The Road Ahead: Navigating an Uncertain Distribution Landscape. Atlanta, Georgia November 7, 2017

Transcription

1 The Road Ahead: Navigating an Uncertain Distribution Landscape. Atlanta, Georgia November 7, 2017 Lee Klaskow Senior Freight Transportation and Logistics Analyst Bloomberg Intelligence

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5 Source: Bloomberg L.P.

6 Source: Bloomberg L.P.

7 Source: U.S. Census Bureau, Bloomberg L.P.

8 Source: Institute of Supply Management, Bloomberg L.P.

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10 Source: FTR, Bloomberg L.P.

11 Source: Truckstop.com, Bloomberg L.P.

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13 Source: Truckloadrate.com, Bloomberg L.P.

14 Source: Port of Los Angeles, Port of Long Beach, Port of NY/NJ, Bloomberg L.P.

15 Source: Association of American Railroads, Bloomberg L.P.

16 Source: Consensus Estimates, Bloomberg Intelligence

17 Source: Bloomberg L.P.

18 Lee A. Klaskow, Senior Analyst based in U.S. Contact: Rahul Kapoor, Analyst based in Singapore Contact: Talon Custer, Analyst based in London Contact: