Cowen
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Rail
Congestion, weather and chip shortages cloud rail’s outlook: Cowen
The railroads have been facing a number of headwinds in recent months, all of which could put pressure on their financial outlooks for 2021, according…
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Technology
Surging container rates, semiconductor shortage only blips on radar for Arrival, ELMS
Rising container rates and the semiconductor shortage could hurt electric vehicle startups Arrival and ELMS, but not enough to dampen the outlook, according to the…
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Rail
Unions, industry observers weigh in on KCS merger bids
Four rail labor groups have banded together to warn regulators about potential post-merger efforts to trim labor costs, while investment banking firm Cowen says regulators’…
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Modern Shipper
Arrival taps HERE Technologies for electric-van routing
Arrival, which has a large electric van order from UPS, has selected HERE Technologies to provide turn-by-turn navigation and a location visibility platform for vehicles.
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Electric Trucks
Cowen: Arrival’s unique approach sets up opportunity in EV space
Research firm Cowen has set a price target of $28.50 per share for EV startup Arrival – more than $10 higher than Monday’s trading price.…
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Rail
5 Wall Street impressions about proposed CP-KCS merger
Canadian Pacific wants to acquire Kansas City Southern. Here are five thoughts from Wall Street transportation analysts about the transaction.
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Modern Shipper
Lyft executives confident in rebound
Lyft said it is investing in the business so it is positioned to benefit in an expected rideshare rebound, perhaps as early as Q2.
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Rail
Rail stakeholders consider pressing for tax subsidies to scrap railcars
As U.S. weekly carloads have trended lower for months, rail industry stakeholders discuss how to relieve the railcar supply glut.
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Trucking
Electric truck story stocks drive market enthusiasm
Nikola experienced a V-shaped recovery in its share price as storytelling in place of revenue drives enthusiasm and disdain for publicly traded electric truck startups.
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Rail
U.S. rail volumes keep falling (with video)
Year-to-date U.S. rail traffic down 3.8 percent from the same period in 2018.
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