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Reefer markets: Dallas heralds COVID part II

By |July 9th, 2020|3PLs, Shippers, Special Topic, Trucking|

The question on our minds now is whether Dallas is the first stage of another March-like surge in refrigerated volumes driven by the coronavirus. In response to a spike in new infections, Texas officials closed bars and limited restaurants, causing outbound and inbound Dallas reefer volumes to turn upward to

3PLs

Reefer markets: Dallas heralds COVID part II

By |July 9th, 2020|3PLs, Shippers, Special Topic, Trucking|

The question on our minds now is whether Dallas is the first stage of another March-like surge in refrigerated volumes driven by the coronavirus. In response to a spike in new infections, Texas officials closed bars and limited restaurants, causing outbound and inbound Dallas reefer volumes to turn upward to

The Future of the TMS

By |July 2nd, 2020|3PLs, Shippers, Special Topic, Technology, Trucking|

Over the past three decades, TMSes have evolved beyond the management of shipments to encompass many more processes and bring shippers, intermediaries, and carriers closer together. TMSes that began their lives as relatively siloed, on-premise platforms requiring large amounts of manual data entry are now connected via API to shipper

Carrier Outlook

Q2 2020 Carrier Outlook: The worst is ahead

By |April 15th, 2020|Carrier Outlook|

The second quarter may prove the toughest in recent history. GDP estimates vary greatly, but all point to a very weak economic environment as long as we do not have COVID-19 contained. We are likely months away from consumers regaining confidence and returning to pre-crisis spending levels. Until then, we

Q1 2020 Carrier Outlook

By |January 7th, 2020|Carrier Outlook|

Carriers have no clue where loads and line-haul rates are heading in the first quarter of 2020. The outlook for load volumes is split evenly between higher, lower and sideways, with one-third of carriers choosing each.  The story is much the same for line-haul rates. While it is not a

Financials

3PL Q2 Preview

By |June 25th, 2020|3PLs, Financials, Special Topic|

April market conditions that were favorable to freight brokerages — loosening truck capacity and declining spot rates — reversed themselves in May, and in June, gross margins progressively narrowed on higher volumes and lower revenues.   Contrary to the guidance offered by 3PL management teams on Q1 earnings calls, we

Transportation Liquidity and Credit Analysis in a COVID19 Driven Recession

By |May 6th, 2020|3PLs, Financials, Intermodal, Rail, Special Topic, Trucking|

When the financial markets come under stress and the U.S. enters a recession, creditanalysis always comes back to the forefront and is the most important considerationof investors. This is where we find ourselves now in the aftermath of COVID-19becoming a global pandemic that has effectively shut down much of the

Freight Market Outlook

Q2 2020 Freight Market Outlook

By |April 22nd, 2020|Freight Market Outlook|

The end of the first quarter will be characterized as a freight frenzy in which volumes surged 30% and capacity quickly tightened to the tune of OTRI nearly reaching 20%. To start Q2, volumes are well below "normal levels" and capacity is extremely loose. Unfortunately, we do not feel we

Global Trade

US-China tariffs: Dancing on a ledge

By |June 13th, 2019|Global Trade, Special Topic|

In the following white paper, the Freight Intel Group examines how 25% tariffs on virtually all $540 billion of Chinese imports will affect freight volumes and rates over the coming months. Will there be a repeat of a rush of ocean imports into the West Coast like the buzzer-beaters in

Intermodal

Intermodal markets: Volumes on track, service slips

By |July 1st, 2020|Intermodal, Rail|

Tight trucking capacity continues to boost intermodal volumes out of Southern California, where volumes have recovered to a much greater extent than in Chicago, New York/New Jersey, or Savannah, Georgia. Most of the blank sailings on the eastbound trans-Pacific lane are behind us; container volumes at West Coast ports should

Intermodal Markets: Volumes getting better and better

By |June 24th, 2020|Intermodal, Rail|

Intermodal volumes are bouncing back to the low levels of 2019, and U.S. Class I railroads are recovering faster than their neighbors to the north and south. We believe that intermodal volumes will continue to rise, especially on the West Coast, as the number of blank sailings scheduled diminishes going

