US LTL providers carefully managing capacity in changing market
With demand conditions unlikely to improve in the short term, LTL carriers are putting more of their capacity, old and new, into reserve.
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Warehousing vacancies hit new peak, but larger facilities still needed
Developers expect vacancy rates to drop as shippers that had been paralyzed by US tariff uncertainty set more long-term plans in motion.
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E-commerce, AI demand to keep ex-Asia air freight under pressure
Airlines will continue to adjust capacity to account for shifts in volume, but the volatility of US trade policy and continued demand growth fueled
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CMA CGM’s Oceania–US East Coast service to kick off in February
While container trade between the South Pacific and USEC was flat prior to 2021, it has shown growth since then, albeit from a small
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Maersk waives ‘disruption surcharge’ for Red Sea sailing on India-USEC trade
The fee — generally in the range of $200 per TEU and $450 per FEU — was introduced by the carrier in January 2024
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Shippers to regain leverage in trans-Pacific contract negotiations
The strength of holiday retail sales in the final month of 2025 and inventory levels approaching the Lunar New Year factory shutdowns in February
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Domestic intermodal to benefit from new lanes, faster service in 2026
Those factors will lift volumes, but true organic expansion depends on a recovery in the truckload market.
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CBP to let importers tie ‘notify parties’ to key portal communications
The change, effective Jan. 2, allows importers to digitally designate customs brokers to receive bills, checks and liquidation notices on behalf of clients.
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Evergreen to invest $174 million on new containers
The Taiwanese carrier said the box orders were split between three different suppliers, including its own manufacturing subsidiary.
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Persistent supply-demand imbalance to keep US truckload rates in check
Whatever capacity might exit the market in 2026, most analysts believe a strong resurgence in freight volumes is needed to enable a true rebound
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