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All GLG News Analyses Filed Under: Transportation

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Analysis of: Surge in Natural Gas Has Utah Driving Cheaply | www.nytimes.com
The use of compressed natural gas (CNG) as a fuel for vehicles was an important component of Pickens' Plan to use wind energy.  Utah has been able to take advantage of the cost structure of natural gas in Utah and an infrastructure for delivery to assist in the use of CNG as a fuel. ...
Toby Kolstad, President
Toby Kolstad, President
Rail Theory Forecasts
Analysis of: You Need This Growth Stock | www.stockpickr.com
The current renaissance for the railroad industry began in 2004 when railroad traffic exploded (double digit gains in some key traffic segments) and freight rates were unlocked and allowed to seek a market level. For the railroad companies, the exceptional profit gains since 2005 have been almost exclusively...
Analysis of: Diesel gives truckers a break, but for how long? | biz.yahoo.com
Manditory blending of 500 million gallons of biodiesel in 2009 will keep diesel pricing pressures high. There may be a biodiesel shortage in the US in 2009.
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: Virgin Atlantic ready to take on BA | www.telegraph.co.uk
The proposed commercial alliance of British Airways, Iberia and American - lets call it BAAABI represents a strong consolidation on the most lucrative part of the Transatlantic market - UK-USA. Virgin Atlantic and its chairman have been waging a "BA-AA No Way" battle for years. Now its very intense....
Michael Lynch, Consultant
Michael Lynch, Consultant
Michael E. Lynch
Analysis of: Despite high gas prices, Europeans find driving a hard habit to break | www.iht.com
Elisabeth Rosenthal in Rome reported in the August 30-31 issue of the International Herald Tribune that Europeans are willing to pay the current high cost of driving. High fuel prices alone may not deter drivers. Some people are driving less and gasoline purchases in Italy have fallen by 10% from a...
Jay Thompson, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: DEF infrastructure in good shape | fleetowner.com
One of the often-cited risks in implementation of Selective Catalyst Reduction (SCR) technology has been Diesel Engine Fluid (DEF) - a.k.a. Urea - availability. That has been covered in past GLG articles - and continues to move along better than expected. The next major issues include whether truck-buyers...
Michael Lynch, Consultant
Michael Lynch, Consultant
Michael E. Lynch
Analysis of: Surge in Natural Gas Has Utah Driving Cheaply | www.nytimes.com
Clifford Krauss reported in the August 30 issue of the New York Times that drivers in Utah pay the equivalent of 87 cents/gallon for transportation fuel. Utah is the first state in the U.S. with broad consumer interest in compressed natural gas (CNG) cars but Oklahoma is catching up. Drivers search...
John Schulz, Independent Analyst - Contributing Editor
John Schulz, Independent Analyst - Contributing Editor
Logistics Management Magazine
Analysis of: Truck Tonnage Index jumps 5.4 Percent in June | www.truckinginfo.com
 The closely watched American Trucking Associations' Truck Tonnage Index jumped by 5.4 percent in June, the eighth straight month of an increase. It's the largest monthly gain since January of 2005. But that streak suddenly ended with a 0.3 percent drop in the index in July
John Schulz, Independent Analyst - Contributing Editor
John Schulz, Independent Analyst - Contributing Editor
Logistics Management Magazine
Analysis of: Trucking Chief Says Government Failed Him | www.courier-journal.com
  When C.W. Johnson Xpress, a Louisville, Ky.-based truckload carrier closed in mid-August, its chairman Charlie Johnson lashed out at Louisville and federal officials for failing to aid him. Johnson's company was the beneficiary of millions of dollars in federal grants to aid underprivileged persons...
Analysis of: Diesel gives truckers a break, but for how long? | biz.yahoo.com
Do not let the price of diesel down for the 6th straight week, a first half of the year capacity loss of probably a 100,000 tractors, North American Truck production numbers of only 69,000, GDP growth of 3.3% and lower than expected jobless claims make anyone think that we should expect much of the...
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