Truckload demand has stumbled over the winter, which has only helped keep capacity in a strong state of contraction – more than many realize.
The State of Freight webinar for February focused on the market uncertainty brought about by the first month of the presidency of Donald Trump.
The freight market is tightening as we come to the end of February. What does tha mean fo owner0ops?
Rejection rates that surged over 6% just before Christmas for loads out of Laredo, Texas, have unexpectedly remained elevated.
Rejection rate highs are getting higher, which means there is more potential for a significant softening that may feel like a full regression to some.
Tender rejection rates have held above 7% throughout January and the spread between spot and contract continues to narrow.
The spot-to-contract rate spread is just now in line with 2019 levels. How much longer until we see a stronger response?
In the first State of Freight webinar for the year, intermodal and politics were on the agenda.
Spot rates rise, but inflection yet to take hold.
Tender rejection rates remain above 7%, but tender volumes and spot rates are experiencing some seasonal pressure
There is more than meets the eye looking at the aggregate inventory level data. Retailers are shedding goods at a faster rate than their upstream counterparts, making the total look like a wash. This bodes well for 2025 from an economic perspective.
Tender rejection rates are remaining elevated during a period where the market would traditionally be loosening
Hurricanes garner most of the attention, given their threat to life and property, but from an operational point of view, transportation managers and providers should probably increase their focus on winter weather.
As truckload capacity exits, weak volume keeps rates in check.
Tender rejection rates were back on the rise this week as winter weather impacted markets across the south. Tender volumes start 2025 down y/y
There are some significant if subtle takeaways from the truckload markets’ shrinking average length of haul.
Labor strife, volatile freight rates and fraud all have disruptive potential.
Tender rejection rates are retreating from their holiday highs, but spot rates have continued to inch higher into the new year.
Supply chain and transportation managers are trying their best to mitigate their exposure to what will inevitably be a more challenging environment in 2025.
Tender rejection rates briefly touched 10% before retreating, which continues to show that the freight market is in transition…
