Trucking Industry Sees Rising Rates Despite Falling Freight Demand

Trucking Industry Sees Rising Rates Despite Falling Freight Demand

The US trucking market in September saw a decrease in volume but an increase in rates. Experts believe the rate hike wasn't demand-driven, possibly due to capacity imbalance. The peak season outlook is pessimistic, suggesting continued challenges. Freight forwarders and carriers need to strengthen market analysis, optimize operations, and improve service quality to navigate the uncertainty. The rising rates may not be sustainable without corresponding volume growth, indicating a potentially volatile market environment in the coming months.

02/04/2026 Logistics Industry Insights
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September Trucking Spot Rates Climb As Volumes Fluctuate

September Trucking Spot Rates Climb As Volumes Fluctuate

The US trucking freight market in September presented a complex picture: capacity declined while rates saw a slight increase. This wasn't driven by demand but rather by freight imbalances and capacity shifts. Analysts are pessimistic about the upcoming peak season, anticipating weak volumes. Some carriers may benefit from marginal rate increases. Market participants need to closely monitor market dynamics and adjust strategies to navigate the challenges.

02/04/2026 Logistics Industry Insights
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Goldman Sachs Warns Tariffs on Canada Mexico May Fuel US Inflation

Goldman Sachs Warns Tariffs on Canada Mexico May Fuel US Inflation

Goldman Sachs forecasts that US core CPI could rise by 0.6% if the US imposes tariffs on imports from Canada and Mexico. The report suggests the duration of these tariff policies is uncertain but unlikely to become a long-term feature. Existing inflationary pressures in the US persist, and the new tariff policies may exacerbate inflation. The impact depends on the scope and longevity of the tariffs, but Goldman Sachs believes the effect will be noticeable in the short term.

11/03/2025 Logistics
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Air Cargo Growth Faces Uncertainty Post2025 Surge

Air Cargo Growth Faces Uncertainty Post2025 Surge

Global air cargo demand surged in 2024, but growth is expected to slow down in early 2025, influenced by geopolitical factors, trade policies, and e-commerce trends. IATA forecasts moderate growth for 2025, but market uncertainty is increasing. Companies need to closely monitor market dynamics, optimize services, and embrace technological innovation to maintain a competitive edge. This includes adapting to evolving consumer demands and supply chain disruptions to ensure long-term success in the air cargo market.

02/04/2026 Logistics Industry Insights
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Ecommerce Surge Drives Industrial Real Estate Demand Amid Challenges

Ecommerce Surge Drives Industrial Real Estate Demand Amid Challenges

Deloitte research indicates that e-commerce-driven industrial real estate growth faces challenges, including market oversupply, rising financing costs, and macroeconomic slowdown. Companies need to optimize their supply chains, embrace technological innovation, flexibly choose warehousing models, and prioritize reverse logistics to cope with future market changes. These strategies are crucial for navigating the evolving landscape and maintaining a competitive edge in the industrial real estate sector influenced by e-commerce demands.

02/04/2026 Logistics Industry Insights
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Ecommerce Surge Slows Industrial Real Estate Growth Deloitte

Ecommerce Surge Slows Industrial Real Estate Growth Deloitte

Deloitte research suggests that despite continued e-commerce growth, the growth rate of industrial real estate may slow down. Key drivers include market oversupply, increased competition, and rising interest rates. The report forecasts continued demand growth over the next five years, but at a slower pace, driven by e-commerce. Reverse logistics will also create new space demand. Businesses need to pay attention to market changes, optimize logistics, and prepare for challenges. Slower growth is expected, demanding strategic adaptation from industrial real estate players.

02/03/2026 Logistics Industry Insights
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Ecommerce Growth Tests Industrial Real Estate Limits

Ecommerce Growth Tests Industrial Real Estate Limits

Deloitte research indicates that despite continued e-commerce growth, industrial real estate faces challenges like market oversupply, increased competition, rising interest rates, and higher capital costs, potentially slowing growth. The report forecasts a decline in demand growth and emphasizes the importance of reverse logistics and on-demand warehousing. Companies should optimize supply chains, adopt on-demand warehousing solutions, invest in automation technologies, and focus on urban logistics to navigate market changes. These strategies will be crucial for maintaining competitiveness in a dynamic industrial real estate landscape.

02/03/2026 Logistics Industry Insights
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Freight Market Braces for Weak Peak Season TD Cowen

Freight Market Braces for Weak Peak Season TD Cowen

The Cowen/AFS Freight Index indicates a slight increase in LTL rates in Q3, driven by factors like Yellow's bankruptcy and soft demand. Parcel rates decreased. A muted peak season is anticipated for Q4, with limited TL freight growth. The index reflects the current complex and volatile freight market, along with a trend of shippers actively optimizing their logistics networks. The impact of Yellow's exit and ongoing economic uncertainty are key factors shaping the near-term outlook for the industry.

01/15/2026 Logistics Industry Insights
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Transpacific Shipping Rates to Fluctuate Sharply in Early 2026

Transpacific Shipping Rates to Fluctuate Sharply in Early 2026

The Trans-Pacific shipping market is currently experiencing a surge in activity and rising freight rates due to the approaching Lunar New Year. However, looking ahead to 2026, factors such as increased shipping capacity, inventory saturation, and early shipments in the previous year are expected to lead to a decrease in cargo volume. Consequently, freight rates are likely to remain low and volatile. Shippers should be aware of market fluctuations and plan their shipments accordingly to mitigate potential risks.

01/30/2026 Logistics
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Trucking Group Pushes Congress for Road Upgrades in Infrastructure Bill

Trucking Group Pushes Congress for Road Upgrades in Infrastructure Bill

The ATA urges Congress to oversee IIJA funding, prioritizing new construction and road upgrades over mere maintenance to alleviate congestion and enhance competitiveness. They believe that focusing on new projects will provide long-term benefits for the trucking industry and the economy as a whole. The ATA emphasizes the importance of strategic infrastructure investments to meet growing transportation demands and achieve emissions targets by improving efficiency and reducing idling time for trucks.

02/04/2026 Logistics Industry Insights
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