TD Cowen Analyst Assesses Freight Market Amid Tariffs Economic Shifts

TD Cowen Analyst Assesses Freight Market Amid Tariffs Economic Shifts

TD Cowen analyst Jason Seidl analyzes the current state of the freight economy, the impact of tariffs, LTL and truckload market trends, and the application of AI in logistics. The article delves into economic recovery signals, tariff response strategies, the strategic significance of AI, the long-term value of nearshoring, and the opportunities and challenges in the M&A market. It provides valuable insights for businesses to understand freight market trends, offering guidance on navigating the evolving landscape and making informed decisions in a dynamic environment.

01/28/2026 Logistics Industry Insights
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Activ Technologies Aims to Revolutionize Logistics With Realtime Tracking

Activ Technologies Aims to Revolutionize Logistics With Realtime Tracking

Activ Technologies emphasizes the importance of real-time supply chain management and control towers, focusing on US port resilience and freight trends towards 2026. The article highlights the need for businesses to proactively embrace change in their logistics operations. It suggests leveraging technology and strategic planning to navigate evolving challenges and optimize supply chain performance. The control tower concept is presented as a crucial tool for gaining visibility and control across the entire supply chain, enabling proactive decision-making and improved responsiveness to disruptions.

01/28/2026 Logistics
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Aviation Industry Focuses on Mental Health and Wellbeing

Aviation Industry Focuses on Mental Health and Wellbeing

The aviation industry, while advancing technologically, faces challenges related to the mental health and fatigue risks of its workforce. This paper emphasizes addressing these 'invisible risks' and proposes using the SAFE™ pillars framework to build psychologically safe workplaces, integrating mental health strategies into safety management systems. By strengthening training, improving support systems, and optimizing the work environment, we can break down stigma and collectively build a happier future for the aviation industry. This includes fostering open communication and ensuring access to mental health resources.

01/28/2026 Logistics Industry Insights
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Shipping Alliances Reshape Global Freight Industry

Shipping Alliances Reshape Global Freight Industry

This paper provides an in-depth analysis of the definition, operation, and impact of shipping alliances on international freight transport. Shipping alliances enhance transport stability and efficiency by sharing resources and optimizing routes. However, they may also present challenges due to restructuring and limited flexibility. Shippers should closely monitor alliance dynamics, flexibly select carriers, strengthen communication and coordination, and optimize supply chain management to respond to market changes. This includes understanding how alliances affect pricing, service coverage, and overall reliability for different trade lanes.

01/28/2026 Logistics Encyclopedia
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US Freight Demand Dips As Service Sector Gains Momentum

US Freight Demand Dips As Service Sector Gains Momentum

The Bank of America Freight Index Q4 report reveals a significant decline in US freight volumes, marking the largest drop in recent years. This is attributed to the recovery of the service sector, inflation, and a cooling housing market. Regional performance varied, with the Western region experiencing the most significant impact. The report highlights the influence of shifting consumer spending patterns on the freight market. It advises businesses to closely monitor macroeconomic trends, optimize supply chains, and embrace technological innovation to navigate these challenges.

01/28/2026 Logistics Industry Insights
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Global Supply Chains Face Persistent Disruptions ASCMKPMG Report

Global Supply Chains Face Persistent Disruptions ASCMKPMG Report

A joint report by ASCM and KPMG reveals that while some areas of global supply chains have improved, overall stability remains affected by factors like labor and geopolitics. The report highlights the increasing North American imports driven by the “China+1” strategy, potentially creating new challenges for the labor market. Businesses need to monitor market dynamics, adapt strategies flexibly, strengthen risk management, and embrace digital transformation to navigate uncertainties. Proactive adaptation and resilience are key to maintaining a competitive edge in the evolving global landscape.

01/28/2026 Logistics Industry Insights
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Ryder Cuts Texas Jobs Amid Supply Chain Shifts

Ryder Cuts Texas Jobs Amid Supply Chain Shifts

Ryder is laying off over 800 employees and ceasing operations in Texas due to a supply chain strategy adjustment by its client, Applied Materials. This event highlights the challenges companies face in adapting to supply chain shifts and the impact of the macroeconomic environment on the logistics industry. An in-depth analysis of the layoffs' consequences can provide valuable decision-making insights for businesses and government entities navigating similar situations. This situation underscores the importance of supply chain resilience and adaptability in a rapidly evolving global market.

01/28/2026 Logistics
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US Freight Index Hits Record High Amid Economic Uncertainty

US Freight Index Hits Record High Amid Economic Uncertainty

The U.S. Freight Transportation Services Index (Freight TSI) has reached a record high, while economic data presents a mixed picture, showing a 'fire and ice' scenario. This article delves into the drivers behind the growth in freight volume, explores long-term trends, and looks ahead to future challenges and opportunities. The aim is to help readers better understand the current state and development prospects of the U.S. freight industry. The analysis considers factors influencing the index and provides insights into the complexities of the current economic landscape.

01/28/2026 Logistics Industry Insights
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Ecommerce Drives Techfocused Lastmile Delivery Innovations

Ecommerce Drives Techfocused Lastmile Delivery Innovations

This report delves into the transformative impact of e-commerce on the supply chain, with a specific focus on the critical role of technological innovation in last-mile delivery. It gathers insights from logistics executives, revealing the challenges and opportunities in parcel transportation. The report explores how technology can be leveraged to optimize last-mile delivery strategies, enhance efficiency, reduce costs, and improve the overall user experience. It highlights the key trends and best practices shaping the future of e-commerce logistics and last-mile fulfillment.

01/29/2026 Logistics Industry Insights
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Chewy Loses 40M Revenue Amid Supply Chain Disruptions

Chewy Loses 40M Revenue Amid Supply Chain Disruptions

Pet e-commerce giant Chewy lost $40 million in sales due to out-of-stock issues, highlighting the importance of inventory management amidst supply chain challenges. This analysis explores the reasons behind these stockouts, Chewy's responses, and delves into effective inventory management strategies, influencing factors, and future trends. Drawing inspiration from Walmart's successful practices, it offers valuable insights for retailers navigating supply chain risks. The case emphasizes the critical need for robust inventory control to mitigate losses and maintain customer satisfaction in the competitive e-commerce landscape.

01/29/2026 Logistics Industry Insights
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