Update
DOE Diesel Price Index

$3.25 $3.15 $3.05 National Price 2005-2006

$2.95 $2.85 $2.75 $2.65 $2.55 $2.45 $2.35 $2.25 $2.15 $2.05

September 25, 2005

Source: U. S. Department of Energy

(Price per gallon)

September 25, 2006

Jet Fuel Prices

Average price per gallon $2.50

$2.25

$2.00

$1.75

$1.50

5/05 6/05 7/05 8/05 9/05 10/0511/0512/05 1/06 2/06 3/06 4/06 5/06 6/06 7/06

Source: Air Transport Association

Class 8 Ttruck Orders

Year-over-year percent change in net new orders

100%

80%

60%

40%

20%

0%

–20%

–40%

–60%

8/05 9/05 10/05 11/05 12/05 1/06 2/06 3/06 4/06 5/06 6/06 7/06 8/06 Source: ACT Research, Bear Stearns

National & Regional Averages: September 25, 2006

United States

$2.595

East Coast

$2.600

Midwest

Gulf Coast

$2.506

$2.526

Rocky Mountain

$2.827

West Coast $2.892

$2.00 $2.10 $2.20 $2.30 $2.40 $2.50 $2.60 $2.70 $2.80 $2.90 $3.00

U.S. Manufacturing Production
Year-over-year percent change

6%

5%

4%

3%

2%

7/05 8/05 9/05 10/0511/0512/05 1/06 2/06 3/06 4/06 5/06 6/06 7/06 8/06

Source: National Association of Manufacturers

Short Line Traffic

Year-over-year percent change in short line traffic 10%

8% 6% 4% 2% 0% –2%

6/3 6/10 6/17 6/24 7/1

Week ended

Source: RMI’s RailConnect Index

7/8 7/15 7/22 7/29 8/05 8/12 8/19 8/26 9/2

Year-over-year percent change

80%

70%

60%

50%

40%

30%

20%

10%

0%

–10%

–20%

–30%

10/04 11/04 12/04 1/05 2/05 3/05 4/05 5/05 6/05 7/05 8/05 9/05 Source: Port of Los Angeles, Port of Long Beach and Port of Oakland

Los Angeles Long Beach Oakland

References:

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