JB Hunt Transport Services dijo que se centró en encontrar la carga intermodal adecuada para mejorar la eficiencia y minimizar los costos a medida que los fundamentos del mercado siguen siendo tibios. El proveedor de transporte multimodal con sede en Lowell, con sede en Arkansas, describió un...
intermodal demand
J.B. Hunt working on intermodal mix, awaiting rate inflection
J.B. Hunt Transport Services said it’s focused on finding the right intermodal freight to improve efficiency and minimize costs as market fundamentals remain tepid.
The Lowell, Arkansas-based multimodal transportation provider outlined a three-pronged approach centered on rates, volumes and freight mix for the current intermodal bid season at Barclays 42nd Annual Industrial Select Conference held in Miami on Wednesday.
While rate increases are the most impactful lever the company has to drive...
https://www.freightwaves.com/news/j-b-hunt-working-on-intermodal-mix-awaiting-rate-inflection
Los niveles de inventario sugieren que la demanda no será una preocupación a principios de 2025
Gráfico de la semana: Índice del administrador logístico: niveles de inventario SONAR: LMI.INVL El índice del gerente de logística (LMI) que mide los niveles de inventario fue 50 en diciembre, lo que indica que los inventarios totales se mantuvieron esencialmente estables en comparación con noviembre. Esto sugiere que las empresas pronosticaron con precisión la demanda […]
Esta entrada Los niveles de inventario sugieren que la demanda no será una preocupación a principios de 2025 Aparece primero...
Inventory levels suggest demand will not be a concern in early 2025
Chart of the Week: Logitsics Manager’s Index – Inventory Levels SONAR: LMI.INVL
The Logistics Manager’s Index (LMI) component measuring inventory levels was 50 in December, indicating that total inventories were essentially flat compared to November. This suggests that companies accurately forecasted demand for the holiday season. However, a closer look reveals a stark divergence between upstream and downstream inventory levels, suggesting significant freight movement opportunities in early 2025.
Intermodal gains share, but at what cost?
Chart of the Week: Total outbound loaded rail container volume, Intermodal spot rates – USA SONAR: ORAILL.USA, INTRM.USA
Intermodal demand is only 2% off the peak COVID-era value that it hit in late 2020, but spot rates are 42% lower than where they were at that point. Have the railroads solved all their problems?
Loaded intermodal — both domestic and international — container volumes are up 10% over 2023, but spot rates are down about 8%. This seems contradictory.
Demand typically correlates well...
https://www.freightwaves.com/news/intermodal-gains-share-but-at-what-cost
Unexpectedly strong import wave keeps rolling through peak season
Chart of the Week: US Customs Maritime TEUs, Import Ocean Bookings TEUs Index – USA SONAR: CSTEU.USA, IOTI.USA
Container volumes arriving from overseas at U.S. ports are averaging double-digit percentage growth since mid-July. Import bookings, which measure container volumes based on departure dates from the ports of origin, are signaling that growth will probably sustain through August. What are the takeaways from a strong maritime shipping peak season?
Economically speakingOne of the biggest...
https://www.freightwaves.com/news/unexpectedly-strong-import-wave-keeps-rolling-through-peak-season
J.B. Hunt stock sags on 3Q miss, management doubles down on long approach
Shares of J.B. Hunt Transport Services (NASDAQ: JBHT) gapped down as the third-quarter conference call progressed Friday. The commentary on near-term expectations didn’t appear to satisfy investors who were braced by management for a continuation of intermodal service headwinds, which have resulted in an elevated cost structure, at least through the fourth quarter.
Stock under pressure after missing recently raised forecastsShares of JBHT entered the call down more than 4% on the day, but as the...
Schneider eyes deployment of growing cash balance
On its second-quarter earnings call with analysts, members of truckload (TL) carrier Schneider National’s (NYSE: SNDR) management team said they expect TL volumes to be higher year-over-year in the third quarter.
Prior to the market open on Thursday, the Green Bay, Wisconsin-based company reported second-quarter 2020 adjusted earnings per share (EPS) of 26 cents, 7 cents better than consensus but 8 cents lower year-over-year.
Currently, the carrier is seeing daily freight tenders exceed available...
https://s29755.pcdn.co/news/schneider-discusses-deployment-of-growing-cash-balance