After three years of flattish revenue, the largest US LTL carriers are poised for growth, as long as manufacturing activity continues to expand.
While there is no widespread drying up of fuel in the worst-hit ports, availability is steadily tightening in specific regions, particularly around low-sulfur blends.
A strong supply-demand balance has developed in favor of container shipping lines, with rate increases and surcharges sticking amid an early start to the peak season.
