US Truckload Market September Volumes Fall Rates Rise

US Truckload Market September Volumes Fall Rates Rise

In September, the US truckload market experienced a decline in volume but a rise in prices. The DAT index indicated a drop in dry van and refrigerated truckload volumes, with a slight increase in flatbed volume. Spot rates saw a minor increase, attributed by experts to freight imbalances and capacity shifts rather than genuine demand. The outlook for the upcoming peak season is pessimistic, with anticipated weak volumes. Some carriers may benefit from higher freight rates. The market faces increased uncertainty, requiring stakeholders to enhance risk management and adapt flexibly.

01/21/2026 Logistics Industry Insights
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Rail Freight Industry Adapts to Shifting Market Trends

Rail Freight Industry Adapts to Shifting Market Trends

This article delves into the rail freight and multimodal transportation sector, analyzing market conditions, service levels, freight volume fluctuations, and potential industry consolidation. It particularly focuses on the profound impact of the COVID-19 pandemic. Drawing on nearly three decades of experience, industry expert Tony Hatch interprets industry trends, analyzes policy influences, and forecasts future operating models. This provides readers with valuable insights into the rail freight market, offering a comprehensive overview of the current landscape and potential future developments.

01/21/2026 Logistics Industry Insights
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US Freight Market Shows Recovery Signs Amid Recession Risks

US Freight Market Shows Recovery Signs Amid Recession Risks

Bloomberg analyst Krasco interprets the US freight market, highlighting the high risk of economic recession and the existing downturn in the freight market. He analyzes the potential for freight rates to bottom out and rebound, and forecasts the market and peak season prospects for the second half of the year. The article also explores industry coping strategies, policy impacts, and future development trends. It provides insights into navigating the current challenges and anticipating future shifts in the freight landscape amidst economic uncertainty.

01/21/2026 Logistics Industry Insights
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Freight Market Slows on Recession Worries Recovery Possible

Freight Market Slows on Recession Worries Recovery Possible

Bloomberg analyst Lee Klaskow noted in a webinar that the risk of a US recession is high, and the freight market has already entered a recession. Despite the challenges, a turnaround is expected in the second half of the year as capacity exits the market, seasonal demand rebounds, and inventory levels improve. Large, well-capitalized companies with diversified operations are likely to consolidate their positions during this market correction.

01/21/2026 Logistics Industry Insights
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Cowenafs Index Offers Freight Market Insights for Investors

Cowenafs Index Offers Freight Market Insights for Investors

The Cowen/AFS Freight Index is a forward-looking freight pricing forecast tool designed to provide institutional investors with accurate predictions in the less-than-truckload (LTL), truckload (TL), and parcel transportation sectors. The index integrates massive datasets, machine learning algorithms, and macro/microeconomic factors to deliver quarterly updates. It helps investors optimize investment portfolios, reduce risks, and improve decision-making efficiency by providing insights into future freight rate trends and potential market shifts.

01/21/2026 Logistics Industry Insights
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AFS Logistics Analyzes Key Freight Market Trends

AFS Logistics Analyzes Key Freight Market Trends

This podcast episode features Tom Nightingale, an expert from AFS Logistics, discussing the freight logistics market. He analyzes the Cowen/AFS Freight Index report, focusing on peak season outlook, capacity rates, nearshoring, and the impact of the Baltimore bridge collapse. Nightingale provides market insights and strategic recommendations for businesses, helping them optimize supply chain management and enhance competitiveness. The discussion covers key trends and challenges impacting the industry, offering valuable information for companies navigating the complexities of freight transportation and logistics.

01/21/2026 Logistics Industry Insights
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US Freight Market Faces Challenges As Cass Index Declines

US Freight Market Faces Challenges As Cass Index Declines

The Cass Freight Index reveals declines in North American freight volume and expenditures year-over-year and month-over-month in November, indicating challenges to economic recovery. The report analyzes key factors impacting the freight market, including macroeconomics, inventory levels, retail activity, and energy prices, and provides an outlook on future opportunities and challenges. It recommends that freight companies optimize operations, diversify services, and strengthen customer relationships to navigate market fluctuations.

01/21/2026 Logistics Industry Insights
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US Rail Freight Mixed in March Coal Autos Rise

US Rail Freight Mixed in March Coal Autos Rise

According to the Association of American Railroads, U.S. rail freight and intermodal volumes decreased year-over-year in the first week of March, while coal, petroleum, and automotive shipments bucked the trend with increases. Economic downturn, inflation, and supply chain issues are key contributing factors. Logistics companies need to optimize operations, expand services, strengthen partnerships, and embrace digitalization to address challenges and seize opportunities. These strategies are crucial for navigating the current economic climate and ensuring future growth in the face of fluctuating freight demands.

01/20/2026 Logistics
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US Service Sector Growth Slows in February ISM

US Service Sector Growth Slows in February ISM

The ISM report indicates continued growth in the US service sector in February, albeit at a slower pace. Most industries experienced growth, while real estate faced pressure. Sub-indicators presented a mixed picture, leading to cautious optimism among experts. The report highlights the ongoing impacts of the pandemic, supply chain challenges, and labor shortages. It provides valuable economic signals for investors, reflecting a nuanced picture of the current economic landscape and potential future trends in the service sector.

01/19/2026 Logistics Industry Insights
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