The FTR Experts were posed with the question, "Will the carrier preorder/overbuy of trucks and trailers outpace the demand for drivers in 2021 and hurt capacity??"
The FTR Experts were posed with the question, "Will the carrier preorder/overbuy of trucks and trailers outpace the demand for drivers in 2021 and hurt capacity??"
Tags: Capacity Utilization, Truck and Trailer, Drivers, spot market
The FTR Experts were posed with the question, "Is there anything railroads are doing to get volume into the system?"
Tags: Rail Volume, Rail, Volumes
The FTR Experts were posed with the question, "What is the impact of spot rate increases/decreases on a company revenue profile? We are getting conflicting views. Does a 30% increase in spot rate means a 30% increase in revenue. In other words, how should we incorporate spot market changes into our revenue assumptions."
Todd Tranausky was posed with the question, "Can railcar recover without a significant increase in utilization?"
Tags: railcar, cube covered hopper, utilization, open-top hopper, coal, sand, scrap
The FTR Experts were posed with the question, "How do you see the supply chain issues and commodity prices impacting the recovery?"
Tags: supply chain, commodity
Don Ake was posed with the question, "With the likelihood of resorts, hotels, concerts, sporting events, etc., opening in second half of 2021, does that impact demand, or are the fleets already ordering in preparation for that?"
Tags: Demand, Truck and Trailer, Class 8
The FTR Experts were posed with the question, "With supply chains shifting to the current buying and service patterns, will a shift back to more services create another March/April like disruption event?"
Tags: Freight Volumes, services, disruption
The FTR Experts were posed with the question, "What does the tariff situation look like as the political administration changes?"
The FTR Experts were posed with the question, "How much has Jim Vena’s UP Embargo/Surcharge policy at LA Longbeach vs the loose Foote policy at CSX impacted those Intermodal imbalances at the ports?"
Tags: intermodal, ports
Tags: Consumer Spending, inventory, Freight
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