Industry Pulse: Page 2

Keep track of monthly trends for each mode of transportation through this data hub.


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    Kendall Davis / Supply Chain Dive

    August import volume swells above 2019 levels as retailers restock, prep for holidays

    High import volume is expected to continue going into September, and the next six months are expected to be stronger than the previous six months.

    By Sept. 17, 2020
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    Kendall Davis / Supply Chain Dive

    Intermodal leads rail volume recovery as retailers restock

    Despite what may turn out to be a dramatic recovery for certain segments of the railroads' businesses, pricing is unlikely to shift until 2021, one CSX executive said.

    By Sept. 9, 2020
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    Kendall Davis / Supply Chain Dive

    Airfreight rates expected to stay elevated through peak due to loss of belly capacity

    Freighter capacity increased 29% in July compared to the same month last year, but the gains were not enough to offset a 70% dip in belly capacity.

    By Sept. 2, 2020
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    Kendall Davis / Supply Chain Dive

    Railroads voice wary optimism for peak as freight volumes make slow progress in July

    Intermodal traffic is close to pre-pandemic levels, down 1% compared to July 2019. CSX attributed growing intermodal volumes to retailers replenishing inventories.

    By Aug. 11, 2020
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    Kendall Davis / Supply Chain Dive

    CH Robinson draws airfreight demand with belly capacity down 70% in June

    The carrier's airfreight revenue and pricing increased despite hauling less volume — a dichotomy highlighting the struggle shippers face in the current environment.

    By July 30, 2020
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    Kendall Davis / Supply Chain Dive

    Tight truckload market pushes up spot rates in June

    Knight-Swift said it expects spot rates to rise through the remainder of 2020 and result in more expensive contract rates for 2021.

    By July 28, 2020
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    Kendall Davis / Supply Chain Dive

    Rail volumes make 'slow recovery' but KCS keeps capacity tight

    KCS's intermodal volume began improving as automotive plants reopened and parts were exported to Mexico. But lackluster consumer demand is still a drag on overall levels.

    By July 7, 2020
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    Kendall Davis / Supply Chain Dive

    May airfreight data hints at recovery, FedEx doesn't expect capacity to normalize until 2021

    Freight capacity fell more than volume, creating a supply-demand gap and a challenge for shippers to find air cargo space.

    By July 6, 2020
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    Kendall Davis / Supply Chain Dive

    Automotive rail volume remains below pre-pandemic levels as factories reopen

    Motor vehicles and parts volume was down 75% year over year in May, according to the latest numbers from the Association of American Railroads.

    By June 17, 2020
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    Kendall Davis / Supply Chain Dive

    Airfreight capacity falls 42%, 'damaging' global supply chains

    The drop has resulted in longer shipping times and higher costs for companies moving cargo by air.

    By June 5, 2020
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    Kendall Davis / Supply Chain Dive

    Rail carriers cut capacity as intermodal volume drops 17% in April, the largest fall since 2009

    CSX, Kansas City Southern, Norfolk Southern and Union Pacific all mentioned reducing train starts as a result of falling demand during April earnings calls. 

    By May 7, 2020
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    Kendall Davis / Supply Chain Dive

    As trucking demand craters in April, rates follow

    The shippers still moving loads stand to benefit from lower spot rates as the market swings in their favor.

    By May 5, 2020
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    Kendall Davis / Supply Chain Dive

    Freighters grapple with high demand as airfreight capacity drops 23% in March

    With belly cargo disappearing, freighters are figuring out how to make up for the loss, resulting in higher prices for shippers.

    By April 30, 2020
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    Kendall Davis / Supply Chain Dive

    Blank sailings, idle automotive manufacturing hit March rail volume

    Recent SEC filings from Norfolk Southern, Union Pacific and CSX suggest the pandemic's effect on rail operations and financial performance "could be material." 

    By April 7, 2020
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    Kendall Davis / Supply Chain Dive

    Global air cargo capacity falls for first time in 3 years

    Freight capacity fell 4.4% year-over-year in February driven mostly by cancellations from airlines in the Asia Pacific region.

    By April 6, 2020
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    Kendall Davis / Supply Chain Dive

    Trucking demand surges as retailers restock

    Analysts said demand spikes and spot rate increases are "directly attributable" to the COVID-19 outbreak as retailers attempt to restock depleted stores. 

    By March 17, 2020
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    Kendall Davis / Supply Chain Dive

    Struggling intermodal meets further headwinds with coronavirus

    Intermodal had to compete with low spot rates in the trucking sector for all of 2019 and now must deal with a slump in demand caused by a pandemic.

    By March 16, 2020
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    Kendall Davis / Supply Chain Dive

    Coronavirus adds hurdle for air cargo industry saddled with demand slump

    Airfreight demand was down YoY for 2019 and the full impact of the COVID-19 outbreak won't show up until the February numbers are released next month, according to the International Air Transport Association.

    By March 9, 2020
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    Kendall Davis / Supply Chain Dive

    Shippers turn to air freight as Chinese factories come back online

    The coronavirus outbreak led to a downturn in demand, but as commercial airlines cut capacity, carriers and freighters see an opportunity.

    By Feb. 24, 2020
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    Kendall Davis / Supply Chain Dive

    East Coast ports see growth in 2019 while West Coast imports fall

    The Port of Long Beach saw the largest decline with an 8% year-over-year drop in imports. Savannah saw the most growth at 7%.

    By Feb. 3, 2020
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    Kendall Davis / Supply Chain Dive

    Demand signals show signs of life, but trucking industry still struggling

    Multiple experts suggest more capacity will need to leave the market before rates move to favor carriers rather than shippers, but there were some positive signals for carriers to round out 2019.

    By Jan. 23, 2020
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    Kendall Davis / Supply Chain Dive

    Air cargo continues slump, down for 13th straight month

    November is usually peak season for air cargo, but the ongoing trade war impacted volume in North American and Asian markets.

    By Jan. 9, 2020
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    Kendall Davis / Supply Chain Dive

    Rail volume down for 9th straight month in November

    A weak manufacturing sector has affected volume on the rails and overcapacity in the trucking market has made it hard to complete for intermodal.

    By Dec. 16, 2019
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    Kendall Davis / Supply Chain Dive

    Demand for air cargo descends for a year straight

    There are glimmers of a turnaround in some of the economic indicators, IATA suggested, but North American airlines are still adding capacity without the volume to support it.

    By Dec. 11, 2019
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    Kendall Davis / Supply Chain Dive

    Will trucking see a turnaround in 2020?

    DAT is forecasting a rebound in trucking rates in 2020, saying spot rates could bounce back 4% to 6% in the second half of the year while contract rates could climb 2%.

    By Nov. 26, 2019