US Rail Freight Rises in Late September Led by Auto and Grain

US Rail Freight Rises in Late September Led by Auto and Grain

The Association of American Railroads reported that for the week ending September 27th, U.S. rail freight and intermodal traffic both experienced year-over-year growth. Significant increases were seen in the transportation of nonmetallic minerals, grain, and motor vehicles & parts. Conversely, coal, petroleum & petroleum products, and metallic ores & metals saw declines. For the first 39 weeks of 2025, both total U.S. rail freight traffic and intermodal volume have shown year-over-year growth, indicating a positive trend in the sector.

01/21/2026 Logistics
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Economist Matt Muenster Analyzes Freight Economy Challenges

Economist Matt Muenster Analyzes Freight Economy Challenges

Breakthrough Chief Economist Matt Muenster provides an in-depth analysis of the current complex freight economy, covering key elements such as tariffs, manufacturing, capacity, inflation, demand, and pricing. He emphasizes the integration of macroeconomics with micro-level practices, leveraging data-driven decision-making to build resilient freight systems. This approach helps businesses navigate uncertainty and capitalize on opportunities within the ever-evolving landscape.

01/21/2026 Logistics Industry Insights
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Freight Market Slows on Recession Worries Recovery Possible

Freight Market Slows on Recession Worries Recovery Possible

Bloomberg analyst Lee Klaskow noted in a webinar that the risk of a US recession is high, and the freight market has already entered a recession. Despite the challenges, a turnaround is expected in the second half of the year as capacity exits the market, seasonal demand rebounds, and inventory levels improve. Large, well-capitalized companies with diversified operations are likely to consolidate their positions during this market correction.

01/21/2026 Logistics Industry Insights
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US Retail Growth Stalls Amid Structural Challenges

US Retail Growth Stalls Amid Structural Challenges

U.S. retail sales edged up slightly in June, but the recovery remains weak, hampered by high oil prices, a sluggish housing market, and stagnant job growth. Experts advise retail businesses to refine operations, embrace change, and strengthen supply chain management. Paying close attention to macroeconomic trends is also crucial for navigating these challenges.

01/27/2026 Logistics
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Global Air Cargo Growth Slows Amid Trade Tensions

Global Air Cargo Growth Slows Amid Trade Tensions

IATA data reveals sluggish growth in the global air cargo market, impacted by weak global trade and rising protectionism. Asia-Pacific and the Middle East demonstrate relatively better performance, while Europe, the Americas, and Africa face declines. The industry is urging the dismantling of trade barriers and embracing digital transformation to address these challenges.

01/27/2026 Logistics
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Logistics Sector Struggles With Rising Costs Warehousing Shortages

Logistics Sector Struggles With Rising Costs Warehousing Shortages

The latest LMI report indicates a second consecutive month of expansion in the logistics industry, despite rising costs and warehousing constraints. High inventory costs and warehousing pressures highlight the consequences of earlier stockpiling. The report also reveals the impact of macroeconomic uncertainty and trade policies, emphasizing the need for companies to optimize inventory management, find effective warehousing solutions, improve transportation efficiency, and closely monitor trade policy changes. This will enable them to navigate uncertainty and identify growth opportunities.

01/08/2026 Logistics Industry Insights
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Prologis Report Indicates Logistics Real Estate Demand Shift

Prologis Report Indicates Logistics Real Estate Demand Shift

Prologis IBI indicates a stronger-than-expected recovery in logistics real estate demand. Increased confidence and utilization rates are driving this demand, while vacancy rates remain stable. This suggests that rental growth may accelerate. The IBI exceeding expectations points to a positive outlook for the sector, driven by improved business conditions and a greater need for warehousing and distribution space.

01/07/2026 Logistics Industry Insights
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Prologis Data Hints at Logistics Real Estate Recovery

Prologis Data Hints at Logistics Real Estate Recovery

The Prologis IBI report indicates a bottoming out and rebound in logistics real estate demand, with improved market sentiment. Net absorption, new lease signings, and project pipeline are all above the 2024 average. Companies actively addressing trade challenges, increased utilization, and an improved market environment are key drivers. Vacancy rates are expected to remain stable in the short term, but a tightening construction pipeline suggests potential re-acceleration of rental growth.

01/15/2026 Logistics Industry Insights
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Freight Market Resilient in November Amid Winter Challenges

Freight Market Resilient in November Amid Winter Challenges

DAT's latest report indicates that while overall freight volumes declined in November, they showed growth within the month. Dry van and refrigerated freight volumes decreased year-over-year, while flatbed volumes increased. Freight rates continued to decline due to excess capacity. Experts predict spot rates may have bottomed out and are expected to rebound in Q1 of next year, with the market moving towards normalization. Freight companies need to pay attention to market dynamics and respond flexibly. The report highlights the need for adaptability in the current freight environment.

01/21/2026 Logistics Industry Insights
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