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John Paul Hampstead

John Paul conducts research on multimodal freight markets and holds a Ph.D. in English literature from the University of Michigan. Prior to building a research team at FreightWaves, JP spent two years on the editorial side covering trucking markets, freight brokerage, and M&A.
Aug - 2018 -
09 August
John Paul Hampstead

Computing power is decentralizing and moving to the edge

Techpertise together with TMW SystemsMillions of IoT devices are uploading vast quantities of data to the cloud, clogging network bandwidth and creating huge data lakes that still have to be navigated. It’s time for computing power to decentralize again, and move back to onboard devices.

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08 August
John Paul Hampstead

What if Mexican cargo insurance was automated?

Borderless Coverage allows brokers and freight forwarders to instantly secure Mexican cargo insurance for loads at about half the cost with the click of a button, removing barriers to international trade.

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John Paul Hampstead

McLeod unveils its Capacity Creator tomorrow

McLeod Software will launch a new product that uses machine learning algorithms to process inbound carrier emails in a broker’s inbox and automatically match them up with available loads.

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07 August
John Paul Hampstead

OOCL plans rapid growth to 1M TEU capacity; Maersk slashes guidance

State-backed Asian container lines have plans to rapidly expand their capacity; meanwhile Maersk cuts its guidance for 2018 by nearly a billion dollars in EBITDA.

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06 August
John Paul Hampstead

Today’s Pickup: intermodal carriers are bullish on fall peak season

XPO Logistics’ CFO Hardig resigns; Shanghai – Los Angeles container rates spike; watch heavy haulers move SpaceX rockets; Canadian National publishes its first annual ‘Grain Plan’; meet the teen who rides in a self-driving Waymo vehicle every morning.

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05 August
John Paul Hampstead

Lightmetrics: an exciting video telematics software startup

A team of former Nokia Research engineers has built a hardware-agnostic video telematics platform that is already being white-labeled by some of the most important telematics service providers.

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03 August
John Paul Hampstead

Dynamic Backup: Convoy helps shippers stay off the spot market

After helping drivers out with automatic detention and its Power-Only program, Convoy has turned its attention to shippers, offering guaranteed, instantly bookable coverage of loads at realtime market rates.

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02 August
John Paul Hampstead

Hub Group stock jumps 10.8% on aggressive guidance for fall peak season

Hub Group’s earnings per share at $0.66 beat Wall Street’s consensus estimate of $0.50, but executives said that the third and fourth quarters will be even stronger, and margins will grow even against tough comps.

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01 August
John Paul Hampstead

Key takeaways from Stifel’s deep dive on trade war risk

Stifel’s super-team of equities analysts took a hard look at trade war risk for carriers in every mode and various types of logistics service providers. Dry bulk maritime is the most exposed, while air cargo is the least. Railroads and intermodal carriers like JB Hunt and HUB Group also have significant risk.

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Jul - 2018 -
31 July
John Paul Hampstead

Columbus, Ohio announces its Connected Vehicle Environment

Techpertise together with TMW SystemsSmart city technology, which connects people, vehicles, infrastructure, and organizations, has come to Columbus, Ohio. The city announced its Connected Vehicle Environment project which seeks to reduce congestion and accidents on the city’s busiest roadways.

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John Paul Hampstead

project44 achieves global coverage by expanding into Parcel

project44’s realtime visibility solutions into LTL, truckload, and rail shipments are now being augmented by worldwide parcel visibility, the company announced this morning.

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30 July
John Paul Hampstead

How brokers navigate the summer doldrums

Sophisticated freight brokerages can widen their margins when rates soften faster than shippers realize, but now’s a risky time to quote spot loads, because historical data suggests the market is about to tighten again.

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John Paul Hampstead

Today’s Pickup: the summer slump continues

The summer slump continues; Steve Eisman explains why he’s shorting Tesla; Walmart discovers that last mile delivery is hard; once-exported U.S. cherries find domestic customers; oil trade routes are threatened by geopolitical risk.

