freight demand
11 posts tagged with “freight demand”
U.S. Trailer Orders Jumped 385%—Separate Replacement Demand From Freight Recovery
U.S. trailer orders surged 385% year over year, but replacement cycles and regulatory timing—not freight growth alone—explain the headline.
CXTMS InsightsOctober 24, 2026 · 6 min read
September Truck Tonnage Rose—But Capacity Decisions Need Lane-Level Proof
September truck tonnage improved, but national averages cannot prove that an individual lane needs more capacity. Use lane-level evidence before changing commitments.
CXTMS InsightsOctober 23, 2026 · 6 min read
CAFE Standards Reset Won't Automatically Lift Auto Freight: Build a Production-to-Load Trigger
Looser CAFE standards may support vehicle production, but logistics teams should wait for assembly, supplier, inventory, and shipment signals before adding freight capacity.
CXTMS InsightsOctober 2, 2026 · 6 min read
August Manufacturing PMI at 54.6: Separate Freight Demand From Supply Constraint Noise
August's 54.6 manufacturing PMI still signals expansion, but freight planners need subindex-level rules to separate demand from supply constraints.
CXTMS InsightsSeptember 7, 2026 · 5 min read
The Slowest Freight Monday of 2026 Is a Tender-Forecast Warning, Not Just a Seasonal Dip
Turn an unusually weak freight Monday into a disciplined forecast review using lane-level demand, tender, lead-time, and mode-shift signals.
CXTMS InsightsAugust 19, 2026 · 5 min read
The U.S. Goods Trade Deficit Is a Freight Demand Signal, Not Just a Macro Headline
The widening U.S. goods trade deficit gives shippers a practical freight demand signal for container flows, warehouse labor, outbound capacity, and contract timing.
CXTMS InsightsJune 27, 2026 · 6 min read
April Intermodal Volumes Reveal a Split Market: Domestic Containers Are Carrying the Recovery
April intermodal data shows a freight market moving in two directions: domestic containers are gaining strength while international ISO containers remain soft.
CXTMS InsightsMay 26, 2026 · 6 min read
Industrial Production Rose 0.7%. Freight Planners Should Treat That as a Demand Signal, Not Trivia.
U.S. industrial production rose 0.7% in April, led by manufacturing gains. Here is why freight planners should turn macro data into capacity signals.
CXTMS InsightsMay 17, 2026 · 6 min read
Rail Carloads Are Beating Intermodal in 2026, and That Split Says a Lot About Freight Demand
AAR traffic data shows bulk rail carloads rising while intermodal slips in 2026, a split that reveals where freight demand is actually strengthening and where consumer-driven networks are still soft.
CXTMS InsightsApril 21, 2026 · 6 min read
Manufacturing Is Expanding Again, but Supplier Deliveries Are Sending a Warning Signal
U.S. manufacturing is expanding again in 2026, but slower supplier deliveries, surging input costs, and softer order momentum are warning logistics teams not to confuse growth with stability.
CXTMS InsightsApril 14, 2026 · 6 min read