Study Group: Toll Road Experts (US)(?)

Insurance numbers are a good way to assess truck capacity in real-time. Our colleague Mr. Schneider asked some good follow-up questions in his comments on my 12/30 article titled “Leading Indicator - 2008 North America Freight Market & Truck Build Numbers Down - 2009 Predicted To Be Worse With 2010...

Premier forecasting firm - FTR Associates - is predicting declining freight and truck build numbers through 2010. They say we are experiencing a 4-6% (annualized) fall in GDP during this quarter - added to a decline in the three previous quarters. The freight market is forecast to fall for seven consecutive...

European truck sales were a bright spot in the global truck sales marketplace over the last year or so, but will lag any upswing we will see in the North American market due to a variety of reasons.  Manufacturers Worldwide are laying off workers, as noted in previous articles.

The NOx and Particulate Matter (PM) issues are real, but are they being addressed logically and fairly? The California approach is as expected - and political, nonsensical and costly. While the lawsuits will be flying from a variety of parties for years, the trucking and bus industries both in and outside...

The referenced Zacks’ article notes that the median year-to-date stock price has declined for all industries in the Zacks’ transportation analysis. This includes water shipping down 55.6%, airlines down 52.1%, equipment / leasing down 37.2%, air freight down 36.1%, rail down 23.9% and trucking down...