All GLG News Analyses Filed Under: Transportation

Jay ThompsonPresident and General ManagerTransportation Business Associates

Paccar - Peterbilt Nashville Plant Closure Is More Bad News For UAW

October 2, 2009

Analysis of:Peterbilt to Shutter Nashville Assembly Plant | www.truckinginfo.com

Peterbilt Div. of Paccar, Inc. announced they will permanently close its Madison, TN plant (nearby Nashville). The Peterbilt United Auto Workers (UAW) job loss numbers there are miniscule when compared to that going on in the auto industry, but at least that work is remaining within the US borders.

Marshall MaysFounder & DirectorEmerging Alpha Advisors, Ltd.

The new sub-prime market - another slow-motion disaster

October 1, 2009

Analysis of:Asian freight lines face threat of seizure | www.ft.com

1. Ship financing has usually been risky business, but during the 2003-07 go-go years that corresponded with the debt bubble it all seemed free and easy.2.Like US commercial property, ship construction got a lot of non-bank money, so now some funds will suffer - but so will the CDOs the bankers stuffed with ship credits.3. As the Baltic Dry Index plot suggests, a "death spiral" has begun in this asset class and a lot of balance sheets will suffer horribly.

The Courting of JAL

October 1, 2009

Analysis by: GLG Expert Contributor

Analysis of:American, BA, Qantas eye joint offer to JAL-sources | news.yahoo.com

The financial predicament of JAL has led to a potential reshuffling of the world's main airline alliances centered on the world's most important growth market.  An alliance link with JAL is valuable due to their bilateral route rights, slots, and flights throughout Asia, even though they are currently on financial life support.  American will most likely succeed in keeping them in oneworld.

Toby KolstadPresidentRail Theory Forecasts

Continued Rise in rail traffic is far from certain

September 28, 2009

Analysis of:Back On Track? | finance.yahoo.com

The weekly AAR railroad traffic report is an excellent real-time indicator of the health of the economy. Unfortunately, the volume changes, even when measured over many weeks, are generally so small that they are dismissed by most observers. Moreover, the freight rate increases pushed by the railroads during the past few years have blurred the falling traffic levels behind a screen of rising revenues and profits.

Diran MajarianManaging DirectorAmalia Tankers Inc

Odfjell is well positioned in the current shipping crisis

September 28, 2009

Analysis of:Oiltanking Odfjell Terminal Singapore Pte Ltd secures a 6 year Syndicated Term Loan Facility of SGD 200 million (USD 138 million) | www.yourprojectnews.com

Odfjell is one of the big four traditional parcel chemical tanker operators together with Stolt Nielsen, JO Tankers and Tokyo Marine. Odfjell controls 17.8% of the global core chemical market. They have an integrated logistical system with tank storage, large chemical tanker fleet and sizeable contract book with end users. They are expanding their tank storage business to complement their ME partnership with NCC for Middle East refinery exports to the Far East.

Timothy O'Neil-DunneManaging PartnerT2Impact Ltd.

As goes Austrian - So will go many other carriers UNLESS they change.

September 26, 2009

Analysis of:Austrian Airlines to cut more jobs | news.moneycentral.msn.com

Austrian has lost its independence. it is now firmly a part of the Lufthansa group of companies. Are there lessons here for other airlines? Who is next for the spotlight, Aer Lingus, SAS Scandinavian Airlines,  Japan Airlines? Is the consolidation inevitable? This analysis tries to address these  fundamental questions

Jay ThompsonPresident and General ManagerTransportation Business Associates

Mexico Cross-Border Trucking Small Visible Part Example Of Bigger Protectionism

September 25, 2009

Analysis of:Report: DOT official says no resolution to Mexico truck issue likely this year | www.thetrucker.com

There will be no decision on the Mexico cross border program until next year - according to the DOT official referenced in the source article. Of bigger concern to Congress are healthcare and highway debates, along with a needed energy policy, being green, et al - and probably followed by other protectionist issues.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Slowly but Surely, Truck Tonnage on the Road Back

September 25, 2009

Analysis of:ATA Truck Tonnage Index Rose 2.1 Percent in August | www.google.com

The American Trucking Associations' seasonally adjusted for-hire truck tonnage index jumped 2.1 percent in August. That was the same year-over-year increase that July's index showed. But compared with August 2008 levels, truck tonnage was still 7.5 percent lower. Experts say it's the sign of a steady, if unspectacular, recovery in truck demand.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Highway Bill Hits Roadblock as Washington Proves It Can't Multitask

September 24, 2009

Analysis of:House Approves 3-Month Authorization Extension; Does Not Address Rescissions | www.aashtojournal.org

The House of Representatives overwhelmingly voted to extend the current level of federal-aid highway spending for three months. The current five-year, $286 billion highway bill expires on Sept. 30. The measure now goes to the Senate, which has bills approved by three committees to extend the current spending level for 18 months.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

FedEx Absolutely, Positively Has Big Shoes to Fill Here

September 23, 2009

Analysis of:FedEx Freight Unit President and CEO Doug Duncan to Retire on Feb. 28 | www.google.com

Douglas G. Duncan, the first and only president and CEO that FedEx Freight has utilized, is retiring next Feb. 28. No successor has been named. FedEx Freight is the second-largest less-than-truckload carrier in the country (after YRC Worldwide), and the largest non-union LTL carrier.

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