TD Cowen Analyzes Shifting Freight Market Trends

TD Cowen Analyzes Shifting Freight Market Trends

TD Cowen expert Jason Seidl shared insights on the freight market at the SMC3 JumpStart 2025 conference, covering the current economic situation, tariff impacts, AI applications, nearshoring trends, and the LTL/TL market outlook. He emphasized the importance for businesses to monitor market dynamics, embrace new technologies, optimize supply chains, and adopt rational pricing strategies to address challenges and seize opportunities. Companies need to stay informed and proactive in this evolving landscape.

01/20/2026 Logistics Industry Insights
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Fedex Freight Names Smith and Martin As New Leaders

Fedex Freight Names Smith and Martin As New Leaders

FedEx Freight is set to be spun off as a separate publicly traded company. John Smith will assume the role of CEO, while Brad Martin will serve as Chairman. This strategic move aims to enhance operational efficiency and improve overall profitability for the freight division. The spinoff is expected to allow FedEx Freight to focus on its core business and pursue growth opportunities independently, ultimately delivering greater value to shareholders and customers.

01/20/2026 Logistics Industry Insights
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US Rail Freight Rises Slightly Intermodal Declines in October

US Rail Freight Rises Slightly Intermodal Declines in October

U.S. rail freight saw a slight increase in overall volume, while intermodal transportation experienced a decline. Certain freight categories demonstrated growth, while others decreased. Despite short-term fluctuations, the long-term trend remains positive. Railroad companies need to improve operational efficiency and adapt to evolving market demands to capitalize on future opportunities. This includes optimizing resource allocation, enhancing customer service, and embracing technological advancements to maintain competitiveness and sustain growth in the rail freight sector.

01/17/2026 Logistics
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Supply Chain Disruptions Challenge Logistics Leaders IHS Markit

Supply Chain Disruptions Challenge Logistics Leaders IHS Markit

Facing challenges like economic downturn, rising freight costs, and labor shortages, how can businesses break through? This article gathers in-depth analysis and expert insights from IHS Markit, offering strategies to help companies optimize operations, control costs, and improve efficiency. By proactively addressing these issues, businesses can seize opportunities amidst uncertainty and achieve sustainable growth. The strategies focus on streamlining logistics, optimizing supply chains, and leveraging data-driven insights to navigate the current economic landscape.

01/21/2026 Logistics Industry Insights
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AFS Logistics Expert Explores Postpandemic Supply Chain Shifts

AFS Logistics Expert Explores Postpandemic Supply Chain Shifts

AFS Logistics President Tom Nightingale, on the 'Logistics Management Podcast,' delves into key freight market issues in the post-pandemic era. He covers peak season outlook, capacity and rates, nearshoring trends, and the Baltimore incident's impact on supply chains. Nightingale emphasizes that companies should proactively address challenges and seize opportunities by embracing digital transformation, sustainability initiatives, and talent development to enhance their logistics competitiveness. This discussion provides valuable insights for navigating the evolving freight landscape.

01/21/2026 Logistics Industry Insights
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US Rail Freight Rises in Carloads Dips in Intermodal

US Rail Freight Rises in Carloads Dips in Intermodal

Data from the Association of American Railroads shows a mixed picture for the US rail freight market in late January. Carload traffic experienced a slight increase, driven by sectors like nonmetallic minerals, coal, and automotive. However, intermodal traffic continued to decline, potentially due to easing port congestion, inventory adjustments, and slowing consumer spending. Overall, North American rail freight saw a slight decrease. The rail freight market faces a future with both challenges and opportunities.

01/28/2026 Logistics
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GLS US Expands Ecommerce Parcel Delivery to Europe

GLS US Expands Ecommerce Parcel Delivery to Europe

GLS US launches direct parcel delivery services between the US and Europe, creating new opportunities for cross-border e-commerce sellers. By integrating with the European ground network, GLS US offers an efficient and reliable cross-border logistics channel, simplifying processes and reducing costs, helping businesses easily expand into the European market. Facing this competition, other logistics companies need to respond proactively by strengthening network construction, optimizing processes, and expanding services to maintain competitiveness.

01/28/2026 Logistics
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Industrial Logistics Real Estate Grows Steadily in Q3 CBRE

Industrial Logistics Real Estate Grows Steadily in Q3 CBRE

CBRE's latest report reveals that the industrial and logistics real estate sector maintained steady growth in Q3 despite macroeconomic challenges. Availability rates stabilized, and net absorption experienced significant growth, driven primarily by e-commerce, food & beverage, and home improvement industries. Looking ahead, e-commerce expansion, supply chain optimization, and technological advancements will continue to propel market development, presenting both opportunities and challenges. The sector demonstrates resilience and adaptability in a dynamic economic environment.

01/29/2026 Logistics Industry Insights
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Malaysiaeurope Shipping Route Gains Strategic Importance

Malaysiaeurope Shipping Route Gains Strategic Importance

From a data analyst's perspective, this paper delves into the history, importance, characteristics, current operations, and challenges of the Malaysia-Europe maritime shipping route, revealing its strategic significance as a global trade artery. Spanning approximately 11,000 nautical miles, the route connects the economic hubs of Asia and Europe. It faces multiple challenges, including piracy, political instability, and fuel costs. The future development of this vital shipping lane presents both opportunities and significant hurdles.

01/26/2026 Logistics Encyclopedia
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Global Air Freight Trends Key Insights for Trade Growth

Global Air Freight Trends Key Insights for Trade Growth

This article provides an in-depth analysis of the various types of goods that can be transported by air freight, including general cargo, electronics, chemicals, fresh food, valuables, and compliant dangerous goods. It details the specific transportation requirements, timelines, and pricing for different cargo types, offering a comprehensive air freight guide for international trade participants. This guide assists businesses in capitalizing on global business opportunities by understanding the nuances of air cargo.

01/26/2026 Logistics Encyclopedia
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