Transports, Travel & Uber

Shipping industry pricing dynamics have been disrupted by hostilities in the Red Sea and drought in the Panama Canal, with both problems requiring the rerouting of ships. Jackie examines the pricing outlook as new ships enter the market and whether the shipping industry’s pain might be the trucking and rail industries’ gain. … Also: A look behind several transportation and logistics-related industries’ stock price indexes. The inclusion of Uber has helped drive the S&P 500 Transportation Composite higher, but not so the Dow Jones Transports, which doesn’t include the ride-sharing company. Both the Dow Jones Transports and the S&P Air Freight & Logistics industries include UPS and FedEx, recent underperformers up against an amazonian competitive foe.