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All GLG News Analyses Filed Under: Transportation

Articles with lock require a GLG News subscription
Posted August 21, 2008
"Hine-sight is 20/20"
Analysis of: Transport costs could alter world trade | www.usatoday.com
Author: GLG Member Program Contributor
The oil markets' price increases have caused a rippling effect, not only, altering the world trade market, but the world itself.
Posted August 21, 2008
Credit Crunch Effect On US Shipyards
Analysis of: Credit Crunch Spreads to Shipyards | www.marinelink.com
Author: GLG Member Program Contributor
The impact of the credit crunch is expected to have limited impact on US shipbuilders. Strong demand for US built ships enabled for secured financing and contracts. Strength in construction is expected to remain through 2011.
Jay Thompson Posted August 21, 2008
Trucking Company Failures & Key Indicators For The Future = Freight + Fuel + Financing + Focus
Analysis of: Johnson Xpress Trucking To Close - BB&T sues for recovery of $8.3 million | www.courier-journal.com
Author: Jay Thompson, President and General Manager Transportation Business Associates
Smaller-sized trucking companies make up 80% of the industry. As failures continue, it exposes the primary causes experienced by all, individual ones that contribute for the specific company, how different parties are affected, and how others’ benefit. It also brings to light the key issues facing transport...
Craig Marston Posted August 20, 2008
Credit Crunch Not A Factor For Overall Shipbuilding Industry
Analysis of: Credit Crunch Spreads to Shipyards | www.marinelink.com
Author: Craig Marston, Managing Director CEM Marine
The impact of the "credit crunch," while real for individual companies, is not a factor for the overall shipbuilding industry.  The few building slots that have been canceled by owner default have been readily resold at higher margins.  The drop-off in post-2010 orders has its roots in oversupply...
John Schulz Posted August 20, 2008
Car-Haul Agreement Gets Voted Down. Is a Teamsters Strike Next?
Analysis of: Deal Covering 9,500 Carhaul Members Rejected | tdu.org
Author: John Schulz, Independent Analyst - Contributing Editor Logistics Management Magazine
A proposed three-year agreement between the Teamsters union and the major unionized car-haulers has been voted down. No new talks have been scheduled. The Teamsters director of car-haul negotiations, Fred Zuckerman, said he hopes "to resolve this contract without going on strike." But Zuckerman himself...
Michael Lynch Posted August 19, 2008
Transportation costs will come down as crude oil prices tumble
Analysis of: WATCHING THE WORLD: Japan calculates the odds | www.ogj.com
Author: Michael Lynch, Consultant Michael E. Lynch
Senior Correspondent Eric Watkins, reported in the August 11 issue of the Oil & Gas Journal that benchmark tanker rates from the Persian Gulf to Japan fell to 7-month lows last week. The cause was ample availability of very large crude carriers. Even so, Japanese leaders are taking no chances on...
Soon Heng Lim Posted August 18, 2008
The credit crunch contagion, its impact on shipyards.
Analysis of: Credit Crunch Spreads to Shipyards | www.marinelink.com
Author: Soon Heng Lim, Shipyard Consultant Lim Soon Heng
Shipyards had never had it so good than the bonaza they experienced over the past two years. High oil prices drove the offshore rig making market. Replacement of ageing fleets drove the tanker markets. The sizzling economic growth in China create huge demands for tonnages for bulkers and container vessels....
John Schulz Posted August 18, 2008
How Did Con-Way Lure CFO Away From Trucking Rival YRC Worldwide? Here's How
Analysis of: Con-way Replaces CFO as Financial Complexity Grows | www.bizjournals.com
Author: John Schulz, Independent Analyst - Contributing Editor Logistics Management Magazine
The hiring of ex-YRC Worldwide Chief Financial Officer Stephen Bruffett by Con-way Inc. has more intrigue than would first meet the eye. It's more than just filling a corner office in the executive suite. The inside story is quite telling of the conditions in the trucking industry in 2008.
Posted August 18, 2008
The SCR EGR Debate rumbles onwards
Analysis of: Cummins to Add SCR to 2010 Engines | www.truckinginfo.com
Author: GLG Member Program Contributor
Cummins decision should allow the SCR camp to breathe a sigh of relief. All eyes must now be on Navistar, and a possible 2009 pre-buy.
Posted August 14, 2008
And now the end is near, and so I face the final curtain...
Analysis of: Travelport Announces Second Quarter 2008 Results | www.examiner.com
Author: Timothy O'Neil-Dunne, Managing Partner T2Impact Ltd.
The GDS model has sustained the neutral travel distribution model for a very long time. From its less than humble beginings with IBM and American Airlines to the peak years of the mid- 1990s to to twilight zone it now finds itself in. So the time has come to accept its short comings and move forward...
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