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John Paul Hampstead

Morningstar thinks Uber Freight has huge upside but questions remain

Uber Freight is poised to rise quickly in the fragmented freight brokerage business, but there are some factors that could hinder its growth: limited market penetration of digital apps, the Uber Freight app’s weak intelligence into routes and hours of service, and incumbents’ tech investments.

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27 July
John Paul Hampstead

ShipChain gets South Carolina cease-and-desist vacated

ShipChain, a South Carolina-based blockchain logistics startup, successfully resolved a dispute with the Securities Division of the South Carolina Attorney General’s office. A cease and desist order entered in May was vacated yesterday.

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John Paul Hampstead

Up and to the right: Farrell on GlobalTranz’s next deals

FreightWaves spoke to GlobalTranz Chairman and CEO Bob Farrell about what made the tech-oriented 3PL attractive to The Jordan Company, the outlook for the current M&A environment, and staying disciplined in a period of “stupid multiples.”

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26 July
John Paul Hampstead

Forward Air stock pops 6.45% on earnings beat

The asset-light expedited LTL carrier posted strong volume and yield growth, and is tacking on intermodal businesses by M&A, but playing catch up with its truckload brokerage.

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25 July
John Paul Hampstead

Visualizing freight flows out of LA and Long Beach

FreightWaves data scientists are using GPS data to better understand truck movements through the busiest ports in North America—origin and destination, lanes, and the time it takes to get freight into retailers’ DC networks.

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23 July
John Paul Hampstead

Container lines prep for China-US trade slowdown

Container line alliances are cutting capacity on their transpacific services in anticipation of a major slowdown in the US-China trade relationship due to tariffs. We see downside risk for Union Pacific and BNSF intermodal volumes, as well as JB Hunt.

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John Paul Hampstead

Today’s Pickup: small carriers have 30% better retention than megas, spread is widening

Small carriers enjoy 30% better retention rates than megas; container lines raise rates worldwide; truckload carriers try to capitalize on a historically favorable freight environment; Tesla begs its suppliers for cash back; LNG production is accelerating.

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John Paul Hampstead

Redwood’s Rempel: supply chain doesn’t know blockchain, blockchain doesn’t know supply chain

Panelists from Redwood Logistics, Slync, the Trusted IoT Alliance, and Flux Protocol discussed the difficulties of pushing adoption of blockchain-powered IoT devices, despite the technology’s obvious potential.

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John Paul Hampstead

BitMEX CEO: what a trader wants, what a trader needs

In a speech attacking the very premises of decentralized cryptocurrency exchanges, BitMEX CEO Arthur Hayes laid out what traders really care about, and what makes futures exchanges successful.

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19 July
John Paul Hampstead

Cass Freight Index surges through June

Flatbed demand, railroads’ chemical carload volumes, and the price of WTI crude are all bullish signals for an historically hot freight environment to continue through the rest of the year.

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John Paul Hampstead

Scaling blockchains: the current state of second layer projects

Techpertise together with TMW SystemsWe’ve known for years that public blockchains needed a second layer for throughput and privacy, but only now are solutions for the largest networks being built out and tested.

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17 July
John Paul Hampstead

CSX announces record 58.6% OR, says turnaround not finished yet

CSX hit records on operating ratio while improving train speed and dwell time, but says intermodal still needs a “ton” of work and pricing will reflect CSX’s “superior product.”

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John Paul Hampstead

Have Los Angeles turndowns found a bottom?

The rate of rejected loads coming out of LA inched upward, signaling that the July ‘mellowing’ period may be over. Container rates from China to North America’s West Coast stayed elevated for the second week in a row, and containership idle capacity is at 1%.

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16 July
John Paul Hampstead

Today’s Pickup: autonomous vehicle companies insist on safety

Autonomous vehicle execs want you to know self-driving cars are very, very safe; China’s economic growth slows; Elon Musk talks about Tesla’s push to 5,000 Model 3s weekly; American oil bound for China needs to find new markets; DHL orders 14 Boeing 777s.

