Truck Makers Are Going to Have to Fess Up Soon by Wolf Richter • Jul 9, 2019 • 17 Comments “Orders” of Heavy Trucks Collapsed by 70% but “Sales” Rose to Highest Level Since 2006: There’s a Lag. And Sales Are Next
Boeing, Airbus and Airline Overcapacity in Asia & Europe by MC01 • Jul 7, 2019 • 63 Comments And 200 miracle orders — well, just a letter of intent — for the Boeing 737 MAX at the Paris Air Show.
Trucking is Infamously Cyclical, But This is a Tad Extreme by Wolf Richter • Jul 2, 2019 • 27 Comments After truck manufacturers eat up their backlogs, then what?
Latest Act in the Crisis of the Enormous Korean Shipbuilders by MC01 • Jun 23, 2019 • 33 Comments And now not even their foreign subsidiaries are immune.
Trucking Swerves Deep into Slump, from Red-Hot Boom. Smaller Truckers Hit Hardest by Wolf Richter • Jun 18, 2019 • 40 Comments Freight shipments dropped the most since Nov 2009.
Amazon Gets Booted by FedEx by Wolf Richter • Jun 7, 2019 • 124 Comments FedEx has had it with Amazon’s tactics. Ecommerce draws up new battle lines – in the transportation sector.
What Collapsing Orders for Heavy Trucks – Down 71% from a Year Ago – Say about the U-Turn in Trucking by Wolf Richter • Jun 5, 2019 • 26 Comments “When times are tough, the thinking switches to the short-term. Many fleets are just fighting for survival.”
The Engines of Large Airliners and the Costly Challenges Manufacturers Face by MC01 • Jun 1, 2019 • 57 Comments Rolls-Royce’s debacle for the Boeing 787 Dreamliner. And China is learning it the hard way.
Trucking & Rail Shipments Sink as US Goods-Based Sector Slows by Wolf Richter • May 14, 2019 • 77 Comments Weakness in transportation deepens. Freight rates still rising, but also coming under pressure.
Boeing, Airbus Carve up Embraer & Bombardier, Chinese Aircraft Makers Still Learning the Ropes by MC01 • May 13, 2019 • 28 Comments Aircraft manufacturing consolidates.
