Armada Intelligence
Category archives for: Supply Chain

Although Port Activity Resuming Normal, Weakness Showing Up. $

We can make a couple of estimates concerning volumes at the West Coast Ports. Here are some bulleted statistics from the ports concerning their volumes.

A Chart that tells it all on West Coast Port Backlogs.

If you take the data at face value (and we should), the situation at the ports is probably fully resolved. The chart below from the Port of Long Beach shows the number of vessels “at anchor” off the coast. We saw it move from a high of 28 ships in March to less than 3 […]

Rail Volumes Give us Insight into National Economic Weakness. $

On today’s theme of short and sweet, we noticed as we blew through the various economic reports that the AAR view of the rail sector was not looking as well as we would like to see it. Total Carloads have slipped negative for the year, falling .7% against volumes from last year. Total traffic, which […]

FedEx Purchase of TNT Express.

We won’t linger too long on the announced $4.8 billion acquisition of TNT Express by FedEx. FedEx would use the acquisition to increase its presence throughout Europe.  It comes at a time when valuations for most companies in Europe are lower, the value of the dollar gives the deal an immediate discount, and the global […]

Super Typhoon to Impact Philippines. $

Super Typhoon Maysak is current sporting winds consistent with a Category 5 hurricane with sustained winds up to 180 mph with gusts as high as 220 mph. At this time, it is well off of the Philippine Island chain, but is wreaking havoc with a series of smaller islands just off the East coast of […]

Pilot Shortages Could Get Worse. $

After the disaster in France in the Germanwings crash, there could be a big change in global airline policy that could add to the pilot shortages around the world. First, authorities believe that the co-pilot of Airbus A320 deliberately flew the plane into the ground. The pilot had stepped out to use the restroom and […]

Rail Sector Barometer for the Rest of the Economy. $

We are turning to one of our older standby’s for some direction on the economy and what’s happening across the transportation sector. We know that between rail and trucking, more than 60% of the nation’s GDP gets moved. So, as these sectors move – so does the economy.

Quick Look at DAT Trendlines.

The latest DAT Trendlines data shows that activity picked up in the latest week, but remains weaker month over month and year over year. Spot market loads are down 28% year-over-year while capacity in the trucking sector is up 53%. In the latest week however, loads looking for trucks were up 16% and capacity was […]

Rail Carload Report from AAR Shows Mixed Results. $

USRail031115

The Association of American Railroads came out with its weekly report ending on February 28th and it showed a mix of news. If we focus on the week over week comparison, we are likely to get a negative view of the situation – and probably a wrong one. Week over week comparisons (comparing week 8 […]

Are we Really Spending Less on Infrastructure? $

There was a report issued by the Congressional Budget Office on real US public infrastructure spending (transportation and water-based spending). Without dragging you through a lot of details on the report, we can boil it all down to a simple index with four different ways to look at it.

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