On the Norfolk Southern Q3 earnings call, much of the Q&A period with analysts focused on NSC’s intermodal franchise: The...
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On the Norfolk Southern Q3 earnings call, much of the Q&A period with analysts focused on NSC’s intermodal franchise: The...
Read moreDetailsShippers are raising contracted rates and intermodal volumes are growing, taking some pressure off spot markets. But we expect markets...
Read moreDetailsWe’ve already seen a number of transportation companies report third-quarter earnings results and so far what we’ve heard is in...
Read moreDetailsCSX’s Intermodal Trip Plan Performance rate fell to 87.4% from 94% in the second quarter. Trip Plan Performance refers to...
Read moreDetailsMarkets have been flat to soft for two weeks, but expect a turn-up heading into November.
Read moreDetailsReefer capacity remains tight, volumes are strong and spot rates are very high. In fact, at $3.29/mile including fuel, national...
Read moreDetailsOn Friday, we’ll hear third-quarter financial results from two important players in the intermodal industry: J.B. Hunt and Kansas City...
Read moreDetailsCarriers are still exercising optionality and charging a premium to drive into backhaul markets.
Read moreDetailsAnother wave of rate and service volatility, the product of high volumes and tight capacity, will work its way through...
Read moreDetailsExpect volatility to the upside in Q4.
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