intermodal

With the market data available on SONAR, we have ability to see all the ebbs and flows of freight movement happen in real-time.

Cowen expects softening trucking prices in 2019 to be a headwind for truckload carrier earnings, but should widen gross margins for freight brokerages.

Is the economy still healthy? Are people still making things, shipping things, and buying things? According to the railroad car data, the answer is a definitive “Yes.” 

Since its founding in 1935, Schneider has only known three leaders: founder Al Schneider, his son Don Schneider, and Chris Lofgren, the first non-family member to lead the company. Come April 2019, you can add the name Mark Rourke to that list.

The Cass Truckload Linehaul Index reached another record high in October while the company’s Intermodal Price Index points to rising intermodal costs.

The dispute sheds light on the extraordinarily secretive process governing the intermodal agreement.

Knight-Swift Transportation reported strong earnings on Wednesday, and it was immediately met with praise from Morgan Stanley analyst Ravi Shanker, who wrote in a note that the company’s stock is a “relative buy, at worst, in our view.”

SONAR’s Headhaul Index map and the HAUL.JOT Index are both showing that the return to growth in inbound loaded container flow first seen in the Long Beach/LA port is continuing and gathering momentum.

The city hopes to use its role as a landlord to help move truck traffic on to barges and to trains.

In his preview of the railroads’ Q3 earnings reports, Susquehanna’s Bascome Majors set optimistic price targets but warned that P/E valuations are at historically high levels.

Rail seems to be benefiting from higher diesel prices and capacity constraints with SONAR data suggesting more loads are shifting to intermodal in shorter lengths of haul.

Norfolk Southern has control over a small connector railroad in the Hampton Roads port area, and CSX says it is using that control to block CSX from launching significant intermodal service there.

The deal marks Transplace’s eighth acquisition in seven years, according to Transplace CEO Frank McGuigan.

It’s been quite a few weeks in the discussions regarding precision railroading vs. not-precision, for lack of a better term. Also: OPEC pumping strong, Bangkok a growing intermodal hub

BNSF will use the CSX system to haul intermodal freight from the LA/Long Beach port, and service on the CSX system will be added from the New York/New Jersey port.

An annual review of the logistics business gets published; dueling intermodal views; and a startup gets a big chunk of funding.

A response to an earlier piece discussing railroad attendance at IANA’s recent expo and the benefits of precision railroading.

The numbers look good but deteriorating service is tarnishing the traditional role of intermodal.

Customers in some cases can move back and forth between the rails and the roads, and how brokers deal with that was the subject of an IANA panel discussion.

Jim Filter of Schneider says he’s seeing benefits from CSX paring back its footprint and focusing on a smaller range of lanes.