Trade & Transportation

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.

Momentous Change in US Natural Gas with Global Impact as Exports Soar to Huge Record Despite Collapse in the Spring

by Wolf Richter • Mar 15, 2021 • 86 Comments

Biggest buyers: Mexico, South Korea, Japan, China, Spain, UK. Price spike in February, when Texas froze up, unwound. Asian LNG price spike in January is unwinding.

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.

Consumers Paid Down Credit Cards Again! By Most Ever. But Cash-Out Refis Spiked to Highest since 2005/6 Peaks. What Gives?

by Wolf Richter • Mar 5, 2021 • 172 Comments

They’re not the same consumers.

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.

The Growing Pains of Brexit, 50 Days In

by Nick Corbishley • Feb 23, 2021 • 121 Comments

The crucial services exports, manufacturing exports and imports, the arts & entertainment industry, fishing industry… it’s a mess.

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.

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