The use cases for sensor-enabled container fleets could expand if shipping lines see such hardware as a legitimate tool to combat the threat of illicit goods movement.
The $390 million deal for Cowan will boost Schneider’s dedicated trucking segment to 8,400 tractors, representing 70% of its total fleet.
A decline in sales of high-and-heavy equipment for the bellwether roll-on/roll-off cargo providers will reduce demand for breakbulk carriers.