Trucking Sector Improves As LTL Faces Challenges TD Cowen Report

Trucking Sector Improves As LTL Faces Challenges TD Cowen Report

The TD Cowen-AFS Freight Index Q1 report indicates emerging optimism in the truckload market, with rising spot rates and increasing tender rejections. Parcel pricing strategies are proving effective, benefiting from fuel surcharge adjustments. LTL rates remain stable, but pricing discipline may be weakening. Overall, the macroeconomic outlook presents positive signals for carriers, but weak demand and excess capacity remain challenges. While the truckload sector shows signs of recovery, continued monitoring of pricing discipline in LTL and demand trends across all modes is crucial for assessing the sustained health of the freight market.

01/20/2026 Logistics Industry Insights
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US Trucking Industry Debates Size and Weight Limits

US Trucking Industry Debates Size and Weight Limits

The U.S. freight industry is advocating for relaxed truck size and weight restrictions, aiming to improve efficiency, reduce costs, and lower emissions. The proposed changes would allow for heavier and larger trucks on roadways. The SETA Act, which allows states to bypass federal regulations, could potentially pave the way for these revisions. This push for reform reflects the industry's desire to optimize operations and address growing demands while also considering environmental impact. The outcome of these efforts could significantly impact the future of freight transportation in the United States.

01/28/2026 Logistics Industry Insights
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Businesses Weigh Sea Vs Rail for Optimal Cargo Transport

Businesses Weigh Sea Vs Rail for Optimal Cargo Transport

When choosing between sea and rail freight, businesses must consider cost, time efficiency, capacity, coverage, stability, and environmental impact. The optimal choice depends on the nature of the goods, the destination, and the specific time and cost requirements. China Railway Express, a prime example of rail transport, offers businesses more options. Sea-rail combined transport can create even more efficient logistics solutions. Companies should carefully evaluate these six dimensions to make informed decisions about their freight transportation strategies. This holistic approach ensures the most suitable and effective logistics plan.

01/28/2026 Logistics Encyclopedia
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Yellow Corps Bankruptcy Shakes US Trucking and LTL Sector

Yellow Corps Bankruptcy Shakes US Trucking and LTL Sector

Yellow Corp., a century-old and formerly the fifth-largest trucking company in the US, has declared bankruptcy due to persistent losses, mismanagement, and strained labor relations. This bankruptcy is poised to reshape the competitive landscape of the less-than-truckload (LTL) shipping market, potentially leading to increased freight rates. Yellow Corp.'s collapse serves as a cautionary tale for businesses, highlighting how unchecked expansion and failure to manage labor relations can result in catastrophic outcomes. The company's downfall underscores the importance of sound financial management and effective labor strategies in the freight industry.

01/28/2026 Logistics Industry Insights
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CH Robinson Sells European Truckload Unit to Sennder

CH Robinson Sells European Truckload Unit to Sennder

C.H. Robinson is strategically adjusting its business by selling its European road transport business to sennder. This move aims to sharpen its focus on core strengths and enhance competitiveness in areas like global ocean and air freight, as well as North American truckload and less-than-truckload (LTL) transportation. Aligned with the digital transformation trend, this partnership with sennder seeks to build a new landscape for digital freight, creating greater value for customers. This restructuring offers insights into strategic focus and digital transformation for the entire logistics industry.

01/28/2026 Logistics
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US Trucking Industry Hits Record High Amid Economic Growth

US Trucking Industry Hits Record High Amid Economic Growth

Data from the American Trucking Associations shows record high trucking freight volume in August, potentially signaling a positive economic outlook. The article analyzes the drivers behind this growth, including consumer spending and manufacturing activity. It also explores the challenges and opportunities facing the industry, such as driver shortages and fluctuating fuel prices. Overall, the outlook for the trucking industry is cautiously optimistic. The high freight volume suggests strong demand and economic activity, but the industry must navigate ongoing challenges to maintain its positive trajectory and capitalize on emerging opportunities.

01/28/2026 Logistics
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