Trucking Market: First-Quarter Review and Outlook

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Partner:

The two largest sectors of the for-hire US trucking industry took different routes in the first quarter, with less-than-truckload (LTL) carriers speeding down the high road and large truckload carriers stuck on a muddy low road. LTL providers exited the freight recession in late 2023 as they gained revenue, freight and terminal capacity from bankrupt Yellow, enabling them to raise pricing. Truckload companies are still struggling with excess capacity and face shipper demand for further rate cuts. Private shipper-owned fleets may be eating into their business as well. Where and when might a spark reignite even slower growth in demand for surface freight transportation? How should shippers think about opportunities in the current freight market? Our panelists will discuss these and other questions as we try to gauge trucking expectations for the remainder of 2024.

Moderator:

William Cassidy, Senior Editor, Trucking and Domestic Transportation, Journal of Commerce by S&P Global

Speaker(s):

Dean Croke, Principal Analyst, DAT Freight & Analytics 

Kevin Day, President of LTL, AFS Logistics

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Container Shipping Outlook: The Asia-Europe Trade

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The Red Sea attacks that forced ocean carriers to divert Asia-to-North Europe and Mediterranean services around the southern tip of Africa allowed container shipping to address its two main challenges heading into 2024: overcapacity and low-rate levels. Carriers will take delivery of nearly 2 million TEU of new capacity this year, a significant portion of which will be mega-ships that can only be deployed on the trades between Asia and Europe. While BIMCO estimates the Africa diversions are absorbing up to 9.5% of the excess capacity as carriers add ships to loops to maintain weekly schedules, economic growth in the Eurozone is forecast to be just 0.9% this year, only a slight improvement from 0.5% growth in 2023. Average spot rates from Asia to North Europe were less than $1,000 per TEU in late November 2023 but quickly rose when the Red Sea attacks began, peaking in mid-January at more than $5,000 per TEU before falling sharply. By early April, spot rates had lost more than a third of the gains made since December. Asia-Europe supply chains now have settled into the longer voyages with the Africa diversions expected to remain at least through the peak season. But the underlying challenges of overcapacity and downward rate pressure are reasserting themselves on the market. There is more than enough available capacity to cover the demand this year, even with the Red Sea crisis, and as soon as transits via the Suez Canal resume, rates will almost certainly collapse.

This webcast, led by Europe editor Greg Knowler will analyze these factors and more that will determine the course of the Asia-Europe trade this year.

Moderator:

Greg Knowler, Europe Editor, Journal of Commerce by S&P Global

Speaker(s):

TBC

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Canada Shipping: How Changing Trade Patterns and Relationships Are Impacting Demand

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Moderator:

Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global

Speaker(s):

TBC

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Midyear Port Performance Report: The State of North American Cargo Flow

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Moderator:

Bill Mongelluzzo, Senior Editor-West Coast, Journal of Commerce by S&P Global

Speaker(s):

TBC

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The JOC Top 100 Importers: Analyzing the Rankings

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Moderator:

Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global

Speaker(s):

TBC

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The JOC Top 100 Exporters: Analyzing the Rankings

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Moderator:

Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global

Speaker(s):

TBC

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Midyear Container Shipping Report: How the Economy, Consumer Trends, and Logistics Shifts Are Impacting the 2024 Peak Season

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Partner:

Moderator:

Bill Mongelluzzo, Senior Editor-West Coast, Journal of Commerce by S&P Global

Speaker(s):

TBC

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Midyear Trucking Report: The Second-Half Outlook

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Partner:

Moderator:

William Cassidy, Senior Editor, Trucking and Domestic Transportation, Journal of Commerce by S&P Global

Speaker(s):

TBC

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Midyear Breakbulk and Project Cargo Outlook

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Moderator:

Janet Nodar, Senior Editor, Breakbulk, Project, and Heavy-Lift Shipping, Journal of Commerce by S&P Global

Speaker(s):

TBC

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European Shipping and Trade Outlook: The Trans-Atlantic

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Moderator:

Greg Knowler, Europe Editor, Journal of Commerce by S&P Global

Speaker(s):

TBC

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AI and the Logistics Technology Revolution: Where Automation Makes the Most Sense for Shippers

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Partner:

Moderator:

Eric Johnson, Senior Editor, Technology, Journal of Commerce by S&P Global

Speaker(s):

TBC

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Port Performance Report: The State of European Flow

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Moderator:

Greg Knowler, Europe Editor, Journal of Commerce by S&P Global

Speaker(s):

TBC

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Fourth Quarter Trucking Report: Analyzing the Peak Season

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Moderator:

William Cassidy, Senior Editor, Trucking and Domestic Transportation, Journal of Commerce by S&P Global

Speaker(s):

TBC

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The Refrigerated Supply Chain: 2024 Review and Outlook

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Moderator:

TBC

Speaker(s):

TBC

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Global Shipping Report: Analyzing the 2025 Outlook

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Partner:

Moderator:

Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global

Speaker(s):

TBC

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Port Performance North America: The State of Flow as a New Year Approaches

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Moderator:

Bill Mongelluzzo, Senior Editor-West Coast, Journal of Commerce by S&P Global

Speaker(s):

TBC

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