Special Topic

Global trade update

West Coast ports have taken their medicine; now it’s time for the East Coast to suffer. China’s economy is working to make up for lost time (air pollution now exceeds 2019 levels), and West Coast volumes have already started reaping the benefits, gaining momentum out of their March trough. Economic

By |June 1st, 2020|3PLs, Intermodal, Rail, Special Topic, Trucking|

PSR’s past and future

The modern operating strategies known collectively as precision scheduled railroading (PSR) have driven profound changes in the way railroads think about their workforces, revenue growth, assets, facilities, networks and customer service. In this piece, we explore the past, present and future of PSR through two decades of railroad industry financial

By |May 7th, 2020|Intermodal, Most Popular, Rail, Special Topic|

Transportation Liquidity and Credit Analysis in a COVID19 Driven Recession

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

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

The state of warehouse automation

Warehouses and the humans on which they depend are under numerous pressures, from tight labor markets to viral outbreaks. It’s the perfect time to perform a quick check on the state of the warehousing industry, including capacity, rents, employment, automation and use cases for fully automated facilities. Warehousing markets continue

By |April 30th, 2020|Special Topic|

Mapping Amazon’s logistics platform

Stay at home and work from home have accelerated demand for e-commerce giant Amazon’s services and products, sending its stock price up 27% year-to-date, to all-time highs, at a moment when the S&P 500 is down 14% year-to-date. Crises may cloud economic forecasts, but there is another sense in which

By |April 23rd, 2020|Most Popular, Special Topic|

The true cost of detention time

Detention time is a growing problem and is costing carriers billions by delaying their return to the road. In this whitepaper, we describe why detention is such a big issue, outline potential ways to solve it, calculate its opportunity cost and analyze the findings from our detention survey from carriers.

By |January 30th, 2020|Financials, Shippers, Special Topic, Trucking|