Waves and troughs in car hauler load volumes ahead.

GM, Toyota models delayed by hauler dispute | Detroit Free Press | freep.com

Buyers of certain Toyota and General Motors models are facing unexpected waits as automakers reassign transport work after terminating contracts with an Atlanta-based carhauler.

Cassens, Jack Cooper and United Road are picking up a lot of this freight, which means a huge wave for them and their sub-haulers.  However, according to information from today's Automotive News,  I would expect slow-downs a bit later.    Port traffic will slow because of the Japanese situation (everybody expected that)-- as well as for Japanese-owned assembly plants in North America that rely on some parts from Japan.
Honda is cutting hours by 50% at assembly plants in AL, OH and IN.  Subaru announced cuts at Lafayette, IN plant of 50%.  Toyota's 18 Japanese assembly plants are closed until April 18th, and there is no guarantee they won't extend those closures. 

Allied transport holding cars hostage? Or is Yucaipa folding this hand?

GM, Chrysler sue Allied over "hostage" vehicles - CNBC

DETROIT (Reuters) - General Motors Co and Chrysler Group LLC have sued Allied Systems Holding Inc , accusing the auto hauler of "holding hostage" more than 2,400 new cars and trucks.

GM, in a lawsuit filed on Tuesday in U.S. District Court in Detroit, charged that Allied had breached a contract under which it provides car-hauling services for the U.S. automaker.

"Defendant is holding hostage 1,704 new GM vehicles, with an estimated value of $46.6 million," according to the lawsuit. "It simply has no claim to the vehicles; they are GM's property."

In a separate suit, Chrysler said Allied was holding about 700 of its vehicles.

Allied, which calls itself the largest auto transporter in North America, could not immediately be reached for comment.

If this was a poker game, looks like both the union and the automakers are saying: "Call!"  So is Yucaipa going to fold, or do they have an ace up their sleeve?

I'm wondering if the recent spikes in fuel cost precipitated Allied's demand for increased load price, and if GM and Chrysler's refusal caused Allied to unilaterally offer their employees 20% less. Switch of metaphors... Are the chickens finally coming home to roost, viz, unsustainable load pricing vs. increased fuel cost?  Or has Yucaipa, the company that owns Allied,  looked at assets and liabilities and concluded that now is the best time to exit the auto transport industry?   To crib a line I read recently in The Economist.  "If something can't go on forever, it will stop."

Allied labor trouble isn't going away soon.

According to Automotive News, the trouble at Allied stems from Chrysler refusing a fee increase to haul cars.  Representatives say the problem isn't going to be resolved any time soon.  See video here from Automotive News here.