US Freight Market Faces Trade War Challenges TD Cowen Index

US Freight Market Faces Trade War Challenges TD Cowen Index

The TD Cowen/AFS Freight Index Q2 report unveils the challenges and trends in the US freight market under the shadow of the trade war. Analyzing the current market situation in various modes like truckload, parcel, and LTL, the report points out that tariffs, demand shifts, and capacity adjustments are key factors influencing the market. The report emphasizes the need for businesses to closely monitor market dynamics and flexibly adjust strategies to cope with uncertainties. This includes understanding the impact of tariffs and adapting to changing consumer demand.

01/15/2026 Logistics Industry Insights
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Uschina Trade Deal Tests Logistics Supply Chain Resilience

Uschina Trade Deal Tests Logistics Supply Chain Resilience

The US-China Phase One trade deal, while signed, hasn't ended its impact on global logistics and supply chains. Although the agreement committed China to increased purchases of US goods, tariffs remain and achieving purchase targets faces challenges. Companies need to closely monitor policy developments, assess supply chain risks, optimize structures, strengthen technological innovation, and flexibly adjust strategies to thrive in an uncertain trade environment. The lingering tariffs and unmet purchase goals necessitate a proactive approach to mitigating disruptions and ensuring supply chain resilience in the face of ongoing trade tensions.

01/28/2026 Logistics Industry Insights
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Strategic Warehousing in the New Era of Tariffs Building Financial and Operational Resilience Tools

Strategic Warehousing in the New Era of Tariffs Building Financial and Operational Resilience Tools

In response to evolving trade policies and tariff pressures, businesses need to reshape their warehousing strategies to ensure financial and operational resilience. By implementing strategies such as transshipment, bonded warehousing, and multi-channel inventory management, companies can effectively manage inventory costs, optimize their supply chains, and enhance market responsiveness.

05/21/2025 Warehousing
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STB Extends Deadline for Rail Switching Rule Amid Industry Debate

STB Extends Deadline for Rail Switching Rule Amid Industry Debate

The U.S. Surface Transportation Board (STB) has extended the deadline for comments on its reciprocal switching rule, intended to provide shippers underserved by freight railroads access to other rail carriers. The proposed rule introduces three performance metrics to quantify service quality, sparking industry debate about breaking up monopolies versus disrupting the market. Whether the rule can be effectively implemented to improve transportation efficiency and reduce costs remains a challenge and requires further observation. The rule aims to address issues faced by rail freight shippers and potentially improve competition within the industry.

01/19/2026 Logistics Industry Insights
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