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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...

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Craig Fuller 🛩🚛🚂⚓️

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20,258 просмотров • 4 месяцев назад •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.
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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.

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."
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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."

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Doug Sosnik: "In data centers and AI is the coming together in one place of all the forces that have driven the anger in America: People with money and power are doing what they want to do; other people are paying; the fear of AI and loss of jobs...This is like a freight train."
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Doug Sosnik: "In data centers and AI is the coming together in one place of all the forces that have driven the anger in America: People with money and power are doing what they want to do; other people are paying; the fear of AI and loss of jobs...This is like a freight train."

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On this July 4th, Democrats who are extremely/very proud to be American has fallen through the floor to a record low of 36%. Down from 80% in 2015. This is driven by Gen Z Dems of whom just 24% are proud to be American. Meanwhile, 92% of the GOP are proud to be American.
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On this July 4th, Democrats who are extremely/very proud to be American has fallen through the floor to a record low of 36%. Down from 80% in 2015. This is driven by Gen Z Dems of whom just 24% are proud to be American. Meanwhile, 92% of the GOP are proud to be American.

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