US Freight Volume Shows Mixed Trends in July

US Freight Volume Shows Mixed Trends in July

According to the American Trucking Associations (ATA), July's freight volume remained unchanged from June on a seasonally adjusted basis, but increased by 4.1% year-over-year. Experts suggest this data indicates a slowdown in economic growth, but not a standstill. Freight volume in the second half of the year could be influenced by factors such as manufacturing, inventory levels, and energy prices. Full-year growth is projected to be between 3% and 3.5%, suggesting the recovery path still faces challenges.

01/28/2026 Logistics
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US Trucking Tonnage Rises in September Despite Capacity Strains

US Trucking Tonnage Rises in September Despite Capacity Strains

The American Trucking Associations reported a solid increase in freight tonnage for September, but capacity remains constrained, creating a supply-demand imbalance. Both macroeconomic and industry-specific factors are influencing the market. Moving forward, it will be crucial to monitor market dynamics and adapt flexibly to emerging challenges. The trucking industry's performance is a key gauge of the overall economic health, and these tonnage figures provide valuable insights into current economic trends and potential future developments. Continued monitoring is essential for stakeholders.

01/28/2026 Logistics
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US Trucking Industry Grapples With Capacity Crunch Amid Shifting Demand

US Trucking Industry Grapples With Capacity Crunch Amid Shifting Demand

American Trucking Associations data showed a decline in freight tonnage in July, raising concerns about an economic downturn. Analysis suggests that supply constraints (driver shortages, equipment shortages) are the primary cause, rather than weak demand. The report delves into the multiple factors influencing freight volume and proposes industry response strategies and policy recommendations aimed at promoting the healthy development of the U.S. trucking industry. It highlights the importance of addressing these supply-side bottlenecks to ensure efficient freight movement and support economic growth.

01/28/2026 Logistics
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US Rail Freight Struggles As Auto Shipments Offset Coal Decline

US Rail Freight Struggles As Auto Shipments Offset Coal Decline

According to the Association of American Railroads, U.S. rail freight and intermodal volumes declined year-over-year in the first week of February. However, automobile and parts transportation saw an increase, while coal shipments experienced a significant drop. Year-to-date freight volume showed a slight increase, but intermodal remained weak. North America mirrored the U.S. trend, with a small rise in overall freight volume but a decrease in intermodal transportation. The divergence highlights shifting dynamics within the freight transportation sector.

01/28/2026 Logistics
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Commercial Trailer Orders and Shipments Surge in Market Rebound

Commercial Trailer Orders and Shipments Surge in Market Rebound

ACT Research data reveals a significant increase in US commercial trailer orders and shipments in March, with Q1 shipments surging 109% year-over-year. The primary driver is equipment replacement demand rather than capacity expansion. A full recovery is underway in the North American market, and global demand is also growing. The industry outlook is optimistic, but attention should be paid to raw material prices, supply chain challenges, and policy risks. Data-driven, intelligent trailers are expected to be the future development direction.

01/28/2026 Logistics
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US Supply Chain Council Moves to Strengthen Critical Networks

US Supply Chain Council Moves to Strengthen Critical Networks

The US Supply Chain Council is established to unite businesses, labor, and government in addressing supply chain challenges, safeguarding American jobs, investing in infrastructure, and mitigating global risks. Through lobbying, dialogue, and advocacy, it aims to raise public awareness, promote favorable policies, and build a more resilient supply chain system, ultimately ensuring US economic security. The council will work to strengthen domestic manufacturing, improve logistics, and foster collaboration across industries to protect the nation's economic lifeline from vulnerabilities and disruptions.

US Supply Chain Adopts Datadriven Strategies for Resilience

US Supply Chain Adopts Datadriven Strategies for Resilience

In response to supply chain challenges facing the U.S., the Supply Chain Council was formed. This organization aims to protect American jobs, invest in infrastructure, and enhance supply chain resilience against global instability by uniting business, labor, and government sectors. The council will lay the foundation for the long-term development of U.S. supply chains by promoting relevant policies and raising public awareness. It seeks to create a more secure and robust supply chain ecosystem for the nation's economic future.

USCBC Report Examines Tariffs Effect on Uschina Trade

USCBC Report Examines Tariffs Effect on Uschina Trade

The USCBC report provides an in-depth analysis of the impact of tariff policies on American companies operating in China. It points out that tariffs have increased operating costs and weakened competitiveness, while also emphasizing the importance of the Chinese market. The report calls on companies to carefully evaluate their strategies in China and communicate with the government to strive for a fair trade environment. The future of US-China economic and trade relations depends on policy adjustments and the adaptability of enterprises.

Trumps Greenland Dispute Triggers EU IP Retaliation Threat

Trumps Greenland Dispute Triggers EU IP Retaliation Threat

President Trump's threat regarding Greenland, stemming from not receiving the Nobel Peace Prize, has raised the possibility of EU retaliation, potentially suspending intellectual property protection for the US. This could destabilize the global IP system, significantly impacting the American tech industry. Investors should closely monitor developments, manage positions cautiously, allocate to safe-haven assets, and explore opportunities within the domestic market. The escalating tensions highlight the interconnectedness of geopolitical events and economic stability, demanding a proactive and diversified investment approach.

Trucking Industry Split on ELD Mandate ATA Supports OOIDA Opposes

Trucking Industry Split on ELD Mandate ATA Supports OOIDA Opposes

The American Trucking Associations supports the ELD mandate, aiming to improve efficiency and safety. However, the Owner-Operator Independent Drivers Association opposes it, citing increased costs and privacy concerns. This dispute reflects a deep division within the trucking industry, potentially leading to instability, capacity shortages, and price increases. Future attention should focus on technological advancements, policy adjustments, and industry collaboration to seek more equitable solutions. The ELD mandate's impact on owner-operators versus larger fleets remains a key point of contention.