TD Cowen Analyzes Freight Market Downturn and Future Trends

TD Cowen Analyzes Freight Market Downturn and Future Trends

TD Cowen Managing Director Jason Seidl provides an in-depth analysis of the current freight market, highlighting the trucking industry's longest downturn. However, he notes positive momentum in industrial data. The analysis delves into the impact of tariffs, nearshoring, and AI, offering insights into the less-than-truckload (LTL) and truckload (TL) market outlook. This piece aims to help businesses understand market dynamics and develop effective strategies to navigate the current environment. It offers a valuable perspective on the factors shaping the freight industry's future.

01/28/2026 Logistics Industry Insights
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Guide to Resolving Failed International Shipments

Guide to Resolving Failed International Shipments

What to do if the recipient refuses to sign for an international express delivery? Don't panic! This article details the handling process after delivery failure, response strategies for different scenarios, and return precautions to help you deal with the situation calmly and avoid losses. We also provide proactive prevention tips to ensure a smooth international express journey. Learn about reasons for refusal, redelivery options, and how to manage customs issues related to returns. Understand your rights and responsibilities to navigate the complexities of international shipping.

01/28/2026 Logistics Encyclopedia
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Shipping Alliances Reshape Global Freight Industry

Shipping Alliances Reshape Global Freight Industry

This paper provides an in-depth analysis of the definition, operation, and impact of shipping alliances on international freight transport. Shipping alliances enhance transport stability and efficiency by sharing resources and optimizing routes. However, they may also present challenges due to restructuring and limited flexibility. Shippers should closely monitor alliance dynamics, flexibly select carriers, strengthen communication and coordination, and optimize supply chain management to respond to market changes. This includes understanding how alliances affect pricing, service coverage, and overall reliability for different trade lanes.

01/28/2026 Logistics Encyclopedia
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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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Firms Adopt Strategic Label Management to Reduce Chaos

Firms Adopt Strategic Label Management to Reduce Chaos

This article delves into the importance of label management for enterprises, outlining the evolution of barcode labels and analyzing the value of enterprise label management. It proposes key elements for building an efficient enterprise label management system. The article emphasizes the role of label management in responding to changing customer and regulatory demands, and its significance as a crucial component of enterprise digital transformation. Effective label management contributes significantly to improved traceability, streamlined operations, and enhanced supply chain visibility, ultimately leading to greater efficiency and reduced costs.

01/28/2026 Logistics Encyclopedia
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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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Winter Storms Boost January Truckload Volumes to Record High

Winter Storms Boost January Truckload Volumes to Record High

DAT reports that U.S. truckload freight volume hit a record high in January due to severe winter weather, with increased rates and truck-to-load ratios. Experts believe this is not a long-term trend and anticipate a return to seasonal market fluctuations. The report analyzes freight data for different trailer types, including dry van, refrigerated, and flatbed, and provides an outlook on future market trends. The surge is expected to be temporary, influenced by weather-related disruptions rather than fundamental shifts in demand.

01/28/2026 Logistics Industry Insights
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Ryder Cuts Texas Jobs Amid Supply Chain Shifts

Ryder Cuts Texas Jobs Amid Supply Chain Shifts

Ryder is laying off over 800 employees and ceasing operations in Texas due to a supply chain strategy adjustment by its client, Applied Materials. This event highlights the challenges companies face in adapting to supply chain shifts and the impact of the macroeconomic environment on the logistics industry. An in-depth analysis of the layoffs' consequences can provide valuable decision-making insights for businesses and government entities navigating similar situations. This situation underscores the importance of supply chain resilience and adaptability in a rapidly evolving global market.

01/28/2026 Logistics
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DB Schenker MSC Partner on Biofuel for Netzero Ocean Freight

DB Schenker MSC Partner on Biofuel for Netzero Ocean Freight

DB Schenker and MSC are collaborating to achieve net-zero emissions by transporting goods using biofuel, setting an example for carbon reduction in the shipping industry. Customers can choose to pay a surcharge to support green shipping and receive emission reduction certificates. With technological advancements and policy support, the future of green shipping looks promising. This partnership demonstrates a practical approach to decarbonizing maritime transport and offers businesses a tangible way to reduce their environmental impact while contributing to a more sustainable supply chain.

01/28/2026 Logistics
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American Eagle Rivals Amazon with Stealth Logistics Strategy

American Eagle Rivals Amazon with Stealth Logistics Strategy

American Eagle's acquisition of Quiet Logistics aims to build an efficient and flexible supply chain platform, challenging Amazon's dominance in e-commerce logistics. This strategy not only helps AEO shorten delivery times but also plans to offer supply chain capabilities to other retailers. By leveraging digitalization and sustainable practices, AEO seeks to reshape the competitive landscape of the retail industry. The move represents a significant effort to gain control over logistics and offer a compelling alternative to Amazon's fulfillment services, potentially disrupting the established order.

01/28/2026 Logistics Industry Insights
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