TD Cowenafs Index Highlights Trends in Truckload Parcel and LTL Markets

TD Cowenafs Index Highlights Trends in Truckload Parcel and LTL Markets

The TD Cowen-AFS Freight Index unveils the latest trends in the trucking, parcel, and LTL transportation markets. Spot market trucking shows optimistic signs, but contract rates lag. Parcel pricing adjustments are effective, leading to intense competition. LTL pricing remains firm, but carrier pricing discipline is weakening. The index provides freight companies with crucial insights for strategic planning, operational optimization, and enhanced profitability. It serves as a valuable benchmark for understanding market dynamics and making informed decisions in a rapidly evolving transportation landscape.

01/15/2026 Logistics Industry Insights
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Capacity Crunch Spurs Debate DCC Vs Dedicated Truckload

Capacity Crunch Spurs Debate DCC Vs Dedicated Truckload

Faced with capacity constraints, this report compares Dedicated Contract Carriage (DCC) and Dedicated Truckload Capacity (DTC). DCC offers stability but slow growth, while DTC is flexible and grows rapidly. The report analyzes the application scenarios of both models and forecasts the future market, emphasizing that companies should develop effective transportation strategies based on their specific needs. It highlights the trade-offs between stability, flexibility, and growth when choosing a dedicated transportation model within the broader context of supply chain management.

01/19/2026 Logistics Industry Insights
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GXO Logistics Spinoff Targets Global Supply Chain Innovation

GXO Logistics Spinoff Targets Global Supply Chain Innovation

XPO Logistics has announced that its logistics business, after the spin-off, will be officially named GXO Logistics, marking a significant step in the company's strategic transformation. GXO will focus on global contract logistics, leveraging technological innovation and long-term industry tailwinds. The company aims to create long-term value for customers, employees, and shareholders, while reshaping the global supply chain landscape. This strategic move allows GXO to concentrate on its core competencies and capitalize on the growing demand for advanced logistics solutions.

01/19/2026 Logistics
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UPS Pilots Strike Threatens Global Supply Chains

UPS Pilots Strike Threatens Global Supply Chains

UPS pilots are considering a strike vote due to stalled four-year contract negotiations, potentially creating supply chain risks. The labor agreement of competitor FedEx is being used as a benchmark. Experts suggest a strike is unlikely, but the risk of a 'work-to-rule' campaign remains. Businesses and consumers should proactively plan for alternative shipping options and closely monitor developments. The ongoing labor dispute highlights the fragility of global logistics and the need for contingency planning in the face of potential disruptions.

01/21/2026 Logistics
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East Coast Port Labor Talks Resume Strike Averted

East Coast Port Labor Talks Resume Strike Averted

The International Longshoremen's Association (ILA) and the United States Maritime Alliance (USMX) will resume contract negotiations on January 7th to avert a potential port strike. The core dispute revolves around the use of semi-automated rail-mounted gantry cranes, with the ILA fearing job losses due to automation. Businesses should assess risks, develop contingency plans, and closely monitor the negotiation progress to mitigate potential supply chain disruptions. The outcome of these negotiations will significantly impact port operations and the overall economy.

01/18/2026 Logistics
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US Truckload Volume Falls Rates Rise in September

US Truckload Volume Falls Rates Rise in September

The US truckload freight market in September showed a mixed picture: declining volumes coupled with slightly higher rates. Dry van and refrigerated volumes decreased, while flatbed volumes increased. Spot rates generally rose, while contract rates declined. Market analysis suggests the rate increase was not demand-driven, leading to a pessimistic outlook for the peak season. Carriers, brokers, and shippers need to be flexible in responding to market changes. The decline in volumes despite rising rates indicates underlying economic weakness and potential inventory corrections.

01/21/2026 Logistics Industry Insights
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September Trucking Freight Volume Drops As Rates Rise

September Trucking Freight Volume Drops As Rates Rise

The US spot truckload market in September showed mixed signals: volumes declined, spot rates slightly increased, and contract rates decreased. Experts believe the spot rate increase isn't demand-driven, and the peak season outlook is pessimistic, potentially leading to further carrier exits. Brokers and carriers need to closely monitor market dynamics and adjust their operating strategies accordingly. The slight spot rate increase is likely due to capacity constraints rather than a surge in demand, suggesting a fragile market susceptible to further downturns.

01/21/2026 Logistics Industry Insights
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US Truckload Volume Falls Rates Rise in September

US Truckload Volume Falls Rates Rise in September

The US truckload freight market in September presented a mixed picture of declining volumes and slightly increasing rates. DAT data indicated a decrease in dry van and refrigerated truckload volumes, while flatbed volumes saw a slight increase. Spot rates generally rose, while contract rates trended downward. Analysts suggest that the price increases were not demand-driven, but rather due to capacity imbalances. They remain cautious about the upcoming peak season. Market participants need to closely monitor the dynamics and adjust their strategies accordingly.

01/21/2026 Logistics Industry Insights
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UPS Adds Air Conditioning to 5000 Trucks After Teamsters Deal

UPS Adds Air Conditioning to 5000 Trucks After Teamsters Deal

The UPS and Teamsters union agreement is progressing steadily, with plans to install air conditioning in 5,000 delivery vehicles to improve working conditions in high temperatures. This initiative aims to enhance employee satisfaction and productivity but also faces challenges related to operational costs and technical difficulties. Data analysis will be crucial in evaluating the effectiveness of the agreement and promoting sustainable development within the logistics industry. The improvements are a key part of the new labor contract between UPS and the Teamsters.

01/21/2026 Logistics
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New Cowenafs Index Aims to Predict Freight Rate Trends

New Cowenafs Index Aims to Predict Freight Rate Trends

The Cowen/AFS Freight Index is released, providing institutional clients with pricing forecasts for LTL, TL, and parcel shipments to aid market decision-making. This index offers valuable insights into current and future freight rates, enabling businesses to optimize their logistics strategies and improve profitability. By leveraging the data and analysis provided, companies can make informed choices regarding carrier selection, contract negotiations, and overall transportation planning. The Cowen/AFS Freight Index is a crucial tool for navigating the complexities of the freight market.

01/21/2026 Logistics Industry Insights
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