North American Rail Carloads Rise As Intermodal Traffic Slows

North American Rail Carloads Rise As Intermodal Traffic Slows

According to the Association of American Railroads, U.S. rail carload traffic increased year-over-year for the week ending November 5th, while container traffic declined. Overall North American rail volume showed mixed results, with cumulative year-to-date figures slightly down. The report highlights the impact of macroeconomic conditions, supply chain dynamics, and energy prices on the rail freight market. It also offers insights into future development trends within the industry. The data suggests a complex interplay of factors influencing rail transport demand.

01/16/2026 Logistics
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TD Cowen Index Analyzes Parcel LTL and Truckload Pricing Trends

TD Cowen Index Analyzes Parcel LTL and Truckload Pricing Trends

The latest TD Cowen/AFS Freight Index report reveals a complex freight market. Parcel shipping faces intense discounting, while LTL (Less-Than-Truckload) pricing remains robust. Truckload demand, however, shows weakness. Shippers need a deep understanding of these market dynamics to navigate the challenges and adapt their strategies accordingly. The report highlights the contrasting trends across different freight modes, emphasizing the need for shippers to be agile and informed in their decision-making to optimize costs and maintain efficient supply chains.

01/15/2026 Logistics Industry Insights
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Trucking Sector Grows As LTL Struggles Parcel Pricing Holds Firm

Trucking Sector Grows As LTL Struggles Parcel Pricing Holds Firm

The TD Cowen-AFS Freight Index report reveals emerging signs of recovery in the trucking market, despite persistent overcapacity. Parcel shipping pricing strategies are proving effective, although intense competition for discounts remains. Less-than-truckload (LTL) pricing remains robust but faces competitive pressures. Overall, the report provides valuable market insights and benchmarks for freight companies navigating the current landscape. It highlights the complex interplay of supply, demand, and pricing dynamics across different freight modes, offering a crucial reference point for strategic decision-making.

01/15/2026 Logistics Industry Insights
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US Container Imports Decline in November Amid Seasonal Slowdown

US Container Imports Decline in November Amid Seasonal Slowdown

The Global Shipping Report indicates a decline in US import volume in November, both month-over-month and year-over-year, influenced by seasonal factors and tariff uncertainty. China's import volume experienced a significant decrease, with a corresponding drop in throughput at the top ten ports. The report highlights the resilience of US import demand but emphasizes the need for businesses to monitor market dynamics and mitigate potential risks. Companies should remain vigilant about the evolving trade landscape and adjust strategies accordingly.

12/31/2025 Logistics Industry Insights
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US Import Surge Strains Supply Chains Ahead of Holidays

US Import Surge Strains Supply Chains Ahead of Holidays

Panjiva data indicates strong US imports continued in February, but port congestion, stimulus policies, and holiday season demand create uncertainty. Retailers need to monitor market dynamics, adapt flexibly, address supply chain challenges, and seize opportunities. The sustained import strength is tempered by ongoing logistical bottlenecks and economic factors that could impact future performance. Companies must remain vigilant and proactive to navigate the evolving landscape and maintain a competitive edge in the market. Understanding these complexities is crucial for effective planning and decision-making.

01/19/2026 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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US Container Imports Drop Amid Inventory Surplus Signaling Trade Slowdown

US Container Imports Drop Amid Inventory Surplus Signaling Trade Slowdown

S&P Global data reveals a year-over-year decline in U.S. container imports for October, a trend projected to persist until 2026. The primary driver is an inventory glut, particularly impacting consumer electronics imports. Despite short-term headwinds, the global trade environment is showing signs of positive development, prompting companies to reassess their long-term strategies. The decrease in imports reflects current economic conditions and adjustments within the supply chain as businesses adapt to changing consumer demand and market dynamics.

01/22/2026 Logistics
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US Industrial Real Estate Market Shows Growth Potential Colliers

US Industrial Real Estate Market Shows Growth Potential Colliers

Colliers' latest report provides an in-depth analysis of the top 25 core industrial real estate markets in the US. It reveals key trends including a slowdown in new supply, continued rental growth, rising vacancy rates, and a short-term decline in demand, with long-term prospects remaining positive. The report emphasizes the importance of understanding market dynamics and adapting investment strategies accordingly. It serves as a practical guide for investors to navigate market changes and position themselves for future success.

01/19/2026 Logistics Industry Insights
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Oil Prices Driven by Supply Demand Over Politics Analysis

Oil Prices Driven by Supply Demand Over Politics Analysis

This paper delves into the formation mechanism of oil prices, revealing how political rhetoric can obscure market realities. It emphasizes that oil prices are influenced by multiple factors, including supply and demand, geopolitical risks, and the behavior of market participants, rather than solely by speculation. A rational perspective on oil prices and belief in market principles are crucial for navigating oil price fluctuations. Understanding these dynamics allows for a more informed approach to managing the volatility inherent in the oil market.

01/27/2026 Logistics Industry Insights
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Parcel LTL and Truckload Rates Show Diverging Trends in Q3

Parcel LTL and Truckload Rates Show Diverging Trends in Q3

The TD Cowen/AFS Freight Index Q3 report reveals unprecedented discounts in parcel shipping due to intense competition. Less-than-truckload (LTL) shipments experienced a decline in average weight per shipment, but pricing remained stable. Truckload (TL) continues to face weak demand and excess capacity. The index analyzes various factors to provide market participants with valuable insights for informed decision-making. It offers a comprehensive overview of current freight market dynamics across different modes of transportation, highlighting key trends and potential challenges.

01/26/2026 Logistics Industry Insights
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