Service and Surcharges take center stage
Service levels and surcharges on some shippers’ intermodal freight have taken center stage in recent weeks and could have ramifications long after the next few months or quarters. Volumes stuck in neutral Intermodal volumes have been stuck in neutral since the July 4th holiday and on a slightly downward trend
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September 2021 – Intermodal Outlook
· Expectations for intermodal growth were subject to fairly large downward revisions in the latest month for this year and next year. · The main driver of the revisions were weaker than expected July results, along with an expectation for lower volumes over the coming quarter as the expectation is
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September 2021 – Ports Review
North America Latest Import Statistics (Current Month) · Import volumes remained at strong levels in July, increasing in all but a few unique cases. · Overall import levels increased by 3.8% in July compared with June, with the San Pedro Bay ports of Los Angeles and Long Beach coming in just
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September 2021 – Train Speed Review
Intermodal service continues to struggle more than overall rail traffic in recent weeks. The service troubles are effectively keeping a lid on volume growth into the peak season. Intermodal velocity is about a half mile per hour below its five-year average and more than a full mile per hour below
Login to Access... September 2021 – AAR Review
· Overview: Intermodal volumes in North America have been relatively consistent over the last few weeks, with gains and declines being nearly offset. · United States: U.S. intermodal volumes have trended flat to lower in the last few weeks after recovering from the July 4th holiday week weakness. ·
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September 2021 – Intermodal Review
Intermodal Revenue Moves · Total: Overall intermodal volumes declined by 3% sequentially in July as service issues and the resulting congestion put a damper on volumes. · The reduction comes despite significant pressure from imports and tight truck capacity for shippers to utilize intermodal as much as possible. · International
Login to Access... September 2021 – Executive Overview
· Overview: Intermodal volumes declined in July to below 1.6mn movements in the month, nearly flat with the levels it achieved coming out of the pandemic. · International: International traffic dropped much more dramatically in the month, shedding nearly 5% from June 2021 as congestion hampered volumes in the international realm much
Login to Access... Peak season service issues could change dynamics
It is unlikely service improves before additional volumes materialize The potential for disruptions during the upcoming peak season rose this month as carriers showed signs of having more volume than can be efficiently moved. Embargoes were placed on international intermodal volumes moving off the west coast to major termin
Login to Access... August 2021 – Intermodal
· There were few changes to the outlook this month as the underlying demand picture remained intact. The one sector where that was not the case was the domestic trailer market. Expectations for that market have been pulled down across the forecast horizon. · International volumes were pulled down for
Login to Access... August 2021 – Ports Review
North America Latest Import Statistics (Current Month) · Port activity slowed in June sequentially and, at most port complexes, the slowdown occurred for inbound and outbound shipments. · Inbound volumes showed the most significant decline sequentially, as ports dealt with congestion and disruptions moving boxes away from on-dock rail facilities
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