All GLG News Analyses Filed Under: Transportation
Posted July 4, 2008
US Airline Pilots Brace For Downsizing
Analysis of: US Airline Pilots Brace For Downsizing | news.airwise.com
Author: GLG Member Program Contributor
Analysis of: US Airline Pilots Brace For Downsizing | news.airwise.com
Author: GLG Member Program Contributor
America’s commercial airlines have grounded aircraft causing thousands of cancellations over a difference in interpretation of long standing airframe inspection rules. The process of regulatory oversight of the nation’s airlines has a far reaching impact and despite a successful...
Posted July 4, 2008The Bright Side of $145 Crude Oil and $4.50 Gasoline? No Congestion Pricing
Analysis of: Politics Failed, but Fuel Prices Cut Congestion | www.nytimes.com
Author: John Schulz, Independent Analyst - Contributing Editor Logistics Management Magazine
New York City Mayor Michael Bloomberg's scheme to charge drivers $8 per vehicle to drive in lower Manhattan during business hours was attacked by drivers, the trucking industry and eventually was shot down by the New York State legislature in Albany. But the combination of $4.50 per-gallon...
Posted July 3, 2008Being a commercial pilot in America
Analysis of: US Airline Pilots Brace For Downsizing | news.airwise.com
Author: Addison Schonland, Partner Innovation Analysis Group
The next round of dislocations finds the industry not yet recovered from the pervious mess called 9/11. The people costs we saw last time will be much worse this time.
Posted July 3, 2008Knightsbridge, Nordic American OK for short term, LNG to lead tanker market
Analysis of: Volatile VLCC rates lead tanker rebound. | www.ogj.com
Author: Michael Lynch, Consultant Michael E. Lynch
Pipeline Editor Christopher E. Smith reported in the June 23 issue of the Oil & Gas Journal that the tanker market during the half year ending March rose 14.1%. Clarkson Research Services Ltd gave the reasons behind these movements and forecast the future direction of the market. Included are Very...
Posted July 3, 2008Lucky Mr. Bejach
Analysis of: British Airways To Buy France's L'Avion | news.airwise.com
Author: Addison Schonland, Partner Innovation Analysis Group
Its not easy being lucky in the airline business at present. Its not easy being in the business at all. But here is one very lucky man.
Posted July 3, 2008The Regulatory Score is Now Railroads 1,234, Shippers 1
Analysis of: STB Forces CSX to Drop "Unreasonably High" Rail Rates | www.purchasing.com
Author: John Schulz, Independent Analyst - Contributing Editor Logistics Management Magazine
The Surface Transportation Board's decision to declare rate relief for chemical maker DuPont in a captive shipper rate case is not unprecedented, but it is stunning. DuPont is eligible for rate relief up to $3 million over a five-year period. Not a deal-breaker for the Class 1's,...
Posted July 3, 2008Clearing The Air In 2010 With EGR Diesels Versus SCR - Or Not
Analysis of: Averaging Has Given Engine Makers Flexibility to Meet Emission Targets | www.ttnews.com
Author: Jay Thompson, President and General Manager Transportation Business Associates
The referenced article explains better than most on how Exhaust Gas Recirculation (EGR) can work in 2010 through emissions’ credit averaging, banking and trading. Several of us in the past in these missives have addressed this. One can’t technically get to 2010 levels on individual engines with EGR...
Posted July 2, 2008
Oil speculation: The great debate
Analysis of: Oil speculation: The great debate | money.cnn.com
Author: GLG Member Program Contributor
Analysis of: Oil speculation: The great debate | money.cnn.com
Author: GLG Member Program Contributor
Daniel Yergin's congressional testimony earlier this week, told of how "speculation alone" is not to blame and how other factors contribute to Oil prices. Designed as a talk show, but not to provide insight, this testimony was as much a pointless road show, as the OPEC meeting was on...
Posted July 2, 2008Railroad Pricing Power successfully challenged again, but not enough to end rate increases
Analysis of: Sector Snap: Rate ruling seen hurting railroads | biz.yahoo.com
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...
Posted July 1, 2008Australian Ore Prices Unlikely To Hurt Dry Shipping
Analysis of: Reaction mixed | www.tradewinds.no
Author: Craig Marston, Managing Director CEM Marine
Tradewinds reported that Rio Tinto and BHP Billington have finalized contracts with Baosteel for an 80%+ increase in the price of iron ore out of Australia. This compares favorably to the Vale benchmark achieved earlier this year for a 65% increase out of Brazil and reflects the freight differential...
More GLG News in
Energy & Industrials
Most Popular:
Source Article | Expert Analyses
Oil speculation: The great debate
money.cnn.com
Oil prices mark the need for alternative energy sources
www.busrep.co.za
Unfinished subdivisions grinding to a halt
www.azcentral.com
Bush's last gasp on oil
seattletimes.nwsource.com
China wind power capacity growing
uk.reuters.com
Speculators and environmentalists join big oil dogs in responsibility for high cost of gasoline.
July 1, 2008
Dr. Daniel Yergin testifies in front of Congress today on Oil
June 26, 2008
Expect USD 30 Oil In 2015
June 24, 2008
Pounding sand in Jeddah
June 24, 2008
OPEC, now at the end of the trail, must put up or shut up
June 23, 2008

