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Automotive
Automotive Aftermarket ‘Pleased’ with Q2 Results

By Keith Spacapan

In a word, the Automotive Aftermarket is “pleased” with its second-quarter results. We experienced our first normal winter weather in three years and the industry is benefiting. For the six companies that comprise the Hilco Parts Index (the Index), net sales were $69.8 billion for the twelve months ending with the second quarter of 2021.

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Chip shortage
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Transportation
Class 8 Truck Values Remain Strong Amid Supply Chain Constraints but Warrant Close Lender Monitoring

By Bryan Courcier

In this article we take a look at how factors including the current semiconductor chip manufacturing shortage and COVID-19 restrictions, requiring changes in auction practices, have impacted the Class 8 truck market. We also discuss steps lenders can take in the months ahead to ensure limited portfolio exposure when industry production ultimately catches up with demand.

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Chassis Smarter Perspective

Transportation
Intermodal Chassis Market Update - Q2 2021

By Derek Brennan and Brendan Corboy

In this article we deliver a brief overview of the logistics associated with the import and export of containerized freight and provide our observations on the current state of the intermodal chassis market one year after freight traffic reached its lowest level of the ongoing pandemic.

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