'The Great Transport Value Play'
Where the wind blows
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
Want a glimpse into the future of trucking? This is it. While driverless trucks are some way off, there is interesting progression on improving the environment for drivers by adding more modern technologies. This, in turn, could attract more to the business. Self-driving software could give a driver a break as self-correcting sensors compensate for minor disturbances, allowing the driver to relax, as would greater visibility. And then there’s convoy driving. Like birds, if trucks travel close together, they shield each other from wind resistance and would use 10% less fuel. Drivers are currently unable to take advantage of this – but software might be able to do it. A good read.
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