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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US Container Imports Jump in February As Supply Chain Strains Persist

US Container Imports Jump in February As Supply Chain Strains Persist

Panjiva reports a 6.9% year-over-year increase in US container imports for February, but a 5.5% decrease compared to January. However, the daily average import volume reached a new high. Energy imports surged, while IT imports declined. Experts remain uncertain about the full-year trend, emphasizing the need to monitor inflation, consumer spending habits, and geopolitical factors. Shipping companies are adjusting their strategies to address future challenges and uncertainties in the global trade landscape.

01/21/2026 Logistics
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Amazon Sellers Shift Strategies As Google Ads Pause Cuts Traffic

Amazon Sellers Shift Strategies As Google Ads Pause Cuts Traffic

Amazon's abrupt halt of Google Ads campaigns led to a significant drop in traffic for many sellers. This article delves into the reasons behind this event and its impact on businesses. It provides actionable strategies for sellers to navigate this new landscape, including optimizing on-Amazon advertising, expanding off-Amazon traffic sources, and improving Listing quality. These tactics aim to help sellers achieve continued growth in the face of changing market dynamics.

01/21/2026 Logistics Industry Insights
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CSX CN Launch Canadatonashville Intermodal Rail Service

CSX CN Launch Canadatonashville Intermodal Rail Service

CSX and CN have partnered to launch a new intermodal service from Canada to Nashville, providing an alternative to trucking. This intermodal solution aims to improve speed and reliability while also being more environmentally friendly. This collaboration highlights the increasing importance of intermodal transportation in modern supply chains. The service is expected to offer significant benefits to shippers seeking efficient and sustainable transportation options. Its role is projected to grow in the future.

01/21/2026 Logistics
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Trucking Industry Booms Despite Driver Shortage Economic Worries

Trucking Industry Booms Despite Driver Shortage Economic Worries

FTR's Trucking Conditions Index (TCI) reached a new record high, reflecting the robust health of the US trucking industry. However, challenges remain. Driver shortages, fluctuating fuel prices, and inflation pose significant risks. To navigate future uncertainties, the trucking industry needs to focus on improving efficiency, attracting and retaining talent, embracing technology, and strengthening risk management strategies. The industry's continued success hinges on its ability to adapt and overcome these ongoing capacity challenges.

01/21/2026 Logistics Industry Insights
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UPS Teamsters Strike Deal to Raise Wages Avoid Strike

UPS Teamsters Strike Deal to Raise Wages Avoid Strike

UPS and the Teamsters union have reached a tentative five-year agreement aimed at improving employee wages and benefits, and fostering better labor relations. The new contract promises significant wage increases, improved treatment for part-time employees, and greater union influence in the face of technological changes. UPS hopes to win back lost customers and solidify its industry position with this agreement. However, the company still faces cost pressures and market fluctuations.

01/28/2026 Logistics
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Fedex Adjusts Strategy As Demand Slows Competition Grows

Fedex Adjusts Strategy As Demand Slows Competition Grows

Facing weak air cargo demand and intensified competition, FedEx announced capacity reductions, fleet optimization, and cost control measures. Losing the Amazon business presents challenges but also motivates active expansion into new ventures. The company will offer seven-day delivery services to address e-commerce growth. Going forward, digital transformation, service innovation, and expansion into emerging markets will be key to maintaining competitiveness. The strategic adjustments aim to improve efficiency and profitability in a dynamic market.

01/29/2026 Logistics
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Oman Strengthens Customs Audits to Improve Trade Compliance

Oman Strengthens Customs Audits to Improve Trade Compliance

The World Customs Organization (WCO) is assisting Oman Customs in enhancing its post-clearance audit capabilities. Through workshops, Omani customs officials are empowered with key skills such as risk-oriented auditing and document interpretation. This improved audit capacity of Oman Customs will have a significant impact on companies engaged in import and export trade in Oman. Businesses need to strengthen compliance management and proactively address the new challenges and opportunities arising from these enhancements.

01/26/2026 Customs Knowledge
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Xiamen 2026 Fashion Expo Spurs Industry Growth Amid Recovery

Xiamen 2026 Fashion Expo Spurs Industry Growth Amid Recovery

The 2026 Xiamen International Garment Supply Chain Expo (XIGE) will focus on innovation, intelligent manufacturing, and new retail development in the apparel industry, providing a platform for domestic and international companies to showcase, exchange ideas, and conduct trade. Benefiting from the domestic market recovery and Fujian Province's industrial advantages, the exhibition covers finished garments, fabrics and accessories, design, and industry services. It aims to help companies seize market opportunities and achieve industry upgrades.

01/26/2026 Logistics Industry Insights
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AI and Regionalization Boost Supply Chain Resilience

AI and Regionalization Boost Supply Chain Resilience

A Prologis report reveals that global supply chain leaders are undergoing a "Great Reconfiguration" through AI, regionalization, and energy resilience to address future challenges. The report emphasizes a balance between resilience and efficiency, urging companies to actively deploy new technologies, establish risk monitoring systems, and increase safety stock. Regionalization strategies and AI applications are key trends. Simultaneously, attention must be paid to energy reliability, infrastructure upgrades, and diversification of energy supply sources.

01/28/2026 Logistics Industry Insights
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