#carrier-capacity
(120 articles)Suez Return Threatens Container Rate Recovery Amid Capacity Glut
Container shipping spot rates on transpacific routes face renewed downward pressure as multiple supply-side headwinds converge. Major carriers have blanked sailings during China's Golden Week (startin
LTL Freight Market Shows Strong Momentum with Record Tonnage Growth
Estes Express Lines has achieved back-to-back record tonnage weeks with a 15% year-over-year increase, driven by strong demand from manufacturing, grocery, and retail sectors. The carrier's next-day r
CH Robinson Acquires RXO for $5.8B in Major Freight Deal
C.H. Robinson announced a $5.8 billion acquisition of RXO (formerly XPO Logistics' freight brokerage division), representing one of the largest deals in freight brokerage consolidation. This merger co
J.B. Hunt Positioned to Benefit from Shifting US-China Trade
J.B. Hunt and other freight carriers are well-positioned to capitalize on evolving US-China trade flows, according to the report. The shifting patterns of trade between these two major economies are g
Truckload Market Divergence: Rising Rates Despite Falling Demand
The US truckload market is displaying atypical behavior as spot rates surge to $3.53 per mile (50% above year-ago levels) while accepted tender volumes decline nearly 3% below their 12-month average.
Trucking Rates Rise as Capacity Tightens in Key Markets
The truckload market is experiencing structural pressure toward higher rates as carrier capacity tightens across North American lanes. This shift reflects a rebalancing of supply and demand in freight
Transport Costs Surge Across U.S. Economy, Pressuring Supply Chains
Rising transportation costs are becoming a critical challenge across the U.S. supply chain landscape, with inflationary pressures extending well beyond the logistics sector itself. This widespread cos
Logistics Routes Disrupted: Scarce Capacity Reshapes Supply Chain Risk
The logistics industry is experiencing a structural shift as traditional shipping routes face disruption and carrier capacity remains constrained across major trade corridors. This convergence of rout
Trans-Pacific Rates Surge Despite Weak Demand, Supply Crunch
Container freight rates from China to North America's West Coast have soared to nearly double their 12-month average at $8,446 per forty-foot equivalent unit (FEU), while Mediterranean routes have col
Transportation Costs Surge: What Supply Chain Teams Need to Know
Transportation costs remain persistently elevated across all shipping modes, ocean freight, air cargo, trucking, and last-mile delivery, showing no signs of significant relief. This structural shift r
Rising Diesel Costs Could Trigger Q4 Capacity Exodus
Diesel fuel costs are creating a structural profitability squeeze for carriers that could accelerate capacity exits heading into fourth-quarter peak season. While spot linehaul rates are trading 40% a
Houston Freight Market Tightens Rapidly: Rates Surge 37% in One Week
Houston's freight market has undergone a dramatic reversal, shifting from one of the loosest markets in the nation to the second-tightest among 135 FreightWaves SONAR-tracked markets in less than two
Chicago Truckload Rates Climb as EASE Logistics Expands
EASE Logistics' expansion into the Chicago market arrives at a time when truckload rates continue their upward trajectory across North America. The entry of a new carrier into this competitive metropo
Transpacific Rates Hit Covid Levels as Carriers Surge Capacity
Container shipping spot rates on the transpacific corridor are experiencing unprecedented volatility, with eastbound rates from the Far East to both US coasts climbing 324–325% since late February. Th
Chinese Freight Rates Double in Six Months: Supply Chain Impact
Chinese freight rates have experienced a dramatic doubling over a six-month period, according to Ramps CEO, indicating significant structural pressure in the transpacific shipping market. This escalat
Amazon Opens Freight Network to Non-Marketplace Businesses
Amazon is expanding its proprietary freight network to serve businesses outside its marketplace ecosystem, marking a significant shift in the company's logistics strategy. This move transforms Amazon
Ocean Freight Rates Stay High as Peak Season Demand Persists
Contrary to historical market cycles, ocean freight rates are refusing to ease into the post-peak season, driven by sustained US import demand that remains approximately 10% above year-over-year level
Ocean Freight Rates Set to Stay Elevated, Carriers Warn
