Quarterly Logistics Market Update

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

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Quarterly Logistics Market Update

  1. 1. Quarterly Summary of Key Economic andFreight Transportation Indicators Last updated 7.27.11 © 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved.
  2. 2. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011Introduction The 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 conversation on trends in the economy and freight transportation. The report will review figures in the following categories: 1. The General Economy 2. Trucking 3. Air 4. U.S. Rail Transportation 5. Global Forwarding The information and positions set forth in this Quarterly Summary Report are gathered from independent third parties and are, to C.H. Robinson’s knowledge, based on accurate transportation industry and economic market indicator information. Readers of this Quarterly Summary Report should understand that many factors can and may quickly and significantly influence and change such transportation industry and/or economic market indicator information. These factors can not be accurately identified and/or forecasted within this Quarterly Summary Report. Quarterly Summary Report readers should consider other sources of information when making decisions regarding the economic and freight transportation indicators. © 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 2
  3. 3. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 General Economic Indicators FIGURE 1 GROSS DOMESTIC PRODUCT Percent change frompreceding period in realgross domestic product seasonally adjusted at annual rates Next release date July 29, 2011Source: Bureau of Economic Analysis June 24, 2011 FIGURE 2 U.S. GDP GROWTH: Q1 2004 – Q4 2011 Source: Rail Time Indicators Report July 11, 2011 © 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 3
  4. 4. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 General Economic Indicators Continued FIGURE 3CONSUMER PRICE INDEX Two years Not seasonally adjusted Next release date August 18, 2011 Source: U.S. Bureau of Labor Statistics July 15, 2011 Blue: 2008 All Items Dk Purple: 2008 All Items Without Food and Energy Pink: 2009 All Items Maroon: 2009 All Items Without Food and Energy Yellow: 2010 All Items Teal: 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 Food Services Sales FIGURE 4 RETAIL SALES Estimates adjusted for U.S. Retail Inventory to Sales Ratio seasonal variation and holiday and trading-day differences, but not for price changes Next release date August 12, 2011 Source: U.S. Census Bureau July 14, 2011 Journal of Commerce June 20, 2011 Journal of Commerce June 20, 2011 U.S. Census Bureau July 14, 2011 © 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 4
  5. 5. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 General Economic Indicators Continued FIGURE 5ECONOMIC ACTIVITY FOR THE MANUFACTURING SECTOR Key manufacturing indexes providing indication of trends and length of trends Next release date August 1, 2011 Source: Institute for Supply ManagementTM July 1, 2011 *Number of months moving in current direction FIGURE 6 JOC-ECONOMIC CYCLE RESEARCH INSTITUTE INDUSTRIAL PRICE INDEX 12 month index of a broad assortment of raw 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. 6. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 General Economic Indicators Continued FIGURE 7U.S. DIESEL PRICESSource: US Energy Information Administration July 14, 2011 Journal of Commerce July 11, 2011 US Energy Information Administration July 14, 2011 Journal of Commerce July 11, 2011 © 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 6
  7. 7. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 Trucking Indicators FIGURE 8 TRANSPORTATION SERVICES INDEXThe Freight TSI measures the month-to-month changes in freight shipments in ton-miles,which are then combined into one index. Next release date August 10, 2011 Source: Bureau of Transportation Statistics May 2011 FIGURE 9 SPOT 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. 8. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 Trucking Indicators Continued FIGURE 10 CASS FREIGHT INDEX Expenditures Index of freight spend Shipments and shipmentsSource: Cass Information Systems, Inc. July 1, 2011 © 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 8
  9. 9. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 Trucking Indicators Continued FIGURE 11 STEPHENS TRUCKLOAD AND LTL INDEXES TKLD Indexes based on comparison of publicly available information from a small set of large truckload carriers. Numbers shown in thetop chart are an index and are not rate per mile. Produced quarterly Source: Stephens Inc. Q1 2011 © 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 9
  10. 10. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 Trucking Indicators Continued FIGURE 12 TRUCK DRIVER PAY INDEXIndex of truck driver pay trend and comparison Produced quarterly Source: Morgan Stanley Research FIGURE 13 NEW TRUCK ORDER ACTIVITY Source: Freight Transportation Research Associates July 2011 FIGURE 14 TRUCKING BANKRUPTCIES Source: Freight Transportation Research Associates July 2011 © 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 10
  11. 11. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 Trucking Indicators Continued FIGURE 15 ACTIVE TRUCK UTILIZATIONSource: Freight Transportation Research Associates July 2011 © 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 11
  12. 12. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 Air Indicator FIGURE 16 INTERNATIONAL AIR FREIGHTSource: Journal of Commerce May 2011 © 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 12
  13. 13. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 U.S. Rail Transportation Indicators FIGURE 17 U.S. RAIL CARGO Weekly year over yearpercent change and week to week percent change Three charts—Trailer(TOFC), Carload (Box Car), Container (COFC) Source: Journal of Commerce July 2, 2011 © 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 13
  14. 14. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011 Global Forwarding Indicators FIGURE 18 U.S. FOREIGN TRADE U.S. Census Summary ofexport and import trade in millions of dollars Source: Journal of Commerce June 13, 2011 © 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 14
  15. 15. Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011Source Summary ReleaseFigure Chart Source FrequencyFIGURE 1 GROSS DOMESTIC PRODUCT BEA Website MonthlyFIGURE 2 U.S. GDP GROWTH: Q1 2004 – Q4 2011 Rail Time Indicators Report MonthlyFIGURE 3 CONSUMER PRICE INDEX BLS Website MonthlyFIGURE 4 RETAIL SALES US Census Bureau Website Monthly June 20, 2011FIGURE 5 ECONOMIC ACTIVITY FOR THE MANUFACTURING SECTOR ISM Website MonthlyFIGURE 6 JOC-ECRI INDUSTRIAL PRICE INDEX JOC 7/8/2011 WeeklyFIGURE 7 U.S. DIESEL PRICES US Energy Information Weekly Administration 7/14/2011 JOC 7/11/2011FIGURE 8 TRANSPORTATION SERVICES INDEX BTS Website MonthlyFIGURE 9 SPOT MARKET FREIGHT INDEX www.transcoretrendlines.com WeeklyFIGURE 10 CASS FREIGHT INDEX Cass Website MonthlyFIGURE 11 STEPHENS LOADED TRUCKLOAD RATE/M*ILE INDEX Stephens, Inc., Q1 2011 May 2011 QuarterlyFIGURE 12 TRUCK DRIVER PAY INDEX Morgan Stanley Research MonthlyFIGURE 13 NEW TRUCK ORDER ACTIVITY FTR Associates MonthlyFIGURE 14 TRUCKING BANKRUPTCIES FTR Associates MonthlyFIGURE 15 ACTIVE TRUCK UTILIZATION FTR Associates MonthlyFIGURE 16 INTERNATIONAL AIR JOC May 2011 WeeklyFIGURE 17 U.S. RAIL CARGO JOC 7/2/2011 WeeklyFIGURE 18 U.S. FOREIGN TRADE JOC 7/13/2011 Monthly © 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 15

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