TD Cowen Analyzes Shifting Freight Market Trends

TD Cowen Analyzes Shifting Freight Market Trends

TD Cowen expert Jason Seidl shared insights on the freight market at the SMC3 JumpStart 2025 conference, covering the current economic situation, tariff impacts, AI applications, nearshoring trends, and the LTL/TL market outlook. He emphasized the importance for businesses to monitor market dynamics, embrace new technologies, optimize supply chains, and adopt rational pricing strategies to address challenges and seize opportunities. Companies need to stay informed and proactive in this evolving landscape.

01/20/2026 Logistics Industry Insights
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LTL Freight Sector Rebounds As Rates Climb

LTL Freight Sector Rebounds As Rates Climb

The LTL freight market is experiencing a recovery with continuously rising rates and significantly improved profitability. Shippers should proactively respond to market changes by optimizing their supply chains, selecting suitable carriers, and adopting technology to reduce costs and improve efficiency. The digital transformation of the LTL freight market is accelerating, with service differentiation and green logistics becoming key trends. Shippers need to adapt to these changes to maintain competitiveness and control transportation expenses.

01/20/2026 Logistics Industry Insights
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Uschina Trade Eases Boosting Crossborder Ecommerce

Uschina Trade Eases Boosting Crossborder Ecommerce

Easing US-China trade relations, with the US suspending Section 301 investigations against China for a year, presents opportunities for cross-border e-commerce. Businesses should seize this window, diversify their strategies, optimize supply chains, and refine operations. Leveraging cross-border e-commerce ERP systems is crucial for improving management and navigating future market uncertainties. This period allows companies to strengthen their positions and prepare for potential challenges in the evolving global trade landscape.

01/26/2026 Logistics Industry Insights
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Oversupply Dampens Cloud Shipping Industrys Rate Hike Prospects

Oversupply Dampens Cloud Shipping Industrys Rate Hike Prospects

The shipping industry failed to see the expected freight rate increase in September, mainly due to oversupply. SeaIntel believes that supply-demand balance will be difficult to achieve after 2019. New vessel orders from CMA CGM and MSC exacerbate concerns. The industry needs to pay attention to market dynamics, embrace change, and strengthen cooperation to achieve sustainable development. The persistent overcapacity continues to depress shipping prices and casts doubt on a swift market recovery.

01/27/2026 Logistics Industry Insights
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Mexicos China Tariffs Pose Hurdles for Exporters

Mexicos China Tariffs Pose Hurdles for Exporters

Mexico has imposed tariffs on 1463 categories of Chinese goods, with maximum rates reaching 50%, significantly impacting China's related export industries. Businesses should accurately verify affected products, flexibly adjust strategies, optimize supply chains, increase product added value, and explore diversified markets. It is crucial to closely monitor China's countermeasures and the progress of bilateral consultations to turn challenges into opportunities. Companies need to be proactive in mitigating risks and adapting to the evolving trade landscape.

01/27/2026 Customs Knowledge
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China Aims to Dominate Smart Manufacturing by 2027

China Aims to Dominate Smart Manufacturing by 2027

Eight departments, including the Ministry of Industry and Information Technology, jointly issued the “Special Action Implementation Opinions on ‘Artificial Intelligence + Manufacturing’”, outlining ambitious goals for AI-powered manufacturing in China by 2027. The document focuses on strengthening computing power supply, developing industry models, promoting intelligent equipment iteration, accelerating intelligent terminal upgrades, and building an open-source ecosystem. These concrete measures aim to drive the intelligent transformation of China's manufacturing industry and enhance its global competitiveness.

01/27/2026 Logistics Industry Insights
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Astron Energy Supplies Jet Fuel to South Africas Aviation Sector

Astron Energy Supplies Jet Fuel to South Africas Aviation Sector

Astron Energy, an integrated South African petroleum company, plays a crucial role in supplying aviation fuel (Jet-A-1). Leveraging its local refinery and in-house aviation expertise, the company is a vital support for the South African aviation industry. Astron Energy is known for its high quality, reliability, and excellent service, ensuring a consistent and dependable supply of Jet-A-1 to meet the demands of the aviation sector in South Africa.

01/27/2026 Airlines
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South Chinas Mingda Yunda Excels in Crossborder Ecommerce

South Chinas Mingda Yunda Excels in Crossborder Ecommerce

This paper analyzes the operational model, service capabilities, and reliability of Shenzhen Mingda Yunda International Logistics Co., Ltd. The company specializes in cross-border e-commerce logistics, providing full-chain, digitalized, and compliant solutions, particularly excelling in the European, American, and Southeast Asian markets. While its domestic sourcing capabilities need improvement, its timeliness, customs clearance proficiency, and customer reputation make it a reliable choice for cross-border e-commerce sellers in South China.

01/07/2026 Logistics
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China Boosts Crossborder Ecommerce with New Policies

China Boosts Crossborder Ecommerce with New Policies

China's Ministry of Commerce is intensifying efforts to stabilize foreign trade by boosting cross-border e-commerce, expanding demonstration zones, introducing supportive policies, and fostering market players. As a major foreign trade province, Shenzhen should seize this opportunity, leverage its geographical advantages, improve its industrial chain, strengthen policy innovation, cultivate talent, and support the export of competitive products. This will enable Shenzhen to make a greater contribution to stabilizing and growing national foreign trade.

01/16/2026 Logistics Industry Insights
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Shopyy Livestream to Aid Ecommerce Conversion Growth

Shopyy Livestream to Aid Ecommerce Conversion Growth

Shopyy's key account manager, Yuki, will be live on January 8th to share strategies for improving independent website conversion rates. The session will cover multi-dimensional optimization techniques, including user experience, page design, and marketing strategies. With 18 years of experience in cross-border e-commerce, Shopyy is committed to providing merchants with full-chain services, helping cross-border e-commerce practitioners improve the operational efficiency of their independent websites and achieve business growth.

01/06/2026 Logistics Industry Insights
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