Quarterly Logistics Market Update

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Industry report containing a summary of key economic and freight transportation indicators.

Transcript of Quarterly Logistics Market Update

  • 1. Quarterly Summary ofKey Economic andFreight TransportationIndicatorsLast updated 7.27.11 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved.

2. Quarterly Summary of Key Economic and Freight Transportation IndicatorsJuly 2011IntroductionThe following report is a compilation of economic and freight transportation indicators.Our intent is to offer an easy reference tool for the purpose of collaborative conversationon trends in the economy and freight transportation. The report will review figures in thefollowing categories:1. The General Economy2. Trucking3. Air4. U.S. Rail Transportation5. Global ForwardingThe information and positions set forth in this Quarterly Summary Report are gatheredfrom independent third parties and are, to C.H. Robinsons knowledge, based on accuratetransportation industry and economic market indicator information. Readers of thisQuarterly Summary Report should understand that many factors can and may quickly andsignificantly influence and change such transportation industry and/or economic marketindicator information. These factors can not be accurately identified and/or forecastedwithin this Quarterly Summary Report. Quarterly Summary Report readers should considerother sources of information when making decisions regarding the economic and freighttransportation indicators. 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 2 3. Quarterly Summary of Key Economic and Freight Transportation IndicatorsJuly 2011General Economic IndicatorsFIGURE 1 GROSS DOMESTICPRODUCTPercent change frompreceding period in realgross domestic product seasonally adjusted atannual rates Next release dateJuly 29, 2011Source: Bureau of Economic AnalysisJune 24, 2011 FIGURE 2U.S. GDP GROWTH: Q1 2004 Q4 2011 Source: Rail Time Indicators ReportJuly 11, 2011 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 3 4. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 General Economic Indicators ContinuedFIGURE 3CONSUMER PRICE INDEX Two yearsNot seasonally adjustedNext release date August 18, 2011 Source: U.S. Bureau of Labor StatisticsJuly 15, 2011 Blue: 2008 All ItemsDk Purple: 2008 All Items Without Food and Energy Pink: 2009 All ItemsMaroon: 2009 All Items Without Food and Energy Yellow: 2010 All ItemsTeal: 2010 All Items Without Food and Energy Lt Blue: 2011 All Items Lt Purple: 2011 All Items Without Food and Energy Percent Change in Retail and FoodServices SalesFIGURE 4RETAIL SALESEstimates adjusted for U.S. Retail Inventory to Sales Ratioseasonal variation and holiday and trading-daydifferences, but not for price changesNext release date August 12, 2011 Source: U.S. Census BureauJuly 14, 2011 Journal of Commerce June 20, 2011 Journal of Commerce June 20, 2011U.S. Census Bureau July 14, 2011 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 4 5. Quarterly Summary of Key Economic and Freight Transportation IndicatorsJuly 2011General Economic Indicators Continued FIGURE 5ECONOMIC ACTIVITY FORTHE MANUFACTURINGSECTOR Key manufacturing indexes providing indication of trendsand length of trends Next release date August 1, 2011Source: Institute forSupply ManagementTMJuly 1, 2011*Number of months moving in current direction FIGURE 6JOC-ECONOMIC CYCLERESEARCH INSTITUTE INDUSTRIAL PRICEINDEX 12 month index of abroad assortment ofraw materials used in industrial production Considered a leadingindicator of inflation rates Source: Journal of Commerce July 8, 2011 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 5 6. Quarterly Summary of Key Economic and Freight Transportation IndicatorsJuly 2011General Economic Indicators ContinuedFIGURE 7U.S. DIESEL PRICESSource: US Energy InformationAdministration July 14, 2011 Journal of CommerceJuly 11, 2011US Energy Information Administration July 14, 2011 Journal of Commerce July 11, 2011 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 6 7. Quarterly Summary of Key Economic and Freight Transportation IndicatorsJuly 2011Trucking Indicators FIGURE 8TRANSPORTATION SERVICES INDEXThe Freight TSI measures the month-to-monthchanges in freightshipments in ton-miles,which are then combined into one index.Next release date August 10, 2011Source: Bureau ofTransportation Statistics May 2011FIGURE 9SPOT MARKET FREIGHT INDEX Data represents change week over week,month over month, and year over year.Source: TransCore Trendlines July 14, 2011 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 7 8. