Consumer spending on goods drove the majority of the freight boom in 2020. Will this trend last in 2021?
The Outbound Tender Reject Index has declined substantially since the beginning of the year. This shouldn’t be seen as a sign of a material capacity loosening, rather an effect of the ongoing rebid season pushing contract rates higher.
Anthony Smith and Zach Strickland break down what they think is most important during times of crisis.
Class 8 truck orders are surging signaling carriers are once again willing to invest in their fleets. Does this mean another overcorrection of capacity is in store?
The stage is set for a historically strong Q1 for freight with a slow vaccine rollout keeping a lid on services spending, and consumers are flush with recent stimulus as well as the hopes for more to come. The freight bull market rages on to start 2021.
Anthony Smith and Zach Strickland share their predictions for the state of freight in the new year.
Zach Strickland and Anthony Smith count down the best episodes during this crazy year for freight markets.
Imports continue to pile up as shippers and carriers take time for the holidays. They may come back to a mess.
Transportation providers may spend January unclogging supply chains as warehouse capacity has become a precious commodity thanks to the continued influx of imports.
Could Christmas presents miss their delivery date? Anthony Smith and Zach Strickland break down what shipping bottlenecks mean for the holiday season.
Spot rates continued to increase after the holiday period ended even as capacity returned to the market according to the Outbound Tender Reject Index.
There is a strong pipeline of West Coast imports that should feed those markets well into Q1, but the retail portions will be less time-sensitive post-Christmas. The one factor that may be suppressing volumes in the holiday season is retailers’ decision to slow the velocity of their sales in the face of low inventory levels.
How important are cold chain logistics to vaccine distribution? PowerFleet CEO joins the show to discuss.
Cold chain distribution shifts following the pandemic along with a much smaller supply of available base capacity has made the reefer carrier a much more valuable commodity this year.
In the heat of peak holiday season, our thesis is largely the same: relatively tight capacity, strong volumes and positive cyclicality. The low inventory-to-sales ratio, strong consumer sentiment and spending, lack of service-based spending options and acceleration of e-commerce growth all bolster our belief.
Why capacity crunches don’t mean guaranteed cash for transportation providers Headlines Maritime bottlenecks continue, with shipping delays being seen at the Panama Canal as demand for container ships, liquified natural gas and liquefied petroleum gas surges. Shippers are seeing issues on land as well, with drivers reporting significant shortages of places to park their trucks. […]
Capacity is historically tight in trucking, pushing spot rates and profit margins higher. How much of this momentum will carriers be able to maintain?
Zach Strickland and Anthony Smith discuss headlines before Black Friday and what a changing presidential administration means for logistics regulations.
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Temperature-controlled equipment rates are already breaking records, could the vaccine distribution push them higher?
