科尔尼：2020年物流状况报告( 英文72 页)

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Resilience tested

Contents

Introduction 1

Executive summary 3

Steady performance, a crash, and resilience tested 3

2019 costs increase at a slower pace overall 4

Diverging by sector 6

Macroeconomics: upended by COVID-19 9

The logistics industry in 2019 17

Parcel: last-mile segmentation 17

Motor carriers: overcapacity favors shippers 20

Rail: volumes down, new growth needed 25

Water and ports: survival of the fittest 28

Air freight: uncertainty reigns 33

Warehousing: stability in growth 36

Freight forwarding: the value of experience 43

Third-party logistics: designs to stay ahead 46

Pipeline: diverging stories amid uncertainty 49

5G: the new table stakes 52

Logistics trends and outlook: why tech matters 57

Summary of technology trends 62

Outlook for the industry 63

Appendix 65

Estimating USBLC 65

Historical comparisons 67