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13 July
John Paul Hampstead

Today’s Pickup: U.S./U.K. trade deal still alive

Theresa May and Donald Trump have patched things up; US warehouse capacity tightest in decades; transpacific container rates moving up quickly; Canadian Pacific and its two unions reach a mutually beneficial deal; Lufthansa Cargo offers spot capacity on its app.

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12 July
John Paul Hampstead

A new frac sand giant is born amid an industry shift

The newest frac sand company, Covia Holdings, was born out of a merger last month. It’s also the largest, with a market cap exceeding $2.2B. We discuss recent shifts in frac sand supply, demand, and sourcing.

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John Paul Hampstead

Trucking passes the test for a viable futures market

Trucking passes all five of Paul Newman’s tests for a successful futures market. That’s why we’re building a financially-settled freight futures contract with Nodal Exchange and DAT.

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10 July
John Paul Hampstead

Today’s Pickup: auto, dry bulk, electronics industries react to tariffs

Tesla wants to build a huge China plant to avoid tariffs; dry bulk carriers find favorable rate environment as countries re-source commodities; Honeywell adds an executive to reconfigure its supply chains; container rates from China to the North America spike as maritime lines take advantage of trade war fears.

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John Paul Hampstead

Hyperledger Fabric 1.2’s private data collections make B2B collaboration easier

Creating private data for separate nodes on a Fabric channel was kind of complicated and cumbersome, but now it’s easy, making meaningful collaboration between businesses a real possibility.

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John Paul Hampstead

Korea’s Lotte Global Logistics joins BiTA

South Korea-based Lotte Global Logistics announced that it has joined the Blockchain in Transport Alliance (BiTA).

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08 July
John Paul Hampstead

Körber Logistics Systems acquires Centriq, consolidating warehouse tech services

The rise of e-commerce has pressured warehouses to raise throughput in smaller spaces with fewer people, creating a business opportunity for tech firms promising to find efficiencies and increase productivity.

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07 July
John Paul Hampstead

Coretex releases post-mandate ELD satisfaction survey results

Most carriers are satisfied with their ELD providers, but they haven’t yet figured out how to turn compliance into a business advantage by operationalizing their data.

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06 July
John Paul Hampstead

Today’s Pickup: freight markets take a breather for July 4

Turndowns and trucks in market both deteriorated this week as shippers and carriers enjoyed their Independence Day holiday. US-China tariffs begin today; railroads worried about tariffs’ impact on carloads; air freight’s pilot shortage accelerating drone adoption; unemployment up slightly as US adds 213K jobs.

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05 July
John Paul Hampstead

OEM stock prices rise on record June truck orders

Fleets ordered 41,800 new trucks in the month of June, making last month the busiest June on record. OEM stock prices rose on the news, and their order backlogs continued to lengthen.

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03 July
John Paul Hampstead

LNG carriers crack open the Northern Sea Route

New icebreaking LNG carriers are sailing directly from Russia to China through the Northern Sea Route, creating a faster, cheaper connection between some of the world’s largest gas fields and the world’s largest gas consumers.

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02 July
John Paul Hampstead

Today’s Pickup: freight markets strong to end Q2

Freight markets still hot to close Q2; COSCO/OOCL merger approved by US, China; Tesla hits Model 3 production goal; CSX revives plan for intermodal hub in North Carolina; EU threatens retaliation over auto tariffs.

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John Paul Hampstead

Could turmoil in Iran set off the Eagle Ford shale play?

Sanctions and the Iranian rial’s collapse could remove supply from global oil markets, spiking prices and spurring more production in the United States.

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Jun - 2018 -
29 June
John Paul Hampstead

President Trump reportedly wants to pull out of the WTO

Media outlets are reporting that President Trump has repeatedly told his staff of his desire to pull the United States out of the World Trade Organization, which has removed trade barriers and facilitated free trade for decades.

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28 June
John Paul Hampstead

FBI: we’re investigating 130 cryptocurrency-related cases

Audits of Bitcoin transactions make it clear that a significant percentage of transactions are related to illicit activity, and the FBI is on the case. New technologies like cryptocurrency tumblers and coins like Monero are making it harder on law enforcement.

