• Filter by Category

  • Filter by Topic

April 2021 – Intermodal Review

Intermodal Revenue Moves · Total: Intermodal movements in February declined in total and in both the international and domestic segments as weather played a significant role in the dips.   · International: International volumes were dented by port and railroad issues that limited throughput. The Port of Houston closed its

Login to Access...

April 2021 – Executive Overview

· Overview: February volumes weakened, but should not be viewed as indictive of intermodal volumes going forward. · International: International volumes declined at a more significant rate than domestic volumes on an absolute, non seasonally-adjusted basis. · Domestic: Domestic traffic turned negative year over year, at least in part because

Login to Access...

This too shall pass.

A likely weaker than expected Q1 is not a harbinger of things to come. Intermodal industry participants could be forgiven if they look at a weaker than expected Q1 2021 result and get some pause about what it means for the rest of the year. This is especially true after subpar

Login to Access...

March 2021 – Intermodal Outlook

· Near term reductions occurred as February is likely to disappoint. There were reductions in the expectations for the first quarter outlook, though it still remains robust. · A less than expected January volume performance followed by a weather-impacted February now means that the first quarter will not be as

Login to Access...

March 2021 – Ports Review

North America Latest Import Statistics (Current Month) · Imports kept up their strong showing. East and Gulf coast ports led the way in January Imports kept up their strong showing of recent months and that is likely to continue for months to come as reports of congestion are rampant. The

Login to Access...

March 2021 – Train Speed Review

· Extreme winter storms caused widespread disruption. · Shippers are looking to see how quickly carriers can rebound and get velocity back above the 10-yr avg. Service levels declined dramatically in the last several weeks on a network wide basis for intermodal traffic, and more declines could be comin

Login to Access...

March 2021 – AAR Review

· Overview: Association of American Railroads loadings data paints a mixed picture as loadings were strong in January until things decelerated sharply in response to weather-related disruptions across much of the North American rail system. · United States: U.S. intermodal loadings shrunk dramatically in the last two weeks as

Login to Access...

March 2021 – Intermodal Review

Intermodal Revenue Moves · Total: Overall revenue moves held nearly flat in January, a less impressive than expected result as strength in international offset declines in domestic traffic during the month.  · International: International demand held strong in January and is likely to remain in that posture for the

Login to Access...

March 2021 – Executive Overview

· Overview: January ended fairly flat for intermodal markets while February promises to be challenged by weather-related disruptions that slowed rail networks. · International: Raw volumes ticked up in January sequentially as demand remains strong and congestion at ports leads to a demand curve that will extend further into the

Login to Access...

More train crew employees are here, has it helped? A review of the data shows a mixed bag.

Back in August of last year we dove into rail employment for our State of Freight INSIGHTS publication. Now that we have returned above pre-pandemic intermodal volumes a quick look at the continued impacts on employment is in order. In this analysis we are going to look at just the

Login to Access...