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Drilling Deep: Analyzing the trucking earnings numbers from the third quarter

The earnings season for the third quarter has wrapped up and Todd Fowler of KeyBanc has a few things to say.

Fowler is the lead transportation analyst at KeyBanc and he shares his perspective on the numbers on this week’s edition of Drilling Deep. What companies did things that were notable? And what did the earnings say about the future?

Also on Drilling Deep, host John Kingston talks about the rising diesel market, but in one area, it isn’t rising fast enough. That might sound odd to buyers of the fuel but he’ll explain why there’s a mismatch.

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John Kingston

John has an almost 40-year career covering commodities, most of the time at S&P Global Platts. He created the Dated Brent benchmark, now the world’s most important crude oil marker. He was Director of Oil, Director of News, the editor in chief of Platts Oilgram News and the “talking head” for Platts on numerous media outlets, including CNBC, Fox Business and Canada’s BNN. He covered metals before joining Platts and then spent a year running Platts’ metals business as well. He was awarded the International Association of Energy Economics Award for Excellence in Written Journalism in 2015. In 2010, he won two Corporate Achievement Awards from McGraw-Hill, an extremely rare accomplishment, one for steering coverage of the BP Deepwater Horizon disaster and the other for the launch of a public affairs television show, Platts Energy Week.