Capacity

High shipping costs are hitting transportation budgets hard.

Outbound freight volumes slowly picking up in markets slammed with record cold and snow last week (with forecast video).

We believe the winter storms tip the scales in carriers’ favor ever so slightly. Freight markets were already imbalanced with seemingly insatiable demand overwhelming already strained carriers, and it’s only February.

This week’s DHL Supply Chain Pricing Power Index: 70 (Carriers) Last week’s DHL Supply Chain Pricing Power Index: 65 (Carriers) Three-month DHL Supply Chain Pricing Power Index Outlook: 75 (Carriers) The DHL Supply Chain Pricing Power Index uses the analytics and data in FreightWaves SONAR to analyze the market and estimate the negotiating power for […]

The stage is set for a historically strong Q1 for freight with a slow vaccine rollout keeping a lid on services spending, and consumers are flush with recent stimulus as well as the hopes for more to come. The freight bull market rages on to start 2021.

There is a strong pipeline of West Coast imports that should feed those markets well into Q1, but the retail portions will be less time-sensitive post-Christmas. The one factor that may be suppressing volumes in the holiday season is retailers’ decision to slow the velocity of their sales in the face of low inventory levels.

Michael Vincent and Zach Strickland help you understand risk mitigation through market ebbs and flows Headlines Nikola founder Trevor Milton sold about 3 million of his company shares following the expiration of the lockup period for early stock buyers. Milton retains 88 million shares and still is the company’s largest shareholder.  Carrier YRC Worldwide reported […]

We expect strong holiday truckload and parcel demand
driven by a consumer spending portfolio that has been weighted heavily toward goods over services since the pandemic began. We believe that we are now in peak season and that shippers’ requests for trucking capacity will continue to rise.

This week’s DHL Supply Chain Pricing Power Index: 80 (Carriers) Last week’s DHL Supply Chain Pricing Power Index: 75 (Carriers) Three-month DHL Supply Chain Pricing Power Index Outlook: 65 (Carriers) The DHL Supply Chain Pricing Power Index uses the analytics and data in FreightWaves SONAR to analyze the market and estimate the negotiating power for […]

Carriers are rejecting as much freight now than at any point in the past three years. Spot rates poised to break $3/mile on a national level.

Spot rates out of LA and Dallas are remarkably high and the tight capacity in those markets is driving the freight cycle.

Buckle up, folks, this should be good. Volumes are gushing and rates pushing higher.

Borderlands is a weekly rundown of developments in the world of United States-Mexico cross-border trucking and trade. This week: Truck capacity tight near Mexican border; drugs found in shipments of ketchup and onions; DHL opens new foreign trade zone in El Paso; and Commerce opens inquiry aimed at Mexican wire mesh.

The Independence Day holiday disrupted both our OTVI and OTRI this week. Volumes are poised to bounce back and remain elevated after the moving average distortion is over.

Anthony and Zach discuss the hours of service exemption, consumer prices, and other recent macroeconomic releases. Dr. Zac Rogers makes an appearance to review the latest LMI findings and the direction of the logistics industry.

The carriers gained pricing power this week on the back of surging volumes. Capacity remains loose although tightening each of the past five weeks.

This week the carriers gain some pricing power on the back of surging volumes. Tender rejections are beginning to show signs of life and spot rates are up in most markets.

National volumes and tender rejections have been roughly flat for the past week. There is no change in the DHL Supply Chain Pricing Power Index this week. Shippers remain in dominant pricing power position.

The shippers are in the strongest pricing power position in the DHL Supply Chain Pricing Power Index history, but for all the wrong reasons. Volumes are stable, but well below normal levels, and tender rejections are at the lowest level in the index’s 3-year history.

Anthony and Zach discuss the swelling unemployment numbers as well as the plummeting freight volumes and what the endgame might look like for the COVID-19 outbreak.