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September 2020 – Executive Overview

■ Overview: Intermodal volumes showed significant sequential strength, despite international continuing to struggle compared with 2019. It is possible that shifts toward transloading could be exaggerating international’s weakness. ■ International: International traffic remained weak in July with volumes nearly 13% weaker than in 2019. Import traffic showed signs of stabilizing in the

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UNCERTAINTY ABOUNDS AS SECOND HALF BEGINS

The intermodal market showed some signs of life in June, but whether those gains can be truly sustained is one of the many questions facing the intermodal market as 2020 moves through its second half. While the surge in domestic intermodal might cause some to drastically reshape their assumptions for the

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August 2020 – Intermodal Outlook

· Forecast uncertainty high as COVID-19 outbreaks emerge: The uncertainties in the latest intermodal forecast are as high as they have been since March as unknowns about the economy and freight demand abound. · International: International volumes are likely to struggle at least through July as cancelled sailings dominate ocean

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August 2020- Intermodal Port Data

North America Latest Import Statistics (Current Month) · Once again, import traffic in June declined by double digits compared with 2019 , but the effects were much less evenly spread out, signaling that imports may be turning a corner. · The steep declines were concentrated at east and Gulf coast port complexes

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August 2020 – Train Speed Review

Intermodal train speeds have declined in recent weeks, but remain at high levels for most carriers. There is starting to be some variation between carriers in the level of their regression as volumes start to come back, but thousands of employees remain on furlough. For the most part, carriers remain

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August 2020 – AAR Review

Intermodal volumes generally showing steady recovery: Intermodal volumes in all three North American countries have shown stable to increasing trends since the economy started to reopen in mid-to-late May. The July 4th holiday created some noise in early July’s results but ultimately the stable-to-higher trend remains intact. United States

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August 2020 – Intermodal Review

■ Total: Domestic fared much better than international in June, a trend that will likely continue into July and August. Beyond that, international may perk up as there are anecdotal reports of ad hoc sailings being added to the schedules of Trans-Pacific carriers. ■ International: International volumes were off by

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August 2020 – Executive Overview

■ Overview: Domestic intermodal experienced a surprisingly good month in June as we saw spot trucking tighten, but it is unclear whether those gains are sustainable for the long run. ■ International: International volumes remained challenged, declining by 15% compared with June 2019 as cancelled sailings from Asia weigh on import traffic

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July 2020 – Peak Season Problems

The forthcoming peak season will be one unlike the industry has ever seen given the enormous unknowns surrounding U.S. consumer demand and fourth quarter sailing schedules. There has not been real hope of a peak season for months as the global economy braces for the fallout from the ongoing

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July 2020 – Intermodal Outlook

· Forecast improves slightly, but remains weak because of COVID-19: The outlook for intermodal brightened a bit in the latest forecast, but it remains significantly below the levels expected at the start of the year. · International: The third quarter will be weak for international intermodal as cancelled sailings remain

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