Documente Academic
Documente Profesional
Documente Cultură
10 Key Takeaways
Download full report
1. Macroeconomics:
optimism in our minds
but uncertainty
in the books.
Download full report
2. Motor carriers:
back in gear with rate recovery
and new equipment
Download full report
30
20
10
0
Jan-15
Feb-15
Mar-15
Apr-15
May-15
Jun-15
Jul-15
Aug-15
Sep-15
Oct-15
Nov-15
Dec-15
Jan-16
Feb-16
Mar-16
Apr-16
May-16
Jun-16
Jul-16
Aug-16
Sep-16
Oct-16
Nov-16
Dec-16
Jan-17
Feb-17
Mar-17
Apr-17
May-17
Sources: FTR Associates, Monthly Class 8 Net Orders
Download full report
Semi-autonomous models
such as truck platooning will
soon take to the roads,
and electric truck engines
are in the works.
These innovations would
reduce the impact of fuel
prices and wages on carriers’
costs and shipping rates.
Download full report
3. Parcel delivery:
demand for
e-commerce
reshaping
networks and
relationships
Download full report
Three trends will reshape the sector over the next few years:
a shift to regional distribution networks, reconfiguring of
route systems, and an ongoing battle for last-mile dominance.
US parcel market by customer segment: US parcel market by product type:
size and growth ($ billion) size and growth ($ billion)
CAGR CAGR
4.4% 4.4%
93.1 93.1
7.9 7.2
78.4 6.0% 78.4 2.6%
10.2
6.3 6.5
36.4 9.6 1.6%
0.8%
35.3
75.7 5.0%
62.3
48.8 7.3%
36.9
4. Rail:
another down year,
followed by an upturn
and a challenge
Download full report
300
2014
290
280
270
260 2017
220
Jan. Feb. Mar. Apr. May Jun. Jul. Aug. Sep. Oct. Nov. Dec.
Note: YoY is year-on-year.
Sources: Association of American Railroads; A.T. Kearney analysis
Download full report
5. Water:
a stormy year of
realignment and
expensive
investments
Download full report
26%
33%
2,000 – 5,099
32% 5,100 – 10,000
5,100 – 10,000
44%
2,000 – 5,099
12%
0 – 1,999
23%
0 – 1,999 14%
10,000 – 13,300
6% 14%
18,000+ 13,300 –
17,999
Note: TEU is 20-foot equivalent unit. Numbers may not resolve due to rounding.
Sources: Alphaliner; A.T. Kearney analysis
Download full report
6. Air freight:
rates remaining moderate with
prospects looking good
Download full report
4.0
3.0
2.0
Jan-15 May-15 Sep-15 Jan-16 May-16 Sep-16 Jan-17 May-17
Notes: Intel shows average of all-in air freight buy rates paid by forwarders to airlines for standard deferred airport-to-airport air freight services. YoY is year-on-year.
Source: Drewry’s Sea & Air Shipper Insight
Download full report
7. Pipeline:
demand improving and
incentives to invest rising
Download full report
8. Freight forwarding:
disruption stalking a
slumping sector
Download full report
9. Third-party logistics:
one-stop shops and
control towers—some
assembly required
Download full report
10. Warehousing:
growing pains at the
heart of the supply chain
Download full report
–10%