inbound volume to over 2,000 containers per week.  At that volume, more than one...

Railroad Pricing Power successfully challenged again, but not enough to end rate increases | 07-02-2008
Author: Toby Kolstad, President, Rail Theory Forecasts

On June 30, 2008, the STB ruled that CSX was charging excessively high rates to Dupont for several movements of chemical products and ordered the railroad to reduce them and pay reparations to Dupont . Several weeks ago, the STB ruled that UP had overcharged a Kansas Utility and ordered them to reduce...

More than floods in the Midwest are to blame for railroad traffic losses | 07-01-2008
Author: Toby Kolstad, President, Rail Theory Forecasts

The Association of American Railroads (AAR) reported that the Midwest Floods “continued to negatively impact rail freight traffic” during last week, a statement easily verified by a quick check of the weekly carloads of the UP RR which showed at 10% drop in carload for the week ending June 21. However,...

Railroad auto business is not the only traffic segment facing serious cutbacks in coming months | 06-23-2008
Analysis of: Analyst says autos to drag on rails | biz.yahoo.com
Author: Toby Kolstad, President, Rail Theory Forecasts

The recent announcements of major cutbacks in US light vehicle production will definitely have a negative impact on both railroad traffic volumes and railroad profits. While this traffic only accounts for only 5% of all US carload shipments, its hefty margins contribute much more to the bottom line...

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GLG InstituteSM Seminars with this Study Group's Leaders(?)

 

Recent Seminars

GLGi: Railcar Business Cycle
San Francisco, 10-11-2006
GLGi: Railcar Business Cycle
New York, 10-05-2006

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