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All GLG News Analyses Filed Under: Transportation

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Posted August 11, 2008
Do you know your airport codes? How about LOL?
Analysis of: Ryanair interested in Stansted Airport bid | www.reuters.com
Author: GLG Member Program Contributor
LOL could technically stand for London O'Leary Airport, if MOL gets his way and secures ownership of Europe's biggest low cost and charter airport and one of the UK's most important airports. The woes should be with the 31 other airlines serving this airport and some are in heavy competition with Ryanair...
Posted August 11, 2008
What a welcome Armada!
Analysis of: Iberia y British Airways se fusionan | www.elpais.com
Author: GLG Member Program Contributor
Consolidation in Europe is continuing. Air France and KLM started it for fear of loosing out in the end and Lufthansa has gained control of Swiss and brought some sparkle back to it. The other major in Europe who has been silent on the merger/takeover front was BA - much due to lack of a suitor. Enter...
John Schulz Posted August 8, 2008
Schneider National is Adding Truckload Capacity -- Here's How
Analysis of: Schneider National Owner-Operators Now Paying Just $1.085 for Diesel | www.wisbusiness.com
Author: John Schulz, Independent Analyst - Contributing Editor Logistics Management Magazine
 Schneider National is betting on an innovative way to attract and retain owner-operators at a time when other large truckload carriers are reducing their over-the-road capacity. One way is this fuel subsidiary program that is popular with owner-operators used by Schneider, one of the largest privately...
Posted August 6, 2008
Lack Of A Good Plan Cannot Be Blamed On Culture Differences
Analysis of: Airbus is hampered by cultural differences | www.ft.com
Author: GLG Member Program Contributor
    Since the Conception of the AB380 SuperJet, the idea has lacked in planning, logic, and failure to see the turning aviation trends. Any business that lacks in strategic management  is quick to blame their short fall on someone else as opposed to taking responsibility and...
Addison Schonland Posted August 6, 2008
BA and Iberia
Analysis of: Iberia y British Airways se fusionan | www.elpais.com
Author: Addison Schonland, Partner Innovation Analysis Group
This "merger" is not of equals but is necessary for both airlines.
Addison Schonland Posted August 6, 2008
Culture is only one aspect of the problem
Analysis of: Airbus is hampered by cultural differences | www.ft.com
Author: Addison Schonland, Partner Innovation Analysis Group
Airbus' employees are from across Europe and now stretches as far as China.  The cultures these people come from cannot be ignored or papered over.
Toby Kolstad Posted August 6, 2008
Freightcar America (RAIL) succumbs to high material costs and low demand
Analysis of: FreightCar Skids On High Costs | www.forbes.com
Author: Toby Kolstad, President Rail Theory Forecasts
Railcar builder Freightcar America reported a quarterly loss of $0.08/share due to high material costs impacting fixed price contracts and the need to restrain prices in a very slow market for coal cars. Management expressed confidence that demand for coal cars will remain strong in the future, especially...
Posted August 6, 2008
International Couriers increase efforts in China
Analysis of: Chinese courier companies struggle to deliver | www.chinadaily.com.cn
Author: GLG Member Program Contributor
In the face of reduced fuel subsidies’ in China, domestic couriers are finding the international competition challenging. Struggling to swallow a 16 percent increase in fuel prices since late June, many of the estimated 100,000 private couriers are finding price hikes difficult.
Posted August 5, 2008
Ethanol is not a panacea and the world will need to come up with renewal sources for Energy Independence
Analysis of: In Gas-Powered World, Ethanol Stirs Complaints | www.nytimes.com
Author: GLG Member Program Contributor
1.  The introduction of Ethanol as an additive was welcomes at first but we are now seeing the repercussions in other areas like food prices that are not welcome. 2.  The US might not feel the pinch here but this will cost the developing countries.
Posted August 5, 2008
The Merger of British Airways and Iberia Makes Common Sense
Analysis of: Iberia y British Airways se fusionan | www.elpais.com
Author: GLG Member Program Contributor
1. The merger of British Airways and Iberia makes good common sense for at least five reasons. 2. It could even be the first step towards the largest airline in the world by merging in the future with their partner American Airlines.
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