Trade and Transportation by the Numbers

The Global Forest Industry First Quarter 2020

AJOT | June 05, 2020 | International Trade | Commodity | By The Numbers

There were relatively few price changes for sawlogs throughout the world in the 1Q/20 despite interruptions in trade and uncertainty in short-term lumber demand in many of the key markets.

FTR Reports North American Class 8 Net Orders Remain Subdued in May at 6,600 Units

AJOT | June 03, 2020 | Intermodal | Trucking | By The Numbers

FTR reports preliminary North American Class 8 net orders for May remained subdued at 6,600 units. While up 61% from the dismal April activity, the May orders were down 37% y/y. Class 8 net orders for the last twelve months total 155,000 units.

FIS Air Freight Report June 2, 2020

AJOT | June 02, 2020 | By The Numbers

The China to USA route begins a very sharp slide into weaker territory, down -22.44% in one week to a still relatively high level of $7.12. China to Europe, supported by price strength out of Hong Kong, drops out a shallower 6.97% or 55 cents.

Among oil majors promising renewable investments, only one is putting serious money on the table

AJOT | May 29, 2020 | Energy | Conventional | By The Numbers

Investments in solar and wind energy projects by the world’s oil majors over the next five years are expected to reach $17.5 billion, a Rystad Energy analysis finds.

Daytime electricity demand in New York City most affected by COVID-19 mitigation actions

AJOT | May 22, 2020 | Energy | Conventional | By The Numbers

Actions to mitigate the 2019 novel coronavirus disease (COVID-19) have caused daily weekday electricity demand in New York City to decrease by 16% in April compared with expected demand, after accounting for seasonal temperature changes.

Road fuels get a small boost, US oil demand revised higher, Europe’s lower

AJOT | May 22, 2020 | Energy | Conventional | By The Numbers

Rystad Energy’s weekly comprehensive Covid-19 report calculates the effect of the novel coronavirus on our lives and offers updated estimates for global fuel markets.

Global Survey on impact of COVID19 on ports: regional differences becoming more pronounced

AJOT | May 22, 2020 | Ports & Terminals | Ports | By The Numbers

IAPH-WPSP Port Economic Impact Barometer for week 21 also confirms global trend towards decreasing capacity utilization of liquid and dry bulk storage at ports

March 2020 U.S. Airline Cargo Data (Preliminary): International Cargo Weight Down 14%

AJOT | May 21, 2020 | Air Cargo | Freighters | By The Numbers

U.S. airlines carried 1.4% less cargo by weight in March 2020 than in March 2019, according to preliminary data filed with the Bureau of Transportation Statistics (BTS) by 15 of the leading cargo airlines.

US gas production set to hit bottom in November due to Covid-19-related shut-ins and drilling decline

AJOT | May 19, 2020 | Energy | Conventional | By The Numbers

The Covid-19 pandemic has forced oil and gas producers to slash budgets and reduce drilling activity, which in the US always affects future hydrocarbon output as existing fields naturally decline.

Global demand for natural gas will drop 2% in 2020 as Covid-19 lockdowns take toll

AJOT | May 18, 2020 | Energy | Conventional | By The Numbers

Commercial and industrial demand for natural gas is declining as most countries around the world impose lockdowns to limit the spread of the Covid-19 pandemic. Rystad Energy estimates global natural gas demand to fall by almost 2% this year as a result of the lower activity.

Rystad: Oil seen down 10.9%, jet fuel down 33.6%, road fuel down 11.1% in 2020

AJOT | May 15, 2020 | Energy | Conventional | By The Numbers

Rystad Energy’s weekly comprehensive Covid-19 report calculates the effect of the novel coronavirus on our lives and offers updated estimates for global fuel markets.

EIA expects lower natural gas production in 2020

AJOT | May 15, 2020 | Energy | Conventional | By The Numbers

EIA expects U.S. marketed natural gas production to average 94.3 billion cubic feet per day (Bcf/d) in 2020, down from 99.2 Bcf/d in 2019.

FTR Reports April Preliminary Net Trailer Orders Sink to Lowest Level in Modern Era at 300 Units

AJOT | May 15, 2020 | Intermodal | Trucking | By The Numbers

FTR reports preliminary net trailer orders for April sunk to the lowest level in the modern era (since 1990) coming in at just 300 units. April order activity was -95% m/m and -98% y/y. Trailer orders for the past twelve months now total 162,000 units.

Coal transportation rates in the United States decreased for the fifth consecutive year

AJOT | May 12, 2020 | Energy | Conventional | By The Numbers

U.S. delivered coal costs, which reflect commodity and transportation costs, have declined steadily since 2010 (in constant 2017 dollars per ton). In 2019, the average transportation cost of coal was $15.03 per ton, down from $16.07 per ton in 2018. Transportation costs accounted for about 40% of the total delivered cost of coal in 2019, down 1% compared with the previous year. In the past 10 years, coal commodity costs have fallen faster than transportation costs. As a result, transportation's share of the total delivered cost of coal has increased since 2008, when transportation accounted for about one-third of the total cost.

US’ top gas basin for LNG exports set for 20% output decline in a $1.80-$1.90 Henry Hub scenario

AJOT | May 12, 2020 | Energy | By The Numbers

The Haynesville gas basin, arguably the most important basin for liquefied natural gas (LNG) exports in the US due to its proximity to existing and planned terminals, is set for a 20% decline in output towards 2023 if Henry Hub prices average at $1.80-$1.90 per million British thermal unit (MMBtu), a Rystad Energy analysis reveals.

Situation of Piracy and Sea Robbery in Asia for April 2020

AJOT | May 11, 2020 | Maritime | By The Numbers

ReCAAP Information Sharing Centre today issued its April 2020 Report on the situation of piracy and armed robbery against ships in Asia. A summary is appended.

Remote work technology: The one oil and gas services segment that Covid-19 has benefited

AJOT | May 08, 2020 | Energy | Conventional | By The Numbers

There are no hard numbers yet to illustrate the extent to which the Covid-19 pandemic has affected the oil and gas industry’s digitization. However, a Rystad Energy analysis of service companies’ earnings calls reveals a clear growth in cost-saving remote work technologies.

Growth in India’s LNG imports will depend on completion of connecting pipelines

AJOT | May 08, 2020 | Energy | Conventional | By The Numbers

India has been the world’s fourth-largest importer of liquefied natural gas (LNG) since 2011, gradually increasing LNG imports as the country’s domestic natural gas production declined and domestic consumption increased.

FTR Reports North American Class 8 Orders Plunge to the Lowest Level in Modern Era at 4,000 Units

AJOT | May 05, 2020 | Intermodal | Trucking | By The Numbers

FTR reports preliminary North American Class 8 orders plunged for the second month in a row to an unprecedented level of 4,000 units. April order activity was the lowest in the modern era (1996), 44% below March, and 73% less than a year ago. Class 8 orders for the last twelve months now total just 160,000 units.

Low transportation fuel demand and low profitability drive refinery run declines

AJOT | May 04, 2020 | Energy | Conventional | By The Numbers

Transportation fuel demand has decreased since early March 2020 as a result of reduced economic activity and stay-at-home orders aimed at slowing the spread of the 2019 novel coronavirus disease (COVID-19).

By the Numbers