Heavy-Truck Orders Collapse Stunning 81%. Lowest Since 2010 by Wolf Richter • Aug 3, 2019 • 57 Comments Order backlog still feeds truck makers, but they don’t disclose for how long.
“Transportation Recession” Gets Uglier by Wolf Richter • Jul 15, 2019 • 46 Comments US freight shipments fall for 7th month in a row. After the boom, the bust.
Truck Makers Are Going to Have to Fess Up Soon by Wolf Richter • Jul 9, 2019 • 17 Comments “Orders” of Heavy Trucks Collapsed by 70% but “Sales” Rose to Highest Level Since 2006: There’s a Lag. And Sales Are Next
Trucking is Infamously Cyclical, But This is a Tad Extreme by Wolf Richter • Jul 2, 2019 • 27 Comments After truck manufacturers eat up their backlogs, then what?
Trucking Swerves Deep into Slump, from Red-Hot Boom. Smaller Truckers Hit Hardest by Wolf Richter • Jun 18, 2019 • 40 Comments Freight shipments dropped the most since Nov 2009.
What Collapsing Orders for Heavy Trucks – Down 71% from a Year Ago – Say about the U-Turn in Trucking by Wolf Richter • Jun 5, 2019 • 26 Comments “When times are tough, the thinking switches to the short-term. Many fleets are just fighting for survival.”
Trucking & Rail Shipments Sink as US Goods-Based Sector Slows by Wolf Richter • May 14, 2019 • 77 Comments Weakness in transportation deepens. Freight rates still rising, but also coming under pressure.
Trucking Skids into Downturn after Phenomenal Boom by Wolf Richter • May 4, 2019 • 106 Comments A hard U-Turn.
What J.B. Hunt Just Said About the U-Turn in Trucking by Wolf Richter • Apr 16, 2019 • 73 Comments Largest US Trucking Company: “Volume, or lack thereof, is obviously the main story.” The inventory pile-up hurts. And the driver shortage is ending.
Next Phase in Trucking Boom-Bust Cycle Has Started by Wolf Richter • Apr 3, 2019 • 50 Comments From “capacity panic” to “overcapacity” in less than a year?