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 Trucking Indicators ContinuedFIGURE 10 CASS FREIGHT INDEX ExpendituresIndex of freight spend Shipments and shipmentsSource: Cass Information Systems, Inc.July 1, 2011 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 8 9. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 Trucking Indicators ContinuedFIGURE 11 STEPHENS TRUCKLOAD AND LTL INDEXES TKLD Indexes based oncomparison of publicly available informationfrom a small set oflarge truckload carriers.Numbers shown in thetop chart are an index andare not rate per mile. Produced quarterly Source: Stephens Inc. Q1 2011 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 9 10. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 Trucking Indicators Continued FIGURE 12TRUCK DRIVER PAY INDEXIndex of truck driver paytrend and comparison Produced quarterlySource: Morgan Stanley ResearchFIGURE 13 NEW TRUCKORDER ACTIVITYSource: Freight Transportation Research Associates July 2011 FIGURE 14 TRUCKING BANKRUPTCIESSource: Freight Transportation Research Associates July 2011 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 10 11. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 Trucking Indicators Continued FIGURE 15ACTIVE TRUCK UTILIZATIONSource: Freight Transportation Research Associates July 2011 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 11 12. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 Air IndicatorFIGURE 16 INTERNATIONALAIR FREIGHTSource: Journal of CommerceMay 2011 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 12 13. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 U.S. Rail Transportation IndicatorsFIGURE 17U.S. RAIL CARGOWeekly year over yearpercent change and week to week percent changeThree chartsTrailer(TOFC), Carload (Box Car),Container (COFC)Source: Journal of CommerceJuly 2, 2011 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 13 14. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 Global Forwarding IndicatorsFIGURE 18U.S. FOREIGN TRADE U.S. Census Summary ofexport and import trade inmillions of dollars Source: Journal of Commerce June 13, 2011 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 14 15. Quarterly Summary of Key Economic and Freight Transportation IndicatorsJuly 2011Source Summary ReleaseFigureChart Source FrequencyFIGURE 1GROSS DOMESTIC PRODUCTBEA WebsiteMonthlyFIGURE 2U.S. GDP GROWTH: Q1 2004 Q4 2011Rail Time Indicators ReportMonthlyFIGURE 3CONSUMER PRICE INDEXBLS WebsiteMonthlyFIGURE 4RETAIL SALESUS Census Bureau Website MonthlyJune 20, 2011FIGURE 5ECONOMIC ACTIVITY FOR THE MANUFACTURING SECTORISM WebsiteMonthlyFIGURE 6JOC-ECRI INDUSTRIAL PRICE INDEX JOC 7/8/2011 WeeklyFIGURE 7U.S. DIESEL PRICESUS Energy InformationWeeklyAdministration 7/14/2011JOC 7/11/2011FIGURE 8TRANSPORTATION SERVICES INDEX BTS WebsiteMonthlyFIGURE 9SPOT MARKET FREIGHT INDEX www.transcoretrendlines.comWeeklyFIGURE 10 CASS FREIGHT INDEXCass Website MonthlyFIGURE 11 STEPHENS LOADED TRUCKLOAD RATE/M*ILE INDEXStephens, Inc., Q1 2011 May 2011 QuarterlyFIGURE 12 TRUCK DRIVER PAY INDEXMorgan Stanley ResearchMonthlyFIGURE 13 NEW TRUCK ORDER ACTIVITYFTR Associates MonthlyFIGURE 14 TRUCKING BANKRUPTCIES FTR Associates MonthlyFIGURE 15 ACTIVE TRUCK UTILIZATIONFTR Associates MonthlyFIGURE 16 INTERNATIONAL AIR JOC May 2011 WeeklyFIGURE 17 U.S. RAIL CARGO JOC 7/2/2011 WeeklyFIGURE 18 U.S. FOREIGN TRADEJOC 7/13/2011Monthly 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved.| 15