All GLG News Analyses Filed Under: Transportation

Emerging Trends in Intelligent Transportation Systems

November 20, 2009

Analysis by: GLG Expert Contributor

Analysis of:"State of Transition" | content.yudu.com

Linking to my own recent article in the launch issue of Thinking Transit discussing ITS trends for the coming decade (at p. 8 of online version linked above).

Diran MajarianManaging DirectorAmalia Tankers Inc

A turnaround for Aries?

November 20, 2009

Analysis of:Aries rebuilding | www.tradewinds.no

New CEO Michael Zolotas and CFO Allan Shaw recently gave a presentation of their plans to turn around Aries Maritime (RAMS) and use it as a platform for growth. They talked about recapitalization, fleet mix, in-house technical management, chartering strategy, steamlined GA costs and the new management team. Their new focus is on dry cargo and product trades. They have dropped in six additional units from GrandUnion and recapitalized with US$ 36 equity and US$ 182 mio new debt. Let's evaluate.

Are carriers purchasing more trucks for there fleet?

November 20, 2009

Analysis by: GLG Expert Contributor

Analysis of:Truck orders indicate pre-2010 surge | www.etrucker.com

In this economy would it be prudent to purchase a larger amount of fleet vehicles for a national carrier or a mom and pap’s transportation company?

Jay ThompsonPresident and General ManagerTransportation Business Associates

Truck Order Predictions Pretty Well Laid Out Through 2010

November 19, 2009

Analysis of:Truck orders indicate pre-2010 surge | www.etrucker.com

In the midst of the optimism with the recent surge in truck orders, reality is setting back in that 2010 truck orders will be slow due to the mew emissions rules - again! We have written several articles over the last 6-months about the slow truck sales marketplace leading into the current prebuy. So here’s a look ahead....

Thom WilliamsPrincipal & Managing DirectorAmherstAlphaAdvisors Co.

Savvy Trucker JB Hunt Heads East, By Train!

November 17, 2009

Analysis of:J.B. Hunt Transport Services, Inc. Announces Eastern Rail Deal | markets.on.nytimes.com

Truckers traveling via train? Yep, the smart ones do so with increasing frequency. Earlier this month, J.B. Hunt Transport Services Inc. announced that its already successful “Secret Formula” for Intermodal success will henceforth include much more of a current ingredient, one known as “NSC” or Norfolk Southern Corporation, which reported Intermodal revenues for this year’s 1st nine months of just slightly less than JBHT’s $1.2 billion of Intermodal biz. for the same three quarters.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

"Cadillac" of Trucking Terminals to be Closed by YRCW

November 17, 2009

Analysis of:YRC Closes Big Richfield, Ohio, Terminal | www.tdu.org

 Financially troubled YRC Worldwide is closing its 202-door Richfield, Ohio, breakbulk terminal, one of the largest in its system. The move is part of YRCW's downsizing, and affects about 1,000 Teamsters at three Ohio terminals. About 400 of those 1,000 Teamsters already are laid off.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Integrated Fuel Technologies Non-Urea SCR Option Hits A Speed-Bump

November 16, 2009

Analysis of:Cover Story: Pipe Schemes | www.seattleweekly.com

One of the two non-urea Selective Catalyst Reduction (SCR) developers as noted in GLG articles has legal problems prompting potential major users to steer clear for now. The referenced article by Laura Onstot for the Seattle Weekly is an interesting read including alleged money, fraud, religion, mistresses and other sorted issues - but more about business issues than the technology.

Vijaya IswaraPresident & Chief Executive OfficerDeep Sea Logistics, Inc.

FFA disputes and capital losses

November 15, 2009

Analysis of:Futures fray | www.tradewinds.no

FFA dispute between Marine Trade, Luxembourg, Pioneer Futures, China and Armada of Singapore ended up in London court for US Dollar settlement under the terms of FFABA master agreement. It is unclear in the article if the trade went through Oslo's Imarex and NOS clearing. Due to precipitous drop in baltic indices during 4Q08, 1Q09 such cases became common. FFAs a channel that was promoted as risk management tool for freight contracts has failed to achieve its very fundamental purpose for users.

Thom WilliamsPrincipal & Managing DirectorAmherstAlphaAdvisors Co.

Truckers need Grief Counseling more than financing!

November 12, 2009

Analysis of:Used truck values fall 45% in last 10 months! | www.nada.com

The brutal numbers displayed in the NADA Nov. '09 report of ever-declining used truck values! The markets now value a 3-year old truck at 45% less than its market value of just ten months ago! You can read the latest NADA Commercial Truck Market Update via this link: http://www.nada.com/B2B/home/home.asp

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Flavor of the Month is Railroads, But Freight Eventually Will Move Back to Truck

November 12, 2009

Analysis of:Trucking 101--This Analyst is Half Right | www.forexyard.com

How solid is the case for intermodal rail? Is it merely the flavor of the month, or can be be an honest-to-goodness, legitimate alternative to all-truck movements of surface freight? Analysts are touting intermodal rail, but how important and encompassing can rail transport be to U.S. shippers?

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