Cowen & Co.

Transport analyst conducts virtual beer get-togethers to gain knowledge and build contacts.

The sharp fall in the Transport average may need to be taken with a grain of economic salt.

Solo drivers working for large trucking companies will likely be exempt from the Biden administration’s vaccine requirement, the industry’s largest lobby group has confirmed.

Cowen’s survey, released to the public for the first time, shows a mixed reaction on the question of whether a vaccine mandate will affect carrier business operations.

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’ denial of CN’s voting trust signals that CN will have to make a strong case for its proposed merger.

CEO Alain Bedard said renting out terminal space is a way to buoy TFI’s real estate portfolio.

Workhorse Group shares plummet as Postal Service delays delivery truck contract to early 2021. Separately, a potential short seller claims the electric delivery truck maker is worth just 20% of its valuation.

Landstar System raises earnings outlook on higher truck volumes and pricing improvements. New third-quarter expectations are 25% higher than the midpoint of the previous guidance range.

Tightening truckload and intermodal markets have carriers expecting the hot freight market to carry forward. One carrier is calling for large rate increases in 2021.

Amazon.com wants all SMB business, and will not be shy in squeezing the SMBs to get it