As truckload capacity exits, weak volume keeps rates in check.
Labor strife, volatile freight rates and fraud all have disruptive potential.
New policy could accelerate nearshoring trend.
Tender rejection rate rises as holidays approach The tender rejection rate has risen steadily since early October despite tender volume declining. That implies that capacity is leaving the market, which is leading to a tighter freight market. (Chart: SONAR) Both truckload spot rates and tender rejection rates are indicating that the freight market is tightening. […]
FreightWaves CEO expects rates to increase 4%+ in 2025.
SONAR shows carriers turning down more than 20% of outbound Ontario loads.
It’s that time of year – retail news abounds on FreightWaves and elsewhere I thought Target’s management team put it well last week as it now describes consumers as “resourceful,” meaning they are still shopping but are looking for value and waiting for deals, rather than “resilient,” the term it used previously. Along similar lines, […]
Data platform now provides LTL rates by class and intermodal contract rates by lane.
Alternative fuel equipment leader is actively building hydrogen fueling network.
Old Dominion, CSX among largest post-election gainers as freight stocks outperformed broader averages.
Tariffs, taxes, the FTC and food regulations are among the major issues.
Expertise is key to navigating cargo insurance, security and customs issues in Mexico.
Latest The Stockout show explores sock puppets This is how RFK Jr. sees U.S. food regulators. (Image: FWTV) On Monday’s The Stockout show, which focuses on topics relevant to shippers in the retail and CPG industries, Grace Sharkey and I discussed how the election could impact those sectors. If Trump is elected, the Federal Trade […]
Tender rejection rates rise for reefer, but remain muted for dry van, suggesting supply and demand in the reefer segment is much more balanced.
Start your week with Brittain Ladd On Monday at 10 a.m. EDT, Grace Sharkey and I will again interview one of our favorite guests: outspoken independent consultant Brittain Ladd. The depth of Ladd’s expertise is impressive and spans companies and topics throughout the retail space and far beyond. On his prior The Stockout appearance, his […]
Perishables and auto parts will get scarce if strike persists.
Biden administration said it won’t intervene, but is that really believable?
Biden administration says no to using Taft-Hartley to stop ILA strike.
FreightWaves covers ILA from many angles.
Even a short work stoppage by the ILA would greatly disrupt freight networks. SONAR charts show evidence of shippers looking to avoid getting caught in a potential ILA strike which has impacts on maritime, rail intermodal and truckload data.