we're studying the correlation of SONAR data & the financial performance of transportation companies.
In this chart, we compare the Outbound Tender Reject Index (OTRI) (offset by 3 quarters) with the summed net incomes of all publicly-traded truckload carriers.
our story on the Francis Scott Key Bridge and its immediate impact on freight is here. i published something short a couple hours ago; @JohnHKingston turned it into a real story. freightwaves.com/news/baltimore…
I’m very proud of my friend @JPHampstead and the Firecrown Research Team for the inaugural aviation White Paper on the potential future downfall of Boeing. flyingmag.com/boeings-commer…
Ocean rates remain much higher than before the attacks. Ships are still rerouting. But there's also growing evidence of supply chains adapting. And as long as they continue to do so, Houthi strikes become less capable of disrupting global trade. freightwaves.com/news/the-houth…
For 15 tumultuous months, the top U.S. ports grappled with declines in y/y volume, a direct fallout from the COVID-19 U.S. import surge. That's changing now.
Latest @FreightWaves article here: freightwaves.com/news/west-coas…
So far, vibrant long-distance maritime trade is coexisting just fine with the rise in North American nearshoring.
Volume data is strong, Chinese shipbuilders report multiyear backlogs AND Mexico and the U.S. were each other's top trade partner in 2023.
freightwaves.com/news/global-tr…
One HUGE takeaway from this week in Vegas…
THE PEOPLE LOVE AND DEPEND ON @FreightWaves FOR THEIR SOURCE OF INDUSTRY NEWS.
I can’t tell you how many ppl came up to me to thank our incredible editorial and research teams for their service.
I have never been more proud and…
will be writing a bit more about maritime for the foreseeable future.
in this first article i break down how inflation caused by container ship diversions compounds across economies (and how that inflation could screw up this year's freight rebound) freightwaves.com/news/red-sea-t…
Today marks the end of a chapter for FreightWaves.
Our SONAR offering has reached a sufficient scale where it will be standalone and the media business is being divested.
The media business will be in familiar hands.
I am acquiring FreightWaves media and will merge it with…
Tonight on @FreightWaves Drive Time, @ThomasWasson7 shares news about sleep berth rulings and overtime pay 🫰💸
& researcher @joeantoshak shares some early Q1 data and other statistical updates to help you guide your business decisions in early 2024 📉📈🆕
Join our convos on…
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