Freight Market Shifts Under Tariffs and Demand TD Cowenafs Index

Freight Market Shifts Under Tariffs and Demand TD Cowenafs Index

The TD Cowen/AFS Freight Index report indicates that tariff policies, declining consumer confidence, and changes in carrier pricing strategies are impacting the freight market. In trucking, front-loading of inventory is driving up rates, but increased short-haul shipments are lowering overall costs. For parcel, carriers are adjusting prices more frequently, and fuel surcharges are rising, but sales growth faces challenges. In LTL, pricing remains strong despite economic headwinds. The report highlights the complex interplay of factors influencing freight costs and volumes across different transportation modes.

01/15/2026 Logistics Industry Insights
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Freight Market Splits As Parcel LTL and Truckload Prices Diverge

Freight Market Splits As Parcel LTL and Truckload Prices Diverge

The TD Cowen/AFS Freight Index reveals a diverging US freight market. Parcel demand is weak with unprecedented discounts and declining fuel surcharges. LTL shipments show declining weight per shipment, but carrier pricing remains firm. Truckload faces headwinds from soft demand and excess capacity, hindering near-term improvement. While future Fed rate cuts are beneficial for long-term truckload and LTL prospects, their immediate impact is limited. The report highlights the contrasting dynamics within different segments of the US freight sector, reflecting broader economic conditions and supply chain adjustments.

01/15/2026 Logistics Industry Insights
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Old Dominion Freight Posts Strong Q4 on Market Share Growth

Old Dominion Freight Posts Strong Q4 on Market Share Growth

Old Dominion Freight Line reported strong Q4 performance, with revenue increasing nearly 30%. This growth was driven by increases in both daily LTL tonnage and LTL revenue per hundredweight. The company continues to gain market share through superior service and network coverage. Old Dominion is also actively investing in future development to address industry challenges and capitalize on opportunities, positioning itself for continued success in the LTL freight market.

01/19/2026 Logistics
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US Rail Freight Carloads Dip Intermodal Rises in Early January

US Rail Freight Carloads Dip Intermodal Rises in Early January

US rail freight saw a 2% decrease in carload volume, while intermodal volume increased by 12.8%. The decline in coal transportation was a primary factor in the overall carload decrease. Increased consumer demand fueled the growth in intermodal traffic. The rail freight industry faces structural adjustments and opportunities, with the shift towards intermodal highlighting evolving transportation needs and economic dynamics.

01/19/2026 Logistics
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FCL Vs LCL Shipping Balancing Cost Efficiency for Global Freight

FCL Vs LCL Shipping Balancing Cost Efficiency for Global Freight

This article provides an in-depth analysis of the cost structure for both Full Container Load (FCL) and Less than Container Load (LCL) international ocean freight. It reveals the impact of cargo volume and specific scenarios on choosing the optimal shipping solution. The article offers guidelines for matching cargo volume with appropriate shipping methods and provides practical advice to help you identify the most cost-effective ocean freight option and avoid unnecessary losses.

01/15/2026 Logistics Encyclopedia
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US Rail Freight Faces Mixed Demand Amid Supply Chain Strains

US Rail Freight Faces Mixed Demand Amid Supply Chain Strains

The U.S. rail freight market presents a mixed picture, with overall carloads showing slight growth but intermodal volumes declining. Increases were observed in chemicals, nonmetallic minerals, and coal shipments, while grain, petroleum, and motor vehicles experienced decreases. Supply chain bottlenecks, shifting demand, and geopolitical risks pose significant challenges. Technological innovation and the green transition are crucial for future development and navigating the evolving landscape of the rail freight industry. These factors will determine the long-term sustainability and competitiveness of the sector.

01/19/2026 Logistics
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US Freight Volume Falls for Third Month Signaling Economic Worries

US Freight Volume Falls for Third Month Signaling Economic Worries

Data from the U.S. Department of Transportation reveals a third consecutive monthly decline in the freight transportation services index in July, reflecting widespread decreases across rail, road, water, and pipeline transportation. Experts suggest this isn't merely a short-term fluctuation, but potentially indicative of structural issues within the U.S. economy, such as supply chain disruptions, labor shortages, and inflation. Businesses need to proactively adapt strategies and embrace digital transformation, while the government should strengthen infrastructure development and optimize the business environment to collectively address the challenges of economic recovery.

01/19/2026 Logistics
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TD Cowen Index Shows Freight Market Cooling Amid Economic Pressures

TD Cowen Index Shows Freight Market Cooling Amid Economic Pressures

Freight indices indicate peak season strength or weakness, with varying activity across different transportation markets. LTL rates are increasing, parcel rates are decreasing, and truckload rates remain stable. Influenced by macroeconomic factors and others, flexibility and responsiveness are crucial. The freight index provides insights into the current state of the logistics market and helps businesses understand the trends in transportation rates, enabling them to make informed decisions and adapt to market fluctuations effectively. Monitoring these indicators is key for navigating the complexities of the logistics landscape.

01/19/2026 Logistics Industry Insights
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US Freight Volumes Drop Sharply in February Raising Economic Alarms

US Freight Volumes Drop Sharply in February Raising Economic Alarms

The U.S. Freight TSI plummeted in February, hitting a near three-year low, primarily due to severe cold weather. This data indicates challenges in the economic recovery and persistent supply chain bottlenecks. Businesses should strengthen risk management, optimize transportation structures, and pay attention to technological innovation and policy trends to navigate market challenges. The significant drop suggests a potential slowdown in economic activity related to freight movement and highlights the vulnerability of the logistics sector to external factors.

01/20/2026 Logistics
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Schneider Logistics Exits US China Freight Forwarding to Refocus Strategy

Schneider Logistics Exits US China Freight Forwarding to Refocus Strategy

Schneider Logistics' sale of its freight forwarding and customs brokerage businesses in the US and China to Norbert Dentressangle signals a strategic shift towards its core trucking, logistics, and intermodal services. This move aims to optimize resource allocation, enhance profitability, and reduce operational risks. Industry analysts view this as a strategic retrenchment by Schneider Logistics, focusing on its areas of strength while continuing to serve customers through collaborative partnerships. This allows Schneider to concentrate on its core competencies and improve overall business performance.

01/20/2026 Logistics
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