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This is a very different freight market, unlike any that we have ever tracked. The center of the country, led by industrials, are the drivers are freight - not imports for retailers. American industrials are ramping, driven by a mix of AI-data center related buildout, defense production, and low-cost... show more

Craig Fuller 🛩🚛🚂⚓️

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20,234 次观看 • 2 个月前 •via X (Twitter)

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There is a significant shift happening in the freight economy. The industrials are starting to ramp, while imports are soft. This is a very different than what we’ve seen over the past decade.

There is a significant shift happening in the freight economy. The industrials are starting to ramp, while imports are soft. This is a very different than what we’ve seen over the past decade.

Craig Fuller 🛩🚛🚂⚓️

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What is the freight data showing about American reindustrialization? Craig Fuller 🛩🚛🚂⚓️, founder of FreightWaves. "For the past 10 years, freight would flow from imports into the coasts, into the ports, and then into the United States. That's really been the way since we've been tracking this data." "But in the last 18 months, and particularly in the last 12 months, something completely has shifted... the center of the country, the I-35 corridor, the old Rust Belt up to Ohio and Michigan, that's the part of the country that's now producing freight." "The Heartland renaissance that everyone has been wanting and promising is actually happening." "To build a data center, you need concrete, steel, fiber optics, copper, transmission lines, power generators, cooling systems... because of bonus depreciation, a lot of this source material is coming from the center of the country."

What is the freight data showing about American reindustrialization? Craig Fuller 🛩🚛🚂⚓️, founder of FreightWaves. "For the past 10 years, freight would flow from imports into the coasts, into the ports, and then into the United States. That's really been the way since we've been tracking this data." "But in the last 18 months, and particularly in the last 12 months, something completely has shifted... the center of the country, the I-35 corridor, the old Rust Belt up to Ohio and Michigan, that's the part of the country that's now producing freight." "The Heartland renaissance that everyone has been wanting and promising is actually happening." "To build a data center, you need concrete, steel, fiber optics, copper, transmission lines, power generators, cooling systems... because of bonus depreciation, a lot of this source material is coming from the center of the country."

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