Freight volume is down from the red-hot levels last year, but remains relatively high, after the grotesquely overstimulated demand last year.
Scaring legacy automakers into finally producing electric cargo vans is like pulling teeth.
Supply chains improve from catastrophically stressed to just very stressed.
Amid constraints, shortages, and spiking diesel prices, freight volume slows, capacity opens up, freight rates may have peaked.
My Airlines Index plunged 14% for the week. Long-term, it’s even worse: -45% since Jan. 2018.
Amid transportation chaos & delays, high demand, soaring diesel prices, and labor shortages.
“Nothing Goes to Heck in a Straight Line,” except supply chains.
Getting ready for the holiday selling season.
Some disruptions are “transitory,” but the spiral that the mix of ongoing over-stimulation has set off is anything but “transitory.”
“No way did I realize how difficult it was going to be to try and get people to come to work these days”: CEO of CSX.