The Global Container Shipping Industry since the Hanjin Collapse by MC01 • Aug 11, 2018 • 32 Comments Overcapacity reigns as companies splurge on the largest ships, consolidation rages, no one wants to back off.
Cyclical Heavy-Truck Industry Soars to Cloud 9 by Wolf Richter • Aug 8, 2018 • 23 Comments “It is a bizarre occurrence and it will not be resolved soon.”
Have Rising Gas Prices & Uber’s Serial Fiascos Impacted the Desire to Become an Uber Driver? by Wolf Richter • Aug 4, 2018 • 46 Comments But there’s a bottom for everything.
Numbers are in: Uber, Lyft v. Rental Cars & Taxis in the US in Q2 by Wolf Richter • Jul 29, 2018 • 94 Comments The ugly market-share battle in reimbursed ground transportation.
The Largest Ships in the Huge Iron-Ore Trade by MC01 • Jul 28, 2018 • 42 Comments Exports are dominated by two countries, imports by three. And everything revolves around China.
What’s Going on in Trucking and Rail? by Wolf Richter • Jul 19, 2018 • 54 Comments “Many modes are reporting limited capacity or no capacity at any price that shippers are willing to pay.”
What Future Is Uber Seeing for Itself? by John McNellis • Jul 15, 2018 • 59 Comments Its fleet of autonomous cars thus far has gone the way of the Spanish Armada, producing nothing but grief.
“Big Three” Korean Shipbuilders & Their Huge Shipyards in a World of Overcapacity and Collapsed Orders by MC01 • Jul 7, 2018 • 55 Comments Years of “growth at any cost” led to accounting fraud, huge government bailouts, and murky restructuring plans.
Heavy-Truck Orders Explode, Trucking Companies Struggle with “Capacity Crisis,” Truck Makers & Supply Chains are Inundated, Backlog is Ballooning, But it’s a Cyclical Business by Wolf Richter • Jul 6, 2018 • 42 Comments “Fleets are desperate for more equipment, but trucks are in short supply due to the supplier constraints.”
Trucking, Rail Freight Prices Surge, Trigger “Inflationary Concerns” by Wolf Richter • Jun 18, 2018 • 57 Comments Everything is spiking.