News
STG nears bankruptcy exit, but the 'intermodal math' that broke it hasn't changed
4+ hour, 13+ min ago (142+ words) Comment STG nears bankruptcy exit, but the 'intermodal math' that broke it hasn't changed'The Loadstar In a nutshell: The nation's fourth-largest asset-based intermodal marketing company is about to emerge from Chapter 11, leaner and under new ownership. Whether it emerges smarter…...
Mixed fortunes in Q1 for North American intermodal operators
1+ day, 40+ min ago (459+ words) It was something of a mixed bag for the North American intermodal scene in Q1, with Canadian National (CN) and CSX the only operators to record an uptick in revenue " their competitors experiencing a period to forget. Of the two, CSX…...
High fuel prices making outlook for logistics demand uncertain
1+ week, 22+ hour ago (570+ words) UPS: PLUMMETINGUPS: ABOUT REFUNDS UPS: BUPS: DEMAND PATTERNSUPS: UNDERLYING BUSINESS UPS: BITS AND PIECESUPS: QUESTION TIMEUPS: ON TARGET UPS: CONF CALL UPS: PREPARED REMARKSUPS: EARNINGS BEAT KNIN: UPGRADE FROM LOW BASEDSV: AHEAD OF EARNINGS R: ANOTHER RECORDPG: UPSTREAM SUPPLY CHAIN PG:…...
Structural liner glut " it's all about positioning for the 2030s
2+ week, 1+ day ago (234+ words) The headline figures suggest the liner industry is set for a bruising freight rate war over the course of 2027 and 2028, with a huge amount of new vessel capacity set to be delivered into a macroeconomic environment in which it is…...
Casualties mount in a 'perfect storm' hitting US drayage market
2+ week, 1+ day ago (702+ words) JBHT: SCRAPING THE BARREL IN THE BULL CAMPJBHT: ROAD FREIGHT EUPHORIA DSV: DVZ REPORTS AMZN: ON THE BACK OF ANTHROPIC AMZN: AI INVESTMENTAAPL: CEO SUCCESSION PLAN AAPL: CHANGING OF THE GUARDMAERSK: PARENTAL DEAL-MAKINGDSV: LEADING THE FALL JBHT: NEW RECORDDSV: NEW…...
Box volumes surge, but instability casts a shadow
3+ week, 5+ day ago (702+ words) CHRW: JUST A BAD WEEKMAERSK: FAIR ESTIMATE UPDATEAMZN: MONIESFDX: MARKETING PUSH DSV: TREADING WATER FDX: TENTATIVE BARGAINING AGREEMENTDSV: LACKING MOMENTUM WTC: ROLLER COSTERXOM: WAR IMPACT UPDATEXOM: WAR IMPACTDHL: LEADING THE RACE Global container volumes in February surged well above five-year…...
Trucking pressures raise allure of intermodal
1+ mon, 1+ week ago (624+ words) North American rail carriers sense an opportunity to grab market share from truckers besieged by high fuel costs, with rising tender rejections and rate hikes caused by shrinking capacity only further undermining truckers" appeal to shippers. Washington"s aggressive drive…...
The wrong question: why the TMS debate is distracting forwarders from what comes next
1+ mon, 2+ week ago (892+ words) JBHT: 'US FREIGHT MARKET STILL FRAGILE' AAPL: CHINA RISK ON THE MENUJBHT: ON RAILROADSAMZN: USPS PAIN A GAINMAERSK: HIGHEST TARGET ON THE STREETDSV: SALE AND LEASEBACK DEALAMZN: AI DEALDHL: SOFTBOTFDX: AHEAD OF EARNINGSMAERSK: STEADY DOES ITBA: SUPPLY CHAIN RISKDSV: VOTE…...
Mexico eyes USMCA review with trade strength " but stays wary of Washington
1+ mon, 3+ week ago (636+ words) KNX: HUNTINGDSV: EVERY LITTLE HELPSKNIN: AIR LOGISTICS IN A WORLD AT WARAMZN: HERE COME THE CHINESEWMT: RISK-OFF ENVIRONMENTDHL: BULL CASEDSV: AT THREE-MONTH LOWSTSLA: THE FIGHT IN CHINAJBHT: TOP PICK AAPL: NEW INCENTIVESKNIN: NEW 'SIDE APPOINTMENT' FOR CEO The Mexican government…...
STG Logistics " the deal that broke the intermodal playbook
1+ mon, 2+ week ago (92+ words) In a nutshell: The fourth-largest US domestic intermodal provider is in Chapter 11 with $1. 2 billion in debt, a lender war, and a sale toggle that just hit its deadline. What happens to 15, 000 containers and who's watching the clock? (My previous coverage…...