Prior to joining FreightWaves, he covered the TLs, LTLs, railroads and brokers for RBC Capital Markets and BB&T Capital Markets. Warehouse utilization (59.4) fell 2.8 points while warehouse prices (68.3) were unchanged, maintaining a “robust rate of expansion” in the month. Warehouse capacity (51.1) was up 3.3 points, crossing back into expansion territory. The growth in inventories kept inventory costs (71.9) elevated, albeit 9 points lower than in June.
That 20-cent difference doesn’t sound like much, but it’s the line between profit and break-even when diesel is flirting with $3.80 a gallon. But before we get too excited, it’s important to note that this 10,000-range is where volumes have hovered for most of the year. And when OTVI slips under 10K, it means less freight is moving through the system—and less opportunity for small carriers to find good-paying loads on load boards.
“In this environment, it’s smart for shippers to diversify carrier relationships and keep a close watch on regulatory and international developments.” Tariffs of 25% on certain imports from Mexico, including trucks, contributed to higher equipment costs. Trade and tariffs also played a major role in shaping the 2025 freight market. Trucking companies cannot get to sustained margin recovery on capacity reductions alone.” Air freight rates are projected to remain elevated through the end of October, supported by urgent cargo movements ahead of the possible tariff deadline.
Blank Sailings and Rollovers Dominate May Freight Market – TFX Update wk. May 4, 2026
- If your business involves ocean freight, Lloyd’s List provides analysis you will not find elsewhere.
- Smaller companies reported rapid expansion in inventory (64.8).
- Companies should continuously evaluate whether fine-tuning their portfolio of businesses unlocks shareholder value, while also balancing factors such as labor disputes and regulations.
- South Korean TOS and logistics solutions provider CyberLogitec has won a contract to deliver the TOS and a Digital Twin for an expansion at Total Terminal International Algeciras.
- February’s Logistics Managers’ Index showed a freight market recovery that is in “full-swing.”
Saudia Cargo selects cargo.one to deliver the industry’s first AI worker for sales operations The largest 3PLs in North America continued to face volatile business conditions last year, from compressed margins to tariff-driven supply chain upheaval. The service centers are in smaller markets, and ArcBest plans to consolidate their operations into other facilities within the https://thestrip.ru/en/lipstick/samaya-bystraya-dostavka-dokumentov-po-miru-kak-otpravit-posylku-za/ affected regions.
- The freight market tightened again in January, with transportation prices seeing the fastest growth rate since April 2022.
- The Knight Transportation co-founder helped create the modern truckload business and built Knight-Swift into a diversified $6.7 billion transportation company.
- Joseph Towers, FTR’s senior analyst, rail, pointed to an FTR graph showing an overall average it has calculated for the global tariffs.
- The discussion about intermodal and its reliance on rail traffic coming out of the west coast ports led to a focus on the drivers who haul goods coming out of that region when it goes on a chassis pulled by a tractor.
In contrast, ocean and rail sectors may see more moderate effects, partly due to their consolidated market structures and the substantial investments required for infrastructure modernization. Partnering with governments can offer private companies potentially https://newsplaces.net/essential-tips-for-launching-and-managing-your-trucking-business.html significant ways to impact both transportation infrastructure and public policy. Companies should continuously evaluate whether fine-tuning their portfolio of businesses unlocks shareholder value, while also balancing factors such as labor disputes and regulations.
