US Manufacturing Growth Slows in July As Inventories Dip

US Manufacturing Growth Slows in July As Inventories Dip

The ISM's July manufacturing report indicates a slight dip in the PMI, with key indicators like new orders and production generally declining, increasing the risk of inventory buildup. Businesses commonly cite inflation, reduced orders, and raw material supply issues. Experts believe that manufacturing has not fallen into recession, but caution against inventory risk and emphasize the need for refined operations. The report suggests a slowing manufacturing sector facing challenges related to demand and supply chain disruptions, requiring careful management of inventory levels to mitigate potential losses.

01/20/2026 Logistics Industry Insights
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US Industrial Real Estate Shifts As Ecommerce Cools Logistics Grows

US Industrial Real Estate Shifts As Ecommerce Cools Logistics Grows

A JLL report reveals record-high net absorption in the US industrial real estate market for Q1, with e-commerce leasing demand stabilizing and logistics demand growing. Smaller warehouse spaces are particularly favored. The report highlights a market trend of cooling e-commerce and a rise in logistics. It emphasizes the importance for data analysts to focus on niche markets, key performance indicators, and macroeconomic factors. This shift underscores the evolving dynamics within the industrial sector and the need for a nuanced understanding of these influences.

01/20/2026 Logistics Industry Insights
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UPS Wins USPS Air Cargo Contract Altering Delivery Competition

UPS Wins USPS Air Cargo Contract Altering Delivery Competition

UPS has won an air cargo contract with the United States Postal Service (USPS), potentially reshaping the express delivery landscape. Experts suggest that USPS's strategic shift and intensified market competition were key factors driving this collaboration. UPS is expected to expand its market share as a result, while FedEx faces challenges in terms of both revenue and market share. This deal highlights the evolving dynamics within the express delivery sector and the increasing pressure on companies to adapt to changing market demands and customer needs.

01/20/2026 Logistics Industry Insights
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Amazons Trucking App Challenges Freight Brokerage Industry

Amazons Trucking App Challenges Freight Brokerage Industry

Amazon is developing a “Uber for Trucks” app to connect shippers and truck drivers, bypassing traditional brokers to reduce costs and improve efficiency. This is a key step in expanding its logistics footprint and could disrupt the traditional freight brokerage model. Leveraging technology, ecosystem integration, and pricing strategies, Amazon aims to reshape the industry. While facing regulatory challenges, this initiative will also drive logistics innovation and development. This move represents Amazon's ambition to further penetrate the transportation sector and streamline the shipping process for businesses.

01/20/2026 Logistics Industry Insights
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US Rail Freight Sees Declines in Carload Intermodal Volumes

US Rail Freight Sees Declines in Carload Intermodal Volumes

According to the Association of American Railroads, U.S. rail freight and intermodal volumes declined year-over-year in early November, but cumulative volumes for the year remain in growth territory. Performance varied across freight categories, with grain shipments showing significant growth, while coal and automotive shipments faced pressure. The rail freight market presents both opportunities and challenges, requiring continuous innovation and service optimization. Overall, the U.S. rail freight industry navigates a complex landscape with varying sector performance and a need for adaptability to maintain growth.

01/21/2026 Logistics
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US Rail Freight Gains in Carloads but Loses in Container Volume

US Rail Freight Gains in Carloads but Loses in Container Volume

The latest report from the Association of American Railroads reveals a mixed picture of the US rail freight market. For the week ending December 6th, carload traffic increased by 1.7% year-over-year, while container traffic decreased by 5.4%. Year-to-date figures show a 1.8% increase in both carload and container volume. The report highlights the contrasting trends within the rail freight sector, analyzes the underlying causes, and forecasts future developments. This provides valuable insights for business operations and economic development in the US.

01/17/2026 Logistics
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US Rail Freight Gains in Carloads Dips in Intermodal

US Rail Freight Gains in Carloads Dips in Intermodal

Recent data reveals a mixed performance in the US rail freight market. Carload traffic saw a slight increase, but with significant structural divergence, with nonmetallic minerals outperforming while grains declined. Intermodal volume decreased, potentially due to cooling consumption and inventory adjustments. Year-to-date figures remain positive, but railway companies need to adapt to market changes and seize opportunities. The uneven performance highlights the need for strategic adjustments to navigate the evolving economic landscape and capitalize on growth areas within the rail freight sector.

01/21/2026 Logistics
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USPS Expands Lastmile Delivery to Cut Costs Speed Service

USPS Expands Lastmile Delivery to Cut Costs Speed Service

USPS plans to open its last-mile delivery network, offering services to retailers and logistics providers through a bidding process. This initiative aims to reduce last-mile costs, improve delivery speed, and generate new revenue streams for USPS. Challenges include the complexity of the bidding process and pricing predictability. However, if successful, this move could reshape the US logistics landscape by providing increased capacity and potentially lower costs for shippers. The open bidding process is intended to foster competition and innovation within the delivery sector.

01/21/2026 Logistics Industry Insights
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Trucking Index Signals Challenges for Transportation Industry

Trucking Index Signals Challenges for Transportation Industry

This paper provides an in-depth analysis of the Trucking Conditions Index (TCI), examining its components and influencing factors. By incorporating recent data, it reveals the challenges and opportunities facing the trucking industry. Furthermore, the paper explores how to utilize the TCI index to formulate business strategies, helping companies to understand the industry's trends and succeed in the future. It aims to provide insights for businesses to leverage the TCI index for strategic decision-making and navigating the evolving landscape of the trucking sector.

01/21/2026 Logistics Industry Insights
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Rail Merger Delayed Over Antitrust Concerns

Rail Merger Delayed Over Antitrust Concerns

The proposed $850 billion merger between Union Pacific (UP) and Norfolk Southern (NS) has been delayed, sending shockwaves through the industry. BNSF strongly opposes the merger, questioning its competitive implications. A successful merger would create the first transcontinental railroad in the U.S., reshaping the industry landscape. The Surface Transportation Board's (STB) ruling will be crucial and have far-reaching consequences. The delay highlights the intense scrutiny and potential antitrust concerns surrounding such a significant consolidation in the railroad sector, impacting supply chains and market dynamics.

01/21/2026 Logistics Industry Insights
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