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Thomas Black

Thomas Black

Fortune

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Trump’s Climate Onslaught Is Worse Than You Think

Trump’s Climate Onslaught Is Worse Than You Think
28.03.2025 20

Bloomberg

Thomas Black

Shein Crashed a Loophole the US Was Right to Close

07.02.2025 6

Bloomberg

Thomas Black

Boeing’s Rosy Outlook Negates the Need for a Fire Sale

29.01.2025 3

Bloomberg

Thomas Black

Why the Freight Market Is Stuck

J.B. Hunt Transport Services Inc., a bellwether for the US freight market, has added to evidence that 2025 could be yet another lost year for cargo. ...

18.01.2025 6

Bloomberg

Thomas Black

When Brad Jacobs Talks, Investors Should Pay Attention

More than two years ago, billionaire Brad Jacobs announced plans to start a new roll-up venture after a move in 2022 to break into three parts XPO,...

17.01.2025 4

Bloomberg

Thomas Black

Delta Cracked the Code for Post-Pandemic Profits

Delta Air Lines Inc.’s competitive moat is only growing wider and deeper. The Atlanta-based airline on Friday reported fourth-quarter earnings that...

11.01.2025 10

Bloomberg

Thomas Black

Boeing Investors Shouldn’t Bank on a GE-Style Windfall

Imagine a game show host whips out a card sometime in the near future and reads: “This pioneering manufacturing company is a conglomerate that’s...

10.01.2025 3

Bloomberg

Thomas Black

Boeing Headlines Industrial Prospects and Pitfalls in 2025

The new year will start with plenty of intrigue, especially in manufacturing, aerospace and logistics, the area where I hunt for interesting...

28.12.2024 20

Bloomberg

Thomas Black

FedEx Freight Spinoff Exposes Package Delivery Weak Spots

FedEx Corp.’s decision on Thursday to cleave off its freight unit will unlock value for shareholders, for sure. It will also expose the remaining...

21.12.2024 6

Bloomberg

Thomas Black

Google Is Pushing Quantum Computing Closer to Reality

Alphabet Inc.’s Google has reanimated excitement over quantum computing with an announcement about how its new chip, Willow, trounced a classical...

19.12.2024 10

Bloomberg

Thomas Black

Alaska Air Needs to Grow. JetBlue Would Be a Perfect Fit.

Scale matters in the airline industry. Just look at the divergent stories of JetBlue Airways Corp., which tried twice and failed to gain more...

14.12.2024 10

Bloomberg

Thomas Black

Dockworkers Don’t Need Trump’s Help, But Amazon Workers Do

President-elect Donald Trump tapped into a vein of discontent among workers when he railed against companies that moved factories to low-cost...

14.12.2024 5

Bloomberg

Thomas Black

FAA Needs a Leader Just Like the One It’s Losing

The aerospace industry was relieved last year when the Federal Aviation Administration, the main regulator for all things that fly, finally got an...

13.12.2024 5

Bloomberg

Thomas Black

Musk’s DOGE Could Learn From DeJoy’s USPS. Really.

When they have their DOGE hats on, Elon Musk and Vivek Ramaswamy should sit down with Postmaster General Louis DeJoy to discuss the opportunities...

12.12.2024 10

Bloomberg

Thomas Black

A Honeywell Guidance Cut Is Actually Good News

Normally, a cut to a financial target spells trouble for a company. Not so much for Honeywell Aerospace, which produces an array of aircraft...

06.12.2024 6

Bloomberg

Thomas Black

Elliott’s Honeywell Breakup Plan Doesn’t Go Far Enough

The drumbeat for breaking up Honeywell International Inc., which makes products in the aerospace, energy and industrial automation industries, has...

12.11.2024 3

Bloomberg

Thomas Black

The US Is Losing the Air Taxi Race to China

The Federal Aviation Administration held an event at a business aircraft conference in October to unveil 880 pages of regulations for...

12.11.2024 10

Bloomberg

Thomas Black

A Boeing Space Exit Would Be a Win-Win-Win

A true win-win-win situation doesn’t come along often. One could be brewing with a Boeing Co. decision to look at a potential sale — or perhaps...

28.10.2024 1

Bloomberg

Thomas Black

Boeing Needs to Settle Its Strike — Now

Kelly Ortberg, the chief executive officer of Boeing Co., on Wednesday morning had his first earnings conference call with analysts, who heard him...

24.10.2024 3

Bloomberg

Thomas Black

Low-Cost Airlines Have One Job. They’re Failing at It.

The gap between the haves and have-nots in the US airline industry is only growing. Delta Air Lines Inc., which reported third-quarter earnings on...

15.10.2024 3

Bloomberg

Thomas Black

Digital Freight Brokers Tried AI and Learned a Costly Lesson

For those fearful that artificial intelligence and robots are going to eventually replace everyone’s job, the logistics industry offers a case...

10.10.2024 3

Bloomberg

Thomas Black

Port Workers Get a Raise. Now Comes the Hard Part.

The port strike along the East and Gulf coasts, as expected, didn’t last long. The only surprise is that the two sides worked out an agreement...

04.10.2024 2

Bloomberg

Thomas Black

Boeing’s Frail Finances Give Strikers All the Power

While a strike by East Coast port workers is strangling the flow of goods from Maine to Texas and grabbing headlines, news of machinists at Boeing...

