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Jan.12, 2015

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VOICES OF 2014 2015 ANNUAL REVIEW & OUTLOOK 6 THE JOURNAL OF COMMERCE www.joc.com JANUARY 12.2015 JANUARY "I wouldn't want to be a shipper in the next fi ve years. It's going to be diffi cult." — Eric Starks, FTR Associates FEBRUARY "We are already starting to plan alternatives because we are convinced there will be a (West Coast) stoppage of some sort." — Paul McGuire, Li & Fung Logistics "There's no doubt we're getting to the point of tighter capacity, and we're closer to it than we thought." — Bob Costello, American Trucking Associations Chassis provision is "unmanaged. It's chaos." — David Adam, United States Maritime Alliance MARCH "Every Home Depot store today is in the delivery business." — Mark Holifi eld, Home Depot "The central truth (in the trans-Pacifi c) is that every carrier is operating at a loss." — Brian Conrad, Transpacifi c Stabilization Agreement "Diverting traffi c from the highway to the railway is now de facto government policy." — Tony Hatch, Independent Rail Analyst "The good news is that there is nothing systemically wrong with the system that cannot be corrected." — Amy Casas, BNSF Railway "The organizational structure and political dynamics of certain U.S. ports may be unique, but solutions should be able to be found." — Chris Koch, World Shipping Council "Unless the people who are running the companies get to the point where they can price the product at a level where they can make money, then we will stay at the same rate levels for years." — Ron Widdows, Rickmers "You can't just hand a longshoreman a wrench and expect him to become a mechanic." — Don Crosatto, International Association of Machinists "Drayage drivers are losing time, polluting the air and burning fuel while they wait. But what they're really burning is your money." — Daniel Smith, Tioga Group APRIL "The positives of the new alliances outweigh the negatives." — Klaus Schnede, Eastman Chemical "One thing I can say categorically is that the port needs extended gates." — Peter Xotta, Port Metro Vancouver MAY "Conrad Everhard was big, boisterous and joyful, an inveterate jokester and free spirit who spoke his mind, often with outrageous humor." — Joseph Bonney, The Journal of Commerce "Every port must make a decision: Will we accommodate large ships, or we will not?" — Tay Yoshitani, Port of Seattle "Chicago is going to get fi xed; it's just a matter of time." — E. Hunter Harrison, CP Rail "For three or four years, people have been saying the sky is going to fall (in trucking). The sky did not fall." — Bruce Carlton, National Industrial Transportation League "Some of the congestion we have faced over the last six to 12 months jaded us. We think, 'Oh, man, what's going to happen when we're discharging 6,000 containers as opposed to 2,000?' " — Holly Pearce, Lumber Liquidators "The president has got to lead by actions as well as by words. You have to be willing to provide the political cover for the Democrats so they can confi dently vote" for the Trans- Pacifi c Partnership. — Marianne Rowden, American Association of Exporters and Importers JUNE "Wal-Mart will never have an NVO managing its freight. The days of forwarders taking market share from direct shipper-carrier relationships are essentially over." — David Ross, Stifel "I T'S A N "I T'S A N "I T'S A N E A R LY E A R LY E A R LY C H R I S T M A S C H R I S T M A S C H R I S T M A S F O R F O R F O R T R U C K E R S." T R U C K E R S." T R U C K E R S." — Satish Jindel, — Satish Jindel, — Satish Jindel, SJ Consulting SJ Consulting SJ Consulting "TO ME, "TO ME, "TO ME, NAFTA 2.0 IS NAFTA 2.0 IS NAFTA 2.0 IS A COMPLETE A COMPLETE A COMPLETE NO NO NO - BRAINER." BRAINER." BRAINER." — Fred Smith, FedEx — Fred Smith, FedEx — Fred Smith, FedEx "WE DON'T "WE DON'T "WE DON'T HAVE A DRIVER HAVE A DRIVER HAVE A DRIVER SHORTAGE. WE SHORTAGE. WE SHORTAGE. WE HAVE A WAGE HAVE A WAGE HAVE A WAGE ISSUE IN OUR ISSUE IN OUR ISSUE IN OUR INDUSTRY, AND INDUSTRY, AND INDUSTRY, AND I DOUBT ANY WAL I DOUBT ANY WAL I DOUBT ANY WAL I DOUBT ANY WAL I DOUBT ANY WAL I DOUBT ANY WAL I DOUBT ANY WAL I DOUBT ANY WAL I DOUBT ANY WAL - MART IS NOT MART IS NOT MART IS NOT GET TING RESTOCKED, OR ANY GET TING RESTOCKED, OR ANY GET TING RESTOCKED, OR ANY GET TING RESTOCKED, OR ANY GET TING RESTOCKED, OR ANY GET TING RESTOCKED, OR ANY GET TING RESTOCKED, OR ANY GET TING RESTOCKED, OR ANY GET TING RESTOCKED, OR ANY TARGET." TARGET." TARGET." — Don Aiken, NFI Industries — Don Aiken, NFI Industries — Don Aiken, NFI Industries — Don Aiken, NFI Industries — Don Aiken, NFI Industries — Don Aiken, NFI Industries — Don Aiken, NFI Industries — Don Aiken, NFI Industries — Don Aiken, NFI Industries "WE DON'T "WE DON'T "WE DON'T HAVE A DRIVER HAVE A DRIVER HAVE A DRIVER SHORTAGE. WE SHORTAGE. WE SHORTAGE. WE HAVE A WAGE HAVE A WAGE HAVE A WAGE ISSUE IN OUR ISSUE IN OUR ISSUE IN OUR INDUSTRY, AND INDUSTRY, AND INDUSTRY, AND

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