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All GLG News Analyses Filed Under: Transportation

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Posted September 30, 2008
The European Heavy Truck market. At a crossroads?
Analysis of: The European heavy truck market, forecasts to 2013 | www.automotiveworld.com
Author: GLG Member Program Contributor
Not only is the European heavy truck market staring down its worst year ever for 2009, much debate now exists as to the shape and the nature of the business once the downturn clears.
Posted September 29, 2008
Potential Hikes in Shipping Rates Involving Gulf of Aden Transits
Analysis of: Ship Owners, Unions Appeal for UN Action Against Somali Pirates | www.bloomberg.com
Author: GLG Member Program Contributor
Piracy in the Gulf of Aden is impacting the bottom line of shipowners. Owners may increase rates to offset added cost.
Addison Schonland Posted September 29, 2008
Airline brand destruction - Qantas
Analysis of: Qantas devours its own | www.businessspectator.com.au
Author: Addison Schonland, Partner Innovation Analysis Group
When you read the first three words above,  you would normally think a US carrier world you not? Apparently the airline service contagion has now reached Australia's shores. What a pity.
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
GE Locomotives Will Continue To Dominate This Market, Naturally!
Analysis of: GE challenges EMD locomotive dominance | www.ft.com
Author: GLG Member Program Contributor
For those who have visited and/or worked the 15 sq miles of GE's manufacturing facilities in Erie, Pennsylvania, USA, this will be easier to understand why. Built in 1904, this gigantic facility was purpose built for GE's family of Electrical products and later became home to development and manufacturing...
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...
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