Truckload contract rates are starting to move higher in an environment where they have every reason to continue to fall.
Hurricane Milton was the third large disruptor to transportation markets in three weeks. What happens next?
Many of the signs of the end to the freight recession have faded, at least in the short run. A strike and the aftermath of a major hurricane are looming disruptors but probably not enough to sustainably shift the market. But the data still points to the end of this historically loose environment.
Intermodal providers are taking share with grace, but is it counterproductive to pricing gains?
The truckload market appears to be increasingly stable through a period when it normally isn’t. While the immediate future appears uneventful, the holiday shipping season is anything but certain.
Empty containers could be a strong transportation demand signal for September, but the market appears ready to handle it, for now.
The lack of volatility in produce-hauling rates out of California this summer supports the idea that the refrigerated market has more than seasonal pressure pushing rates higher.
Inventory pull-forward has been the driving theory behind container import growth, but data suggests that may not be as true as people think. What are the implications to domestic transportation markets?
Why are truckload spot and contract rates moving in opposite directions, and what does that mean for the future?
What should we make of an extraordinary example of history repeating itself?
The international shipping market has once again destabilized, with no real signs of relief.
The Southeast’s capacity issues do not appear to be originating from increasing demand, at least not from the region itself.
Maritime import demand for the U.S. is as strong as it has ever been, second only to the pandemic boom. What does this mean for the upcoming peak season, and how does it affect domestic transportation?
The freight market has not turned strongly yet, but some historical patterns may help map when it will.
The wide range of spot and contract rates being offered may help trigger a strong market shift later in the year.
Mother’s Day tightness has returned to the Florida refrigerated freight markets, but this year is different.
Demand pattern shifts are invisible in an oversupplied freight market, which may lead to problems once supply-and-demand conditions become more balanced.
The refrigerated truckload market has fallen back in alignment with the broader market this spring, but that doesn’t mean it will stay there.
Operating cost inflation is largely hidden, but fuel costs help explain why the domestic truckload market is headed for a turn.
Heavy truck orders are not an indicator of for-hire truckload market health and haven’t been since the pandemic ended.
