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Warehousing Costs Surge, Capacity is Tight. $

There’s an upside and downside to trying to point out trends well in advance. The downside is that of course you might be wrong. The upside (which can be a…

Remember the Canada Story – Look at This…  $

If you saw or read the Canada story earlier in today’s brief, you saw a comment about raw material prices.  And although they are nowhere near levels that they need…

Update on Panama Canal Expansion.  $

The Panama Canal expansion project is reportedly 96% complete and is scheduled to start more comprehensive testing of its new third set of locks in May.  By the end of…

Insights from the Rail Sector. $

The Association of American Railroads has updated its weekly carload report, and we saw some interesting items in it that pertain to the broader economy. Acknowledging the elephant in the…

Some Positive (and not so positive) News – West Coast Port Volumes Up in January.

Typical of analysts and economists, we are going to give you a positive headline and then proceed to give you all of the reasons why it isn’t.   West Coast…

Still Trying to Get an Early Reading on Freight.  $

Still Trying to Get an Early Reading on Freight.   $

Many (including us) believe that transportation companies and the movement of freight can be one of our earliest economic indicators. Products moving to market, being staged as manufacturing inputs, can…

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…

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