03.10.2024 5

Bloomberg

Thomas Black

Biden Should Intervene in the East Coast Port Strike

The much-anticipated labor strike at ports along the East and Gulf coasts has begun, and the impact is a bit anticlimactic — for now. Retailers,...

01.10.2024 2

Bloomberg

Thomas Black

Southwest Profit Plan Puts Activist in a Holding Pattern

Southwest Airlines Co.’s Chief Executive Officer Bob Jordan did his best on Thursday to put a nail in the coffin on activist Elliott Investment...

26.09.2024 2

Bloomberg

Thomas Black

Boeing Needs to Take a Cue From UPS and Pay Its Strikers

Boeing Co.’s labor negotiators should have paid more attention to how Carol Tomé, the chief executive officer of United Parcel Service Inc.,...

26.09.2024 3

Bloomberg

Thomas Black

Port Workers Deserve a Raise But Not a Veto on Progress

East Coast port operators and carriers will have to pay up to head off a strike on Oct. 1, the day after the expiration of a six-year contract with...

25.09.2024 2

Bloomberg

Thomas Black

Union Pacific Shows Its True Colors by Borrowing for Buybacks

In a pre-pandemic throwback to when interest rates were in free-money territory and before heated geopolitics made resilience a boardroom buzzword,...

19.09.2024 3

Bloomberg

Thomas Black

Guess Who Loses When Railroads and Investors Unite

The US freight railroads have not been increasing the amount of cargo they haul for the past two decades, and that’s a problem because there is...

19.09.2024 1

Bloomberg

Thomas Black

A Trucking Recovery Is Slipping Further Into the Future

The long-haul trucking industry doesn’t offer robust, steady growth that entices investors to buy a stock and just sit on it. The industry has bull...

16.09.2024 3

Bloomberg

Thomas Black

Boeing Strikers Have Leverage to Extract Meaningful Change

It’s hard to overstate the damage that a machinists strike could do to Boeing Co. and, more important, to the planemaker’s fragile supply chain....

13.09.2024 3

Bloomberg

Thomas Black

Southwest CEO Saves His Job and Maybe the Airline

Bob Jordan, Southwest Airlines Co.’s chief executive officer, has kept his job amid the activist onslaught from Elliott Investment Management, the...

10.09.2024 2

Bloomberg

Thomas Black

Maker of Elmer’s Glue Is Showing How to Wean Off China

It was once a competitive disadvantage not to manufacture in China. The country joined the World Trade Organization in 2001, reducing barriers for...

09.09.2024 5

Bloomberg

Thomas Black

Ocean Freight Carriers Are Ripe to Compete in the Air

It takes great skill in managing assets and planning long term to succeed as an ocean freight carrier. New ships are expensive, take several years...

05.09.2024 10

Bloomberg

Thomas Black

Air Travel Is Improving. Why Isn’t Passengers’ Behavior?

So, you’re really going to fly on Labor Day weekend? The typical advice is to arm yourself with patience and prepare for the worst. After all,...

29.08.2024 4

Bloomberg

Thomas Black

Boeing’s Cast-Offs Are a Perfect Fit for Bombardier

Bombardier Inc.’s bumpy ride over the last several years has settled into a smooth flight with much clearer skies ahead. Investors shared the...

23.08.2024 2

Bloomberg

Thomas Black

Driverless Trucks’ Biggest Obstacle Could Be a Jury

The driverless trucking revolution will start with a whimper this year and, if Aurora Innovation Inc. is successful, it will stay that way. Aurora...

16.08.2024 1

Bloomberg

Thomas Black

Postal Service Revolution Deserves Time to Deliver

The general public’s direct interaction with the US Postal Service has been declining for decades now. How many young people have mailed a letter...

12.08.2024 2

Bloomberg

Thomas Black

FedEx Stumbles on Its Way to Look More Like UPS

FedEx Corp.’s Chief Executive Officer Raj Subramaniam seems to be making all the right moves in his push to transform the courier after taking over...

07.08.2024 6

Bloomberg

Thomas Black

Boeing Finally Makes the Right Pick for Its CEO

Boeing Co. reported on Wednesday that its sales plunged 15% in the second quarter from a year earlier and that it burned through $4.3 billion of...

31.07.2024 1

Bloomberg

Thomas Black

Boeing’s Starliner Mishap Is More Proof It’s Lost in Space

Stuck in Space! That’s what some headlines are screaming about Boeing Co.’s latest setback with its Starliner capsule. It’s a storyline that could...

29.07.2024 1

Bloomberg

Thomas Black

Delta Bragged About Service. Then CrowdStrike Stepped In.

The aviation gods seem to be easily provoked by boastful airline executives. That’s the colorful explanation for why Delta Air Lines Inc. was dealt...

25.07.2024 1

Bloomberg

Thomas Black

Going Green Doesn’t Have to Be a Giant Money Suck

When companies or policymakers try to force green technology onto an industry, it usually doesn’t work out. It’s akin to forcing on footwear that’s...

22.07.2024 10

Bloomberg

Thomas Black

Delta Lost the Fare War. Lesson Hopefully Learned.

An animal that’s cornered and fighting for its life is at its most dangerous. The same goes for airlines. Low-cost carriers, including Frontier...

11.07.2024 1

Bloomberg

Thomas Black