Slowly But Not Surely: Airline Leisure Travelers Coming Back, But Not Business Travelers. International Still Crushed by Wolf Richter • May 17, 2021 • 76 Comments Enormous uncertainty about the structural change in the lucrative business travel segment.
Freight Expenses Spike the Most on Record by Wolf Richter • Apr 19, 2021 • 95 Comments But shipment volume, though strong, is not at record levels.
Blocked Suez Canal Adding to Container Shortages, Supply Chain Snarls, Component Shortages for Manufacturers by Wolf Richter • Mar 25, 2021 • 182 Comments Exactly at the worst possible time. Ripple effects to be felt for months.
Long Way to “Normalcy”: When Will Americans Return to Flying for Vacation and Business? by Wolf Richter • Mar 12, 2021 • 147 Comments Airlines, meanwhile, face pent-up demand of the wrong kind.
More Shifts in the Year of the Plague: Driving Plunged even as Mass Transit Ridership Collapsed by Wolf Richter • Feb 25, 2021 • 87 Comments “L-shaped recovery” for mass transit. Per person, vehicle miles were already in long-term decline since 2003. Than came 2020.
Shipping Costs, Trucking Rates Soar Despite Demand Below Prior Years. Now Add Diesel Price Surge to the Mix by Wolf Richter • Feb 19, 2021 • 75 Comments Inflation worming through various levels of the economy despite suboptimal demand.
Electric Delivery Vans in Era of Red-Hot Ecommerce Confront Legacy Automakers with New Deep-Pocket Competition by Wolf Richter • Feb 15, 2021 • 127 Comments Amazon, UPS, and FedEx, in search of cost savings, partnered with startups that are now rolling out electric vans. Has Ford, the leader in vans, dropped the ball?
Demand for Gasoline, Jet Fuel, and Diesel: Checking on the Recovery by Wolf Richter • Feb 11, 2021 • 139 Comments Watching for the EV drag on gasoline demand requires a lot of patience.
One Year After the Collapse of the Airline Business Began: What’s the Status Now? by Wolf Richter • Feb 8, 2021 • 126 Comments Still collapsed revenues, astronomical losses, red-hot cash-burn, hellish new piles of debt. Meanwhile, amid craziest markets ever, airline shares soared.
Eurostar Near Collapse, Asks for Bailout, Becomes Hot Potato by Nick Corbishley • Jan 23, 2021 • 135 Comments Traffic down 95%. To run out of money by April.
