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Transportation  // Browsing posts in Transportation

Auto Industry Evolving Into Mobility Industry with Autonomous, Connected Cars

Blueshift Research attended Telematics West Coast 2015 and the Connected Car Expo, meeting with new sources as well as those interviewed for our various reports on Auto Infotainment in 2014 and 2015. The following are highlights and themes pulled from interviews, observations, and speaker presentations. Companies: AAPL, BBRY, BOM:500530, BOM:500570, CTTAY, DDAIF, DLPH, ETR:NSU/FRA:NSU, F, […]

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Jun 18 2015 Industrial, Transportation

New Regulations Cushion Railcar Builders From Oversupply

Research Question: Are low energy prices causing an oversupply in the railcar market, or will new safety regulations increase railcar orders? Companies: ARII, CSX, GBX, GMT, NSC, RAIL, TRN, WAB By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Low energy prices and new safety regulations for tank cars hauling […]

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Railcar Whisper

Railcar Whisper

Research Question: Are low energy prices causing an oversupply in the railcar market or will new safety regulations increase railcar orders? Report Available: June 17, 2015   Blueshift’s initial research shows railcar manufacturers continue to score large orders, although most deals have originated from non-energy related buyers. Tank car orders have slowed as a result of low energy […]

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TrueCar Increasingly Accepted, More Geared to Low-End Dealers

Research Question: Are auto dealerships increasingly using TrueCar to drive leads and sales? Companies: ABTL, CAR, COST, GCI, TRUE, WMT By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Sixteen of 23 sources said car buyers are increasingly using the Internet to research prices before making a purchase. TrueCar Inc. (TRUE) is becoming […]

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Jun 20 2014 Industrial, Transportation

Railcar Demand Continues to Grow, No Oversupply on Horizon

Research Question: Are current railcar order trends sustainable, or will a drop in demand result in an oversupply? Companies: ARII, BNI, BRK.A, CSX, GBX, GMT, NSC, RAIL, TRN By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings There is no expected oversupply of tank cars for at least the next five years, according […]

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Railcar Whisper

Railcar Whisper

Research Question: Are current railcar order trends sustainable or will a drop in demand result in an oversupply? Companies Covered: American Railcar Industries (ARII), Trinity Industries (TRN), GATX Corp. (GMT), Greenbrier Industries (GBX), Berkshire Hathaway (BRK.A) Report Available: June 20, 2014   Blueshift’s initial research shows railcar orders experiencing tremendous growth over the past year, but […]

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Nov 07 2013 Industrial, Transportation

HOS Rules One of Many Parts Behind Move Toward Rail Shipping

Research Question: Will new federal trucking rules cause a shift in freight traffic toward rail at the expense of truckers? Companies: CSX, HUBG, FDX, JBHT, KSU, NSC, PACR, RRTS, SWFT, UNP, UPS By: David Franklin Click here to download the report (.pdf)   Summary of Findings Freight traffic is shifting from truck to rail because of new regulations […]

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Summer Rental Car Demand Leads to Higher Rates

Research Question: Did summer rental car bookings and demand support higher rental rates, or did competition keep prices in check? Companies: CAR, DTGF, ETR:SIX2, HTZ By: David Franklin Click here to download the report (.pdf)   Summary of Findings Summer rental car bookings increased year to year, allowing rental car companies to support firmer and upward-trending prices and […]

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Transportation Whisper

Transportation Whisper

Research Question: Will new federal trucking rules cause a shift in freight traffic toward rail at the expense of truckers? Companies Covered: Trucking: JBHT, ODFL, SWFT, LSTR, CNW, WERN, KNX; Railroads: BRK.A, UNP, NSC, GWR; Logistics: CHRW, EXPD, UTIW Report Available: November 6, 2013   Blueshift’s initial research shows new federal trucking rules designed to cutback driver hours […]

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