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#supply-chain-divergence
(2 articles)Demand Planning
High ImpactJun 5, 2026Housing Crisis Crushes Freight Demand Across Trucking & Rail
The residential housing affordability crisis is creating a severe structural headwind for freight operators across multiple modes—dry van, flatbed, and rail—despite robust industrial demand. U.S. Cens
FreightWaves#housing-affordability-crisis#freight-demand-decline#construction-volumes
Shipping & Freight
ModerateMay 5, 2026Expeditors Reports Strong Air Freight, Weak Ocean in Q1
Expeditors International reported Q1 earnings that demonstrate a significant divergence between air and ocean freight markets. Air tonnage grew 5% year-over-year driven by robust technology sector dem
FreightWaves#air-freight-surge#ocean-freight-decline#expeditors-earnings