One Last Extension For YRC Debt Swap

Arrow Trucking abruptly closed today, sendingto next Monday, December 28th. D-Day is New
home its workers this morning. Its truckers wereYear's Eve, when a big bond interest payment is
in a difficult spot, where the Arrow gas cardsdue. That's only a week from now.
stopped working; the workers were instructed toYesterday's Arrow Trucking closure, leaving
take any Freightliners and Kenworths they had totruckers left out in the cold two days before
the nearest dealer and get a bus ride home viaChristmas, might be a foretaste of what might
Frieghtliner's Daimler parent; drivers with Navistarhappen with YRC; a nice story from today had
trucks had to call in for instructions. Why theSchneider volunteering to give Arrow drivers a
truckers have to call Daimler for a ride home isride towards home. YRC should take note of how
interesting in itself.not to do things, but they may have nearly as
YRC was complaining about a lack of liquidity, butabrupt a crash, for they will strive to make things
Arrow had the near ultimate of liquidity problemslook at normal as possible in hope of turning things
when their paychecks started to bounce.around before pulling the plug.
It is increasingly common for firms to go right upIf you have YRC as one of your LTL shippers,
to the end before letting workers know thingsyou might be advised to find alternative shipping
are going to close. I recall one Don Pablo'safter the 28th, for your loads might get caught
restaurant closure in Lexington where the storeup in any shutdown that might come. Folks like
closed as normal on Sunday night and hadFedEx and UPS are in position to pick up the
workers show up on Monday morning to have aslack, as are other LTL carriers, but taking all of
note on the door telling them where to pick upYellow and Roadway's business will be a challenge.
their final paycheck; that is often done to keepIn the short-term, a YRC Chapter 7 will be good
workers from bailing out on the firm if they tellfor the industry, as they'll be off the market while
them they have a few weeks before closing.they go through liquidation and freight prices will
However, that doesn't leave people strandedgo up. However, the long term will also see all
thousands of miles away from home onthose YRC trucks and truckers looking for a place
Christmas week.to light in the industry; that will depress wages in
Arrow, with 4000 vehicles, is the largest truckingthe trucking industry, lower the price of used
closure this year. Many small firms have wenttrucks and possibly encourage new
under in the last few years, but this is one of theowner-operators to enter the market.
larger casualties. This is a good case of how notThat's likely why the Teamsters are steamed and
to close down a firm, something YRC can take aare looking for a good scapegoat; they are after
lesson from if and when they have to go Chapterthe credit-default swap market and are asking for
7 early next year.a federal and state investigation. Bondholders with
YRC hasn't quite got enough support from itsdefault insurance may want to see YRC go down
bondholders to do its debt-for-equity swap, and isand get 100% on the dollar.
extending its deadline for completion of the swap