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26 June
John Paul Hampstead

Michael Lewis confirmed as MarketWaves18 keynote speaker

Michael Lewis, the Pulitzer Prize-winning author of Moneyball, The Blind Side, and The Big Short, has just been confirmed as a keynote speaker for MarketWaves18 at the Opryland Texan Resort & Convention Center this November.

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John Paul Hampstead

Today’s Pickup: FMCSA and ATA talk regulations at SMC3

The FMCSA and ATA talk regulations at SMC3; Cummins has to pay tariffs to import its own engines; Canadian National and Canadian Pacific investing in Port of Vancouver; why protectionist rhetoric is roiling the markets; key takeaways from OPEC’s Vienna meeting.

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John Paul Hampstead

SMC3: Blockchain panelists talk current use cases, regulation, and crypto

Panelists from BiTA, IBM, Chain.io, and Morris, Manning, and Martin talked about blockchain use cases, the future of the technology, the regulatory landscape, and had different views on cryptocurrencies.

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25 June
John Paul Hampstead

SMC3: E-commerce magnifies reverse logistics, but other verticals are growing

It’s not just e-commerce: internet-connected consumer electronics devices and healthcare equipment are two growth areas for the complex business of reverse logistics.

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21 June
John Paul Hampstead

COSCO/OOCL merger inches closer

China wants to consolidate the Asia-North America container trade and drive supply chain efficiencies by operating a container terminal in Long Beach, but national security concerns may scuttle the COSCO-OOCL merger.

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20 June
John Paul Hampstead

The expanded Panama Canal is altering global trade flows

Eastbound containers and westbound LNG drove record Panama Canal volumes in May. Last month was the third time the canal has broken tonnage records since the expansion was completed in 2016.

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John Paul Hampstead

Stifel resumes coverage of 3PLs, finds favorable freight environment

Stifel resumed coverage of major 3PLs on Monday with a flurry of analyst notes: we report J. Bruce Chan’s key findings on XPO Logistics, CH Robinson, and Echo Global.

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18 June
John Paul Hampstead

Hotlanta is popping off

Turndowns and spot rates are surging out of Atlanta on strong container volumes from Savannah and Georgia onion harvests. Capacity is so tight nationwide that even small movements in demand are having outsize effects on tender rejections and prices.

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John Paul Hampstead

Today’s Pickup: oil boom & tax cuts driving U.S. industrial expansion

Donald Broughton says that the oil boom and Trump tax cuts are driving a young industrial expansion cycle; shippers continue to adjust supply chains to minimize transport costs; Google invests $550M in Chinese e-commerce site JD.com; China may put a tariff on US oil imports; Brazil’s trucker strike shattered economic growth outlooks; Asia-North America container rates are softening.

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15 June
John Paul Hampstead

The railroads are fat, happy, and slower than ever

Railroads have raked in profits while service deteriorated, posting record operating ratios as network velocities reached 10 year lows. Pressure from regulators, though, may have finally pushed them to raise capex.

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14 June
John Paul Hampstead

Today’s Pickup: U.S. Xpress IPO; strong retail numbers

U.S. Xpress goes public; retail sales numbers explode for May; BNSF seeks positive train control delay; Brussels airport goes to blockchain for air cargo management; American LNG exports expected to benefit the entire economy.

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John Paul Hampstead

LoadDelivered and Logistical Labs acquired by Capstone Logistics

Capstone Logistics, which has historically focused on warehouse management services and distribution center efficiency, bought LoadDelivered, the Chicago-based brokerage, and Logistical Labs, its SaaS spinoff.

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12 June
John Paul Hampstead

The Dallas freight market is leading the country

The summer surge of freight hit the West Coast ports and is working its way through the national network. Now it’s Dallas’ turn to blow up: its outbound tender rejection index is outperforming the national average by 60% over the past three months.

