The Transportation Industry in 2015

2015 State of Transportation The transportation industry is dependent upon numerous factors, many of which are related to the quality of the U.S. Economy. This data examines energy use, driver info, crude prices, and equipment demand. BARRGO U.S. Energy Consumption by Energy Source RENEWABLE NUCLEAR ELECTRIC 9.6% 8.3% COAL 17.9% PETROLEUM 34.8% NATURAL GAS 27.5% Source: U.S. Energy Information Administration TruckDriver Stats $255.5 Billion Total revenue estimates for the trucking industry There is an estimated over 3.5 million truck drivers in the U.S. The median compensation for relatively untried workers is $39K; in the five-to-10 year group, it's higher at around $42K. The annualized driver turnover rate at large truckload carriers rose one point to 97 percent in the third quarter last year. Source: American Trucking Association Crude Oil 120 Crude Oil Price Per Barrel YoY Oil Prices The cost per barrel of oil has been the uptick since march but there is much debate about where it will turn next. The most recent (5/27/15) price has WTI at $57.56 and Brent at $62.15 60 Jan Feb Mar Apr May Jun Jul Aug Sep Oct NovDec | 2014 | 2015 Crude Inventory Crude Inventory YoY (Millions of Barrels) There is a large faction of economists that believe the overbearing cause for oil price drops is due to the increased strength of the USD and inventory influx. 4. 1 Anyone who knows what the oil price will do next year is not writing articles or creating info graphics. 1/3 2/7 3/7 4/4 5/2 6/6 7/4 8/1 9/5 10/10 11/2112/12 2014 2015 Source: US Energy Information Administration Equipment Demand -22% 34000 Total US Trailer Orders How much trailer sales are down YoY in 2015. 24500 15000 Jan Feb March Apr 2014 2015 Dump trailer orders started to slide in April, production however stays strong. The majority of the losses are in dry vans and flat beds while reefers and tank trailer sales remain solid. Source: FTR Transportation Intelligence E •E E E E E = E E E E E E •E F F • F 'F 'F F 'F F'F 'SF