Snapshot: How battered railroad CSX thinks about... trucking upside into 2025
Making sense of it, just wait and see
To set the mood for the opening of earnings season in transport and logistics stateside, the conference call with JB Hunt management didn’t produce any particularly good vibes, but rather pointed to a transition period for the $17bn-market-cap trucking and intermodal player.
Nonetheless…
Some worthy nuggets* deserve a mention – concerning bad debt claims, in particular, in my view – alongside its solid financial delivery at group level. Talking of which, the highlights contained in the snapshot below should be helpful…
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Shippers breathe again as threat of Indian port strikes eases
Ocean carriers the 'outright financial winners' in a year of unpredictability
Indian port strikes threat ends as labour agreement gets the green light
Removing de minimis no 'silver bullet' as ecommerce traffic floods into EU
Five ways real-time freight intelligence drives ROI in tender negotiations – and beyond
Trump backs ILA campaign against 'distress-causing' automation in ports
Evergreen may be eyeing a move from Tanjung Pelepas to Singapore
ILA VP Daggett rebuts claims US ports are 'inefficient', but hits out at low investment
Hapag-Lloyd culls China-Germany service amid tonnage supply concerns
MSC adds more ULCVs to orderbook that equates with world's sixth-largest carrier
US ports and intermodal players are geared up to handle volume surges
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