Freight Market Slows in Q3 Q4 Strategies Outlined TD Cowen

Freight Market Slows in Q3 Q4 Strategies Outlined TD Cowen

TD Cowen reports unprecedented parcel discounts, while less-than-truckload (LTL) pricing remains firm. Full truckload (FTL) is less affected by interest rate cuts. Businesses need to be flexible and adapt to the market, optimizing costs to navigate the current environment. This requires a strategic approach to pricing and operations, leveraging market analysis to identify opportunities and mitigate risks. Monitoring freight indices is crucial for informed decision-making and maintaining a competitive edge.

01/26/2026 Logistics Industry Insights
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CH Robinson Uses AI to Streamline Freight Operations Reduce Costs

CH Robinson Uses AI to Streamline Freight Operations Reduce Costs

C.H. Robinson is leveraging Generative AI to automate key aspects of the freight lifecycle, including quoting, order confirmation, appointment scheduling, and shipment tracking. This technology significantly improves efficiency and reduces costs, allowing customers and CHR teams to focus on more valuable tasks. AI applications span email quoting, freight bidding, appointment booking, and in-transit visibility, providing customers with a more efficient and economical logistics experience. The implementation streamlines operations and enhances overall supply chain performance.

01/26/2026 Logistics Industry Insights
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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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DB Schenker MSC Partner on Biofuel for Netzero Ocean Freight

DB Schenker MSC Partner on Biofuel for Netzero Ocean Freight

DB Schenker and MSC are collaborating to achieve net-zero emissions by transporting goods using biofuel, setting an example for carbon reduction in the shipping industry. Customers can choose to pay a surcharge to support green shipping and receive emission reduction certificates. With technological advancements and policy support, the future of green shipping looks promising. This partnership demonstrates a practical approach to decarbonizing maritime transport and offers businesses a tangible way to reduce their environmental impact while contributing to a more sustainable supply chain.

01/28/2026 Logistics
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Flexport Uses AI to Streamline Ocean Freight Challenge Shipping Norms

Flexport Uses AI to Streamline Ocean Freight Challenge Shipping Norms

Flexport leverages machine learning to optimize ocean freight, intelligently matching schedules, predicting demand, and optimizing routes. This has led to a 20% reduction in transit times, significant cost savings, and a decrease in order cancellation rates. AI technology not only boosts efficiency but also supports data-driven decision-making, optimizes container loading, and provides real-time cargo tracking. This signifies a move towards a more intelligent, efficient, and sustainable future for the freight industry.

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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