Amit Mehrotra, the chief transportation analyst at Deutsche Bank, was on numerous analyst calls during the recently completed earnings season. He heard CEOs repeatedly report the same scenario: April was terrible, May was better, and the improvement continued into June and July.
But now Mehrotra says he is hearing that the trucking market is “on fire.” He joins host John Kingston on Drilling Deep to discuss his take on the quarter, as well as the somewhat confrontational discussion he had with XPO on its earnings call.
Also on this week’s edition, Kingston talks about why the diesel market reaction to Hurricane Laura is so restrained and so different from what has gone before. But what if this massive storm really does a lot of damage? Can the diesel market handle that?
That’s all on this week’s Drilling Deep.
More articles by John Kingston
Drilling Deep: Efficiency challenges facing intermodal rail
Drilling Deep: The US Postal Service at a crossroads
Drilling Deep: Loan forgiveness is the next big step as PPP moves toward its completion
Brokerage Compliance Symposium
The day before F3. Every compliance issue you face - fraud exposure, carrier liability, FMCSA rules, cargo theft, insurance gaps - navigated by attorneys and operators defining best practices in a changing industry.
F3 Awards Dinner
The night before F3. FreightTech100 companies honored. FreightTech 25 and Shipper of Choice winners revealed live. Cocktail reception into dinner and live music - 300 industry leaders in one purpose-built room.
F3: Future of Freight Festival
Industry-defining keynotes, rapid-fire technology demos, and industry leaders networking in experiences across Chattanooga - plus the inaugural F3 Awards Dinner featuring the FreightTech and Shipper of Choice reveals.
The day before F3. Every compliance issue you face - fraud exposure, carrier liability, FMCSA rules, cargo theft, insurance gaps - navigated by attorneys and operators defining best practices in a changing industry.
The Signal at Chattanooga Choo Choo • Chattanooga, TN Register NowThe night before F3. FreightTech100 companies honored. FreightTech 25 and Shipper of Choice winners revealed live. Cocktail reception into dinner and live music - 300 industry leaders in one purpose-built room.
The Signal at Chattanooga Choo Choo • Chattanooga, TN Register NowIndustry-defining keynotes, rapid-fire technology demos, and industry leaders networking in experiences across Chattanooga - plus the inaugural F3 Awards Dinner featuring the FreightTech and Shipper of Choice reveals.
The Signal at Chattanooga Choo Choo • Chattanooga, TN Register Now