Opportunity As Washington Shifts Focus
During his campaign, Biden promised “a second great railroad…
2021 – Expect the Unexpected
A consensus is typically believed to be a rough picture of what…
Energy’s Dynamics Disrupt Transportation Investment
Clean energy, zero-emissions, and an incoming Administration…
MAX Comes Back to Exacerbate Supply Amid Tepid Demand
On November 18, 2020, the FAA rescinded its Emergency Order…
Air Carriers And Class One Railroads Reshape Their Fleets
Our current environment is the result of external market shocks.…
Investment Strategies in a Low-Demand Environment
Air and Rail networks have lost substantial revenues. First…
Transportation Traffic – Better Than Before
Global freight traffic flows are recovering. U.S. and German…
Sequential Improvements Point to a Recovery
Second Quarter year over year comparisons are down but sequential…
Unlock Pockets Of Opportunity
The Global economy is projected to contract 4.9% in 2020, with…
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Recent Posts
Opportunity As Washington Shifts FocusJanuary 18, 2021 - 7:10 amDuring his campaign, Biden promised “a second great railroad revolution” to ensure America has the cleanest, safest, and fastest rail system in the world for both passengers and freight. That commitment is part of a pledged $2 Trillion investment in infrastructure, transit, power, electric vehicles, charging stations, and ‘green’ buildings with the goal of net-zero […]
2021 – Expect the UnexpectedJanuary 11, 2021 - 5:38 pmA consensus is typically believed to be a rough picture of what is to come. By nature, we tend to move in crowds and weigh recent experience more heavily. Not knowing any better, we extrapolate the future from the present. Most are now expected to be vaccinated by mid-2021. When the pandemic clears, economists think […]
Energy’s Dynamics Disrupt Transportation InvestmentDecember 18, 2020 - 6:00 amClean energy, zero-emissions, and an incoming Administration poised to rejoin the Paris Climate Agreement. This year’s Covid lockdowns have cut global fuel demand 30% driving a global drop in carbon emissions (down 7% in 2020). The lockdowns impacted transportation which accounts for 24% of global carbon dioxide (CO2) emissions. Road travel (passenger vehicles and trucking) […]