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John Paul Hampstead

Commodities rallying, outperforming equities in 2018

The value of commodity indexes has grown about twice as fast as equities indexes in 2018 so far, prompting a wave of capital expenditure in timber, mining, and oil extraction and keeping demand for truckload miles hot.

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11 June
John Paul Hampstead

Today’s Pickup: Rhode Island joins roster of anti-trucking states

Rhode Island begins tolling trucks today; SCOTUS rejects review request by JB Hunt on California case; Rolls-Royce engine problems spread; transportation companies fret over tariffs; Waymo to buy up to 62,000 Chrysler Pacificas.

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10 June
John Paul Hampstead

Lumber market update: futures prices still breaking records

The lumber markets have not cooled off since we last covered them in March: futures prices are still breaking records because of a Canadian rail capacity crunch, and flatbed rates in the Southeast are climbing right along with them.

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08 June
John Paul Hampstead

Food shippers’ margins squeezed by freight costs

Large food shippers are citing rapidly inflating freight costs as headwinds to their earnings, including Smuckers, Kraft Heinz, Tyson, Hershey, and General Mills. We round up the impacts to their businesses here, based on earnings call transcripts.

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07 June
John Paul Hampstead

The Jordan Company acquires GlobalTranz for reported $400M

The Jordan Company has agreed to buy the 3PL GlobalTranz for a reported $400M. GlobalTranz reported $151M in net revenue in 2017.

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06 June
John Paul Hampstead

260,000 UPS Teamsters authorize a strike, if necessary

55 days out from a July 31 deadline, UPS workers represented by the Teamsters have voted to authorize a strike in the event that talks fail.

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John Paul Hampstead

Today’s Pickup: new truck orders explode, but what about capacity?

New truck orders in May have doubled YOY; Navistar takes $50M in profits in Q2; the Permian Basin is out of workers; coal export volumes by rail are better than expected; air freight rates up 22% YOY; housing prices expected to outstrip inflation and wage growth.

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05 June
John Paul Hampstead

Today’s Pickup: more trade war madness

Mexico, Canada, and the EU announce retaliatory tariffs; Dow Transports still above 200 day average; the US asks OPEC for a production hike; DHL remains largest air freight forwarder; containership loses 86 boxes in storm off Australia; how China beats US steel tariffs.

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John Paul Hampstead

Hyundai Merchant Marine’s building spree adds to global orderbook

Hyundai Merchant Marine wants to grow its fleet to 1M TEU capacity and vault itself into the ranks of the very largest maritime carriers. The South Korean government is financing HMM’s expansion after letting Hanjin collapse in 2016/7.

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04 June
John Paul Hampstead

Schneider’s Shaleen Devgun joins 8VC as advisor

Schneider National’s Shaleen Devgun joins San Francisco-based venture capital firm 8VC as an advisor. FreightWaves spoke to Devgun and 8VC co-founder and partner Jake Medwell by phone.

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John Paul Hampstead

Today’s Pickup: truckload business booming, no warning signs yet

The truckload business is booming, but how high will rates go? Hyundai Merchant Marine orders 20 new containerships; China keeps the door open on US trade talks; global equities rise on US jobs report; a pension fund is building a $4.9B railroad in Quebec; manufacturing activity expands.

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May - 2018 -
30 May
John Paul Hampstead

Owner-operators shut down Brazil’s highways

Brazilian President Temer ended Petrobras’ practice of subsidizing diesel prices, which has sent fuel costs for independent truck drivers spiraling. The owner-ops went on strike 11 days ago, blocking the country’s highways and shutting down many sectors of the economy.

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John Paul Hampstead

Today’s Pickup: CP shuts down; fuel costs spike across transport modes

Canadian Pacific conductors and engineers walk off; Brazilian truckers continue their highway shutdown; CMA CGM and Zim blame losses on fuel prices; Savannah hits record TEU volumes in April; Goldman Sachs says the oil rally isn’t over yet.

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John Paul Hampstead

Is the F-150 production shutdown visible in freight market data?

