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All GLG News Analyses Filed Under: Transportation

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

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.

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...

Thom Williams, Principal & Managing Director

Thom WilliamsPrincipal & Managing DirectorAmherstAlphaAdvisors Co. 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.

Savvy Trucker JB Hunt Heads East, By Train!

November 17, 2009

 J.B. Hunt Transport Services, Inc. Announces Eastern Rail Deal | markets.on.nytimes.com

Truckers traveling via train? Yep, the smart ones do so with increasing frequency. Earlier this month, J.B. Hunt Transport Services Inc. announced that its already successful “Secret Formula” for Intermodal success will henceforth include much more of a current ingredient, one known as “NSC” orNorfolk...

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine 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.

"Cadillac" of Trucking Terminals to be Closed by YRCW

November 17, 2009

 YRC Closes Big Richfield, Ohio, Terminal | www.tdu.org

 Financially troubled YRC Worldwide is closing its 202-door Richfield, Ohio, breakbulk terminal, one of the largest in its system. The move is part of YRCW's downsizing, and affects about 1,000 Teamsters at three Ohio terminals. About 400 of those 1,000 Teamsters already are laid off.

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.

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...

Vijaya Iswara, President & Chief Executive Officer

Vijaya IswaraPresident & Chief Executive OfficerDeep Sea Logistics, Inc. 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.

FFA disputes and capital losses

November 15, 2009

 Futures fray | www.tradewinds.no

FFA dispute between Marine Trade, Luxembourg, Pioneer Futures, China and Armada of Singapore ended up in London court for US Dollar settlement under the terms of FFABA master agreement. It is unclear in the article if the trade went through Oslo's Imarex and NOS clearing. Due to precipitous drop in...

Thom Williams, Principal & Managing Director

Thom WilliamsPrincipal & Managing DirectorAmherstAlphaAdvisors Co. 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.

Truckers need Grief Counseling more than financing!

November 12, 2009

 Used truck values fall 45% in last 10 months! | www.nada.com

The brutal numbers displayed in the NADA Nov. '09 report of ever-declining used truck values! The markets now value a 3-year old truck at 45% less than its market value of just ten months ago! You can read the latest NADA Commercial Truck Market Update via this link: http://www.nada.com/B2B/home/...

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine 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.

Flavor of the Month is Railroads, But Freight Eventually Will Move Back to Truck

November 12, 2009

 Trucking 101--This Analyst is Half Right | www.forexyard.com

How solid is the case for intermodal rail? Is it merely the flavor of the month, or can be be an honest-to-goodness, legitimate alternative to all-truck movements of surface freight? Analysts are touting intermodal rail, but how important and encompassing can rail transport be to U.S. shippers?

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine 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.

Is the Web Going to Save These Two Freight Behemoths?

November 11, 2009

 For FedEx, Holidays May Bring an Upturn | online.wsj.com

FedEx Corp. is predicting an 8 percent rise in its "busiest day shipments" on Dec. 14, compared with last year's busiest day total. FedEx expects to ship more than 13 million packages on that day. Arch-rival UPS, which is about 35 percent larger than FedEx, says it will issue its own, separate "busiest...

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.

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...

Singapore Airlines Continues To Struggle

November 11, 2009

GLG Expert Contributor

 Singapore Airlines says losses narrow | sg.news.yahoo.com

The industry bellwether airline underscores perfectly why Asia is key to global recovery and also highlights just why yield attrition will stay in the headlines for many months to come.

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