Supply Chain Optimization

The Move To Intermodal And Self Driving Trucks Is Heating Up

Last month’s report from the Association of American Railroads shows carloads at 1,065,777, off 0.1%, but intermodal set a new monthly record with a 6.4% annual gain to 1,144,157. While self-driving trucks are some distance away, more details are ...

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Happy Thanksgiving and a Retraction….Plus a Little Fun

Here is what I said last month….”The flow of containers from Asia is likely to get more expensive.” Now comes evidence of a potential countervailing force…lots of Mega-container ships are coming online soon. COSCO, the fourth largest shipping ...

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Let The Good Times Roll

Trucking companies ordered 36,200 Class 8 trucks in October, according to a preliminary report from ACT Research. That was up 60.4% from September and a 160% gain from a year ago…this is remarkable because normally, orders peak in December. So ...

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Avoiding Chicago And Oil Up

Canadian National Railway (CN) and Norfolk Southern (NS) strike a joint-service deal to avoid… Canadian National Railway (CN) and Norfolk Southern (NS) strike a joint-service deal to avoid Chicago’s congestion. They will do their train interchanges ...

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Container Pricing, Trucking Armageddon, and Reciprocal Switching

The flow of containers from Asia is likely to get more expensive. In a stroke of China’s central government’s pen, they have cut off scrap exports from the USA. Since more containers leave the US loaded with low-value commodities like scrap paper ...

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Truck Volume Up, A Capacity Squeeze But Profits Are Down – WHY?

The American Trucking Association said Q3 volume… The American Trucking Association said Q3 volume increased 8.2% year over year. That, coincidentally, is how much JBHunt’s revenue increased (excluding fuel surcharges). Demand is high, drivers are ...

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A Load Of Rubbish And Oil Above $52

“ The average tractor-trailer travels less than seven miles on a gallon of diesel, making it one of the… “ The average tractor-trailer travels less than seven miles on a gallon of diesel, making it one of the least-efficient vehicles on the road.” ...

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Transportation Pricing

Truckers tell us that Homeland Security is paying at least $4 per mile for loads into Florida. The problem for carriers is that these loads are “really last minute." If you win the auction, there is no certainty that the load will actually go. With ...

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Storms Damage The Labor Market

There will be fewer truck drivers and warehouse workers available once storm cleanup gets underway. There is already a perceived shortage of construction workers in the South, and it will only get worse as skilled and unskilled labor pours in to fix ...

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Adapt Or Perish

While diesel is seeing the disruption that we discussed last week (and my daughter in Houston is ok – thanks to those who asked), the longer term may be different…”A poll of 14 investment banks, surveyed by The Wall Street Journal at the end of ...

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