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All GLG News Analyses Filed Under: Transportation

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Jay Thompson Posted September 29, 2008
August Big Truck Sales Down 23% Over Last Year - Major Supplier Accuride Takes Drastic Action
Analysis of: Accuride plans 392 job cuts after CEO resigns | www.wthr.com
Author: Jay Thompson, President and General Manager Transportation Business Associates
A major industry supplier is back in trouble - and is an indicator of things to come. Accuride CEO John Murphy has resigned after 11 months at the helm. It shows how one plans for swings and also shows the importance of parts and service sales in smoothing them out.
Posted September 29, 2008
as the market evolves even legacy airlines need to maintain competitiveness
Analysis of: Qantas devours its own | www.businessspectator.com.au
Author: GLG Member Program Contributor
qantas is in the difficult position of maintaining its current high yielding business and corporate market whilst developing a new low cost market, qantas is successfully developing a new low cost carrier in jetstar, qantas is in the unique position of being able to trial system improvements on the...
Addison Schonland Posted September 29, 2008
Yapping on Ryanair coming soon
Analysis of: Ryanair to allow mobile phones on flights | www.guardian.co.uk
Author: Addison Schonland, Partner Innovation Analysis Group
So people wonder what the impact will be when Ryanair starts allowing phone calls. For me this is not so far fetched.
John Schulz Posted September 24, 2008
Teamsters Strike Oak Harbor Freight ; Who's Next?
Analysis of: Oak Harbor Freight on Strike | tdu.org
Author: John Schulz, Independent Analyst - Contributing Editor Logistics Management Magazine
About 600 Teamsters are on strike against Oak Harbor Freight, a major LTL carrier in the Pacific Northwest. Drivers, dock workers and back-office union members have been without a contract for 11 months. The increasingly militant clout of the Teamsters union is expected to increase in the coming months,...
Posted September 24, 2008
Is IATA’s airline forecast overly pessimistic?
Analysis of: Airlines Set To Lose USD$5.2 Bln In 2008 - IATA | news.airwise.com
Author: GLG Member Program Contributor
High oil prices, a crisis on Wall Street and a weakening economy? It's hard to think of a greater nightmare scenario for U.S. airlines? But a closer look reveals some important reasons to be cautiously optimsitic. U.S. carriers won't make much money if any in 2008. But the second half might not be as...
Posted September 23, 2008
Business Aviation Downturn to be Deeper/Longer Than Generally Believed
Analysis of: Analysts Warn of Rising Pre-Owned Business Jet Inventories | www.ainonline.com
Author: GLG Member Program Contributor
There are clear signals that the business aviation sector has begun its cyclical decline. There are a multitude of factors which drive this market, with the availability and pricing of used aircraft one of them. While backlogs are currently fat, are they really large and solid enough to carry manufacturers...
Posted September 23, 2008
Another Blow To EADS
Analysis of: Berlin snubs EADS plea | www.ft.com
Author: GLG Member Program Contributor
In the light of it's (temporary) loss of the USAF Tanker Contract, It appears that EADS is facing a trend in erosion of support from the EU. Following the loss of USAF tanker deal early this year, this new development places the EADS (A400M) into yet another uncertain future for this...
John Schulz Posted September 22, 2008
Trucking Has Been Very, Very Good to These Guys
Analysis of: Salaries for Top Teamster Officials Hit New High | www.tdu.org
Author: John Schulz, Independent Analyst - Contributing Editor Logistics Management Magazine
 There are nearly 100 Teamsters union officials making $150,000 or more at a time when more than 2,000 trucking entities went out of business since the first of this year.   Teamsters for a Democratic Union, the dissident wing of the 1.4 million-member Teamsters, tracks and publicizes the...
Addison Schonland Posted September 22, 2008
Fuel hedges start to bite
Analysis of: Dropping Oil Prices Hurting Airlines. Huh? | blog.wired.com
Author: Addison Schonland, Partner Innovation Analysis Group
As fuel prices fall, what happens with all those pricey hedges at well over $100/barrel? Can this industry get anything right?  Maybe circumstances are beyond any human comprehension.
Jay Thompson Posted September 22, 2008
Landstar - What’s a Freight Company Doing Dealing With Busses? New Orleans’ Gustav Evacuation Execution Reminds Us Of Their Katrina Problems
Analysis of: EDITORIAL: Too little, too late | www.nola.com
Author: Jay Thompson, President and General Manager Transportation Business Associates
The Federal Government intervening in the investment world makes the monumental work done in New Orleans before and after Katrina look like small potatoes. Successful people and businesses focus on what they are good at. The devil is in the details on how it gets done, but government in action can be...
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