STB Probes BNSF Acquisition Costs in Rail Rate Fairness Review

STB Probes BNSF Acquisition Costs in Rail Rate Fairness Review

The U.S. Surface Transportation Board (STB) held hearings regarding Berkshire Hathaway's acquisition of BNSF Railway, focusing on the impact of the acquisition premium on rail freight rates. Shippers expressed concerns that the premium would be passed on to freight rates, while BNSF argued the impact would be minimal. Experts pointed out that BNSF is the only railroad allowed to value its assets at market prices, which differentiates its cost basis from other companies. The debate centers around whether this unique accounting practice allows BNSF to justify higher rates compared to its peers.

01/22/2026 Logistics Industry Insights
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US Truckload Market September Volumes Fall Rates Rise

US Truckload Market September Volumes Fall Rates Rise

In September, the US truckload market experienced a decline in volume but a rise in prices. The DAT index indicated a drop in dry van and refrigerated truckload volumes, with a slight increase in flatbed volume. Spot rates saw a minor increase, attributed by experts to freight imbalances and capacity shifts rather than genuine demand. The outlook for the upcoming peak season is pessimistic, with anticipated weak volumes. Some carriers may benefit from higher freight rates. The market faces increased uncertainty, requiring stakeholders to enhance risk management and adapt flexibly.

01/21/2026 Logistics Industry Insights
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US Truckload Spot Market Slumps As Demand Rates Drop

US Truckload Spot Market Slumps As Demand Rates Drop

The US freight spot market experienced a decline in both volume and rates in late May, reflecting weak demand, excess capacity, and broader economic factors. The dry van, refrigerated, and flatbed markets all faced pressure. Experts describe the market as 'frozen' but suggest that potential opportunities remain. Carriers are advised to optimize operations, shippers to adjust plans flexibly, and industry analysts to enhance research in order to collectively address these challenges. The decline signals a need for strategic adaptation within the freight industry to navigate the current market conditions.

01/19/2026 Logistics Industry Insights
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US Retail Sales Rebound Annually Despite Minor Monthly Decline

US Retail Sales Rebound Annually Despite Minor Monthly Decline

US retail sales in May showed a significant year-over-year increase, with a slight month-over-month decrease, but the long-term growth trend remains solid. The apparel sector rebounded strongly, and the restaurant industry continued its recovery. The NRF revised its full-year retail sales growth forecast upwards. Experts emphasize the importance of long-term trends over short-term fluctuations. Data analysts should delve deeper into the data to uncover valuable insights and provide retailers with actionable recommendations. This analysis is crucial for understanding the ongoing economic recovery and its impact on the retail landscape.

01/19/2026 Logistics Industry Insights
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