A magnesium fire in an automotive parts supplier caused F-150 production shutdowns in Dearborn, MI, and Kansas City, MO, earlier this month. The sudden drop-off in demand for freight in those two markets is reflected in our turndown indices.

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29 May
John Paul Hampstead

Today’s Pickup: drivers are more productive after ELD mandate

Drivers find productivity gains after ELD hard enforcement; Canadian Pacific workers’ strike imminent; Brazilian truckers extract over $2B in govt concessions; Maersk rolls out blockchain-based maritime insurance; WaPo interviews truck drivers on the lifestyle.

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25 May
John Paul Hampstead

T18 panelists discuss managing telematics data flows

The telematics revolution is creating a vast data lake, but now the industry has to figure out how to navigate it.

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24 May
John Paul Hampstead

Blockchain and logistics startup ShipChain hit with cease-and-desist order

ShipChain, a startup hoping to integrate global shipping logistics on the blockchain, has been hit with a cease-and-desist order from the Securities Division of the South Carolina Attorney General’s Office. The order regards the $30M presale of the company’s token, SHIP, which ended in January 2018.

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John Paul Hampstead

Don Tapscott: smart contracts will change the nature of firms

Don Tapscott offered a bold, near-utopian vision of the transformation that blockchain will bring to the global economy and the nature of the corporation itself.

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22 May
John Paul Hampstead

Demo block 1: the rise of hardware and data agnosticism

The first round of technology demonstrations at Transparency18 shared a common theme of integrated disparate systems, data formats, and devices. It’s clear that the action in freight tech has shifted to aggregating and analyzing data, not simply generating it.

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John Paul Hampstead

FreightWaves launches Sonar data platform

FreightWaves announced the launch of Sonar, its SaaS platform for freight market data. Michael Vincent, EVP of FreightWaves, demonstrated the product at Transparency18 in Atlanta.

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21 May
John Paul Hampstead

Graft: smart contracts will reduce factoring costs

Smart contracts will lower the labor costs—and thus the price—of receivables factoring, but don’t expect same-day payments because the technology won’t change fundamental capital requirements, says Triumph’s Jordan Graft.

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John Paul Hampstead

Intelligent Audit to demo Intellichain at Transparency18

Intelligent Audit will demonstrate Intellichain, an end-to-end payment verification and processing blockchain for the transportation and logistics industries on Tuesday at Transparency18.

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17 May
John Paul Hampstead

Brent-WTI spread hits $8.25: bullish signal for flatbed and frac trucking

The Brent-WTI spread has widened considerably to $8.25, a bullish signal for demand for American oil exports and truckload miles.

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John Paul Hampstead

Maersk revenue up 30% YOY in Q1; ocean volume lagging

Maersk grew its revenues by acquiring Hamburg Süd and selling off Maersk Oil, but reported negative earnings on increased fuel prices and low spot rates.

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15 May
John Paul Hampstead

Tesla: batteries burning, execs leaving, factory mortgaged

Tesla is facing a cash crunch, an executive exodus, and negative headlines about flammable batteries all at once.

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John Paul Hampstead

Omnitracs emphasizes public blockchains ahead of BiTA symposium

Brad Taylor, VP of data and IoT at Omnitracs, spoke to FreightWaves about the intersection of ELDs and blockchain technology before the BiTA spring symposium next week.

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14 May
John Paul Hampstead

Today’s Pickup: used truck prices rising quickly

Used truck prices are up sharply; C.H. Robinson isn’t worried about tech startups; CSX cuts costs and grows bottom line by 50%; Hapag-Lloyd bullish despite losses; CA makes pot shippers report to the Feds; the American economy isn’t overheating… yet.

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11 May
John Paul Hampstead

Convoy’s revolutionary new Power-only program

Convoy is going to start managing assets to give owner-operators access to efficient, desirable drop and hook freight. We think it’s brilliant.

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John Paul Hampstead

Convoy’s Revolutionary New Power-Only Program

Convoy leverages its tech to give owner-operators the same advantages as large carriers. Read the Full Article

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10 May
John Paul Hampstead

What to expect at Transparency18

Transparency18 has an action-packed schedule full of innovative technology demonstrations, keynotes from charismatic thought leaders, and panels of the top experts in finance, technology, and transportation.

