US Trucking Capacity Swings Amid High Inventories Uncertain Outlook

US Trucking Capacity Swings Amid High Inventories Uncertain Outlook

The American Trucking Associations reported mixed results for the August For-Hire Truck Tonnage Index, showing a month-over-month decrease but a year-over-year increase. This is primarily attributed to high inventory levels, cautious consumer spending, and global economic headwinds. This analysis examines key factors influencing trucking capacity, offers insights into the industry's future outlook, and suggests strategies for businesses to adapt. The article emphasizes the trucking industry's role as a barometer of the U.S. economy, reflecting broader economic trends and challenges.

01/28/2026 Logistics
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Seattle Port Congestion Worsens Amid Shipping Alliance Changes

Seattle Port Congestion Worsens Amid Shipping Alliance Changes

Seattle's Terminal 18 is experiencing increased congestion due to new shipping alliances, leading to longer truck turnaround times. Port congestion is a global issue, driven by factors like alliance restructuring, mega-vessels, and container shortages. This impacts supply chains, increases costs, and reshapes trade patterns. Ports, shipping companies, and shippers need to collaborate to improve efficiency, enhance cooperation, and adapt flexibly to build a more resilient supply chain system. Addressing these challenges requires a multi-faceted approach to mitigate disruptions and ensure smoother flow of goods.

LA Port Tariffs Spark Trucking Industry Crisis

LA Port Tariffs Spark Trucking Industry Crisis

The Port of Los Angeles has experienced a significant drop in throughput due to tariff policies, leading to a severe business downturn for truck drivers. Both year-over-year and month-over-month throughput have declined, with an increase in canceled sailings. Retailers' restocking strategies have proven ineffective. The trade war is increasing uncertainty, potentially affecting holiday season commodity prices and supply. The article urges businesses to diversify trading partners, optimize supply chain management, and strengthen international cooperation. This situation highlights the vulnerability of the port and its related industries to global trade tensions.

RXO Charts Postspinoff Strategy After XPO Logistics Split

RXO Charts Postspinoff Strategy After XPO Logistics Split

XPO Logistics completed the spin-off of its truck brokerage and asset-light transportation business, with RXO officially established and listed. This article delves into RXO's market strategy, competitive advantages, and future development direction, focusing on its technology-driven business model, market response strategies, and development prospects in the macroeconomic environment. Through an interview with RXO's CEO, the article showcases the company's grasp of market opportunities and its commitment to shareholder value. It analyzes how RXO plans to leverage technology and strategic positioning to navigate the evolving logistics landscape.

XPO Logistics Spinoff RXO Boosts LTL Market Value

XPO Logistics Spinoff RXO Boosts LTL Market Value

XPO Logistics announced preliminary Q3 results and long-term targets, highlighting strong performance in its North American LTL business with significant revenue growth. The company plans to spin off its North American truck brokerage business, RXO, aiming to improve operational efficiency and shareholder value. RXO will focus on technology-driven freight services, while XPO will become a pure-play LTL transportation leader. Both companies are expected to achieve greater development in their respective fields. The strategic split is intended to unlock value and allow each entity to pursue independent growth strategies.

01/16/2026 Logistics
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Supreme Court Ruling Disrupts Port of Las Green Logistics Plan

Supreme Court Ruling Disrupts Port of Las Green Logistics Plan

The U.S. Supreme Court's ruling on the Port of Los Angeles' Clean Truck Program has sparked renewed scrutiny of green logistics. While the ruling limits the port's regulatory power over trucking companies, the Port of Los Angeles remains committed to emission reduction. Moving forward, the port needs to explore innovative regulatory approaches within the legal framework, strengthen collaboration with trucking associations, and promote technological innovation to achieve a win-win situation for economic development and environmental protection. This is essential to maintain a leading position in the global trend of green port development.

01/15/2026 Logistics
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Bulldog Hiway CEO Addresses Infrastructure and Trucker Shortage

Bulldog Hiway CEO Addresses Infrastructure and Trucker Shortage

In an interview, Bulldog Hiway Express CEO Phil Byrd discussed the current state and challenges of US transportation infrastructure, emphasizing the importance of a stable Highway Trust Fund and urging Congress to develop a visionary strategy for intelligent highway systems. He also highlighted the driver shortage facing the trucking industry, stressing the need to improve driver compensation and enhance the industry's appeal to attract and retain qualified professionals. This includes focusing on better working conditions and benefits to address the growing demand for truck drivers in the logistics sector.

Trucking Industry Warns Vaccine Mandate May Deepen Supply Chain Woes

Trucking Industry Warns Vaccine Mandate May Deepen Supply Chain Woes

The US trucking industry is expressing concerns over the Biden administration's vaccine mandate, fearing it could lead to a mass exodus of drivers, exacerbating existing supply chain bottlenecks and threatening economic recovery. The industry is urging the government to reconsider the policy, taking into account the unique nature of truck drivers' work and allowing for certain exemptions to ensure the stable operation of the logistics sector. They argue that a significant driver shortage would further cripple the already strained supply chain, impacting the delivery of essential goods and services nationwide.

North America Sees Surge in Domestic Intermodal Transport

North America Sees Surge in Domestic Intermodal Transport

Amidst trade uncertainties, domestic intermodal transportation is becoming crucial for growth in the North American multimodal market. This analysis highlights the divergence between international and domestic markets, differences in cross-border transportation, and the phenomenon of early peak seasons. It emphasizes that domestic intermodal is key to future success, requiring a breakthrough of the 'donut effect.' Furthermore, attention should be paid to global shipping, truck supply, and other uncertainties to facilitate market share recovery and growth. The report analyzes how these factors collectively shape the current and future landscape of North American intermodal freight.

Freight Rates Climb Despite Falling Shipment Volumes

Freight Rates Climb Despite Falling Shipment Volumes

A peculiar phenomenon occurred in the U.S. freight market in September: freight volumes declined, yet spot rates unexpectedly increased. This rise wasn't driven by demand, but rather by freight imbalances and changes in capacity. Experts predict a disappointing peak season, potentially leading to continued trucking company bankruptcies. Truck drivers are advised to closely monitor the market, optimize operations, expand channels, invest cautiously, and seek professional assistance to navigate these challenges. The unusual rate increase despite lower volume highlights the complexities and potential instability within the current freight landscape.