Intermodal analyst. 42 years in the business. Intermodal & freight transport matters covered here. For photography & personal opinions head to @larryjgross.
Joined May 2014
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I'm shifting my professional social media activities to LinkedIn. If you want to continue to follow my postings, head on over to linkedin.com/in/intermodalis…
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Meet One of the Biggest Opportunities for Intermodal - mailchi.mp/871b32905bc7/inte…
A response to all who are using this accident to push their already locked-in agendas:
To everyone affected: know that @NTSB is working vigorously to understand what caused this train derailment — so it never happens again.
Democracy in action. No intimidation, no heat-packing vigilantes in tactical gear. No fraud. No conspiracy fever dreams. Just a citizen exercising his most basic and sacred right. Let the electoral chips fall where they may. But respect the process.
In case you were wondering why BCO's are trying to avoid the USWC for the time being. Via @AJOT ajot.com/insights/full/ai-il…
This innovation is a good argument that in some instances, bigger is better in port cartage. It won't work for a small operator. Via @CCJnow ccjdigital.com/ccj-innovator…
Not much change in N.A. intermodal last week, up 0.2%, down 0.9% y/y. While the U.S. moved up, it was largely offset by a drop in Canadian activity.
This is a very sobering review of what has the potential of being an extremely damaging event. The damage to the parties (and the national economy) would dwarf the benefits of "winning".
Just about everything you’ll ever need to know about the current rail labor situation, from our labor expert, Capitol Hil Contributing Editor Frank N. Wilner: railwayage.com/freight/class…
The Latest Issue of Intermodal in Depth is Now Available - mailchi.mp/06ea2333bac7/inte…
Efforts to recover lost intermodal market share can't possibly begin to get any traction until the potential for a rail labor disruption is off the table. Via @TrainsMagazine trains.com/trn/news-reviews/…
The visibility of supply chain issues has been elevated by the challenges the sector has faced in recent years. When's the last time you saw an article on the drayage sector in the New York Times? nytimes.com/2022/10/28/busin…
1) The risk of a national rail strike should be taken seriously. Rail labor rank-and-file members are seriously discontented and relations with management are at a low point. The key question is, if there is a strike, will a legislative solution be quickly imposed?
2) That would likely have been true in the past. But to me, relying on 60 senators to reach quick agreement on anything in the current political climate is a high risk strategy. Via @RailwayAge: railwayage.com/freight/class…
U.S. #intermodal made a nice upward move last week of 1.8%, bringing volume back up to where it was prior to the week the national rail strike was (temporarily) avoided. Still 1.4% below prior year. Partially offsetting the U.S. gain was a 2.5% w/w decline in Canada.
N.A. #intermodal is continuing to sleep-walk through peak season. Latest @AAR_FreightRail numbers show a fractional decline from prior week, about on par with last year. In a normal year, early October loadings would be about 4% above late April. This year they're down 10%.
Looking forward to my next Intermodal Analyzed webinar for @Intermodal. Tuesday October 25 at 2pm Eastern. Registration is free, see you there?: us02web.zoom.us/webinar/regi…
Keep an eye on this one. Mandated speed limiters on heavy trucks could suck a lot of capacity out of the system, depending on the speed they choose. Via @ccjdigital ccjdigital.com/regulations/a…
There seems to be some confusion at @freightwaves as to what a railroad "fireman" does: freightwaves.com/news/rail-f…
No sign of a Fall peak in the #intermodal numbers from @AAR_FreightRail. N.A. volume still (barely) in the red, but more significantly, about 3-4% below where things stood in Q2.