US Truck Driver Shortage Eases As Industry Shows Recovery Signs

US Truck Driver Shortage Eases As Industry Shows Recovery Signs

American Trucking Associations (ATA) data shows a sharp decline in truck driver turnover rates at the beginning of the pandemic, followed by a tightening market. This article analyzes the underlying causes of driver turnover, proposes measures to improve attraction and retention, and emphasizes the importance of data-driven solutions. The industry faces both opportunities and challenges, requiring attention to automation, sustainability, and diversification. Understanding these factors is crucial for navigating the evolving landscape and ensuring a stable and efficient trucking workforce.

02/04/2026 Logistics Industry Insights
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US Rail Freight Mixed Carloads Rise Intermodal Falls in January

US Rail Freight Mixed Carloads Rise Intermodal Falls in January

US rail freight performance diverged in January 2023: carload volume increased by 4.2% while intermodal container volume decreased by 7%. Key influencing factors include the overall economic climate, ongoing supply chain dynamics, and relevant policy decisions. The contrasting trends highlight the complex interplay of these elements impacting the rail freight sector during the specified period.

02/03/2026 Logistics
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US Rail Freight Sees Mixed Demand Carloads Rise Intermodal Slows

US Rail Freight Sees Mixed Demand Carloads Rise Intermodal Slows

For the week ending January 14th, U.S. rail freight carload traffic increased by 4.2%, while intermodal traffic decreased by 7%. Year-to-date, carload traffic is up 2.9%, and intermodal traffic is down 9.2%. This suggests a potential shift in freight transportation preferences or underlying economic factors affecting different modes of transport. The diverging trends between carload and intermodal volumes warrant further investigation to understand the driving forces behind these changes.

02/03/2026 Logistics
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US Rail Freight Sees Mixed Results Carloads Rise Containers Fall

US Rail Freight Sees Mixed Results Carloads Rise Containers Fall

According to the Association of American Railroads, for the week ending January 21st, US rail carload traffic increased year-over-year, while container traffic decreased. Significant increases were seen in nonmetallic minerals and coal, while chemicals, grain, and forest products declined. North American rail traffic showed a similar trend, with carload growth offset by container decline, resulting in a slight overall volume decrease. This divergence reflects the current complex economic landscape, indicating both challenges and opportunities.

02/04/2026 Logistics
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US Rail Freight Gains in Carloads Loses in Container Volumes

US Rail Freight Gains in Carloads Loses in Container Volumes

According to the Association of American Railroads, for the week ending January 21st, U.S. rail carloads increased by 3.3% year-over-year, while container traffic decreased by 6.7%, showing a diverging trend. A similar pattern was observed in overall North American rail freight volume, reflecting economic recovery uncertainties, supply chain challenges, and shifting consumer demand. The mixed performance highlights the complex interplay of factors influencing the transportation sector and its role as a key economic indicator.

02/04/2026 Logistics
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Prologis US Interior Dept Explore AI in Energy Supply Chains

Prologis US Interior Dept Explore AI in Energy Supply Chains

Prologis and the U.S. Secretary of the Interior emphasized the critical importance of energy security for supply chains and AI. They advocated for utilizing all energy sources and suggested locating AI factories in areas with ample power supply. The discussion highlighted the interconnectedness of energy availability, robust supply chains, and the successful deployment of artificial intelligence technologies. Ensuring a stable and diverse energy portfolio is seen as a fundamental requirement for supporting these vital sectors.

02/03/2026 Logistics Industry Insights
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Strong Dollar Oil Slump Hit US Manufacturing Harder Than Services

Strong Dollar Oil Slump Hit US Manufacturing Harder Than Services

The ISM report indicates that low oil prices positively impact manufacturing profits by reducing raw material costs, while having a smaller effect on non-manufacturing. A strong USD presents mixed effects for manufacturing, pressuring exports, but most firms have adapted. The impact on non-manufacturing is limited, as service export pricing is less sensitive to exchange rates. Businesses need to pay attention to the macroeconomy and adjust strategies flexibly. The report highlights the nuanced effects of these economic factors on different sectors.

02/04/2026 Logistics Industry Insights
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Oil Price Drop Strong Dollar Impact US Manufacturing and Services

Oil Price Drop Strong Dollar Impact US Manufacturing and Services

The ISM report indicates that falling oil prices generally benefit manufacturing by lowering raw material costs, while the non-manufacturing sector is less affected. A stronger USD has a complex impact on manufacturing, reducing import costs but weakening export competitiveness. Non-manufacturing is less sensitive to exchange rate fluctuations as it primarily exports services, not goods. Companies should rationally assess the impact of oil prices and exchange rates and adjust their strategies accordingly.

02/03/2026 Logistics Industry Insights
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US Service Sector Growth Slows on Supply Chain Policy Woes

US Service Sector Growth Slows on Supply Chain Policy Woes

The US Services PMI has grown for five consecutive months, but the growth rate is slowing, and industry divergence is evident. Supply chain challenges, policy uncertainty, and corporate risk management strategies have a significant impact. Experts predict continued moderate growth in the future, and businesses need to respond cautiously. The slowdown suggests a cooling in the services sector, requiring businesses to carefully navigate evolving economic conditions and proactively manage risks related to supply chains and policy changes. Focus on resilience and adaptability will be crucial for sustained success.

02/03/2026 Logistics Industry Insights
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US Service Sector Growth Slows but Stays Strong in September

US Service Sector Growth Slows but Stays Strong in September

The U.S. ISM reported that the Non-Manufacturing Index (NMI) edged down in September but remained in expansion territory, marking its 56th consecutive month of growth. The PMI remains above average. Covering a wide range of industries, non-manufacturing significantly impacts employment, consumption, and economic growth. Despite facing challenges, the non-manufacturing sector continues to innovate and transform, holding the potential for sustainable growth in the future.

02/04/2026 Logistics Industry Insights
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