TD Cowen Analyst Assesses Freight Market Amid Tariffs Economic Shifts

TD Cowen Analyst Assesses Freight Market Amid Tariffs Economic Shifts

TD Cowen analyst Jason Seidl analyzes the current state of the freight economy, the impact of tariffs, LTL and truckload market trends, and the application of AI in logistics. The article delves into economic recovery signals, tariff response strategies, the strategic significance of AI, the long-term value of nearshoring, and the opportunities and challenges in the M&A market. It provides valuable insights for businesses to understand freight market trends, offering guidance on navigating the evolving landscape and making informed decisions in a dynamic environment.

01/28/2026 Logistics Industry Insights
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Activ Technologies Aims to Revolutionize Logistics With Realtime Tracking

Activ Technologies Aims to Revolutionize Logistics With Realtime Tracking

Activ Technologies emphasizes the importance of real-time supply chain management and control towers, focusing on US port resilience and freight trends towards 2026. The article highlights the need for businesses to proactively embrace change in their logistics operations. It suggests leveraging technology and strategic planning to navigate evolving challenges and optimize supply chain performance. The control tower concept is presented as a crucial tool for gaining visibility and control across the entire supply chain, enabling proactive decision-making and improved responsiveness to disruptions.

01/28/2026 Logistics
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Aviation Industry Focuses on Mental Health and Wellbeing

Aviation Industry Focuses on Mental Health and Wellbeing

The aviation industry, while advancing technologically, faces challenges related to the mental health and fatigue risks of its workforce. This paper emphasizes addressing these 'invisible risks' and proposes using the SAFE™ pillars framework to build psychologically safe workplaces, integrating mental health strategies into safety management systems. By strengthening training, improving support systems, and optimizing the work environment, we can break down stigma and collectively build a happier future for the aviation industry. This includes fostering open communication and ensuring access to mental health resources.

01/28/2026 Logistics Industry Insights
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US Freight Demand Dips As Service Sector Gains Momentum

US Freight Demand Dips As Service Sector Gains Momentum

The Bank of America Freight Index Q4 report reveals a significant decline in US freight volumes, marking the largest drop in recent years. This is attributed to the recovery of the service sector, inflation, and a cooling housing market. Regional performance varied, with the Western region experiencing the most significant impact. The report highlights the influence of shifting consumer spending patterns on the freight market. It advises businesses to closely monitor macroeconomic trends, optimize supply chains, and embrace technological innovation to navigate these challenges.

01/28/2026 Logistics Industry Insights
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Global Supply Chains Face Persistent Disruptions ASCMKPMG Report

Global Supply Chains Face Persistent Disruptions ASCMKPMG Report

A joint report by ASCM and KPMG reveals that while some areas of global supply chains have improved, overall stability remains affected by factors like labor and geopolitics. The report highlights the increasing North American imports driven by the “China+1” strategy, potentially creating new challenges for the labor market. Businesses need to monitor market dynamics, adapt strategies flexibly, strengthen risk management, and embrace digital transformation to navigate uncertainties. Proactive adaptation and resilience are key to maintaining a competitive edge in the evolving global landscape.

01/28/2026 Logistics Industry Insights
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Ryder Cuts Texas Jobs Amid Supply Chain Shifts

Ryder Cuts Texas Jobs Amid Supply Chain Shifts

Ryder is laying off over 800 employees and ceasing operations in Texas due to a supply chain strategy adjustment by its client, Applied Materials. This event highlights the challenges companies face in adapting to supply chain shifts and the impact of the macroeconomic environment on the logistics industry. An in-depth analysis of the layoffs' consequences can provide valuable decision-making insights for businesses and government entities navigating similar situations. This situation underscores the importance of supply chain resilience and adaptability in a rapidly evolving global market.

01/28/2026 Logistics
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Del Monte Shifts Strategy to Full Supply Chain Provider

Del Monte Shifts Strategy to Full Supply Chain Provider

Del Monte, a fresh produce giant, is actively expanding its logistics business by partnering with Stord and Happy Egg Co. to offer comprehensive logistics services and open up its cold chain infrastructure. Leveraging its robust logistics assets and extensive experience in the fresh produce sector, Del Monte aims to become an end-to-end supply chain service provider. This strategic move allows them to capitalize on the burgeoning fresh produce e-commerce market, address the challenges of fresh produce logistics, and achieve new growth.

01/28/2026 Logistics
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US Freight Index Hits Record High Amid Economic Uncertainty

US Freight Index Hits Record High Amid Economic Uncertainty

The U.S. Freight Transportation Services Index (Freight TSI) has reached a record high, while economic data presents a mixed picture, showing a 'fire and ice' scenario. This article delves into the drivers behind the growth in freight volume, explores long-term trends, and looks ahead to future challenges and opportunities. The aim is to help readers better understand the current state and development prospects of the U.S. freight industry. The analysis considers factors influencing the index and provides insights into the complexities of the current economic landscape.

01/28/2026 Logistics Industry Insights
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Supply Chain Industry Tackles Talent Shortage with Skills Training

Supply Chain Industry Tackles Talent Shortage with Skills Training

The supply chain talent gap is widening, requiring companies to proactively expand recruitment channels and prioritize the cultivation of both hard and soft skills. By engaging in university-enterprise cooperation and providing skills training, businesses can effectively address talent challenges and lay a solid foundation for future growth. This proactive approach ensures a steady pipeline of qualified professionals equipped to navigate the complexities of modern supply chains and contribute to organizational success. Addressing this shortage is crucial for maintaining competitiveness and driving innovation within the industry.

01/27/2026 Logistics Industry Insights
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CSX Faces Revival Challenge Under Harrisons Leadership

CSX Faces Revival Challenge Under Harrisons Leadership

Leadership changes at CSX Transportation paved the way for Hunter Harrison's arrival, triggering a surge in stock prices. Harrison is renowned for his 'Precision Scheduled Railroading' model, but its applicability in the US and potential challenges are drawing attention. The future direction of CSX and the landscape of the US rail transport industry are poised for change. The implementation of Harrison's strategies and their impact on efficiency, customer service, and labor relations will be closely watched, potentially setting a new precedent for the industry.

01/27/2026 Logistics Industry Insights
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