US Rail Freight Volumes Rebound in Late September

US Rail Freight Volumes Rebound in Late September

The Association of American Railroads reported that U.S. rail carload and intermodal traffic both increased year-over-year in late September. Carload traffic saw a slight increase of 0.9%, while intermodal traffic rose by 1.1%. Increased shipments of nonmetallic minerals, grain, and motor vehicle parts were observed, while coal, petroleum, and metallic ores declined. Year-to-date, both cumulative carload and intermodal volumes have experienced growth, reflecting the resilience and potential recovery of the U.S. economy.

01/21/2026 Logistics
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West Coast Port Labor Dispute Intensifies Chamber Seeks White House Aid

West Coast Port Labor Dispute Intensifies Chamber Seeks White House Aid

The U.S. Chamber of Commerce has sent a letter to President Biden, urging the White House to intervene in the stalled West Coast port labor negotiations. The International Longshore and Warehouse Union (ILWU) and the Pacific Maritime Association (PMA) have failed to reach an agreement, raising the possibility of port closures or strikes, which could severely impact the supply chain and economy. The Chamber urges the White House to appoint an independent mediator to avert a potential economic disaster.

01/21/2026 Logistics
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US Manufacturing PMI Falls for Eighth Month Signaling Economic Concerns

US Manufacturing PMI Falls for Eighth Month Signaling Economic Concerns

The ISM Manufacturing PMI fell to 46 in June, marking the eighth consecutive month of contraction, according to the Institute for Supply Management. While new orders showed a slight rebound, demand remains weak. Businesses are expressing caution regarding the economic outlook. Experts anticipate continued economic weakness in the second half of the year, potentially leading to a 'soft landing' scenario and associated uncertainties. The prolonged contraction in manufacturing activity raises concerns about the overall health of the US economy.

US Services Sector Growth Hits Near Oneyear High in February

US Services Sector Growth Hits Near Oneyear High in February

The U.S. ISM Non-Manufacturing NMI index surged to 59.7 in February, a near one-year high, marking the 109th consecutive month of growth. This data, released by the Institute for Supply Management (ISM), signals a robust expansion in U.S. non-manufacturing activity. This positive trend may alleviate concerns about a potential economic slowdown and provide sustained momentum for the overall economy. The significant increase suggests continued strength in the services sector, a key driver of U.S. economic growth.

Global Firms Adapt Strategies to Fragmented Markets for Growth

Global Firms Adapt Strategies to Fragmented Markets for Growth

With a slow and divergent global economy, companies expanding overseas should focus on demand structures rather than just countries. EU carbon compliance transforms data chains into productivity, while freight rate divergence requires institutionalized hedging against delivery risks. Businesses should build carbon data systems to improve European access, strengthen compliance documents to reduce investment uncertainty, and manage delivery risks through multi-corridor strategies. By developing structured capabilities to address the new normal, companies can achieve sustainable growth.

Retailers Seek White House Help Amid East Coast Port Labor Dispute

Retailers Seek White House Help Amid East Coast Port Labor Dispute

The NRF is urging the White House to intervene in the labor negotiations between the ILA and USMX to avert a potential strike on October 1st. The NRF believes that a strike would severely damage the U.S. economy and is emphasizing the need for a swift agreement. The organization highlights the potential disruption to supply chains and the broader economic consequences of a port shutdown, urging immediate action to facilitate a resolution and prevent widespread economic harm.

US Ports Urge Senate to Address Waterway Infrastructure Crisis

US Ports Urge Senate to Address Waterway Infrastructure Crisis

The American Association of Port Authorities is urging the Senate to prioritize port infrastructure development, emphasizing its vital role in the U.S. economy. The association recommends directing Harbor Maintenance Tax revenue directly to the Army Corps of Engineers, authorizing the Corps' navigation project improvement recommendations, and streamlining the study process for channel improvements. These measures aim to enhance port efficiency and competitiveness, ultimately boosting economic growth and ensuring the smooth flow of goods through American ports.

Panalpina Rejects Dsvs Takeover Bid Shaking Global Logistics Sector

Panalpina Rejects Dsvs Takeover Bid Shaking Global Logistics Sector

Panalpina rejects DSV's acquisition offer, with the Ernst Göhner Foundation expressing its opposition. Panalpina insists on independent development and may explore future M&A opportunities. The logistics market is facing increasing competition, creating uncertainty about the future. The foundation's decision significantly impacts the potential deal, leaving Panalpina to navigate a challenging landscape as it seeks to maintain its position in the market. The refusal highlights the complexities of logistics mergers and acquisitions in a rapidly evolving global economy.

01/28/2026 Logistics
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Three US Rail Unions Reach Tentative Labor Deal

Three US Rail Unions Reach Tentative Labor Deal

Three major US railway unions have reached a tentative labor agreement with freight rail companies, offering hope to avert a potential nationwide railroad strike on September 16th. The agreement includes wage increases and lump-sum payments. However, the final agreement still faces challenges, and all parties need to continue working to ensure the stability of the US economy. This averted strike would have had significant impacts on supply chains and the transportation of goods across the country.

01/28/2026 Logistics
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Freight Sector Shows Signs of Economic Slowdown ATA

Freight Sector Shows Signs of Economic Slowdown ATA

The US freight economy faces challenges, with ATA and Cass data indicating declining freight volumes and inventory glut. Businesses need to closely monitor market dynamics, optimize inventory management, diversify operations, improve operational efficiency, strengthen partnerships, and embrace digital transformation. By proactively addressing market challenges and seizing opportunities, companies can achieve sustainable growth in a volatile freight environment. The current market weakness and inventory backlog necessitate strategic adjustments to navigate the downturn and position for future recovery.