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Insights: Construction Industry

The construction sector began a strong rally before the pandemic and made a rapid recovery as the economy opened back up. Construction is poised for strong growth over the next two years.
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Insights: Russia-Ukraine Conflict

Russias invasion of Ukraine sent energy prices skyrocketing in a U.S. economy already reeling from inflation. War injects further uncertainty into the outlook, but a sizable negative effect on the economy and freight is hardly a sure bet.
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Transportation Update | March 2022

The U.S. economy adds 678,000 payroll jobs in February.

Crude, diesel prices soar in the wake of the war in Ukraine.
Retail inventories see another solid increase.

The surge in new trucking companies continues in February.

Volatility is the order of the day for rail volumes.

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Semiconductors: What Are They and Why Is There a Shortage?

It is widely known that there is a shortage of semiconductors on a global scale that is affecting production in a host of industries. Goldman Sachs says 169 industries are affected by the crunch. The poster child for the shortage seems to be the global auto manufacturing industry, where lost production affects tens of thousands of workers and a great deal of lost revenue.

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Insights: Paper Industry

Reduced need for newsprint, declining net exports, and substitution of plastics for paper in packaging have impacted paper demand, but e-commerce growth with increased demand for packaging materials has balanced these losses.
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Intermodal Challenges Persist

2021 was a challenge for the intermodal industry. Coming off the pandemic-dented 2020, 2021 dawned with the promise and hope of better consistency and growth for intermodal and the supply chain in general.


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C-Suite Synopsis: Freight Transportation for February 2022

Headlines

TRUCKING: Trucking conditions improve, but they might have finally peaked.

RAILCAR: Carload volumes are being held back by four main commodities to start 2022.

INTERMODAL: International volumes remained weak in December and face near-term headwinds to growth in 2022.

SHIPPERS: Fuel costs are proving to be the difference between tough and really tough market conditions.

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February Preliminary Orders: Class 8 Truck & Trailer

We work with OEMs to produce industry assessments for preliminary Class 8 Truck orders and Trailer orders for industry-wide consumption.

We provide in-depth market analysis and forecasting in our Truck & Trailer Outlook intelligence service.

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Transportation Update | February 2022

The U.S. economy adds 467,000 payroll jobs in January.

Job openings and quits remain close to record levels.
The number of newly authorized trucking companies remained high in January.
Diesel rises to its highest price since August 2014 as crude tops $90 a barrel.
Rail carload and intermodal volumes remain stuck in neutral.

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Artificial Intelligence: Its Promises and Risks

With the technological explosion of data and the rise of social media platforms, the world is faced with new challenges coming from these technological developments. The changes in data collection and analysis are changing the way we do business and are having political and economic impacts that we have only begun to understand.

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