quarterly logistics market update

Quarterly Summary of Key Economic and

Freight TransportationIndicators

Last updated 7.27.11

© 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved.

© 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 2

Quarterly Summary of Key Economic and Freight Transportation Indicators July 2011

IntroductionThe following report is a compilation of economic and freight transportation indicators. Our intent is to offer an easy reference tool for the purpose of collaborative conversation on trends in the economy and freight transportation. The report will review figures in the following categories: 1. The General Economy2. Trucking 3. Air4. U.S. Rail Transportation 5. Global Forwarding

The information and positions set forth in this Quarterly Summary Report are gathered from independent third parties and are, to C.H. Robinson’s knowledge, based on accurate transportation industry and economic market indicator information. Readers of this Quarterly Summary Report should understand that many factors can and may quickly and significantly influence and change such transportation industry and/or economic market indicator information. These factors can not be accurately identified and/or forecasted within this Quarterly Summary Report. Quarterly Summary Report readers should consider other sources of information when making decisions regarding the economic and freight transportation indicators.



FIGURE 1 GROSS DOMESTIC

PRODUCT

Percent change from preceding period in real gross domestic product

seasonally adjusted at annual rates

Next release date July 29, 2011

Source: Bureau of Economic Analysis June 24, 2011

FIGURE 2 U.S. GDP GROWTH:

Q1 2004 – Q4 2011Source: Rail Time Indicators Report

July 11, 2011

General Economic Indicators



FIGURE 3 CONSUMER PRICE INDEX

Two years Not seasonally adjusted

Next release date August 18, 2011

Source: U.S. Bureau of Labor Statistics July 15, 2011

FIGURE 4 RETAIL SALES

Estimates adjusted for seasonal variation and

holiday and trading-day differences, but not for

price changes


Source: U.S. Census Bureau July 14, 2011

Journal of Commerce June 20, 2011

General Economic Indicators Continued

Percent Change in Retail and Food Services Sales

U.S. Retail Inventory to Sales Ratio

Blue: 2008 All Items Dk Purple: 2008 All Items Without Food and Energy Pink: 2009 All Items Maroon: 2009 All Items Without Food and Energy Yellow: 2010 All Items Teal: 2010 All Items Without Food and Energy Lt Blue: 2011 All Items Lt Purple: 2011 All Items Without Food and Energy

U.S. Census Bureau July 14, 2011

Journal of Commerce June 20, 2011



FIGURE 6 JOC-ECONOMIC CYCLE RESEARCH INSTITUTE

INDUSTRIAL PRICE INDEX

12 month index of a broad assortment of

raw materials used in industrial production

Considered a leading indicator of inflation rates

Source: Journal of Commerce July 8, 2011


FIGURE 5 ECONOMIC ACTIVITY FOR

THE MANUFACTURING SECTOR

Key manufacturing indexes providing

indication of trends and length of trends


Source: Institute for Supply ManagementTM

July 1, 2011

*Number of months moving in current direction




FIGURE 7 U.S. DIESEL PRICES

Source: US Energy Information Administration July 14, 2011

Journal of Commerce July 11, 2011

Journal of Commerce July 11, 2011

US Energy Information Administration July 14, 2011



FIGURE 9 SPOT MARKET

FREIGHT INDEX

Data represents change week over week,

month over month, and year over year.

Source: TransCore Trendlines July 14, 2011

FIGURE 8 TRANSPORTATION

SERVICES INDEX

The Freight TSI measures the month-to-month

changes in freight shipments in ton-miles,

which are then combined into one index.


Source: Bureau of Transportation Statistics

May 2011

Trucking Indicators



FIGURE 10 CASS FREIGHT INDEX

Index of freight spend and shipments

Source: Cass Information Systems, Inc. July 1, 2011

Trucking Indicators Continued

ExpendituresShipments



FIGURE 11 STEPHENS TRUCKLOAD

AND LTL INDEXES

TKLD Indexes based on comparison of publicly

available information from a small set of

large truckload carriers. Numbers shown in the

top chart are an index and are not rate per mile.

Produced quarterlySource: Stephens Inc. Q1 2011




FIGURE 13 NEW TRUCK

ORDER ACTIVITYSource: Freight Transportation

Research Associates July 2011

FIGURE 14 TRUCKING

BANKRUPTCIESSource: Freight Transportation



FIGURE 12 TRUCK DRIVER

PAY INDEX

Index of truck driver pay trend and comparison

Produced quarterlySource: Morgan Stanley Research



FIGURE 15 ACTIVE TRUCK

UTILIZATIONSource: Freight Transportation





FIGURE 16 INTERNATIONAL

AIR FREIGHTSource: Journal of Commerce

May 2011

Air Indicator



FIGURE 17 U.S. RAIL CARGO

Weekly year over year percent change and week

to week percent change

Three charts—Trailer (TOFC), Carload (Box Car),

Container (COFC)

Source: Journal of Commerce July 2, 2011

U.S. Rail Transportation Indicators



FIGURE 18 U.S. FOREIGN TRADE

U.S. Census Summary of export and import trade in

millions of dollarsSource: Journal of Commerce

June 13, 2011

Global Forwarding Indicators



Source Summary

Figure Chart Source Release Frequency

FIGURE 1 GROSS DOMESTIC PRODUCT BEA Website Monthly

FIGURE 2 U.S. GDP GROWTH: Q1 2004 – Q4 2011 Rail Time Indicators Report Monthly

FIGURE 3 CONSUMER PRICE INDEX BLS Website Monthly

FIGURE 4 RETAIL SALES US Census Bureau WebsiteJune 20, 2011

Monthly

FIGURE 5 ECONOMIC ACTIVITY FOR THE MANUFACTURING SECTOR ISM Website Monthly

FIGURE 6 JOC-ECRI INDUSTRIAL PRICE INDEX JOC 7/8/2011 Weekly

FIGURE 7 U.S. DIESEL PRICES US Energy Information Administration 7/14/2011 JOC 7/11/2011

Weekly

FIGURE 8 TRANSPORTATION SERVICES INDEX BTS Website Monthly

FIGURE 9 SPOT MARKET FREIGHT INDEX www.transcoretrendlines.com Weekly

FIGURE 10 CASS FREIGHT INDEX Cass Website Monthly

FIGURE 11 STEPHENS LOADED TRUCKLOAD RATE/M*ILE INDEX Stephens, Inc., Q1 2011 May 2011 Quarterly

FIGURE 12 TRUCK DRIVER PAY INDEX Morgan Stanley Research Monthly

FIGURE 13 NEW TRUCK ORDER ACTIVITY FTR Associates Monthly

FIGURE 14 TRUCKING BANKRUPTCIES FTR Associates Monthly

FIGURE 15 ACTIVE TRUCK UTILIZATION FTR Associates Monthly

FIGURE 16 INTERNATIONAL AIR JOC May 2011 Weekly

FIGURE 17 U.S. RAIL CARGO JOC 7/2/2011 Weekly

FIGURE 18 U.S. FOREIGN TRADE JOC 7/13/2011 Monthly

quarterly logistics market update

Business

compilation of economic

trucking indicators

spot market freight

energy percent change

index andare

energy pink

energy yellow

sources of information