Freight Market Splits As Parcel LTL and Truckload Prices Diverge

Freight Market Splits As Parcel LTL and Truckload Prices Diverge

The TD Cowen/AFS Freight Index reveals a diverging US freight market. Parcel demand is weak with unprecedented discounts and declining fuel surcharges. LTL shipments show declining weight per shipment, but carrier pricing remains firm. Truckload faces headwinds from soft demand and excess capacity, hindering near-term improvement. While future Fed rate cuts are beneficial for long-term truckload and LTL prospects, their immediate impact is limited. The report highlights the contrasting dynamics within different segments of the US freight sector, reflecting broader economic conditions and supply chain adjustments.

01/15/2026 Logistics Industry Insights
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US Trucking Sector Rebounds in February Freight Data

US Trucking Sector Rebounds in February Freight Data

American Trucking Associations (ATA) data shows continued freight volume growth in February, with contract freight remaining high. Improved inventory cycles and increased infrastructure spending provide new impetus. However, downward pressure persists in real estate and manufacturing. Businesses should focus on market dynamics, optimize operations, expand business, and embrace technology to address challenges and seize opportunities for sustainable development. Monitor market trends, optimize operations, expand business, and leverage technology for sustainable growth.

01/16/2026 Logistics
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Prologis Report Indicates Logistics Real Estate Demand Shift

Prologis Report Indicates Logistics Real Estate Demand Shift

Prologis IBI indicates a stronger-than-expected recovery in logistics real estate demand. Increased confidence and utilization rates are driving this demand, while vacancy rates remain stable. This suggests that rental growth may accelerate. The IBI exceeding expectations points to a positive outlook for the sector, driven by improved business conditions and a greater need for warehousing and distribution space.

01/07/2026 Logistics Industry Insights
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Prologis Data Hints at Logistics Real Estate Recovery

Prologis Data Hints at Logistics Real Estate Recovery

The Prologis IBI report indicates a bottoming out and rebound in logistics real estate demand, with improved market sentiment. Net absorption, new lease signings, and project pipeline are all above the 2024 average. Companies actively addressing trade challenges, increased utilization, and an improved market environment are key drivers. Vacancy rates are expected to remain stable in the short term, but a tightening construction pipeline suggests potential re-acceleration of rental growth.

01/15/2026 Logistics Industry Insights
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