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Industrial  // Browsing posts in Industrial

Sep 24 2020 Industrial, Transportation

Intermodal Taking Share From Trucks But No Structural Shift Yet (BRK.A/B, CSX, KSU, NSC, UNP)

Research Question: Will better rail service translate into more freight moving by rail? Companies: BRK.A/B, CSX, KSU, NSC, UNP   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Intermodal is currently taking share from trucking, according to seven of 12 sources representing logistics companies, shippers, rail companies, trucking companies, and […]

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Rail Idea Proposal (CSX, KSU, NSC, UNP)

Rail Idea Proposal (CSX, KSU, NSC, UNP)

Will better rail service translate into more freight moving by rail? Report Available: September 24, 2020   Blueshift’s initial research found the rail industry is working to take share back from trucking, using Precision Scheduled Railroading to improve speed, on-time performance, and service to entice shippers to increase their use of rail. But not everyone […]

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Equitrans’ MVP Faces Significant Headwinds as it Strives for Completion (EQM, ETRN)

Research Question: Will Equitrans Midstream successfully navigate its remaining legal hurdles and complete the Mountain Valley Pipeline? Companies: ALA, ED, ETRN, NEE, RGCO By: David Franklin Click here to download report (.pdf)   Summary of Findings Equitrans Midstream Corp.’s (ETRN) Mountain Valley Pipeline (MVP) faces significant permitting and legal challenges before it can resume construction […]

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May 21 2020 Transportation

Trucking Industry Has Hit Bottom But Faces Long, Choppy Climb Back

Research Question: What will be the key early indicators the trucking industry is on the upswing after the coronavirus shutdown? Companies: AMZN, ARCB, CHRW, CVTI, FDX, HTLD, JBHT, KNX, LSTR, ODFL, SAIA, SNDR, UBER, UPS, USX, XPO, YRCW By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings There are some signs […]

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Apr 06 2020 Services, Transportation

Trucking Industry Headed for Hard Times as Economy Shutters (CHRW, JBHT, LSTR, XPO)

Research Question: What are the immediate and longer-term impacts on the trucking industry from the coronavirus pandemic? Companies: AMZN, ARCB, CHRW, CVTI, FDX, HTLD, JBHT, KNX, LSTR, ODFL, SAIA, SNDR, UBER, UPS, USX, XPO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The trucking industry is in for a brutal reckoning […]

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No Coronavirus Surge for Food Delivery; May Pick Up in 1 to 2 Weeks (GRUB, UBER)

Research Question: How is the coronavirus affecting Grubhub and other food delivery businesses? Companies: GRUB, MCD, PZZA, UBER, WEN, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Food delivery orders have not yet increased in response to the coronavirus pandemic, according to seven of nine restaurant sources. Customers have […]

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Americold Will Successfully Execute its Growth Strategies in a Hot Market (COLD)

Research Question: Can Americold execute its growth strategies to capture significant additional share in the cold storage warehouse industry? Companies: COLD, LW By: David Franklin Click here to download report (.pdf)   Summary of Findings Americold Realty Trust (COLD) will continue to execute its growth strategies of acquisition/consolidation, expansion at existing facilities, and greenfield development […]

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Americold Idea Proposal (COLD)

Americold Idea Proposal (COLD)

Can Americold execute its growth strategies to capture significant additional share in the cold-storage warehouse industry? Report Available: December 18, 2019   Blueshift’s initial research found demand for cold-storage warehousing increasing while the industry is consolidating. COLD and the top competitors in the space have been rolling up the industry with acquisitions and developing new […]

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Vicor Could Be Vulnerable on Price and Supply Chain Concerns (VICR)

Research Question: Are competitors taking design wins from Vicor with lower prices? What is the status of the data center transition to 48-volt power? Companies: AMD, AMZN, BELFB, FB, GE, GOOG/GOOGL, IFNNY, INTC, MPWR, MRAAF, MSFT MXIM, NVDA, ON, STM, TW:2308, TXN, VICR By: Seth Agulnick Click here to download report (.pdf)   Summary of […]

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Tech Trends: AWS Powers Amazon Logistics vs. FedEx, UPS, Postal Services

Research Question: Is Amazon expanding its global Prime delivery and logistics business using a similar blueprint to the one it developed to expand AWS in information technology? If so, is AWS’ scale helping Amazon speed up its attack on FedEx, UPS, national postal services, and other logistics companies? Companies: AMZN, FDX, GOOG/GOOGL, IBM, MSFT, UPS By: […]

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