Top Wall Street
Analysts to Kick
Off Annual NITL,
IANA & TIA Expo
National Industrial Transportation League, IANA and Transportation Intermediaries Association to
hear whether 2010 will be as tough for the freight transportation industry as 2009.
hree of Wall Street’s top analysts
will provide a revised outlook on
freight transportation during the
opening session of the co-located
2009 conferences and trade
shows of the Intermodal Association of North
America, The National Industrial Transportation League, and the Transportation Intermediaries Association. The entire event runs
from Nov. 15-18, 2009, at the Anaheim Convention Center in Anaheim, CA.
The economy unleashed its wrath on
freight transportation again this year and Wall
Street has a new forecast for providers in 2010
and beyond. Freight Transportation One Year
Later: The New View from Wall Street is a follow-up to last year’s session, Wall Street’s
View of Transportation. This important session will address and answer many critical
questions as a volatile economy continues to
bewilder the entire supply chain.
The town hall-style session will kick off
the event’s joint educational program.
Through a high-tech audience response
system, the majority of attendees can participate in the session through real-time opinion polling and other interactive features.
The transportation analysts are John L.
Barnes III, managing director, equity
research—transportation, RBC Capital
Markets; Jason H. Seidl, director of
Dahlman Rose & Company; and Thomas
R. Wadewitz, airfreight and surface transportation analyst with J.P. Morgan.
International commerce may be in the
worst doldrums since the Great Depression,
but a super-session, Economic Turmoil in a
Sea of Financial Changes, is designed to
suggest some ways to weather that storm.
An efficient supply chain is the best
weapon for coping in an interdependent
trade world. “Overcapacity due to prolific
orders for ships of all kinds, abrupt drops in
cargo volumes due to reduced aggregate
demand and inventory drawdowns, and
worries about future sustainable growth have
resulted in economic turmoil that has had
intense reverberations for the ocean shipping
industry and beyond,” according to an NITL
statement. “What will the carrier industry look
like in the years ahead? Can carriers survive
for a protracted period of time without reasonable returns on investment? Can the cascade of new ship deliveries be financed?
Should we expect a new round of mergers
and consolidations? What will be the impact
on competitive options among customers?”
Senior-level executives representing
both service providers and users will
address these questions, share their experiences and forecast where the industry is
going and what it can expect.
What’s in store for the rail and trucking
industries will be the subjects of two major
sessions. “Where Will We Be ‘Tracking’ in
2010 with Our Rail Partners?” will present a
panel of shippers and rail industry executives
who will delve into the major issues facing
and defining rail transportation today. The
panel will review capital investment required
for the industry; environmental and sustainability initiatives; and legislative issues affecting the industry. Another reason to attend this
session? Rail logistics leaders will tell you
what keeps them awake at night!
Another important session asks, “Is Your
Motor Carrier on the Highway to Health in
2010?” Among the subjects that will be
addressed are over-capacity, trucking bankruptcies, slowly rising fuel prices, low driver
pay, high insurance costs, customer bids, green
initiatives, and too much legislation affecting
the transportation industry. Where will it all end
or perhaps lead us in 2010? A panel of seasoned
veterans in this Town Hall-style session will talk
about what happened on the highway in 2009,
and where we are going in 2010.