By the Numbers
September & 1st half October: as second wave rolls, air cargo continues its rollercoaster ride
AJOT | October 26, 2020 | Air Cargo | Freighters | By The Numbers
The month itself seemed to bring some reason for optimism, as the year-over-year (YoY) drop in kilograms worldwide was by far the lowest since April: -12.5% for September against -33% for April. Month-over-month (MoM), September showed a 7% increase, whilst September 2019 was more or less the same as August 2019.
Rystad Energy’s daily market comment from their Head of Oil Markets Bjornar Tonhaugen
AJOT | October 26, 2020 | Energy | Conventional | By The Numbers
It’s a dark Monday in the oil market. Traders are finally pricing in Covid-19’s second wave, as the pandemic’s infections break daily records in many countries across the globe.
North American Freight Data, August 2020
AJOT | October 26, 2020 | Intermodal | By The Numbers
The release summarizes the monthly value of freight transported by truck, rail and other modes between the U.S. and Canada and the U.S. and Mexico with the top states, ports and commodities. Previously, BTS reported that the value of total Transborder freight in July 2020 was $91 billion, up 10.9% compared to June 2020 and up 62.2% from May 2020.
DAT: Spot rates flatten as truckload demand edges downward
AJOT | October 21, 2020 | Intermodal | Trucking | By The Numbers
After rallying from May through September, spot truckload rates have plateaued as demand for trucks cooled during the week ending Oct. 18, said DAT Freight & Analytics, which operates the industry’s largest load board network.
Rystad Energy’s daily market comment from our Senior Oil Markets Analyst Paola Rodriguez-Masiu
AJOT | October 21, 2020 | Energy | Conventional | By The Numbers
There are two takeaways from today’s oil price move and both are equally interesting.
FBX Weekly Ocean rates stable and SMBs getting resilient as eCommerce surges
AJOT | October 20, 2020 | Maritime | Liner Shipping | By The Numbers
China-US ocean rates have now gone unchanged for a month, following complaints and scrutiny of already sky-high prices. Ocean carriers cancelled any planned mid-month rate increases, with some announcing that GRIs would be postponed until mid-November despite very full ships.
ATA Truck Tonnage Index Jumped 6.7% in September
AJOT | October 20, 2020 | Intermodal | Trucking | By The Numbers
American Trucking Associations’ advanced seasonally adjusted (SA) For-Hire Truck Tonnage Index increased 6.7% in September after declining 5.3% in August. In September, the index equaled 115.1 (2015=100) compared with 107.9 in August.
Oil slips with renewed virus restrictions sapping demand rebound
Bloomberg | October 20, 2020 | Energy | Conventional | By The Numbers
Oil slipped as nations reimposed tighter lockdown restrictions in hopes of containing a resurgent pandemic that is depressing demand.
Rystad Energy’s daily market comment from our Head of Oil Markets Bjornar Tonhaugen
AJOT | October 20, 2020 | Energy | Conventional | By The Numbers
Tuesday found oil traders struggling to make up their minds on how to interpret the result of the previous day’s OPEC+ meeting.
Port Houston monthly container volumes rise
AJOT | October 20, 2020 | Ports & Terminals | Ports | By The Numbers
Port Houston’s container activity in September surpassed the record level of TEUs for the same month last year, despite the negative impacts of the COVID-19 pandemic, which has slowed global commerce this year. This is the first turn toward growth since the effects of the pandemic in March.
Rystad: Asia-Pacific’s renewable energy capacity set for 50% growth over five years, driven by solar
AJOT | October 20, 2020 | Energy | Alternative | By The Numbers
Installed capacity of renewable energy in the Asia-Pacific region is set for a major boost in the next five years, to 754 gigawatts (GW) in 2025 from 497 GW this year, a Rystad Energy analysis shows.
Rystad Energy’s daily market comment from our Head of Oil Markets Bjornar Tonhaugen
AJOT | October 19, 2020 | Energy | Conventional | By The Numbers
Despite today’s mild decline, thinking that oil prices are still managing to keep their 40+ dollar levels in a market that is getting a daily bearish beating, we have to admit that oil has been resilient lately.
Japan’s exports fall at much slower pace as trade improves
Bloomberg | October 18, 2020 | International Trade | By The Numbers
Japan’s exports fell by the smallest margin in seven months in September in another sign that the pandemic’s hit on global trade is easing.
Once coal’s future haven, Bangladesh is now set to leave developers and importers in hot water
AJOT | October 08, 2020 | Energy | Conventional | By The Numbers
Bangladesh’s 2016 energy plan showed some 20 gigawatts (GW) of coal power capacity to be developed in the next two decades.
Green hydrogen plans already top 60 GW, but less than half is likely to operate by 2035 as costs bite
AJOT | October 08, 2020 | Energy | Alternative | By The Numbers
Proposed green hydrogen projects are surging across the globe as governments seize opportunities afforded by post-pandemic green stimulus packages.
Rail Traffic for September and the Week Ending October 3, 2020
AJOT | October 07, 2020 | Intermodal | Rail | By The Numbers
U.S. railroads originated 1,119,546 carloads in September 2020, down 9.7 percent, or 119,909 carloads, from September 2019. U.S. railroads also originated 1,423,883 containers and trailers in September 2020, up 7.1 percent, or 94,351 units, from the same month last year.
U.S. Airlines August 2020 Fuel Use Up 5% from July
AJOT | October 07, 2020 | Air Cargo | Airlines | By The Numbers
The Department of Transportation’s Bureau of Transportation Statistics (BTS) today released U.S. airlines’ August Fuel Cost and Consumption numbers.
China-US rates steady, but strong demand expected to return [FBX Weekly]
AJOT | October 07, 2020 | Maritime | Liner Shipping | By The Numbers
Breathe a sigh of relief. China-US ocean rates went unchanged this week, marking only the second time since the end of May that a scheduled General Rate Increase (GRI) was not introduced. But record levels of capacity into November indicate that carriers expect demand to be strong post-Golden Week.
DAT Freight Trends on the Spot Market – Sept 28-Oct 4, 2020
AJOT | October 07, 2020 | Intermodal | By The Numbers
The national average spot van rate hit a record high of $2.46 per mile during the week ending Oct. 4 and the overall number of available loads increased 5% compared to the previous week as supply chain disruptions push freight to the spot market, according to DAT Freight & Analytics, which operates the industry’s largest load board network.
‘Boring is good’ as global air cargo market takes another step to recovery in September
AJOT | October 07, 2020 | Air Cargo | Freighters | By The Numbers
A record ‘dynamic loadfactor’ and high airfreight rates on the world’s premier trade lanes in September showed the global air cargo market edging towards a sustainable recovery at the start of the traditional peak season, say leading industry analysts CLIVE Data Services and TAC Index.
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