US Intermodal Freight Volumes Decline in October Amid Tariff Worries

US Intermodal Freight Volumes Decline in October Amid Tariff Worries

North American Intermodal Association data shows a 2% year-over-year decrease in U.S. intermodal freight volume in October 2025, ending months of consecutive growth. Key influencing factors include tariff policies, economic uncertainty, and industrial weakness. While cumulative freight volume for the year remains positive, the growth rate is slowing. The future intermodal market should focus on key factors such as tariffs, consumer spending, inventory levels, and capacity supply, while also strengthening innovation and international cooperation.

02/04/2026 Logistics
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US Rail Freight Sees Mixed Carload Container Trends in November

US Rail Freight Sees Mixed Carload Container Trends in November

U.S. rail freight traffic increased by 4.3%, driven by commodities like coal. However, container traffic decreased by 6.5%. Despite this decline in container volume, the cumulative freight and container volumes for the entire year still showed growth. This indicates a mixed performance in the rail freight sector, with overall positive growth offset by a decrease in container shipping, highlighting the influence of specific commodities on overall freight volume and serving as a potential economic indicator.

02/04/2026 Logistics
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US Rail Freight Rises in August on Chemicals Intermodal Demand

US Rail Freight Rises in August on Chemicals Intermodal Demand

US rail freight volume increased in August, driven by chemicals and minerals, while petroleum and grain declined. Looking long-term, economic recovery and infrastructure investment are expected to drive positive market trends. The growth in specific sectors highlights shifts in demand and production, reflecting broader economic activity. Despite declines in some commodities, the overall increase in rail freight suggests a resilient supply chain and continued industrial output. Further monitoring of these trends will be crucial for understanding the pace and direction of economic recovery.

02/04/2026 Logistics
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3PL Growth Offsets Ecommerce Slowdown in US Industrial Real Estate

3PL Growth Offsets Ecommerce Slowdown in US Industrial Real Estate

A CBRE report indicates that 3PLs dominated the US industrial real estate leasing market in the first half of 2025, signing 38 major lease agreements, significantly surpassing retail and e-commerce companies. Increased outsourcing demand from businesses is the primary driver, while e-commerce leasing demand has decreased substantially. Experts predict that 3PL's market share will continue to rise, and leasing of very large warehouses may rebound. The shift reflects evolving supply chain strategies and the growing reliance on third-party logistics providers.

3PL Firms Drive US Industrial Leasing Growth in Early 2025

3PL Firms Drive US Industrial Leasing Growth in Early 2025

A CBRE report indicates a surge in demand from Third-Party Logistics (3PL) companies in the first half of 2025 within the US industrial real estate leasing market, surpassing traditional retail and e-commerce. This growth is primarily driven by increased corporate outsourcing, e-commerce transformation, and supply chain uncertainties. 3PL providers need to embrace technological innovation and enhance service quality to capitalize on the opportunities presented by this evolving market. The sector's expansion highlights the crucial role of logistics in the modern economy.

Target Invests 7B in Supply Chain to Boost Customer Growth

Target Invests 7B in Supply Chain to Boost Customer Growth

Target is investing $7 billion to upgrade its supply chain, transforming stores into forward deployment centers, and optimizing delivery. This includes integrating Shipt and focusing on enhancing customer experience and empowering employees. The goal is to achieve sustainable growth through improved efficiency and a more customer-centric approach. By modernizing its infrastructure and leveraging technology, Target aims to create a seamless and convenient shopping experience while also prioritizing employee well-being and contributing to a more sustainable future.

Prologis US Officials Push AI and Energy in Supply Chains

Prologis US Officials Push AI and Energy in Supply Chains

Prologis discussed the impact of energy and AI on the future of supply chains with the U.S. Secretary of the Interior. The importance of energy security was emphasized, along with Prologis' role in the energy transition, including the development of solar energy and data centers. They also discussed how to accelerate AI development and address energy bottlenecks by optimizing energy infrastructure. The conversation highlighted the intersection of energy strategy, AI factories, and the evolving landscape of global supply chains.

US Retail Sales Rise Modestly in July Amid Steady Recovery

US Retail Sales Rise Modestly in July Amid Steady Recovery

Data from the US Department of Commerce and the National Retail Federation show that retail sales increased by 0.5% month-over-month and 4.0% year-over-year in July. Total retail sales from May to July also grew by 4.0% year-over-year, indicating a steady recovery in the US consumer market. However, future growth still faces challenges such as inflation and supply chain issues. Retailers need to be flexible and adaptable to navigate these challenges.

US Imports Defy Expectations in Late 2024 2025 Slowdown Likely

US Imports Defy Expectations in Late 2024 2025 Slowdown Likely

US imports surged by 11.6% at the end of 2024, potentially driven by efforts to circumvent new tariffs. Experts predict a potential decrease in imports for 2025. Businesses need to diversify their supply chains to address the challenges posed by changing trade policies and market fluctuations. The surge suggests companies were accelerating shipments to avoid upcoming levies, indicating a possible shift in trade dynamics in the coming year. A diversified supply chain is crucial for mitigating risks associated with tariff changes and ensuring business resilience.

Amazon Sellers in Europe Must Comply With New EU Directives

Amazon Sellers in Europe Must Comply With New EU Directives

From June 2025, Amazon's European Station will enforce stricter EEL and RED regulations. Electronic products like smartphones and tablets must comply with energy efficiency labeling requirements. Wireless devices need a unified Type-C port and a 'charger-free' option. Sellers should complete product testing, EPREL registration, and information updates as soon as possible to avoid product removal and ensure continued operation in the European market. Compliance with these regulations is crucial for maintaining product listings and avoiding disruptions to sales within the EU.