Freight Market Shifts Under Tariffs and Demand TD Cowenafs Index

Freight Market Shifts Under Tariffs and Demand TD Cowenafs Index

The TD Cowen/AFS Freight Index report indicates that tariff policies, declining consumer confidence, and changes in carrier pricing strategies are impacting the freight market. In trucking, front-loading of inventory is driving up rates, but increased short-haul shipments are lowering overall costs. For parcel, carriers are adjusting prices more frequently, and fuel surcharges are rising, but sales growth faces challenges. In LTL, pricing remains strong despite economic headwinds. The report highlights the complex interplay of factors influencing freight costs and volumes across different transportation modes.

01/15/2026 Logistics Industry Insights
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Freight Market Splits As Parcel LTL and Truckload Prices Diverge

Freight Market Splits As Parcel LTL and Truckload Prices Diverge

The TD Cowen/AFS Freight Index reveals a diverging US freight market. Parcel demand is weak with unprecedented discounts and declining fuel surcharges. LTL shipments show declining weight per shipment, but carrier pricing remains firm. Truckload faces headwinds from soft demand and excess capacity, hindering near-term improvement. While future Fed rate cuts are beneficial for long-term truckload and LTL prospects, their immediate impact is limited. The report highlights the contrasting dynamics within different segments of the US freight sector, reflecting broader economic conditions and supply chain adjustments.

01/15/2026 Logistics Industry Insights
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Freight Market Sentiment Mixed in Q3 TD Cowen Reports

Freight Market Sentiment Mixed in Q3 TD Cowen Reports

The latest TD Cowen/AFS Freight Index reveals a diverging Q3 logistics market: unprecedented parcel discounts, resilient LTL pricing, and weak truckload demand. Anticipated Fed rate cuts are unlikely to immediately impact freight pricing. Holiday season parcel competition will intensify, LTL prices will continue to rise, and a truckload recovery remains distant. The index highlights ongoing complexities in the freight sector, with varying performance across different transportation modes. The parcel sector is facing significant pricing pressure, while LTL demonstrates strength. Truckload continues to struggle with soft demand.

01/15/2026 Logistics Industry Insights
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2025 Delivery Surge to Bring Higher Fees New Carriers

2025 Delivery Surge to Bring Higher Fees New Carriers

ShipMatrix forecasts a 5% increase in package volume during the 2025 peak season, but rising surcharges may reshape the carrier landscape. The rise of large enterprises and emerging logistics providers will challenge the market share of traditional carriers. Logistics companies need to optimize supply chains, diversify carriers, and invest in automation to cope with these changes. The increasing costs associated with peak season shipping, particularly surcharges, will force shippers to re-evaluate their strategies and potentially explore alternative delivery solutions.

12/31/2025 Logistics Industry Insights
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Major Logistics Firms Outline 2026 Supply Chain Strategies

Major Logistics Firms Outline 2026 Supply Chain Strategies

At the CSCMP EDGE conference, trucking, parcel, and LTL giants gathered to analyze the current market and look ahead to 2026. The trucking industry is mired in recession, with potential regulatory tightening. The parcel market is described as 'crazy' with intensifying competition. The LTL industry urgently needs technological innovation. Balancing supply and demand is crucial, and relationship maintenance is paramount for success in the evolving logistics landscape.

01/15/2026 Logistics Industry Insights
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Fedex Pilot Deal Signals 2025 Supply Chain Challenges

Fedex Pilot Deal Signals 2025 Supply Chain Challenges

The logistics industry faces a 'roller coaster' of challenges in 2025, including persistent volatility, policy shifts, and uneven demand. The FedEx pilot agreement may signal underlying industry changes. Companies must embrace digital transformation, build resilient supply chains, and strengthen risk management to seize opportunities amidst the uncertainty. Success hinges on adaptability and proactive strategies to navigate the evolving landscape.

12/31/2025 Logistics
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US Container Imports Slow in June Amid Trade Shifts

US Container Imports Slow in June Amid Trade Shifts

Descartes' latest report reveals a slight month-over-month increase in US container imports for June, but a year-over-year decline. Imports from China continue to fall, while Southeast Asia is gaining prominence. West Coast ports are regaining market share, with the Port of Los Angeles showing strong performance. The report emphasizes the importance for businesses to monitor policy changes, optimize supply chains, enhance digitalization, strengthen risk management, and embrace innovation to navigate the evolving trade landscape.

01/15/2026 Logistics
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US Rail Freight Decline Points to Yearend Economic Slowdown

US Rail Freight Decline Points to Yearend Economic Slowdown

Data from the Association of American Railroads indicates that U.S. rail freight and intermodal traffic decreased year-over-year for the week ending December 15th, but cumulative volumes remain slightly up for the year. Detailed data reveals varied performance across different commodity categories, reflecting structural market adjustments. Railroad companies need to pay attention to macroeconomic factors, supply chains, and the energy transition to actively address challenges, embrace change, and achieve sustainable development.

12/19/2025 Logistics
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Pet Diagnostics Market Nears 1 Trillion As Demand Grows

Pet Diagnostics Market Nears 1 Trillion As Demand Grows

The global companion animal diagnostics market is experiencing rapid growth, projected to reach $4.558 billion by 2029. Key drivers include increasing pet ownership, rising pet insurance adoption, and technological advancements. However, high costs and a shortage of veterinarians pose challenges. North America remains the largest market, while Asia-Pacific is the fastest-growing. The future will see technological innovation and intelligent solutions reshape the industry. Companies need to seize opportunities and optimize services to gain a competitive edge.

01/15/2026 Logistics Industry Insights
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US Rail Freight Decline Sparks Yearend Logistics Worries

US Rail Freight Decline Sparks Yearend Logistics Worries

According to the Association of American Railroads, U.S. rail freight and intermodal traffic declined year-over-year for the week ending December 15th, with varying performance across commodity categories. Year-to-date figures remain positive, but growth is slowing. Businesses need to refine operations, diversify services, and embrace digitalization to address challenges, seize opportunities, and achieve sustainable development in the face of potential economic headwinds. The data suggests a need for strategic adaptation within the rail freight and broader logistics sector.

12/19/2025 Logistics
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