All GLG News Analyses Filed Under: Transportation

Toby KolstadPresidentRail Theory Forecasts

NS is tooting is own horn too loudly on fuel efficiency!

September 16, 2009

Analysis of:Norfolk Southern's Sustainability Report Highlights Carbon Footprint, Improved Fuel Economy | finance.yahoo.com

Norfolk Southern rightly claims that it has increased it fuel efficiency by 10% during the past ten years; but that achievement is less than half of what the other major carriers in the U.S. have achieved during the same period. The BNSF has notched a 24% gain, the UP has made a 23% improvement, and its Eastern competitor, CSX has managed a 17% in just the last seven years. So what is there to brag about?

Japan Airlines Becomes Flavour Of The Month

September 16, 2009

Analysis by: GLG Expert Contributor

Analysis of:British Airways May Join JAL Pursuit | www.thestreet.com

Despite struggling to get its house in order, news that Japan Airlines has a host of potential suitors queuing up means that the various oneworld alliance partners may have to move quickly to avoid ceding market share in Japan.

Toby KolstadPresidentRail Theory Forecasts

If rail volumes are up by 8%, why are earnings forecasts up 20%?

September 15, 2009

Analysis of:The planes, trains and automobiles rally | money.cnn.com

Freight transportation volumes and freight company earnings have always been a good indicator of how the overall economy is doing, and the current transport trends appear to be support the conclusion that the economy has stopped contracting and is now expanding. However, with rail traffic up only between 4% and 8% on the four largest US carriers over the totals posted for the second quarter, why are earnings forecasted to grow by 18% to 25% from the same period?

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

FedEx Prediction: International Up, Domestic Down, Teamsters Canada Uncertain

September 14, 2009

Analysis of:FedEx Raises Outlook, Stokes Hopes for Recovery | online.wsj.com

FedEx Corp., long viewed as a leading economic indicator because of the breadth of its penetration into the U.S. and worldwide shipping market, is sounding bullish ahead of its formal first-quarter release of its earnings set for Thursday. FedEx CFO Alan Graf added to the optimism last week when he was quoted in the Wall Street Journal saying  it was anticipating a "continued modest economic recovery in the global economy."

Oneworld Alliance Still Bigger Than Virgin Atlantic Rants

September 14, 2009

Analysis by: GLG Expert Contributor

Analysis of:American Airlines, Oneworld partners file new antitrust defense | www.dallasnews.com

For thirteen years now, British Airways and American Airlines have been on the sidelines watching other alliances flourish – common sense and justice needs to prevail so that the oneworld alliance provides an alternative to the Star and SkyTeam Alliances.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Navistar Is Smart To Use “S-Word” (SCR) In Their Customer Discussions Now

September 14, 2009

Analysis of:Navistar calls SCR “viable technology” | fleetowner.com

In a recent Truck Rental and Leasing Assn. (TRALA) hosted Web presentation including selective catalytic reduction (SCR), Navistar rep Tim Shick was quoted as saying “We think SCR is a very viable technology. We can’t find anything negative about it.” He also reaffirmed Navistar’s current approach of being the sole exhaust gas recirculation EGR-only manufacturer going into 2010. This is a good move, since customers have been making their intentions better known - and it hasn’t been positive.

Addison SchonlandPartnerInnovation Analysis Group

The Chunnel is working

September 13, 2009

Analysis of:Goldman funds take 21% stake in Eurotunnel | www.ft.com

After many fits and starts, the Chunnel seems to have found its stride.

Addison SchonlandPartnerInnovation Analysis Group

Plane shrinks don't work well

September 11, 2009

Analysis of:THAI fails to transfer four long-range jets | www.bangkokpost.com

OEMs have often tried to offer a plane that is a shrink of the original and invariably this does not work. Even if the idea is to offer a niche plane that technically does the job, airlines that buy these planes seem to live to regret the decision.

New Penn Labor Concessions, Is this Enough?

September 10, 2009

Analysis by: GLG Expert Contributor

Analysis of:New Penn Teamsters Approve Concessions | www.tdu.org

The recent Teamsters vote was a great start for the struggles LTL industry. Is this enough to carrier the industry into the 3rd Quarter 2010?

More to this than meets the eye.

September 10, 2009

Analysis by: GLG Expert Contributor

Analysis of:WTO to issue landmark aircraft industry ruling | in.reuters.com

WTO rulings will not really have a long term impact on the Boeing vs EADS/Airbus marketplace competition. The real key is their current inability to manage their complex and global supply chains.

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