TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| What Buffett's Burlington Northern Buy Really Means Richard Glenn submits:With Warren Buffett plunking down 44 billion to buy Burlington Northern (BNI), many folks are examining the tea leaves and looking for the hidden meaning of the Oracle's latest move. Economic cheerleaders (mostly in the MSM) were quick to call this a big vote of confidence in the economic recovery. They are wrong.On the other hand, the gloom-and-doomers see a Buffett that is desperate to buy hard assets before a tidal wave of inflation wipes out the value of his cash hoard. I doubt it.Complete Story » seekingalpha.com |
Toyota: Toward the 21st Century Electric Car Jack Lifton submits:The Wall Street Journal yesterday, January 19, 2010, reported that:"A key supplier of Toyota Motor Corp. (TM) moved to secure a long-term source of lithium in Argentina, in one of the first global natural-resource plays of the electric-car age."Complete Story » seekingalpha.com |
The Boeing Company Q1 2010 Earnings Call Transcript The Boeing Company (BA)Q1 2010 Earnings CallApril 21, 2010 10:30 am ETComplete Story » seekingalpha.com |
Eco Emissions Systems: Innovation and Potential for Platinum Group Metals Mark Anthony submits:Fossil fuels are bad pollutants, both BEFORE and AFTER they are burned. Before the oil is burned, they could pollute the ocean and kill birds. After the oil is burned, carbon dioxide and sulfur dioxide is emitted to pollute the air and destroy rain forests. But if oil is only partially burned, the pollution is much worse: it results in emissions containing carbon monoxide, a toxic gas which is several hundred times worse than carbon dioxide in its greenhouse effect; and various nitrogen oxides which kill infants and senior citizens; and worse, particulate matters which are cancer agents which cause millions of deaths per year. The world collectively generates a thousand BP oil spill environmental disasters per year by producing and burning fossil fuels, cumulatively killing many times more people than were killed in WW II.Incomplete burning of fuel is a big problem, it reduces fuel efficiency and creates air pollution. Scientists have worked relentlessly to solve the problem. The biggest progress so far has been the global adaption of catalytic converters on automobiles. Using PGM metals, platinum, palladium and rhodium, as catalyst metals in catalytic converters, auto makers such as FORD (F), GM (GMGMQ.PK), and TOYOTA (TM) are the largest industry users of PGM. What occurs in catalytic converters is basically after-burning: the incompletely burned fuel is once more burned, this time more thoroughly in the catalytic converters, hence it cuts the pollutant emissions.Complete Story » seekingalpha.com |
Trucking Data and Rail Data Are Diverging John Lounsbury submits:Rail traffic continues to show 2010 activity intermediate between 2008 and 2009 for carload traffic while intermodal traffic showed continued improvement to less than 10% below the pre-recession years of 2006 and 2007. Carload traffic is largely raw materials and intermediate goods; intermodal traffic is comprised of containers and trailers containing finished goods. The implication is that current retail business is strengthening but future economic activity, as reflected by raw materials and commodities is lagging. The monthly summary data is reported by the AAR (American Association of Railroads). That report was summarized on Monday by Steven Hansen. His conclusion was that rail traffic data did not reflect a slow growth or zero growth economy.The Ceridian UCLA Pulse of Commerce Index for September tells a somewhat different story than does the rail traffic data. This index which measures economic activity reflected by the use of diesel fuel has reported slowing economic activity growth for the past four months ending with September. This data has been diverging from the rail traffic data. See the final graph in this article. All eyes are watching to see if this divergence will continue in the coming months.Complete Story » seekingalpha.com |