UPS: Sea Freight Overloaded, Shippers Turn to Air Freight to Meet Rising Demand

UPS: Sea Freight Overloaded, Shippers Turn to Air Freight to Meet Rising Demand

As the issue of overcapacity in sea freight becomes more severe, shippers are turning to air freight to meet market demands. The backlog of cargo and slow sailing strategies implemented by shipping companies have sparked concern and anxiety among shippers. A report from UPS indicates a significant increase in international parcel volume and cargo revenue, prompting shippers to adopt more flexible logistics strategies to tackle peak season challenges.

07/18/2025 Logistics
Read More
USPS Ends Discounts in Ground Shipping Overhaul

USPS Ends Discounts in Ground Shipping Overhaul

The United States Postal Service (USPS) is modifying its contracts with package consolidators, eliminating discounts to optimize network efficiency and promote its Ground Advantage service. This move aims to improve profitability and address market competition. However, it may impact the strategies of package consolidators and shippers, potentially creating opportunities for competitors like UPS and FedEx. The changes reflect USPS's broader logistics strategy to remain competitive in the evolving parcel delivery landscape.

01/15/2026 Logistics
Read More
Trucking Industry Faces Overcapacity Ecommerce Shifts

Trucking Industry Faces Overcapacity Ecommerce Shifts

At the CSCMP EDGE Conference, executives from trucking, ground parcel, and LTL companies discussed current market conditions and regulatory challenges, offering strategic advice for shippers in 2026. Key issues across sectors include overcapacity, e-commerce-driven growth, and the need for sophisticated management. Shippers should focus on strengthening strategic partnerships, improving supply chain visibility, prioritizing sustainability, and remaining agile to adapt to market fluctuations. Collaboration and data-driven decision-making are crucial for navigating the evolving landscape and optimizing supply chain performance.

Ecommerce Boom Fuels Lastmile Delivery Competition

Ecommerce Boom Fuels Lastmile Delivery Competition

Alternative parcel carriers like Jitsu, SpeedX, and Veho are aggressively expanding in the US market, challenging industry giants like FedEx and UPS. Jitsu is increasing its presence in the Midwest, SpeedX is growing in multiple states, and Veho is eyeing Louisville and Richmond as new markets. By strengthening their domestic networks, these companies aim to increase their shipping volume and enhance their overall value. Their expansion signifies an intensifying competition in the last-mile delivery sector as they vie for market share.

01/08/2026 Logistics
Read More
TD Cowen Index Shows Freight Market Shifts During Peak Season

TD Cowen Index Shows Freight Market Shifts During Peak Season

The TD Cowen/AFS Freight Index reveals emerging trends in the freight market: LTL pricing impacted by Yellow's closure, fuel surcharges rebound; Ground parcel discounts deepen, but demand surcharges loom; Truckload sees a short-term volume increase, peak season expectations are muted. The index provides shippers with valuable insights for informed decision-making. The LTL market is experiencing significant price volatility due to the disruption caused by Yellow's bankruptcy. Shippers need to carefully monitor these changes and adjust their strategies accordingly.

New Cowenafs Index Aims to Predict Freight Rate Trends

New Cowenafs Index Aims to Predict Freight Rate Trends

The Cowen/AFS Freight Index is released, providing institutional clients with pricing forecasts for LTL, TL, and parcel shipments to aid market decision-making. This index offers valuable insights into current and future freight rates, enabling businesses to optimize their logistics strategies and improve profitability. By leveraging the data and analysis provided, companies can make informed choices regarding carrier selection, contract negotiations, and overall transportation planning. The Cowen/AFS Freight Index is a crucial tool for navigating the complexities of the freight market.

New Cowenafs Index Aims to Predict Transportation Market Trends

New Cowenafs Index Aims to Predict Transportation Market Trends

The Cowen/AFS Freight Index is a quarterly report designed to provide institutional investors with predictive pricing tools covering key freight sectors like Less-Than-Truckload (LTL), Truckload (TL), and Parcel. Leveraging AFS Logistics' vast data and Cowen's expert analysis, the index offers forward-looking, granular, and technology-driven market insights to empower investment decisions. It aims to provide a comprehensive view of the freight market, enabling informed strategies and risk management for investors navigating the complexities of the transportation industry.

China's Express Delivery Sector Booms Amid Rising Competition

China's Express Delivery Sector Booms Amid Rising Competition

The express delivery industry in China is currently experiencing rapid growth, showcasing significant market potential. However, the swift expansion of the franchise system has also led to a phenomenon of pseudo-growth. The industry faces multiple challenges, including low market concentration and declining profit margins. To better seize investment opportunities, it is crucial to focus on key indicators such as growth rates of parcel volume, overall network profits, integration of delivery points, and profitability of franchisees. While maintaining caution, we should adapt flexibly to market fluctuations and aim to capture promising opportunities in industry development.

07/28/2025 Logistics
Read More
Freight Pricing Strategies Split As Demand Weakens in Q1

Freight Pricing Strategies Split As Demand Weakens in Q1

The TD Cowen-AFS Freight Index Q1 report reveals a market grappling with weak demand and excess capacity. Full Truckload (FTL) seeks price equilibrium, while Parcel struggles between pricing strategies and discount competition. Less-than-Truckload (LTL) faces cracks beneath seemingly firm prices. The report offers crucial market insights for freight companies, shippers, and investors, highlighting the challenges and opportunities within each transportation mode and the pricing pressures impacting the overall freight landscape. It serves as a valuable resource for navigating the complexities of the current freight market.

Cowenafs Index Offers Freight Market Insights for Investors

Cowenafs Index Offers Freight Market Insights for Investors

The Cowen/AFS Freight Index is a forward-looking freight pricing forecast tool designed to provide institutional investors with accurate predictions in the less-than-truckload (LTL), truckload (TL), and parcel transportation sectors. The index integrates massive datasets, machine learning algorithms, and macro/microeconomic factors to deliver quarterly updates. It helps investors optimize investment portfolios, reduce risks, and improve decision-making efficiency by providing insights into future freight rate trends and potential market shifts.