Michael Baudendistel

Mike Baudendistel is an analyst and Market Expert at FreightWaves focusing on the railroad, intermodal and transportation equipment industries. Prior to joining FreightWaves, Baudendistel served as a senior sell-side equity research analyst covering the publicly traded railroads, suppliers that manufacture and lease railroad equipment, and suppliers that manufacture trucks, trailers, engines and other components. He has 14 years of experience following the freight transportation industry with experience that also touched the truckload, Jones Act barge and domestic logistics industries. He is a CFA Charterholder.

Chart of the Week

Michael Baudendistel Saturday, February 29, 2020
11 1,631

International container volume, shipping rates highlight weakness in imports from China

Container shipping rates from China to the U.S. west coast and international intermodal volume out of the L.A. port complex are both at or below…
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Intermodal

Michael Baudendistel Saturday, February 29, 2020
2,039

Forecasting intermodal in 2020

FreightWaves Market Expert Mike Baudendistel writes about the issues impacting rail intermodal in 2020, and the ongoing battle between the railroads and the trucking industry.
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OEM

Michael Baudendistel Saturday, February 15, 2020
2 917

Is it the OEMs’ turn for a winless season?

Market Expert Mike Baudendistel looks at the prospects for the truck original equipment manufacturers in 2020.
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AskWaves

Michael Baudendistel Monday, February 3, 2020
1 977

Why are truck orders a cyclical, seasonal and lagging demand indicator?

Why are Class 8 orders a deeply cyclical, lagging indicator of truck demand?
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AskWaves

Michael Baudendistel Thursday, January 9, 2020
4 4,327

What is Precision Scheduled Railroading (PSR)?

Precision Scheduled Railroading, or PSR, is the operational method of running a railroad for maximum asset utilization by which freight movements are scheduled and managed…
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Intermodal

Michael Baudendistel Thursday, December 19, 2019
1,227

Commentary: Is intermodal over as a growth story?

Market Expert Michael Baudendistel writes about rail intermodal volume is lower for the long-term, or can it be more competitive with trucking.
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Business

Michael Baudendistel Thursday, November 7, 2019
3 3,838

Rail recession in volume only

Market expert Michael Baudendistel writes about whether there is a rail recession, or are railroads paring operations and employees to fatten their bottom lines.
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