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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Canadian Port Labor Disruptions Fuel Chemical Logistics Challenges

Canadian Port Labor Disruptions Fuel Chemical Logistics Challenges

In an interview, CLX Logistics' Matt Caine highlights ongoing Canadian port labor issues disrupting chemical supply chains and volatile ocean freight rates creating uncertainty. He advises shippers to strengthen risk management, optimize inventory, diversify transportation, and partner with reliable logistics providers. The establishment of CLX Logistics' Houston office aims to better serve chemical customers by providing specialized logistics solutions. This strategic expansion demonstrates their commitment to addressing the unique challenges faced by the chemical industry in navigating these disruptions and optimizing their supply chains.

01/28/2026 Logistics Industry Insights
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Experts Probe Freight Markets Economic Disconnect

Experts Probe Freight Markets Economic Disconnect

Armada expert Prather highlighted at the SMC3 conference a disconnect between the freight market and the macroeconomy, suggesting it's not an isolated incident. The analysis explores factors contributing to this divergence, including asynchronous macroeconomic indicators and freight volumes, supply chain complexities, technological advancements, and improved transportation efficiency. The piece emphasizes the importance of in-depth market data analysis for businesses to effectively navigate market fluctuations and make informed decisions in a dynamic environment. Understanding these underlying factors is crucial for strategic planning and adaptation.

01/28/2026 Logistics Industry Insights
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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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Averitt Express Launches Atlanta Hub to Enhance Freight Efficiency

Averitt Express Launches Atlanta Hub to Enhance Freight Efficiency

Averitt expands its operations with a new distribution center in Atlanta, aiming to enhance freight efficiency, reduce costs, and deliver comprehensive end-to-end supply chain solutions. This strategic move leverages Atlanta's position as a major transportation hub, allowing Averitt to optimize its network and provide improved service to customers. The new facility will streamline operations and contribute to a more resilient and responsive supply chain for businesses relying on Averitt's expertise. The expansion underscores Averitt's commitment to innovation and customer satisfaction in the dynamic logistics landscape.

01/29/2026 Logistics
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Shipping Industry Faces Peak Blank Sailings Amid Demand Uncertainty

Shipping Industry Faces Peak Blank Sailings Amid Demand Uncertainty

A Sea-Intelligence report suggests that the surge in shipping blank sailings may have peaked, but uncertainty remains regarding demand recovery. The article analyzes the impact of blank sailings on capacity and schedule reliability, offering guidance for shippers on how to respond. Facing these challenges, the shipping industry needs to embrace digitalization, and shippers should strengthen supply chain collaboration to jointly navigate the uncertainties. The report emphasizes proactive measures and strategic partnerships as crucial for mitigating risks and ensuring operational resilience in the current volatile market.

01/29/2026 Logistics Industry Insights
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Amazon Expands European Warehouses for Faster Deliveries

Amazon Expands European Warehouses for Faster Deliveries

To enhance its Prime Now service, Amazon plans to establish 1,300 small warehouses across Europe, aiming to fulfill its promise of “one-hour delivery.” This initiative seeks to solidify its leading position in the e-commerce market and maintain competitiveness in the rapid delivery sector. By expanding its infrastructure, Amazon intends to provide consumers with a more convenient and faster shopping experience, further driving customer satisfaction and loyalty. The strategic investment underscores Amazon's commitment to innovation and customer-centricity in the increasingly competitive online retail landscape.

01/26/2026 Logistics
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MIQ Logistics Acquires TLC to Strengthen European Retail Supply Chains

MIQ Logistics Acquires TLC to Strengthen European Retail Supply Chains

MIQ Logistics has significantly enhanced its retail supply chain capabilities in the UK and Europe through the acquisition of TLC Ltd. This acquisition not only expands MIQ's warehousing and distribution network but, more importantly, elevates its specialized service level in the high-end fashion sector. This allows MIQ to offer more comprehensive end-to-end solutions for retail clients, solidifying its strategic position in the European market. The move strengthens MIQ's ability to provide tailored logistics solutions, particularly for businesses requiring specialized handling and distribution.

01/29/2026 Logistics
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3pls Drive Warehouse Efficiency with Goodstoperson Tech

3pls Drive Warehouse Efficiency with Goodstoperson Tech

This paper explores how Goods-to-Person (G2P) technology revolutionizes warehouse logistics, enhancing efficiency, accuracy, and reducing costs. It emphasizes the critical role of Third-Party Logistics (3PL) in enterprise transformation. A deep analysis of how DHL Supply Chain leverages its expertise, technical support, and continuous optimization to help companies successfully deploy and operate G2P systems is presented. This ultimately enables businesses to gain a competitive edge in the digital age by improving order fulfillment and streamlining warehouse operations through automated solutions and strategic partnerships.

01/29/2026 Logistics Industry Insights
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APICS Jdcom Partner to Boost Chinas Ecommerce Supply Chain Talent

APICS Jdcom Partner to Boost Chinas Ecommerce Supply Chain Talent

APICS and JD.com have formed a strategic partnership to establish China's omnichannel supply chain standards and improve e-commerce supply chain performance. APICS will establish a China Enterprise Advisory Committee and collaborate with JD.com to create a Supply Chain Academy. They will jointly design omnichannel benchmarks and provide SCOR-P training to help Chinese companies enhance their supply chain capabilities and seize opportunities in the e-commerce market. This collaboration aims to elevate supply chain management practices and foster talent development within the Chinese e-commerce landscape.

01/29/2026 Logistics
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