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A trucking and rail strategy that boomed during pandemic shocks is heating up again - TL;DR CNBC

A trucking and rail strategy that boomed during pandemic shocks is heating up again

Publishing timestamp: 2024-03-25 11:25:46


Summary

Transloading, a logistics strategy used during the pandemic, is becoming more popular again as U.S. West Coast ports receive higher container volumes. Companies like CH Robinson, DHL, and Uber Freight are seeing an increase in transloading requests. This shift is expected to benefit transport stocks like Union Pacific, JB Hunt, and Schneider, but the industry is still feeling the effects of recent freight recession. The increase in transloading is driven by U.S. importers dispersing their freight to multiple ports to be more nimble, saving time and money. The trend is also seen in Mexico, with opportunities for cross-border traffic.


Sentiment: NEUTRAL

Tickers: HUBGCPULHKNXUBERUNPCHRWJBHTCP-CASNDR

Keywords: union pacific corpeconomych robinson worldwide incuber technologies inccanadian pacific railway ltdtransportationunited statesj.b. hunt transport services inchoustontruckinguniversal truckload services inchub group incchrisu.s. economynew yorkswift transportation cocanadian pacific kansas city ltdbusiness newsschneider national inc

Source: https://www.cnbc.com/2024/03/25/a-trucking-strategy-that-boomed-during-pandemic-shocks-is-hot-again.html


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