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Bad, Bad Figures in the Rail Data. $

You know that we like the Association of American Railroads data, but frankly it’s starting to scare us in the early going in 2016. And, we don’t know whether to…

December TranSystems Transportation Activity Index Update

December TranSystems Transportation Activity Index Update

 The TranSystems Transportation Activity Index report for December was released this week, and it showed a sharp drop. All of the modes remained well below the 50 mark again –…

Crystal Ball Gazing on Port Activity in 2016. 

Crystal Ball Gazing on Port Activity in 2016. 

The biggest risk in crystal ball gazing is that, well, they don’t work. So, take this with a grain of salt. But, in our special way, we want to make…

It May be Fun to Watch the Tanker Industry. $

It May be Fun to Watch the Tanker Industry.    $

With the potential for the US to lift export bans on US produced crude oil, it could be fun to watch tanker rates. We saw a surge in tanker rates…

November TranSystems Transportation Activity Index Update. $

November TranSystems Transportation Activity Index Update.   $

  The TranSystems Transportation Activity Index report for November was released this week, and like many economic metrics these days, we got a whipsaw month. All of the modes remained…

Class 8 Truck Orders Drop.

Class 8 Truck Orders Drop.

  Orders for heavy-duty semi-trucks (Class 8) were down 44% in October against the same month in 2014. Most analysts like to watch the Class 8 truck orders because it…

Interesting Econ Data Coming from Rail Sector. $

  In the latest Weekly Rail Report from the Association of American Railroads, we got some interesting (and positive) economic data. To remind our readers, this particular report has been…

Transportation Activity Index Update. $

Transportation Activity Index Update.   $

Our friends at TranSystems released the Transportation Activity Index this week. As their report mentions, this index measures demand for transportation services. This is part of what makes the transportation…

Baltic Dry Index Falling Off Again.

The global commodity sector is struggling again, and we can see it in many indexes – especially the Baltic Dry Index. Remember that the BDI is one of the oldest…

Houston: there’s a problem – and it’s in China.

We don’t have to make much in the way of commentary with the following chart; it pretty much stands by itself. When we look at the volume of container freight…

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