Ocean shipping carriers are signaling that elevated freight rates will persist in the near to medium term, contradicting earlier expectations of rate normalization. This forecast reflects sustained ca
AI Shrinks Freight Bid Cycles from Months to 3 Weeks
The traditional annual freight procurement cycle is being dismantled by technology and market pressure, according to newly installed Emerge CEO Mark McEntire. Shippers are shifting from single yearly
Trucking Market Fragility: Why Rejection Rates Signal Instability
Leading freight market analysts gathered in New York to assess a trucking industry characterized as increasingly "fragile," despite surface-level stability metrics. The Sonar Tender Rejection Index (S
Freight Market Recovery Drives Transportation Stock Gains
The freight transportation sector is experiencing measurable improvement in demand dynamics, creating compelling investment opportunities in transportation-services stocks. This recovery follows an ex
Container Rates Surge on Americas Demand Wave and China Delays
Container rates have risen steadily over the past six weeks, driven by a confluence of strong demand from the Americas and supply-side constraints originating from Chinese production and logistics del
Tender Rejections at 13.5%: Trucking Market Stays Tight into Q4
The trucking market remains notably constrained heading into the fourth quarter, with tender rejection rates holding at 13.45% as of September 10, a level significantly above historical comparables an
Truckload Spot Rates Defy Volume Drop; Reefer Capacity Remains Tight
The freight market is sending mixed signals as the post-Labor Day period unfolds. While truckload volumes declined nearly 15% in early September, a typical seasonal pullback, spot rates have defied gr
FTR Trucking Index Softens but Signals Strong Freight Demand Ahead
The FTR Trucking Conditions Index, a key barometer of North American freight market health, has declined from recent peaks but continues to reflect fundamentally strong underlying demand conditions. T
ArcBest Reports Strong Revenue and Tonnage Growth in July-August
ArcBest, a major North American less-than-truckload (LTL) and asset-based logistics provider, reported positive performance metrics during July and August, indicating growing freight demand and operat
Asian Port Congestion Drives Carriers Back to Suez Route
Severe port congestion across Asian terminals is forcing major ocean carriers to reassess routing strategies and increasingly divert shipments back to the traditional Suez Canal route rather than risk
Freight Markets Show Persistence: Tender Rejections Spike Above 14.5%
The U.S. freight market continues to operate under significant capacity constraints despite stable demand, with tender rejection rates surging to 14.5% in the week leading up to Labor Day, the sharpes
Global Container Volumes Hit Record 17.3M TEU in July
Global container shipments reached an all-time high of 17.3 million TEU in July, according to Container Trades Statistics, eclipsing the previous record set in May by approximately 25,000 TEU. This mi
CH Robinson Warns of Asia Air Cargo Capacity Shortages
CH Robinson, a major global freight forwarding and logistics provider, has publicly warned of tightening air cargo capacity constraints across the Asia region. This alert signals growing pressure on t
Produce Shipping Costs Surge Amid Capacity Crunch and Border Issues
The produce industry is confronting a triple challenge that threatens to disrupt fresh food supply chains across North America: escalating transportation costs, diminishing carrier capacity, and persi
E-Commerce Transforms Air Cargo Economics, What Shippers Need to Know
The article explores how the rise of e-commerce is fundamentally altering the traditional air cargo business model. Rather than viewing inventory as static goods in motion, modern e-commerce logistics
East Asia Typhoons Surge Port Congestion, Shipping Delays
Severe typhoon activity across East Asia is creating a confluence of operational challenges for container ports and ocean freight carriers, compounding existing capacity constraints and creating casca
China Port Congestion Triggers Carrier Schedule Disruptions
Chinese port congestion is intensifying pressure on ocean carriers, compelling them to adjust sailing schedules and triggering wider supply chain ripple effects. This development reflects structural c
US Drayage Capacity Crisis Pushes Rates Higher, Limits Growth
The US drayage market is experiencing mounting pressure from a convergence of capacity-limiting factors, with major carriers like Schneider explicitly citing drayage constraints as barriers to growth.
