All GLG News Analyses Filed Under: Transportation

The construction materials trucking industry has been negatively impacted by the economic downturn. Capacity has increased as more trucks have become available in the market due to declining demand for the materials being hauled. The future in the construction materials hauling industry over the short-term...

As the country opens up,there is growing demand for airservices to many areas presently served only by roads and railroads.Coupled with this is the fact of a rapidly growing middle class(280 million plus) -notwithstanding the millions of poor(400million or so) well below the poverty line....

Shipping sector can ride the presure of global recession. Some shipowners have experienced similar market conditions. 

The "open rotor" is not new, they were first tested in the late 1980's. But these engines did not gather momentum becuase fuel became cheap and the concern about noise.  But we are now looking at pricey fuel again - perhaps the noise issue can be overcome.  Certainly the people at Airbus and...

High fuel rpices have driven many airlines back into the arms of turboprop makers. These palnes are fuel efficient and cheaper to fly than jets. They are also much improved compared to earlier offerings.  Has the turboprop demand grown enough to give everyone enough marketshare to make a livin...

    The year-to-date and outlook for many of the items transported by the U.S. railroads are down, coal transportation has been positive.  The discussions that follows list some of the positives for the railroads.

The Albert Ballin consortium, led by Klaus-Michael Kuhne, admitted to Tradewinds that they paid an "extremely high" price for Hapag-Lloyd in an effort to keep the company away from NOL.  The move was based upon Nationalistic emotions, not business metrics.

Environmental legislation requires an economic impact analysis to ensure continued viability of commerce.   California's Clean Truck Program for port operations has withstood such challenges but is now faced with litigation claiming it unlawfully regulates the trucking industry.

The “Green” movement in the trucking industry should be an evolution, following normal equipment life-cycles. Mandates for new equipment have ended up being expensive with retrofits even moreso. The way to think about trucking companies wanting to become more green - is to think about it in terms of...

Declining demand for iron ore, the credit crisis, and gloomy economic forecasts have led to an early decline in dry bulk shipping rates.  For many speculative ship owners, the future is bleak.  This will create opportunities for owners without liquidity problems.