Road freight operators try to cut emissions, but customers won’t pay
Published . Updated .
Survey from IRU and Trimble shows that infrastructure has matured, but cost is now their biggest obstacle.
Directly affected
- TRMB Trimble
Named in this report.
Indirectly affected
- ZIM ZIM Integrated Shipping-1.9%
Container lines are exposed when a shipping lane is disrupted
- MATX Matson-5.7%
Container lines are exposed when a shipping lane is disrupted
- DAC Danaos+3.4%
Ship owners earn more when vessels are tied up longer
- GSL Global Ship Lease-8.6%
Ship owners earn more when vessels are tied up longer
- SBLK Star Bulk Carriers-6.6%
Dry-bulk carriers move with commodity shipping demand
- GOGL Golden Ocean
Dry-bulk carriers move with commodity shipping demand
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| TRMB | -7.04% | -2.95% | base | after close | after close | after close | after close |
| ZIM | +0.53% | +0.29% | base | after close | after close | after close | after close |
| MATX | +3.16% | +4.40% | base | after close | after close | after close | after close |
| DAC | +0.28% | -0.48% | base | after close | after close | after close | after close |
| GSL | -0.18% | -0.42% | base | after close | after close | after close | after close |
| SBLK | -3.14% | -1.99% | base | after close | after close | after close | after close |
| GOGL | +11.63% | +11.63% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Road freight operators try to cut emissions, but customers won’t pay DC Velocity
Source: DC Velocity
Shipping
| Company | When | Move | Status |
|---|---|---|---|
| DAC | three days earlier | -0.48% | final price |
| DAC | five days earlier | +0.28% | final price |
| GOGL | three days earlier | +11.63% | final price |
| GOGL | five days earlier | +11.63% | final price |
| GSL | three days earlier | -0.42% | final price |
| GSL | five days earlier | -0.18% | final price |
| MATX | three days earlier | +4.40% | final price |
| MATX | five days earlier | +3.16% | final price |
| SBLK | three days earlier | -1.99% | final price |
| SBLK | five days earlier | -3.14% | final price |
| TRMB | three days earlier | -2.95% | final price |
| TRMB | five days earlier | -7.04% | final price |
| ZIM | three days earlier | +0.29% | final price |
| ZIM | five days earlier | +0.53% | final price |
Shipping
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid the shipping case looks
12 out of 100
“Road freight operators try to cut emissions, but customers won’t pay” scores 12 out of 100. The score uses 1 sources.