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All GLG News Analyses Filed Under: Transportation

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Toby Kolstad Posted July 15, 2008
Floods are the least of the railroad worries in 2008
Analysis of: Railroads: The Calm After the Storm | investerms.com
Author: Toby Kolstad, President Rail Theory Forecasts
The recent reports about the crop problems in Iowa and the flood problems for the railroads operating in the region have greatly exaggerated their impact on railroad profits in 2008. The news media might be excused for inflating reports of local problems into national importance in order to garner more...
Posted July 15, 2008
Railroads: The Calm After the Storm
Analysis of: Railroads: The Calm After the Storm | investerms.com
Author: GLG Member Program Contributor
Will railroads return to the importance level they were in 1900 when the big railroad stocks dominated the NY Stock index? If not to that level how far? Will the boom in railroad usage last? Will the convenience of truck usage overcome the cost advantage of rail freight? What will environmental rules...
Posted July 15, 2008
Yellow's Two Change of Operations
Analysis of: Yellow's Two Change of Operations | roaddrivers.org
Author: GLG Member Program Contributor
YRC Worldwide, even after their largest change of operations, is still the high cost provider in a shrinking LTL market, which is full of lower cost, faster transit time competitors.  This most recent change of operations probably will improve their costs and transit times when compared to their...
Posted July 15, 2008
Yellow's Two Change of Operations
Analysis of: Yellow's Two Change of Operations | roaddrivers.org
Author: GLG Member Program Contributor
RYC Worldwide is one of the largest truck freight carriers in the World.  This type of expansion in services will allow RYC to participate in handling a larger volume of the regional and next day market.  With its current hub network, YRC should be able to move its freight in a more...
John Schulz Posted July 15, 2008
"Exciting" Time at Yellow Transportation. Does That Mean Profits, Too?
Analysis of: Yellow's Two Change of Operations | roaddrivers.org
Author: John Schulz, Independent Analyst - Contributing Editor Logistics Management Magazine
 Yellow Transportation is enacting what officials are calling the most important change of operations in the company's history. More than 500 Yellow Teamsters have accepted new dock, driving and new "utility" positions to give the venerable long-haul LTL carrier a bigger footprint into the next-day...
Stanley McWilliams Posted July 15, 2008
Intermodal Will Remain the Fastest Growing Segment in Transportation for Years to Come
Analysis of: Are fuel prices driving a domestic intermodal shift? | www.logisticsmgmt.com
Author: Stanley McWilliams, Independent Consultant Stan McWilliams
Intermodal is the fastest growing segment in transportation today and has quadrupled since 1980.  Discounting economic fluctuations and domestic growth aside, international trade by itself should assure continued growth, especially taking into account our recent 35% growth in exports.
Stanley McWilliams Posted July 15, 2008
Like Congress on High Oil Prices, Karl Rove is Silent
Analysis of: Pull Up a Chair, Mr. Rove | www.washingtonpost.com
Author: Stanley McWilliams, Independent Consultant Stan McWilliams
Rep. Linda Sanchez (D-Calif.), chairman of the House Judiciary subcommittee holding a hearing on former chief strategist to President Bush, Karl Rove’s behavior in the firing of nine U.S. attorneys in 2006; play a Woody Allen stunt by talking to an empty chair while oil is $147, Freddie and Fannie are...
Posted July 14, 2008
South Korea cuts back on energy use
Analysis of: South Korea cuts back on energy use | www.iht.com
Author: GLG Member Program Contributor
Policies in crude producing countries are equally as important and unfortunately, failed, as those of the importing countries. Deepening social issues in OPEC member nations carry added risks to importing nations that are not being understood well enough to adequately gauge their potential impact to...
Michael Lynch Posted July 14, 2008
Ghost of Kondratieff haunts world economic system
Analysis of: South Korea cuts back on energy use | www.iht.com
Author: Michael Lynch, Consultant Michael E. Lynch
A Reuters report in the July 7 issue of the International Herald Tribune noted that the government of South Korea has initiated a plan to restrict the use of vehicles owned by public organizations. The move is part of a contingency plan to combat high transportation fuel costs. Prime Minister Han Seung...
Posted July 14, 2008
The Value of Fuel Surcharges in Rail Transportation Agreements for Coal
Analysis of: Railroads: The Calm After the Storm | investerms.com
Author: Thomas Shewski, Owner High Energy Services
    Railroads, unlike airlines and trucking firms, are able to pass along the high cost of fuel in  transportation agreements.  Below discusses this and the value to the railroads for coal transportation.
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