US Service Sector Rebounds in Late 2025 ISM

US Service Sector Rebounds in Late 2025 ISM

The US service sector showed robust growth at the end of 2025, with the PMI reaching 54.4, a new high for the year. Significant divergence exists across industries, and trade policies and tariffs continue to impact businesses. A slowdown in new order growth may indicate risks, but overall market confidence is gradually recovering. Looking ahead to 2026, the outlook for service sector growth is cautiously optimistic, with attention needed on changes in demand structure.

01/28/2026 Logistics Industry Insights
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Canadian Wildfires Tariffs Drive US Lumber Prices Higher

Canadian Wildfires Tariffs Drive US Lumber Prices Higher

Lumber prices are surging due to the double whammy of Canadian forest fires and potential US tariffs, posing a threat to the American construction industry. This crisis highlights the vulnerability of global supply chains and calls for improved risk management, increased production efficiency, market diversification, and a focus on environmental protection and sustainability to ensure lumber market stability. The combined impact necessitates proactive measures to mitigate future disruptions and safeguard the industry's economic health.

01/29/2026 Logistics Industry Insights
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US Ocean Freight Imports Jump Signaling Economic Rebound

US Ocean Freight Imports Jump Signaling Economic Rebound

US ocean imports are surging, with the Port of Los Angeles experiencing a 12.5% increase in throughput and the Port of Savannah a 26% rise. China's import TEUs grew by 20%, while total Asian TEUs increased by 17%. Key drivers include economic recovery, seasonal factors, and shifts in global trade patterns. Attention should be paid to commodity types, port-specific variations, and changes in trading partners. It's important to remain vigilant regarding potential risks associated with this growth.

01/29/2026 Logistics
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US Rail Freight Mixed Carloads Rise Intermodal Declines

US Rail Freight Mixed Carloads Rise Intermodal Declines

US rail freight carload volume saw a slight increase, while intermodal volume experienced a significant decrease. Carload traffic was driven by commodities like nonmetallic minerals. Intermodal volume was impacted by competition from trucking. Year-to-date cumulative volume showed growth, but the industry continues to face challenges. The increase in carload is not enough to offset the decrease in intermodal, raising concerns about the overall health of the rail freight sector. Further analysis is needed to understand the long-term implications of these trends.

01/29/2026 Logistics
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US Rail Freight Decline Reflects Trade Logistics Risks

US Rail Freight Decline Reflects Trade Logistics Risks

US rail freight and intermodal volumes declined year-over-year in January, influenced by manufacturing weakness and trade uncertainty. While growth in some commodity categories offered hope, significant declines in coal and grain shipments were the primary drivers. Businesses should diversify supply chains, optimize inventory, strengthen risk assessments, embrace digitalization, and monitor policy changes to navigate challenges and seize opportunities. The decrease highlights the importance of proactive risk management and strategic adaptation in the face of evolving economic conditions and global trade dynamics.

01/29/2026 Logistics
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US Rail Freight Sees Carload Drop Intermodal Rise

US Rail Freight Sees Carload Drop Intermodal Rise

The US rail freight market is showing a diverging trend. While carload volume has decreased year-over-year, shipments of grain and forest products have increased. Notably, intermodal volume is growing against the overall trend. Rail companies need to capitalize on intermodal opportunities, proactively address challenges, and develop clear strategies to achieve sustainable development. This requires a focus on efficiency, customer service, and adapting to evolving market demands to maintain competitiveness in the transportation sector.

01/29/2026 Logistics
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US Rail Freight Carloads Drop As Intermodal Rises

US Rail Freight Carloads Drop As Intermodal Rises

The US rail freight market is diverging, with carload traffic declining while intermodal transportation is growing. Influenced by macroeconomic conditions and supply chain dynamics, railway companies need to enhance efficiency and innovation. The decline in carload shipments reflects shifts in commodity demand and production patterns. The rise of intermodal, involving truck-rail-truck transport, suggests a need for integrated logistics solutions. These trends highlight the importance of monitoring economic indicators and adapting to evolving market demands to maintain competitiveness and profitability in the rail freight sector.

01/29/2026 Logistics
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US Rail Freight Demand Mixed As Recovery Lags

US Rail Freight Demand Mixed As Recovery Lags

The US rail freight market is showing a diverging trend: carload volume is declining, while intermodal volume is increasing. This is driven by factors such as economic restructuring, sluggish commodity markets, and changing consumption patterns, leading to varied demand. To adapt to market changes and seek growth, railway companies should diversify services, innovate technologically, control costs, and engage in strategic partnerships.

01/29/2026 Logistics
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US Rail Freight Volumes Drop Amid Economic Slowdown

US Rail Freight Volumes Drop Amid Economic Slowdown

The Association of American Railroads reported a significant year-over-year decrease in U.S. rail freight and intermodal traffic for the week ending September 12th. This decline was influenced by Labor Day and substantial drops in carloads of metallic ores and petroleum products. Year-to-date figures show a decrease in carload traffic but a slight increase in intermodal volume. Railroad companies should pay close attention to the global economic situation, diversify their business portfolio, improve operational efficiency, and proactively respond to the energy transition.

01/29/2026 Logistics
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US Rail Strike Threatens Supply Chain Economic Disruption

US Rail Strike Threatens Supply Chain Economic Disruption

The US trucking industry warns of a devastating impact on the supply chain and significant economic losses if a rail strike occurs. While the trucking industry is willing to assist, its capacity is limited and cannot fully replace rail transport. A strike could lead to shortages of food, automobiles, and even affect the safety of drinking water. The American Trucking Associations is urging Congress to intervene and prevent a strike from causing a catastrophic impact on the economy. The potential disruption highlights the critical role of rail in the nation's supply network.

01/29/2026 Logistics Industry Insights
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