Deep-dive analyses into the legislation and physical infrastructure bottlenecks dictating global freight capacity.
With drought severely restricting the Panama Canal and geopolitical instability forcing re-routing away from the Suez, the assumption of uninterrupted global shipping routes is dead. We analyze the resulting surge in ton-mile demand and its cascading effect on container rates.
Read BriefingUpcoming heavy-duty emissions standards will drastically increase the capital expenditure required to replace aging fleets. We model the cost per vehicle and the potential for a pre-buy supercycle in 2025-2026.
Read BriefingIndustry lobbies claim a massive, structural shortage of CDL drivers. However, state registry data and high turnover rates at mega-carriers suggest a retention and wage crisis instead. Examining the reality of freight labor markets.
Read BriefingA state-by-state breakdown of legislation permitting Level 4 (L4) autonomous commercial vehicles on public highways. Where testing is legal, where platooning is permitted, and where unions are actively blocking deployment.
Read Briefing