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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US Rail Freight Growth Uneven As Carloads Rise Intermodal Falls

US Rail Freight Growth Uneven As Carloads Rise Intermodal Falls

The latest US rail freight data reveals a year-over-year increase in carload traffic, driven by strong demand for nonmetallic minerals, coal, and motor vehicle parts. However, intermodal container and trailer volumes declined year-over-year, reflecting easing supply chain bottlenecks and cooling consumer demand. Overall North American rail freight volumes show a similar diverging trend. Moving forward, railway companies need to improve operational efficiency and expand their business areas to address challenges and seize opportunities.

01/28/2026 Logistics
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US Rail Freight Sees Mixed Trends Carloads Rise Containers Fall

US Rail Freight Sees Mixed Trends Carloads Rise Containers Fall

Data from the Association of American Railroads shows a divergence in US rail freight volume in late January. Carload traffic increased by 3.3% year-over-year, driven by nonmetallic minerals, coal, and automotive industries. However, container transport decreased by 6.7% year-over-year, potentially due to shifts in consumer spending and supply chain adjustments. Overall freight volume in North America exhibited a similar trend. The increase in carload was enough to offset the container decrease, showing resilience in certain sectors of the rail freight market.

01/28/2026 Logistics
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US Rail Freight Gains in Carloads Dips in Container Volume

US Rail Freight Gains in Carloads Dips in Container Volume

The US rail freight market presents a mixed picture at the start of the year. Carload traffic is showing a slight increase, potentially signaling a recovery in traditional industries. However, container traffic has declined significantly, possibly reflecting weak consumer demand. Businesses need to closely monitor market dynamics, optimize supply chains, strengthen risk management, and seize structural investment opportunities. Understanding these diverging trends is crucial for developing effective logistics strategies and navigating the evolving landscape of the rail freight sector.

01/28/2026 Logistics
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Yellow Freight Shuts Down After 100 Years Shaking Trucking Industry

Yellow Freight Shuts Down After 100 Years Shaking Trucking Industry

The bankruptcy of Yellow Corporation, a century-old American freight giant, highlights internal issues like mismanagement, strategic errors, and labor disputes, alongside external challenges such as intense industry competition, market shifts, and the pandemic's impact. Its collapse will likely accelerate the industry reshuffle and could lead to increased LTL shipping prices. Yellow's case serves as a warning against reckless expansion, emphasizing the importance of organic growth, meticulous management, and avoiding the 'too big to fail' trap. Companies should prioritize sustainable practices and adapt to evolving market dynamics to ensure long-term viability.

01/28/2026 Logistics Industry Insights
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STB Implements Reciprocal Switching Rule to Reduce Rail Freight Delays

STB Implements Reciprocal Switching Rule to Reduce Rail Freight Delays

The U.S. Surface Transportation Board (STB) proposes a reciprocal switching rule to address rail service challenges faced by shippers. The new rule would allow shippers to choose alternative rail carriers when existing carriers fail to meet service standards. It defines service evaluation metrics, simplifies the application process, and aims to break rail monopolies, improve service levels, and ultimately enhance freight efficiency. This initiative seeks to provide shippers with greater options and ensure reliable rail service by promoting competition within the rail industry.

01/28/2026 Logistics Industry Insights
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TIA Pushes for Stricter Freight Safety Standards in New Bill

TIA Pushes for Stricter Freight Safety Standards in New Bill

The Transportation Intermediaries Association (TIA) is advocating for the "Motor Carrier Safety Selection Standard Act" to address road safety issues in the freight industry. This Act aims to establish uniform safety standards, clarify liability, and promote FMCSA reform. It is expected to improve road safety, promote industry standardization, and create a level playing field. However, the Act also faces challenges such as increased compliance costs and difficulties in enforcement. The legislation seeks to create a safer and more accountable environment for all stakeholders involved in the transportation of goods.

01/29/2026 Logistics
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Air Freight Debate Charter Vs Scheduled Flights for Optimal Shipping

Air Freight Debate Charter Vs Scheduled Flights for Optimal Shipping

This article delves into the key differences between scheduled and charter flights in air freight, providing a selection guide for various scenarios. By comparing transportation modes, suitable cargo, cost structures, flexibility, and procedural complexities, it helps businesses make optimal decisions based on their needs, balancing cost, timeliness, and cargo characteristics. The aim is to enhance supply chain efficiency and market competitiveness. This analysis empowers companies to choose the most appropriate air freight solution, considering factors like urgency, cargo size, and budget, ultimately optimizing their logistics strategy.

01/26/2026 Logistics Encyclopedia
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SF Express Expands Air Freight Services Between Taiwan and Guangdong

SF Express Expands Air Freight Services Between Taiwan and Guangdong

This article provides a detailed explanation of the shipping costs, transit time, and shipping process for SF Express air freight from Taiwan to Guangdong. Shipping costs are affected by factors such as weight, dimensions, and destination. The transit time is typically 3-5 business days. The shipping process includes preparing the package, going to an SF Express service point to ship the item, and tracking the package. It is recommended to purchase insurance for valuable items.

01/26/2026 Logistics
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Ningbo Expands Air Freight Routes to Ho Chi Minh City

Ningbo Expands Air Freight Routes to Ho Chi Minh City

This article provides a detailed analysis of air freight from Ningbo to Ho Chi Minh City, covering key aspects such as price factors, transit time guarantees, service provider selection, cargo packaging, and customs clearance. It addresses frequently asked questions to help readers make informed decisions and benefit from efficient and convenient international logistics services. The guide aims to demystify the process and empower businesses to navigate the complexities of air freight between China and Vietnam, specifically focusing on the Ho Chi Minh City destination.

01/26/2026 Logistics Encyclopedia
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