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All GLG News Analyses Filed Under: Transportation

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Toby Kolstad Posted August 14, 2008
Production of coal cars may not significantly increase in future
Analysis of: FreightCar America: Coal Car Orders Will Pick Up Soon | seekingalpha.com
Author: Toby Kolstad, President Rail Theory Forecasts
There is much hope that orders for new coal cars will increase in the near future, lifting production rates at Freightcar America (RAIL). Coal exports are up almost 80% from a few years ago and domestic demand should increase significantly when the 52 new coal-fired generating plants which are currently...
Jay Thompson Posted August 14, 2008
Cummins Now Going Selective Catalyst Reduction (SCR) With All Engine Models
Analysis of: Cummins to Add SCR to 2010 Engines | www.truckinginfo.com
Author: Jay Thompson, President and General Manager Transportation Business Associates
Cummins Inc. announced they are switching to SCR in their Heavy-duty ISX model for 2010. It was previously to utilize Exhaust Gas Recirculation (EGR) at a higher rate than today, along with higher injection pressures and other enhancements - plus emissions credit trading. While this changes the “few...
Posted August 13, 2008
Ryanair and the EC. Time for a Truce?
Analysis of: Commission targets 'rip-off' air ticket sites | www.euractiv.com
Author: Timothy O'Neil-Dunne, Managing Partner T2Impact Ltd.
The EC and Ryanair are at constant loggerheads over the 3 main issues of fare displays, Subsidies from cities wanting service and of course the Aer Lingus acquisition. Given the economic climate and benefits that air transportation provides, the EC should perhaps consider rethinking at least one of...
Posted August 13, 2008
Transport Costs force change in World Trade and for the Transport Companies that Serve.
Analysis of: Transport costs could alter world trade | www.usatoday.com
Author: GLG Member Program Contributor
Unlike the past when the transportation sector was painted with a broad brush, individual corporate operational models make a difference. No longer is a single service or limited service approach sufficient enough to sustain the changing dynamics within the transportation sector. A much more “total...
Posted August 13, 2008
The winter of Discontent will blow cold winds at United.
Analysis of: United's pilots want Tilton out | www.chicagotribune.com
Author: Timothy O'Neil-Dunne, Managing Partner T2Impact Ltd.
United's management is now embattled in both a legal and commercial fight with its pilot's the very people who brought in Tilton in the first place. United must cut more heads and deeper across the board to match the fleet reductions
Jay Thompson Posted August 12, 2008
A Successful Truckload Model - And A Growing Contractor Program - Here’s Why
Analysis of: Schneider National Owner-Operators Now Paying Just $1.085 for Diesel | www.wisbusiness.com
Author: Jay Thompson, President and General Manager Transportation Business Associates
Truckload leader Schneider National has freight - and has been successfully growing their Independent Contractor segment for over a decade, while their competitors have not seen the same success. The primary reasons are they have freight (miles), continue to adjust their program, made it more transparent...
Posted August 12, 2008
Was ist denn hier los? Quoi?
Analysis of: Airbus is hampered by cultural differences | www.ft.com
Author: GLG Member Program Contributor
Cultural differences at Airbus are being blamed for all or most its problems. Politicians in France are fuelling to the misunderstandings by loudmouth paroles, while doing nothing to solve the situation. In the end, it is the product that suffers, usually by adding delays to the production line. A costly...
John Schulz Posted August 11, 2008
Yellow Goes Rah-Rah Route to Rally Employees
Analysis of: YRC North American says Velocity Network reducing transit times | www.etrucker.com
Author: John Schulz, Independent Analyst - Contributing Editor Logistics Management Magazine
How well is YRC Worldwide's new "Velocity Network" performing after this summer's rollout? Here's an internal memorandum to employees that explains it.
Posted August 11, 2008
Give Me A Break!
Analysis of: In Gas-Powered World, Ethanol Stirs Complaints | www.nytimes.com
Author: GLG Member Program Contributor
Ethanol was---and is---designed as an additive for gasoline for motor fuel use.  To suggest that its use in lawnmowers and leaf blowers is threatening the future of ethanol as a motor fuel is disingenuous at best.
Posted August 11, 2008
Is Ryanair losing the plot?
Analysis of: Ryanair interested in Stansted Airport bid | www.reuters.com
Author: GLG Member Program Contributor
Ryanair hits financial problems for the first time in over a decade; faces full year loss Many 'remedies' open to question CEO beggars belief with recent comments Proposal to buy Stansted Airport goes beyond 'PR'    
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