★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Airbus Bumps Boeing Again by Advancing in China, Expands Lead in 2022 Deliveries and Orders Early this month, three major Chinese airlines submitted orders for nearly 300 Airbus jets. That came less than two months…McAlinden Research PartnersJuly 7, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerServicesTransportation Airfares Soar Into the Summer as Airlines Project Sales to Surpass Pre-Pandemic Levels Several US airlines expect to collect the strongest revenues they've seen in years throughout 2022, with many forecasting sales that…McAlinden Research PartnersJune 1, 2022
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Boeing Shares Break Down as Airbus Pulls Ahead in New Orders, International Scrutiny Boils Over May has turned into a mess of a month for Boeing, whose shares are now down more than 40%, year to…McAlinden Research PartnersMay 25, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerServicesTransportation Hotel Industry Approaching Pre-Pandemic Occupancy Rates, Airlines Anticipate Breakout Summer Season Hotel purchases held strong throughout the first quarter of the year. More than $12.5 billion worth of hotels were sold…McAlinden Research PartnersApril 25, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesTransportation Food Crisis Fears Rise, Vertical Farming Tech Could Present Long-Term Solution for Food Insecurity The war in Ukraine has materially disrupted the export and transportation of agricultural commodities, stoking fears of a global food crisis…McAlinden Research PartnersApril 18, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeTransportation Ocean Freight Faces Another Round of Disruptions, Falling Rates Signal Potential Slowdown in Demand Shipping markets have been thrown into disarray once again, this time being slammed with a double whammy. Just as the…McAlinden Research PartnersApril 14, 2022
★ Daily Intelligence Briefings (DIBs)ServicesTransportation Alphabet and Amazon Expand Drone Delivery Pilots, FedEx Adds Autonomous “Middle Mile” Logistics Drone delivery continues to be rolled out by major technology and logistics companies. With McKinsey projecting 1.5 million drone deliveries this…McAlinden Research PartnersApril 6, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesManufacturing & LogisticsTransportation China’s Elevated EV Prices Unlikely to Halt Domestic Expansion as New Stimulus Looms Chinese EV manufacturers produced strong sales results in 2021. That success extended into the first quarter of 2022 as well,…McAlinden Research PartnersApril 5, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerServicesTransportation Cruise Lines Push Back Profitability Forecasts, But New CDC Directives Signal Hope for Summer Season As airlines and hotels return to pre-pandemic levels of demand and occupancy, the cruise industry has seemingly fallen behind a…McAlinden Research PartnersApril 4, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerServicesTransportation Airlines Shedding COVID-19 Uncertainty, Prepped to Capitalize on Pent-Up Travel Demand The airline industry's recovery appears to be accelerating as travel demand comes roaring back. Despite rising jet fuel prices putting upward…McAlinden Research PartnersMarch 21, 2022