US Rail Freight Decline Raises Economic Concerns

US Rail Freight Decline Raises Economic Concerns

Recent data reveals a year-over-year decrease in U.S. rail freight and intermodal volumes, though segmented data indicates varying performance across industries. While cumulative freight volume increased, intermodal volume declined. North American data mirrors the U.S. trend. Rail freight serves as an economic barometer, requiring comprehensive analysis of various factors to assess the economic situation. The rail industry needs innovation and transformation to address challenges and seize opportunities.

01/28/2026 Logistics
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US Warehouse Demand Surges Amid Ecommerce Boom

US Warehouse Demand Surges Amid Ecommerce Boom

US industrial real estate availability continues to decline, hitting a two-decade low. E-commerce growth and the macroeconomy are the primary drivers. Regional markets are showing varied performance. Future growth is projected to slow but remains promising. Investors, developers, and tenants need to closely monitor market changes to seize opportunities and address challenges. This includes understanding the interplay of supply chain dynamics, evolving consumer behaviors, and the impact of rising interest rates on development costs and investment decisions.

01/28/2026 Logistics Industry Insights
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US Supply Chain Council Boosts Resilience Efforts

US Supply Chain Council Boosts Resilience Efforts

The Supply Chain Council (SCC), a bipartisan organization, aims to strengthen U.S. supply chains by uniting businesses and labor. Its mission is to protect jobs, invest in infrastructure, and address global instability. Emphasizing collaboration and advocacy, the Council promotes policies at all levels to enhance supply chain resilience and sustainability, tackling current global supply chain challenges. The SCC seeks to foster a robust and secure supply chain ecosystem for the United States.

01/28/2026 Logistics Industry Insights
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US Manufacturing Expands Despite Inflation Inventory Challenges

US Manufacturing Expands Despite Inflation Inventory Challenges

The ISM's April manufacturing report shows the PMI above 50 for the second consecutive month, but highlights concerns like inventory shortages and soaring prices. While new orders and production continue to grow, employment continues to contract. Expert opinions diverge, suggesting a challenging path to manufacturing recovery. Key issues to watch include inventory levels, rising costs, and the ongoing employment situation. The report paints a mixed picture, indicating potential growth hampered by supply chain constraints and labor market difficulties.

01/28/2026 Logistics Industry Insights
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US Manufacturing Growth Slows Amid Declining PMI

US Manufacturing Growth Slows Amid Declining PMI

The US manufacturing PMI declined for the third consecutive month in September. While still above the expansion threshold, key indicators like new orders, production, and employment all showed a downward trend, indicating weakening growth momentum. Experts attribute this to economic uncertainty but maintain that fundamentals remain solid, adopting a cautiously optimistic outlook. Businesses should closely monitor market dynamics and proactively address the risks associated with the economic downturn.

01/28/2026 Logistics Industry Insights
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US Factory Orders Unexpectedly Drop in September

US Factory Orders Unexpectedly Drop in September

US factory orders rose a less-than-expected 0.2% in September, with the data delayed due to the government shutdown. While durable goods and non-defense capital goods orders held steady, the overall figure suggests a potential slowdown in the manufacturing recovery. The market impact was limited, with investors focusing more on the latest economic indicators and Federal Reserve policy. The modest increase in factory orders reinforces concerns about the pace of economic growth and its implications for future monetary policy decisions.

01/28/2026 International Settlement
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UPS Teamsters Agree on Surepost Package Size in Tentative Deal

UPS Teamsters Agree on Surepost Package Size in Tentative Deal

UPS and the Teamsters union have reached a tentative agreement, adjusting SurePost package size limits, potentially shifting more packages to union drivers for delivery. This move could impact UPS's operational costs, union member benefits, and consumer service experience. The agreement also sparks discussion about automation in the logistics industry and the future of labor relations. The change in SurePost dimensions aims to bring more volume under the union contract, influencing delivery efficiency and potentially affecting the competitive landscape within the package delivery sector.

11/03/2025 Logistics
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