US Industrial Real Estate Shortage Worsens CBRE Reports

US Industrial Real Estate Shortage Worsens CBRE Reports

A CBRE report reveals that U.S. industrial real estate availability rates continue to decline to historic lows, exacerbating the supply-demand imbalance. E-commerce growth, supply chain restructuring, and population growth drive demand, while land scarcity, labor shortages, and infrastructure bottlenecks pose challenges. The report forecasts that the long-term growth trend of the market remains unchanged, with innovation, technology, and sustainable development bringing new opportunities. The industrial sector is expected to remain strong despite these challenges, with a focus on adapting to evolving market dynamics.

02/04/2026 Logistics Industry Insights
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Prologis Index Shows Logistics Real Estate Demand Rebounding

Prologis Index Shows Logistics Real Estate Demand Rebounding

The Prologis IBI Index indicates a turning point in logistics real estate demand, with increased leasing activity and improved utilization rates. This demand recovery is driven by multiple factors, but the 'just-right' inventory strategy remains prevalent. Vacancy rates are expected to remain stable in the short term, potentially tightening in the long run. Companies should closely monitor market dynamics and adapt their strategies to seize opportunities. The rebound suggests a potential shift in the market, requiring businesses to be agile and responsive to changing conditions.

01/07/2026 Logistics Industry Insights
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Freight Index Shows Early Recovery Signs As Intermodal Prices Diverge in Q1 2025

Freight Index Shows Early Recovery Signs As Intermodal Prices Diverge in Q1 2025

The TD Cowen-AFS Freight Index report reveals a diverging trend across various transportation modes in the US freight market, amidst weak demand and excess capacity. Truckload transportation shows cautious optimism, while the parcel sector witnesses intense pricing strategy competition. LTL (Less-Than-Truckload) transportation faces challenges in maintaining pricing discipline. The report provides crucial decision-making insights for industry participants, highlighting the nuances in pricing and demand dynamics across different freight segments. It offers a valuable overview of the current market conditions and potential future trends.

12/31/2025 Logistics Industry Insights
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North American Class 8 Truck Orders Rise As Supply Chains Improve

North American Class 8 Truck Orders Rise As Supply Chains Improve

North American Class 8 heavy-duty truck orders rebounded strongly in December, indicating easing supply chain pressures and robust market demand. However, production capacity bottlenecks remain a key constraint on industry development. Moving forward, industry players need to closely monitor market dynamics, proactively address challenges, and seize opportunities to thrive in the face of fierce competition.

01/28/2026 Logistics
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North American Class 8 Truck Orders Stabilize in March Despite Supply Challenges

North American Class 8 Truck Orders Stabilize in March Despite Supply Challenges

North American Class 8 truck orders saw a slight month-over-month increase in March, but remained down year-over-year. OEM manufacturers' cautious strategies and persistent supply chain bottlenecks are key constraints. Market demand remains robust, suggesting potential for industry recovery. Close monitoring of supply chain dynamics and policy developments is crucial for future forecasting.

02/03/2026 Logistics
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US Intermodal Volume Drop Signals Trade Slowdown Concerns

US Intermodal Volume Drop Signals Trade Slowdown Concerns

U.S. multimodal freight volume fell by 4.1% year-over-year in November, continuing the decline seen in October. This reflects the impact of multiple factors, including a global economic slowdown, trade frictions, and weakening consumer demand. This data suggests potential challenges to economic growth in the coming months. Businesses and governments should closely monitor market dynamics and respond flexibly.

12/19/2025 Logistics
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Pandemic Drives Surge in Trucking Demand Shipping Rates

Pandemic Drives Surge in Trucking Demand Shipping Rates

The COVID-19 pandemic has led to a surge in emergency restocking demands from retailers, significantly driving up spot market truckload rates and freight volumes. DAT data reveals a sharp increase in demand for van and refrigerated trucks, resulting in continuously rising rates. Experts predict a hot market in the short term, but the long-term trend remains uncertain, contingent on the pandemic's impact on consumer demand and supply chains. The need for rapid replenishment to meet consumer needs is a key factor influencing the current freight market dynamics.

01/29/2026 Logistics Industry Insights
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US Truckload Volume Falls but Rates Rise in September DAT

US Truckload Volume Falls but Rates Rise in September DAT

The US truckload freight market in September showed a mixed picture: volumes declined while rates slightly increased. The DAT Index indicated a simultaneous drop in freight volume and rise in rates, reflecting a balance between weak demand and capacity adjustments. Analyst Ken Adamo suggests the rate increase isn't demand-driven, posing challenges for the peak season. Smaller carriers may benefit from rising backhaul rates. Market participants need to closely monitor these dynamics and adapt their strategies accordingly. The situation calls for careful observation and flexible approaches in this evolving market.

02/04/2026 Logistics Industry Insights
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US Freight Market Faces Trade War Challenges TD Cowen Index

US Freight Market Faces Trade War Challenges TD Cowen Index

The TD Cowen/AFS Freight Index Q2 report unveils the challenges and trends in the US freight market under the shadow of the trade war. Analyzing the current market situation in various modes like truckload, parcel, and LTL, the report points out that tariffs, demand shifts, and capacity adjustments are key factors influencing the market. The report emphasizes the need for businesses to closely monitor market dynamics and flexibly adjust strategies to cope with uncertainties. This includes understanding the impact of tariffs and adapting to changing consumer demand.

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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