★ Market InsightsEconomics & TradeManufacturing & LogisticsTransportation Shipping Container Demand Soaring as Shortage Along Key Routes Persists The shortage of shipping containers that emerged last summer has extended all the way into the new year. Rates continue…McAlinden Research PartnersJanuary 14, 2021
★ Market Insights⦁ Theme TrackerⓁ Online Retail & Ⓢ Brick and Mortar RetailⓁ Package CarriersMarketsServicesTransportation Holiday eCommerce Boom Could Ignite Online Retail and Package Carrier Stocks Though overall retail sales growth is expected to slow this holiday season, ecommerce purchases are forecast to soar by 30% or…McAlinden Research PartnersNovember 17, 2020
★ Market InsightsEconomics & TradeManufacturing & LogisticsTransportation Shipping Container Shortage Could Last Until Next Year, Boosting Container Leasing Stocks While the shipping industry bounces back from the COVID crash, it now faces a sudden shortage of containers. A rush of high-value…McAlinden Research PartnersNovember 16, 2020
★ Market Insights⦁ Theme TrackerⓁ Package CarriersTransportation Strong Package Delivery Fundamentals Lead to New MRP Theme The coronavirus pandemic has been a game-changer for package delivery companies. An accelerated shift towards ecommerce has led to elevated package…McAlinden Research PartnersSeptember 28, 2020
★ Market InsightsManufacturing & LogisticsTransportation FedEx & UPS’ Goldilocks Moment is Far from Over The coronavirus pandemic has been a game-changer for package delivery companies, as it has led to an unprecedented surge in ecommerce,…McAlinden Research PartnersAugust 17, 2020
★ Market InsightsEnergy & Environment Tankers are the Big Winners of the 2020 Oil Crash The oil market flipped into contango in January, indicating an oversupply of the commodity. On January 30, while February futures…McAlinden Research PartnersApril 2, 2020
★ Market Insights⦁ Theme TrackerTransportation MRP Adds Long Dry Bulk Shipping as an Investment Theme The shipping industry has been pummeled over the past 6 months. First by the trade war, then by the coronavirus…McAlinden Research PartnersMarch 5, 2020
★ Market InsightsTransportation New FAA Guidelines Will Enable Major Drone Delivery Scaling A new regulatory framework from the FAA will pave the way to scale up drone delivery fleets. Amazon and others…McAlinden Research PartnersFebruary 12, 2020
★ Market InsightsServicesTransportation Logistics Stocks (FDX, UPS) on Track to Diverge Further The parcel delivery industry is changing in a way that puts FedEx and UPS at a disadvantage. Residential delivery, the…McAlinden Research PartnersDecember 23, 2019
★ Market Insights⦁ Theme Tracker Spiking Energy Costs Could Sting Shipping & Transport Stocks Following 50% of Saudi Arabian crude oil going offline due to a devastating drone attack on 2 of the country’s…McAlinden Research PartnersSeptember 17, 2019