Parcel LTL and Truckload Markets Show Divergent Trends TD Cowen Index

Parcel LTL and Truckload Markets Show Divergent Trends TD Cowen Index

The TD Cowen/AFS Freight Index reveals a divided US freight market. Parcel rates are up due to fuel surcharges and dimensional weight increases. Less-than-truckload (LTL) benefits from Yellow's bankruptcy, maintaining strong pricing. Truckload (TL) rates are slightly down due to increased short-haul shipments. Companies should optimize transportation networks, strengthen carrier partnerships, and improve load factors to navigate these trends and manage logistics costs effectively.

01/15/2026 Logistics Industry Insights
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Freight Logistics Adapts to Supply Chain Market Shifts

Freight Logistics Adapts to Supply Chain Market Shifts

This LM Podcast Series features Tom Nightingale of AFS Logistics, offering in-depth insights into the freight logistics market. The interview centers around four key topics: peak season outlook, capacity and rates, the rise of nearshoring, and the impact of the Baltimore incident. It provides businesses with forward-looking forecasts, cost-reduction strategies, and risk management advice. The podcast aims to help companies understand market dynamics and navigate the evolving supply chain landscape, enabling them to seize opportunities and mitigate challenges effectively.

01/15/2026 Logistics Industry Insights
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Logistics Expert Analyzes Supply Chain Disruption Challenges

Logistics Expert Analyzes Supply Chain Disruption Challenges

In the LM Podcast Series, Tom Nightingale of AFS Logistics analyzes the current state and future trends of the freight market. He focuses on peak season outlook, capacity and rates, nearshoring, and the impact of the Baltimore incident on supply chains. He advises businesses to plan ahead, optimize inventory, flexibly adjust transportation modes, and strengthen supply chain risk management to address market challenges. Proactive planning and diversification are key to navigating the complexities of the current freight landscape and mitigating potential disruptions.

01/15/2026 Logistics Industry Insights
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Freight Logistics Faces Supply Chain Challenges Expert Insights

Freight Logistics Faces Supply Chain Challenges Expert Insights

This episode review analyzes a Logistics Management Podcast Series episode where Tom Nightingale of AFS Logistics shares his unique insights into the current freight logistics market. The discussion covers peak season outlook, capacity rates, nearshoring, and the impact of the Baltimore incident. This provides valuable references for businesses to address supply chain challenges. Nightingale's expertise offers actionable intelligence for navigating the complexities of the current market and planning for future disruptions, making it a crucial listen for logistics professionals.

01/15/2026 Logistics Industry Insights
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Logistics Experts Warn of Peak Season Supply Chain Strains

Logistics Experts Warn of Peak Season Supply Chain Strains

AFS Logistics expert Tom Nightingale delves into critical issues in the freight transportation and logistics market on the Logistics Management podcast. He discusses peak season outlook, capacity and rates, the trend of nearshoring, and the impact of the Baltimore incident. Nightingale emphasizes the importance of strengthening supply chain risk management, adapting to market fluctuations, and embracing digital technologies to enhance supply chain resilience and competitiveness. Businesses should proactively manage risks and leverage technology for a more robust and agile supply chain.

01/15/2026 Logistics Industry Insights
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TD Cowenafs Index Highlights Trends in Truckload Parcel and LTL Markets

TD Cowenafs Index Highlights Trends in Truckload Parcel and LTL Markets

The TD Cowen-AFS Freight Index unveils the latest trends in the trucking, parcel, and LTL transportation markets. Spot market trucking shows optimistic signs, but contract rates lag. Parcel pricing adjustments are effective, leading to intense competition. LTL pricing remains firm, but carrier pricing discipline is weakening. The index provides freight companies with crucial insights for strategic planning, operational optimization, and enhanced profitability. It serves as a valuable benchmark for understanding market dynamics and making informed decisions in a rapidly evolving transportation landscape.

01/15/2026 Logistics Industry Insights
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Trucking Sector Strengthens As LTL Weakens Parcel Rates Hold TD Cowen

Trucking Sector Strengthens As LTL Weakens Parcel Rates Hold TD Cowen

The TD Cowen-AFS Freight Index indicates emerging light in the trucking market, though overcapacity remains a challenge. Parcel shipping pricing strategies are effective, but discount competition is fierce. Less-than-truckload (LTL) pricing remains strong, but declining fuel surcharges suggest potential loosening of pricing discipline. Businesses need to closely monitor market dynamics and flexibly adjust their strategies to navigate these evolving conditions, balancing opportunities with ongoing pressures from excess capacity and competitive pricing.

01/15/2026 Logistics Industry Insights
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Parcel Discounts Rise As LTL Rates Hold Truckload Demand Slows TD Cowen

Parcel Discounts Rise As LTL Rates Hold Truckload Demand Slows TD Cowen

The TD Cowen/AFS Freight Index indicates a fragmented freight market: unprecedented discounts in parcel shipping, resilient or potentially increasing LTL pricing, and sluggish demand in truckload. Businesses should closely monitor market dynamics and flexibly adjust logistics strategies to capitalize on opportunities and navigate challenges. This includes leveraging parcel discounts while preparing for potential LTL rate hikes and optimizing truckload operations in a low-demand environment. Proactive adaptation is key to success in the current volatile freight landscape.

01/15/2026 Logistics Industry Insights
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Freight Market Braces for Weak Peak Season TD Cowen Index

Freight Market Braces for Weak Peak Season TD Cowen Index

The TD Cowen/AFS Freight Index indicates a mixed performance in the third quarter freight market. LTL rates increased due to Yellow's bankruptcy, while parcel shipping saw deeper discounts. Truckload remained relatively stable. A muted peak season is expected in the fourth quarter with slower growth across all segments. Logistics companies need to refine operations, improve service quality, and embrace digitalization to navigate these challenges. The index highlights the need for strategic adaptation in a dynamic market environment.

01/15/2026 Logistics Industry Insights
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Freight Market Faces Challenges Opportunities Amid Tariff Shifts TD Cowen

Freight Market Faces Challenges Opportunities Amid Tariff Shifts TD Cowen

The TD Cowen/AFS Freight Index reveals the impact of factors like tariffs and demand shifts on the freight market, analyzing key trends and challenges in truckload, parcel, and LTL transportation. The index utilizes data models to provide market insights, helping businesses navigate uncertainty and optimize transportation strategies. It highlights the influence of economic factors and evolving consumer behavior on freight rates and capacity, offering valuable information for informed decision-making in a dynamic market environment. This allows companies to adapt and improve their supply chain efficiency.

01/15/2026 Logistics Industry Insights
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