Alarming signals are coming from an unlikely place, the market that the industry long touted as an engine of infinite growth.
The Long-Haul “Low-Cost Carrier” Business Model in a world awash in cheap money.
But ballooning inventories point at risks next year.
They’re a measure of the goods-based economy.
Converting them to freighters is a booming business, but overcapacity looms.
This is why the trucking business is so cyclical – and you can see it coming.
But the cost of shipping surges, no holds barred.
It’s cyclical: When will the biggest-ever boom end?
As with all “bleeding edge” technologies, the challenges are huge, and it’s possible they may end up derailing the whole venture.