Rail

Intermodal markets: Volumes on track, service slips

By |July 1st, 2020|Intermodal, Rail|

Tight trucking capacity continues to boost intermodal volumes out of Southern California, where volumes have recovered to a much greater extent than in Chicago, New York/New Jersey, or Savannah, Georgia. Most of the blank sailings on the eastbound trans-Pacific lane are behind us; container volumes at West Coast ports should

Intermodal Markets: Volumes getting better and better

By |June 24th, 2020|Intermodal, Rail|

Intermodal volumes are bouncing back to the low levels of 2019, and U.S. Class I railroads are recovering faster than their neighbors to the north and south. We believe that intermodal volumes will continue to rise, especially on the West Coast, as the number of blank sailings scheduled diminishes going

Shippers

Reefer markets: Dallas heralds COVID part II

By |July 9th, 2020|3PLs, Shippers, Special Topic, Trucking|

The question on our minds now is whether Dallas is the first stage of another March-like surge in refrigerated volumes driven by the coronavirus. In response to a spike in new infections, Texas officials closed bars and limited restaurants, causing outbound and inbound Dallas reefer volumes to turn upward to

The Future of the TMS

By |July 2nd, 2020|3PLs, Shippers, Special Topic, Technology, Trucking|

Over the past three decades, TMSes have evolved beyond the management of shipments to encompass many more processes and bring shippers, intermediaries, and carriers closer together. TMSes that began their lives as relatively siloed, on-premise platforms requiring large amounts of manual data entry are now connected via API to shipper

Special Topic

Reefer markets: Dallas heralds COVID part II

By |July 9th, 2020|3PLs, Shippers, Special Topic, Trucking|

The question on our minds now is whether Dallas is the first stage of another March-like surge in refrigerated volumes driven by the coronavirus. In response to a spike in new infections, Texas officials closed bars and limited restaurants, causing outbound and inbound Dallas reefer volumes to turn upward to

The Future of the TMS

By |July 2nd, 2020|3PLs, Shippers, Special Topic, Technology, Trucking|

Over the past three decades, TMSes have evolved beyond the management of shipments to encompass many more processes and bring shippers, intermediaries, and carriers closer together. TMSes that began their lives as relatively siloed, on-premise platforms requiring large amounts of manual data entry are now connected via API to shipper

3PL Q2 Preview

By |June 25th, 2020|3PLs, Financials, Special Topic|

April market conditions that were favorable to freight brokerages — loosening truck capacity and declining spot rates — reversed themselves in May, and in June, gross margins progressively narrowed on higher volumes and lower revenues.   Contrary to the guidance offered by 3PL management teams on Q1 earnings calls, we

Technology

Reefer markets: Dallas heralds COVID part II

By |July 9th, 2020|3PLs, Shippers, Special Topic, Trucking|

The question on our minds now is whether Dallas is the first stage of another March-like surge in refrigerated volumes driven by the coronavirus. In response to a spike in new infections, Texas officials closed bars and limited restaurants, causing outbound and inbound Dallas reefer volumes to turn upward to

Trucking

Reefer markets: Dallas heralds COVID part II

By |July 9th, 2020|3PLs, Shippers, Special Topic, Trucking|

The question on our minds now is whether Dallas is the first stage of another March-like surge in refrigerated volumes driven by the coronavirus. In response to a spike in new infections, Texas officials closed bars and limited restaurants, causing outbound and inbound Dallas reefer volumes to turn upward to

The Future of the TMS

By |July 2nd, 2020|3PLs, Shippers, Special Topic, Technology, Trucking|

Over the past three decades, TMSes have evolved beyond the management of shipments to encompass many more processes and bring shippers, intermediaries, and carriers closer together. TMSes that began their lives as relatively siloed, on-premise platforms requiring large amounts of manual data entry are now connected via API to shipper

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