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August 2019 – Intermodal Review

■ Total: Intermodal volumes declined substantially in July compared with the same month in 2018, as year-long volume woes continued into the summer. ■ International: International intermodal volumes declined nearly 5% in June compared with the 2018 period, as the effect of blank sailings started to manifest itself in the numbers. The year-over-year

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August 2019 – Executive Overview

■ Overview: Intermodal volumes were weak at the end of the second quarter and have not shown much in the way of signs of life as the third quarter dawns. ■ International: International volumes declined by nearly 5% in June compared with the 2018 period. Blank sailings have increased dramatically in recent

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DOWNSIDES ABOUND

The intermodal marketplace looks poised for a summer swoon, as the number of headwinds to growth it faces are multiplying significantly. International intermodal has been the bulwark of intermodal growth in recent months, but escalating trade tensions and widespread reports of blank sailings on the Asia-U.S. West coast trade

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July 2019 – Intermodal Outlook

· Expectations lowered across the board: Expectations for international and domestic intermodal growth moved lower this month, as domestic volumes have not shown any signs of life and the potential for international weakness emerges. · International: Growth expectations were reigned in for this sector this month as its own challenges

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July 2019 – Ports Review

North America Latest Import Statistics (Current Month) · Import traffic slowed significantly in May at North American ports, increasing just 0.7% above 2018 levels. · It was a sharp deceleration from the 4.1% growth pace set in the second quarter and the 3.6% increase posted in the first five months of the year. · 

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July 2019 – AAR Review

Loadings Trend Down: Intermodal volumes are declining as imports slow and a looser truck market allows the competing truckload market to compete for volume. United States: U.S. volumes have steadily increased their rate of decline in recent weeks, as truckload markets present a more compelling solution for some shippers

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July 2019 – Intermodal Review

■ Total: Intermodal traffic declined in May as domestic and international each suffered weakness in the month, and more declines are forecast in the coming months. ■ International: International turned slightly weaker in May when compared with 2018 after having been the growth bearer earlier in the year. It is expected

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July 2019 – Executive Overview

■ Overview: Expectations for intermodal were ratcheted down in the latest month as domestic weakness continued and international growth slowed to under 2%. ■ International: International volumes are expected to increase 1.5% in the second quarter, but the prospect of blank sailings on the Asia-U.S. West coast trade lane threatens to

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Ports and Trade in the Crosshairs

Trade and ports are critical parts of the intermodal supply chain, and changes in both have created headwinds for the intermodal business. Increasingly, shippers are moving goods through ports other than the U.S. west coast hub of Los Angeles and Long Beach. The data shows a significant declin

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June 2019 – Intermodal Outlook

· Expectations continued to be reigned in: Forecasts of intermodal growth, particularly on the domestic side, continue to be moderated as volumes lag well into the second quarter. Part of the drag is weather-related as railroads continue to fight Mother Nature and restore their networks. · International: The international intermodal

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