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08 May
John Paul Hampstead

Mother’s Day spikes reefer rates 52% out of Miami

The Mother’s Day demand for reefer trucks full of flowers has stressed an already tight capacity segment that is hauling record fruit and vegetable tonnage. The result? An unprecedented spike in reefer spot rates.

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07 May
John Paul Hampstead

Brent, WTI crude hit 2014 levels on Venezuela, Iran worries

The collapse of Venezuelan oil production and fears of renewed sanctions on Iran are driving oil prices to 2014 levels, but what does that mean for the American economy and the trucking sector?

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John Paul Hampstead

Today’s Pickup: capacity stays tight after trucking employment falls in April

Trucking employment drops 5,500 in April, railroad jobs drop 800; Nestle pays Starbucks $7B+ to sell its products worldwide; Romaine lettuce E. coli still a mystery; China steps up quarantines of US food imports.

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John Paul Hampstead

PropDispatch: a digital solution for frac’ing logistics

The shale oil revolution has increased the intensity of fracking activity, and coordinating the delivery of sand, chemicals, and equipment to sites has become more complex. PropDispatch is a digital solution.

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04 May
John Paul Hampstead

Natural gas-powered trucks are well ahead of electrification

The technology and product offerings for LNG/CNG Class 8 trucks are well ahead of battery-electric vehicles. Rising diesel prices may spur another wave of natural gas-powered truck adoption.

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03 May
John Paul Hampstead

The Starship is almost ready to launch

Shell and Airflow are preparing to launch their futuristic, carbon fiber Starship truck on a cross-country voyage to prove just how efficient diesel can be. We just don’t know if this concept is scaleable.

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John Paul Hampstead

ACT Expo showcases electrification tech, but where’s Tesla?

Tesla was a conspicuous absence at a massive exhibition showing off electric cars, trucks, commercial vehicles, and energy technology, but the industry is moving forward with or without Elon Musk.

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02 May
John Paul Hampstead

UPS, Cummins, Navistar, Honda execs discuss clean transport innovation

OEMs, fleets, and policymakers came together to talk about what drives innovation in clean transport technology. They also discussed California’s lawsuit against the EPA and the uncertain regulatory climate.

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John Paul Hampstead

Meritor CEO delivers keynote at ACT Expo 2018

Meritor CEO Jay Craig offered insights into how the century-old industrial manufacturer of automotive components adapts to a changing technological landscape: by paying attention to external changes and listening to its customers.

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Apr - 2018 -
30 April
John Paul Hampstead

Today’s Pickup: a trucking company’s ‘shipper of choice’ analytics

TMW CEO Wangler dies; a complete guide to Tesla’s borrowing & spending; inflation, consumer spending rise; the UAE’s Hyperloop; lost trucker wanders through Oregon forest for 4 days, lives to tell the tale.

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John Paul Hampstead

Deutsche Bank: Amazon-USPS relationship mutually beneficial

Amazon and the US Postal Service have grown package volumes and profits together in a mutually beneficial relationship.

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26 April
John Paul Hampstead

Today’s Pickup: earnings season is here!

Earnings season is here; UPS posts 13th quarter of double digit growth; Knight-Swift finds synergies; Maersk trials autonomous ships; the Mustang is the last Ford car left; Barclays and Goldman Sachs collab on data standards for derivatives and blockchain; Union Pacific beats the Street.

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John Paul Hampstead

Knight-Swift improves OR on flat revenue despite challenges

Knight-Swift’s revenues stabilized despite fewer trucks and shorter length of haul, and the two brands managed to increase their efficiency and improve operating ratios.

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24 April
John Paul Hampstead

Sec. Mnuchin is trying to defuse trade tensions

Mnuchin is running a full court press to make Chinese tariffs, aluminum sanctions, and NAFTA renegotiation the least disruptive as possible.

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