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GlobalAccount

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TODAY’S Truck Load MARKET AND

WAVES TO WATCH

Is There A New Normal?

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Agenda:

▪ Changing US Truckload market demographics

▪ Market Drivers: Supply & Demand Forecast

▪ Spot Market Trends

▪ Pricing and Capacity Themes

▪ Future Strategies for Consideration

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U.S. TRUCKLOAD CAPACITY IS HIGHLY FRAGMENTED

58%of carriers in the U.S. are

owner/operator capacity

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Market Drivers: Supply & Demand Forecast

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Market Forces: Supply and Demand

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Market ForcesJANUARY 2019

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Demand Forecast

▪ FTR Forecast

▪Growth in demand

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-5.0%

5.1%

-5.0%

-0.2%-0.9%

0.6%

-7.0%

-5.0%

-3.0%

-1.0%

1.0%

3.0%

5.0%

7.0%

Large TLs Small TLs

2016

2017

2018

Small Fleet: Less than $30 million in annual revenue

Source: ATA’s Trucking Activity Report

Includes company tractors and independent contractor equipment

2018 data is through 2018

Supply: For-Hire TL Tractor Changes – Large vs. Small Fleets

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Reefer Trailer Fleet Forecast

▪2018 +3.6%

▪2019 +3.7%

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Supply: Tractors and Driver Insights

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Spot Market Trends

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Dial-A-Truck Load-to-Truck Ratio: Reefer

https://www.dat.com/industry-trends/trendlines

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Dial-A-Truck Load-to-Truck Ratio: Dry Van

https://www.dat.com/industry-trends/trendlines

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Dial-A-Truck Load-to-Truck Ratio: Flatbed

https://www.dat.com/industry-trends/trendlines

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Pricing and Capacity Themes

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Market Indicates Increased Loaded Rate Per Mile

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Source: ATA’s Trucking Activity Report

796

~500

~ 37% Decline

Dry Van Truckload Average Length-of-Haul Continues to Fall

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Source: https://ftrintel.com/subscribe/trucking-update

U.S. Truckload Utilization Is Cyclical

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Truckload Pricing

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Truck Driver Age Demographics

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Future Strategies for Consideration

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Four Pillars to a Successful Transportation Strategy

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Thank you!

Gary York, VP of Global Sales

CH Robinson Worldwide, Inc.

Office: 952-683-3332

Cell: 831-915-2597

Email: Gary.York@chrobinson.com

Please feel free to reach out to me directly with additional inquiries.