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#industrial-demand

(4 articles)
Demand Planning
High ImpactOct 5, 2026

September PMI Signals Manufacturing Growth Amid Pricing Pressures

The Institute for Supply Management's September PMI came in at 54.5, maintaining the ninth consecutive month of US manufacturing expansion and signaling approximately 2.4% GDP growth. However, the dat

FreightWaves#pmi-manufacturing#ltl-rates#industrial-demand
Demand Planning
High ImpactJul 21, 2026

AI Data Center Boom: Freight Demand Bubble or Structural Growth?

The freight market is experiencing a significant structural divergence driven by the accelerating build-out of AI data centers and supporting infrastructure. While traditional consumer-facing sectors

FreightWaves#ai-data-centers#freight-demand#trucking-capacity
Risk & Disruption
ModerateJul 16, 2026

Shortsellers Target Manufacturing as Supply Chain Stress Peaks

Market participants are increasing short positions against manufacturing companies as supply chain stress indicators deteriorate, according to data from Hazeltree, a supply chain visibility platform.

The Mighty 790 KFGO#shortselling#manufacturing-stress#supply-chain-risk
Demand Planning
ModerateJul 1, 2026

TFI International Signals Growing Industrial Demand Ahead

TFI International's recent market signals suggest a strengthening demand environment across industrial sectors, providing early indicators of operational recovery in the transportation and logistics s

Kalkine Media#tfi-international#industrial-demand#freight-market

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