OTRI
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Chart of the Week
Reefer demand is thriving this winter
Reefer volumes have broken out this winter as dry van demand fades. Does this mean the sector is in for a strong recovery in 2020?
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Trucking
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Trucking
Volumes flat year-over-year as capacity normalizes
Freight volumes and tender rejections range-bound for now
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DHL Supply Chain Pricing Power Index
Transportation stocks were blistering hot this week, but freight data warrants no change in pricing power (with video)
Outbound volumes and rejections were horizontal this week. Target's poor earnings are not enough for us to believe the retail sector is in danger of…
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Chart of the Week
California volumes collapse, capacity tightens in front of AB5; is it a coincidence?
California's AB5 has caused significant disruption prior to the planned enforcement period. Has there been a measurable impact to the supply of carriers in the…
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Trucking
Capacity loosening as operations get back to normal
Trucking market cools but remains healthy
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DHL Supply Chain Pricing Power Index
Peak season over, now on to the January blues (with video)
In the second DHL Supply Chain Pricing Power Index of 2020, the shippers gain power for the first time in 7 weeks. Look for the…
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Trucking
Outbound tender volumes ease off peak season highs but are still up nicely
Trucking fundamentals still strong as peak season ends
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DHL Supply Chain Pricing Power Index
Peak holiday season brightened a dismal year for carriers, but what comes next? (with video)
Peak season is wrapping up after bringing the carriers something to cheer for after dismal 2019.
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Insights
Outbound tenders holding above 2018 levels indicate marginally stronger holiday season this year
A better than expected holiday season, the tightest capacity of the year and shippers rushing to get inventory off their shelves putting upward pressure on…
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