AJOT: Logistics real estate – Tarrified in 2025
The Trump administration’s on-again off-again tariffs to the world policy has introduced an unprecedented level of uncertainty — for what was looking like a strong
The Trump administration’s on-again off-again tariffs to the world policy has introduced an unprecedented level of uncertainty — for what was looking like a strong
Truckload and LTL markets continue to face demand softness as shippers wait to see how evolving trade policies unfold.
Shippers are transitioning their lower-value volume to slower economy services to blunt the impact of higher fees, per the TD Cowen/AFS Freight Index.
Truckload demand stays weak while LTL carriers maintain pricing discipline, according to the TD Cowen/AFS Freight Index. Ongoing trade policy uncertainty keeps freight volumes flat
Many businesses are diverting parcel shipments to cheaper carriers as FedEx and UPS hike rates and surcharges, according to the latest TD Cowen/AFS Freight Index.
Less-than-truckload rates are expected to log a new high in the third quarter, according to TD Cowen and AFS Logistics.
Tonnage per day declined for Old Dominion Freight Line, Saia and XPO but rose for ArcBest.
Greater interplay between US drayage and truckload markets may appear as imports fluctuate due to shifting tariff deadlines, but little impact is expected on pricing.
The tariff landscape remains a work in progress. The relationship is a two-way street, and shippers can do their part by providing as much data
While pricing improved for LTL and truckload rates in Q1, tariffs seem to be clouding the long-term outlook, according to the TD Cowen/AFS Freight Index.
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