“Orders” of Heavy Trucks Collapsed by 70% but “Sales” Rose to Highest Level Since 2006: There’s a Lag. And Sales Are Next
And 200 miracle orders — well, just a letter of intent — for the Boeing 737 MAX at the Paris Air Show.
After truck manufacturers eat up their backlogs, then what?
And now not even their foreign subsidiaries are immune.
Freight shipments dropped the most since Nov 2009.
FedEx has had it with Amazon’s tactics. Ecommerce draws up new battle lines – in the transportation sector.
“When times are tough, the thinking switches to the short-term. Many fleets are just fighting for survival.”
Rolls-Royce’s debacle for the Boeing 787 Dreamliner. And China is learning it the hard way.
Weakness in transportation deepens. Freight rates still rising, but also coming under pressure.
Aircraft manufacturing consolidates.