Saia Reports 8.7% Freight Tonnage Growth in August
Saia, a major less-than-truckload (LTL) carrier, reported an 8.7% increase in freight tonnage on a per-workday basis during August, indicating sustained demand strength in the trucking sector. This me
RXO Expands Carrier Access: 1.7M Trucks for EPG Members
RXO has announced a significant network expansion initiative that will provide epg members with access to approximately 1.7 million trucks, substantially broadening their carrier options and freight m
Tender Rejections Spike 14%: Labor Day Demand Tightens Freight Market
The U.S. freight market is experiencing renewed tightness ahead of the Labor Day holiday, with tender rejection rates climbing above 14%, a faster pace than the same period over the past three years.
Amazon Expands Third-Party Logistics to Boost Shipping Capacity
Amazon has announced an expansion of its third-party logistics offering, signaling a strategic shift to strengthen its shipping infrastructure beyond first-party operations. This initiative reflects b
Vietnam Logistics Sector Faces Disruption From Middle East Conflict
Vietnam's logistics sector is experiencing measurable disruption from escalating Middle East conflict, affecting export capacity and regional shipping networks. The geopolitical instability is creatin
COSCO Restrictions Could Surge Costs for US Agricultural Exports
Impending restrictions on COSCO, China's largest state-owned shipping company, present a significant challenge to US agricultural exporters who depend heavily on Asia-Pacific shipping lanes. These res
Truck Capacity Tightens as Freight Rates Soar, Aug Data
The U.S. transportation market continued its capacity contraction in August 2026, though the pace of decline slowed to a six-month low, according to the Logistics Managers' Index (LMI). While capacity
Freight Brokerage Market Shows Continued Recovery Signs
The Transportation Intermediaries Association (TIA) has released findings indicating sustained recovery momentum in the freight brokerage sector, signaling improved market conditions for logistics ser
Trucking Market Enters Supply-Driven Cycle With Room to Tighten
The US trucking market has fundamentally shifted into a supply-constrained cycle, according to recent SONAR data analyzed by FreightWaves. Current accepted truckload volumes average 9,800 with rejecti
Covenant Logistics Targets Higher Margins as Freight Markets Stabilize
Covenant Logistics is positioning itself to capitalize on improving freight market conditions by pursuing higher-return growth opportunities rather than volume expansion. This strategic pivot reflects
Freight Market Stabilizes at 13.5% Rejections, Labor Day Surge Ahead
The trucking freight market appears to have found a temporary equilibrium at 13.5% tender rejection rates following a pause in July's decline trend. This stabilization, driven primarily by capacity co
Freight Rates Surge 32% YoY as Spot Market Hits 2021 Highs
RXO's Curve freight index reveals a significant acceleration in spot rate inflation, with Q2 2024 posting a 32.4% year-over-year increase, more than doubling the Q1 growth rate of 16.5%. This marks th
US Trucking Rates Hit 4-Year High; Shippers Urged to Lock In Capacity
RXO's latest market analysis reveals a critical tightening in US trucking capacity, with spot rates climbing to their highest levels in over four years during the second quarter. The 32.4% surge in pr
Truckload Market Stabilizes at 13.57% Rejections; Q4 Volatility Looms
The U.S. truckload freight market is entering a window of relative stability, with tender rejection rates hovering near 13.57%, down from a July 4th peak of 17.5% but significantly above January's cyc
MSC Returns to Red Sea as Container Rates Hold Firm
Mediterranean Shipping Co. has resumed operations through the Red Sea, signaling cautious market recovery despite ongoing Houthi attacks on container vessels. This development marks a gradual normaliz