Freight Markets
Volumes, rates, capacity, fuel, imports, commodities, and modal market intelligence.
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Truck Freight Costs Are Up 10.9%—Rail’s Intermodal Conversion Window Is Widening
Truck freight prices remain 10.9% above last year while rail is up only 1.3%. Here is how shippers should test the widening intermodal conversion window lane by lane.
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Tightening Truck Capacity Is Reshaping Shipper Strategy: Why Mini-Bids, Dedicated Capacity and Intermodal Are Gaining Ground
Truckload pricing is rising even as freight demand remains uneven. Here is how mini-bids, dedicated capacity and intermodal are reshaping shipper procurement.
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Carrier & Broker Risk · Freight Markets · Maritime, Ports & Drayage · Regulation, Infrastructure & Risk · Shipper StrategyU.S. Strikes Three Iranian Oil Tankers as Hormuz Traffic Stays Constrained—The Freight Cost Exposure
Two additional tanker attacks and below-average Hormuz traffic expose U.S. shippers to fuel, insurance and capacity costs—even without a full closure.
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Freight Markets · Maritime, Ports & Drayage · Regulation & Safety · Regulation, Infrastructure & Risk · Shipper StrategyJones Act Waiver Extended—but Foreign-Vessel Access Now Requires Case-by-Case Approval
The Jones Act waiver continues through November 15, but foreign-vessel voyages now require cargo eligibility, a MARAD vessel survey and Department of War approval.
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The Next Freight Squeeze May Be Inland: Intermodal Demand Is Testing Rail Capacity
Stronger ocean volumes are feeding into a less flexible inland network. Union Pacific’s capacity actions suggest some shippers could encounter tighter allocations and higher costs before a nationwide rail bottleneck…
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Maersk’s 22% Rate Increase Sends a Warning to Importers: Ocean Pricing Power Is Holding
Maersk’s Q2 results show average loaded Ocean rates up 22% as volume grew and utilization hit 96%—a warning that importers should secure capacity and control accessorial risk now.
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Panama Canal Surcharges Reach Asia–U.S. East/Gulf Freight as Draft Limits Tighten Again
Panama Canal draft limits fall to 48 feet on August 26 and 47.5 feet on September 3 as carrier surcharges reach Asia–U.S. East and Gulf Coast shippers. Here is what…
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Typhoon Dolphin Halts East China Port Operations—What U.S. Importers Should Verify Now
Typhoon Dolphin halted East China port operations while Shanghai and Ningbo were already congested. Here is what U.S. importers should verify before cargo begins moving again.
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U.S. Sets Solar Import Price Floors and a 15% Derivative Tariff—The Dec. 4 Freight Deadline
New U.S. minimum import prices and a 15% tariff on covered polysilicon derivatives take effect Dec. 4. What importers, brokers and solar shippers must change now.