The wind is at the intermodal sector’s back in the North American markets, but there is one headwind that, and as of now, the scope and ultimate impact is unknown.
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What will the US trucking capacity situation be in five years? Will it be tighter than today, looser, or about the same? A show of hands to those questions at a panel — which I moderated at the Council of Supply Chain Management Professional’s 2018 Edge Conference — revealed most expect further tightness come 2023. Fundamentally, yours truly does not fully agree.