Managing Aero and Rail Investment Through a Post-COVID Recovery
As demand returns, post-COVID transportation markets are struggling…
A Storm of Fundamental Challenges Create Aero and Rail Opportunities
A strong labor market is driving wage inflation and a falling…
Russian Ukrainian Invasion Upends Aero and Rail Outlooks
Investment and financing decisions involve an evaluation of…
War & Inflation Converge, Pitfalls & Opportunities Emerge
Coming out of the pandemic and in the early stages of a recovery,…
Unlocking Aero & Rail Equipment Values Amidst Surging Inflation
Global growth continues but is expected to slow to 4.1% in 2022…
Air & Rail Market Dynamics Set Stage for 2022
The pandemic stopped a decade of profitable air carrier operations…
Transportation’s Challenge: Taming Stock Outs and Inflation
Transportation Equipment Values Headed Up
The $1 Trillion infrastructure bill. When it passes it will…
Finding Value In Midlife Air and Rail Equipment
Not so long ago the typical freight railcar had a new cost below…
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Recent Posts
Managing Aero and Rail Investment Through a Post-COVID RecoveryJune 14, 2022 - 8:00 amAs demand returns, post-COVID transportation markets are struggling to maintain service levels. Precision Scheduled Railroading (“PSR”) with its asset and workforce reductions worked to reduce Class One operating ratios. Over the five years before the pandemic the Class Ones had already reduced headcount 33% through attrition and layoffs. During the pandemic workforce reduction continued as […]
A Storm of Fundamental Challenges Create Aero and Rail OpportunitiesMay 5, 2022 - 8:00 amA strong labor market is driving wage inflation and a falling unemployment rate (now 3.6%, just above the 3.5% it was before the pandemic). Even though the U.S. GDP was down 1.4% in the first quarter, rail carloads originated in March were up 1.2% year over year. The unexpected GDP drop was driven by a […]
Russian Ukrainian Invasion Upends Aero and Rail OutlooksApril 14, 2022 - 8:00 amInvestment and financing decisions involve an evaluation of risk, amount and timing of cash flows, and expected equipment values over an investment horizon. The outlook for Aero and Rail cash flows for the balance of 2022 have changed as the Global community reacts to Russia’s invasion of Ukraine. Even though Russia is a signatory to […]