Not much improvement in August but the deterioration in domestic container seems to be ending. International was weak. • Headlines: No sign of recovery in…
Despite our hopes last month, the domestic situation has not yet stabilized, as volume per working day declined in July • Headlines: The situation deteriorated…
June delivered the first, faint signs of stabilizing domestic results. But our market share analysis makes the extent of the damage already inflicted clear •…
Volume moved up from April to May, but more working days get the credit. International was lackluster but domestic was even worse. Headlines: Not a…
The International lull is over, except for Southern California. Competitive issues for domestic intermodal deepen Headlines: It appears that the stop-start influences on International are…
No March madness in 2019. It was a difficult month overall, but the fundamental issues seem to be on the Domestic side. Share is dropping.…
The party’s over for international as pre-tariff surge ends. Domestic Container volume was very weak raising concerns regarding the rail fleet. Headlines: International activity declined…
International remained strong (for one last month?) but domestic container activity showed serious issues, especially on the rail-owned side. Situation unchanged: International activity was again…
International remained strong but domestic container activity fell short due primarily to issues with the rail-owned fleet. International activity was much stronger in December than…
International out-performed Domestic in November as growth in Domestic Container was mediocre at best. While y/y gains have varied wildly in recent months, working day…