TD Cowen Analyzes Freight Market Downturn and Future Trends

TD Cowen Analyzes Freight Market Downturn and Future Trends

TD Cowen Managing Director Jason Seidl provides an in-depth analysis of the current freight market, highlighting the trucking industry's longest downturn. However, he notes positive momentum in industrial data. The analysis delves into the impact of tariffs, nearshoring, and AI, offering insights into the less-than-truckload (LTL) and truckload (TL) market outlook. This piece aims to help businesses understand market dynamics and develop effective strategies to navigate the current environment. It offers a valuable perspective on the factors shaping the freight industry's future.

01/28/2026 Logistics Industry Insights
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Mexico Faces Challenges and Opportunities in Nearshoring Boom

Mexico Faces Challenges and Opportunities in Nearshoring Boom

Moody's Analytics Director Alfredo Coutino analyzes the drivers, advantages, beneficiaries, and potential risks of nearshoring. He emphasizes that geopolitics, cost, and resilience are the primary forces driving this trend. Mexico, with its geographical proximity and industrial base, has emerged as a popular destination. Businesses need to pay attention to risks related to labor, infrastructure, and regulations, and should continuously invest in improvements. Nearshoring offers opportunities for both companies seeking supply chain optimization and Mexico, but careful planning and risk mitigation are crucial for success.

01/27/2026 Logistics Industry Insights
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Shipping Surcharge Reduction Offers Over 200 Million Relief to Export Enterprises

Shipping Surcharge Reduction Offers Over 200 Million Relief to Export Enterprises

With the accelerated implementation of the export tax rebate policy, many international shipping companies are reducing shipping surcharges, expecting to relieve burdens on national export enterprises by over 200 million yuan annually. This series of measures to standardize fees will effectively address the issue of high surcharges faced by companies in the shipping sector. The government places great importance on the burdens faced by foreign trade enterprises, aiming to promote stable growth in foreign trade through lower fees, helping businesses to meet challenges and create a more transparent and fair trading environment.

07/21/2025 Logistics
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Montenegro Customs Boosts Valuation Skills in WCO Workshop

Montenegro Customs Boosts Valuation Skills in WCO Workshop

The World Customs Organization (WCO) held a workshop on customs valuation for Montenegrin customs officials. The workshop aimed to enhance their professional skills and master the use of valuation databases for risk assessment. Covering the WTO Agreement on Customs Valuation, valuation methods, and practical case studies, the workshop assists Montenegrin customs in better fulfilling their duties, safeguarding national revenue, and ensuring fair trade. The training is expected to improve their ability to accurately assess the value of goods and effectively identify potential risks associated with import and export activities.

01/05/2026 Customs Knowledge
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Crossborder Ecommerce Firms in Shenzhen Grapple With Labor Disputes

Crossborder Ecommerce Firms in Shenzhen Grapple With Labor Disputes

This article analyzes labor disputes such as forced overtime and disguised layoffs in Shenzhen's cross-border e-commerce enterprises during the pandemic. It reveals the difficulties faced by companies and the infringement of employee rights. From the perspectives of law, business management, and industry development, the article explores how to protect workers' rights and promote the healthy and sustainable development of the industry. It emphasizes the need for fair labor practices and responsible corporate governance to ensure a balanced ecosystem for both businesses and employees within the rapidly evolving cross-border e-commerce sector.

01/06/2026 Logistics Industry Insights
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Ebays Vero Program Protects Sellers and IP Rights Owners

Ebays Vero Program Protects Sellers and IP Rights Owners

This article provides an in-depth analysis of the eBay VeRO program, explaining its function as a core mechanism for intellectual property protection. It offers detailed guidance for rights holders on how to protect their rights through the program, and provides practical advice for sellers on avoiding infringement complaints and strategies for appealing wrongful removals. The importance of compliant operations is emphasized, aiming to help sellers mitigate risks and jointly maintain a fair and healthy e-commerce environment. This includes best practices for navigating the VeRO system and ensuring listings are compliant with IP laws.

01/04/2026 Customs Knowledge
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China Ecommerce Firms Face Scrutiny Over variable Pay Layoff Tactics

China Ecommerce Firms Face Scrutiny Over variable Pay Layoff Tactics

The implementation of a 'variable salary' system in a cross-border e-commerce company has sparked heated discussions. Eliminating base salaries and increasing commission rates, while seemingly incentivizing, may be a disguised form of layoffs. Companies should seek innovation during market downturns, but must consider employee benefits, avoiding crude cost-cutting measures. Optimizing products, refining operations, building strong teams, and implementing reasonable cost control are the keys to long-term success. This approach ensures both company growth and fair treatment of employees, fostering a sustainable and ethical business environment.

12/29/2025 Logistics Industry Insights
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Kelloggs Strike Supply Issues Threaten Breakfast Food Supply

Kelloggs Strike Supply Issues Threaten Breakfast Food Supply

The Kellogg's strike has exacerbated existing supply chain strains, potentially leading to increased cereal prices or shortages. The strike stems from disagreements between labor and management regarding compensation and benefits, reflecting deeper conflicts between labor rights and the rise of automation. Companies are implementing measures like global inventory adjustments to mitigate the impact. Consumers should monitor the situation, be flexible in their choices, and practice rational consumption. The strike highlights the vulnerability of the food supply chain and the ongoing struggle for fair labor practices in a rapidly changing economic landscape.

01/19/2026 Logistics Industry Insights
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Shipping Alliances Face Scrutiny Over Port Delays Costs

Shipping Alliances Face Scrutiny Over Port Delays Costs

NCBFAA is calling for stricter scrutiny of large vessel sharing agreements, demanding that carriers meet prerequisites and provide contingency plans. This aims to ensure fairness within the industry and safeguard the rights of shippers. The organization believes that increased oversight will help mitigate potential negative impacts associated with these agreements, particularly concerning port congestion and the shifting of costs onto shippers. By requiring carriers to demonstrate their ability to handle disruptions and adhere to fair practices, the NCBFAA hopes to create a more stable and equitable environment for all stakeholders.

01/19/2026 Logistics Industry Insights
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Retail Giants Warn Border Tax Could Raise Consumer Prices

Retail Giants Warn Border Tax Could Raise Consumer Prices

Retail giants, led by Walmart and Target, united in opposition to the Border Adjustment Tax (BAT), arguing it would lead to higher prices for consumers, harm consumer interests, and jeopardize retail jobs. Retailers actively lobbied Congress, emphasizing the tax's potential to trigger trade wars and advocating for fair tax reform. They argued that the BAT would disproportionately impact low-income consumers and disrupt supply chains, ultimately hurting the American economy. Their efforts highlighted the potential negative consequences of the proposed tax policy on both the retail sector and the broader consumer base.

01/19/2026 Customs Knowledge
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