intermodal
2 articles
- The Distillate Constraint: How the 2026 Diesel Shock Is Rewiring Middle-Mile Logistics
The 2026 diesel shock is transmitting through fuel surcharges into freight repricing, inventory compression, intermodal conversion, and regionalized distribution networks. Value density and freight intensity determine enterprise exposure.
- The Friendshoring Infrastructure Yield Curve
Friendshoring returns accrue to power infrastructure, transformers, grid access, and logistics nodes—not factories. The key scarcity is electrical capacity.