All GLG News Analyses Filed Under: Transportation

The Key Implications: Capacity is being reduced. Prices will firm up and increases are available. When demand increases, capacity & price will be at a premium

The story speaks of a few planes at O'Hare, but its worse than that. This was not an isolated event.

The fact that the total market share of the top 10 logistics providers in China is only 13 percent certainly spells “opportunity”, but do not think that it will happen over night.

The oil markets' price increases have caused a rippling effect, not only, altering the world trade market, but the world itself.

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.

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...

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...

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...

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...

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....