A quiet indicator of supply chain strategy shifts, the tender lead time is telling us many things about how shippers are feeling about transportation markets.
LTL revenues appear to be strengthening in Q2, but is this a product of fuel or something more structural?
Trucking is about to encounter its next biggest seasonal disruptor of the year in the form of increased inspection rates. What does that mean for the already tight market?
LTL rates are experiencing their strongest upward move since the Yellow exit in 2023.
Freight brokerages serve as the quintessential middlemen of the freight market, managing shipper transportation networks during stable periods while scrambling to fill capacity gaps when conditions tighten. It is a continuous balancing act — near-term underperformance can actually signal longer-term success, and vice versa.
Transportation providers have just weeks to comply.
National truckload rejection rates are telling us that the market may take a while to recover.
Two factors appear to be driving a divergence in regional truckload capacity in the middle of a structural market shift.
Flatbed rejections have increased sharply in recent months and do not appear to be driven solely by tightening capacity or weather disruptions. The recent tariff ruling could serve as an accelerant to this trend.
Data point suggests the truckload market is both experiencing an fleeting anomaly and shifting to a different state.
Carriers are rejecting more than 13% of tendered truckload shipments.
Winter storm Fern was the strongest weather event to hit the transportation market since 2021, and will have a long recovery period.
Nationwide tender rejections are at 11.5%.
Tender rejections are at 9.97%.
The truckload spot market erupted this holiday season, putting many long-term rates into obsolescence.
Order lead times are difficult to interpret, but the coming year could end a six-year rise and further tighten the trucking market.
Spot rates and tender rejections exceeded 2024, 2023, and 2022 levels.
Explore shipper sentiment and freight market trends in a soft October.
“The supply-demand balance may retrench in the coming months…”
Truckload contract rates have been remarkably stable over the past few years, but they are about to be tested over the next 12 months.
