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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Bidens Infrastructure Plan Prioritizes Cybersecurity

Bidens Infrastructure Plan Prioritizes Cybersecurity

Following the Colonial Pipeline incident, the Transportation Secretary is leveraging the event to promote President Biden's "American Jobs Plan," emphasizing the need for infrastructure upgrades and enhanced cybersecurity. The administration argues that modernizing infrastructure and bolstering cybersecurity defenses are crucial for national security and economic stability. The Colonial Pipeline attack highlighted vulnerabilities in critical infrastructure, making the case for increased investment in these areas under the proposed plan. The administration aims to create jobs while strengthening the nation's resilience against cyber threats.

01/28/2026 Logistics Industry Insights
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CH Robinson Report Analyzes 2024 Freight Trends

CH Robinson Report Analyzes 2024 Freight Trends

The December edition of C.H. Robinson's 'Edge Report' provides an in-depth analysis of the impact of year-end demand, budget resets, and global trade shifts on the freight market, covering trucking, LTL, ocean, and air freight. The report offers strategic recommendations for businesses to optimize costs, navigate challenges, and achieve a stronger start in 2024. It provides insights into key market dynamics and actionable strategies for effective supply chain management in the face of evolving freight trends.

01/28/2026 Logistics Industry Insights
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Global Logistics Sector Struggles As PMI Hits 10year Low

Global Logistics Sector Struggles As PMI Hits 10year Low

Global trade faces challenges as the manufacturing PMI hits a 10-year low, raising supply chain concerns. The Port of Los Angeles is enhancing its operational efficiency and competitiveness through increased infrastructure investment, data-driven management, and strengthened inland partnerships. Businesses need to build flexible, efficient, and resilient supply chains by diversifying sourcing, strengthening risk management, embracing technological innovation, and fostering collaboration to navigate the complexities and uncertainties of global trade.

01/28/2026 Logistics Industry Insights
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Global Airlines Update Mask Policies As Pandemic Rules Ease

Global Airlines Update Mask Policies As Pandemic Rules Ease

This article delves into the complexities of mask-wearing in air travel during the post-pandemic era, covering global policy variations, airline strategies, passenger guidelines, and cabin environment analysis. It addresses frequently asked questions and proactively explores future trends such as normalized prevention, personalized choices, technological innovation, and policy coordination. The aim is to provide clear guidance and reference for travelers navigating the evolving landscape of air travel in a world adapting to ongoing health considerations. This includes understanding the nuances of mask requirements and their impact on the overall travel experience.

01/28/2026 Logistics Industry Insights
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US Biofuel Policy Faces New Opportunities Challenges Under OBBBA Act

US Biofuel Policy Faces New Opportunities Challenges Under OBBBA Act

The OBBBA Act continues support for biofuels, focusing on localization. It extends clean fuel credits while reducing SAF credits and hindering hydrogen energy development. However, carbon capture technology presents opportunities. The act prioritizes domestic biofuel production, potentially impacting international trade and competition. The reduction in SAF credits may slow the adoption of sustainable aviation fuels. The future of hydrogen energy is uncertain under this legislation. Overall, the act reflects a shift towards localized biofuel production and a more cautious approach to other clean energy technologies, particularly sustainable aviation fuels and hydrogen.

01/28/2026 Logistics Industry Insights
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Airport Overinvestment Risks Rise Under Price Cap Regulations

Airport Overinvestment Risks Rise Under Price Cap Regulations

This paper delves into the investment incentives of airports under price regulation, analyzing the potential risks of over-investment and under-investment. Through case studies of London, Manchester, and Irish airports, it reveals that price cap regulation may not effectively curb the over-investment tendencies of public sector airports. The article also explores the role of regulatory agencies and suggests optimizing regulatory strategies by strengthening consultation with airlines. The study highlights the importance of a balanced regulatory approach to ensure efficient airport investment and prevent distortions caused by price controls.

01/28/2026 Logistics Industry Insights
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Fourkites Analyzes Logistics Trends Yellows Fallout and Peak Season

Fourkites Analyzes Logistics Trends Yellows Fallout and Peak Season

FourKites expert Glenn Koepke analyzes the current logistics market, comparing it to the previous year, discussing the impact of Yellow's bankruptcy on the LTL market, and providing peak season outlooks. He emphasizes the importance of businesses staying informed about market dynamics, embracing technological innovation, and strengthening risk management. FourKites' network-enabled strategy aims to help companies improve supply chain visibility, efficiency, and resilience. Companies need to adapt to the changing landscape to remain competitive and mitigate potential disruptions.

01/28/2026 Logistics Industry Insights
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Fresh Food Ecommerce Boosts Cold Chain Logistics Efficiency

Fresh Food Ecommerce Boosts Cold Chain Logistics Efficiency

The rapid growth of fresh produce e-commerce places higher demands on cold chain logistics. This paper explores how cold chain logistics companies can optimize fleet operations to conquer the 'last mile' and ensure the fresh delivery of produce, including addressing surging demand, streamlining route planning, enhancing customer experience, and adopting integrated solutions. The focus is on strategies for efficient delivery and maintaining product integrity throughout the cold chain, ensuring customer satisfaction in the competitive fresh produce e-commerce market.

01/28/2026 Logistics Industry Insights
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Schneider Electric Leads Gartners 2024 Supply Chain Rankings

Schneider Electric Leads Gartners 2024 Supply Chain Rankings

Schneider Electric tops Gartner's Supply Chain Top 25 ranking. The list reflects trends in digitalization and sustainability, with notable newcomers like Tesla. The annual ranking highlights companies demonstrating leadership in demand-driven value networks, fostering innovation, and achieving operational excellence. This year's results underscore the growing importance of adaptability and resilience in navigating global supply chain disruptions. The ranking serves as a benchmark for supply chain professionals seeking to improve their organizations' performance and strategic alignment.

01/28/2026 Logistics Industry Insights
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