5min chapter

Odd Lots cover image

Craig Fuller on the Huge Challenge of Getting the Ports To Operate 24/7

Odd Lots

CHAPTER

What's Going on in Trucking?

The ocean carriers are doing exceptionally well on this market because they have a lot of pricing power. Trucking is the exact opposite. While tracking companies are enjoying really high pricing power over the market, they also are experiencing massive wage inflation at the same time. And we're not seeing what you would expect would be super high record profits. It's going to be intrsing to see, or we haven't seen a lot of quarterly earnings so far.

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