Commentary

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. 
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.