Freight Cycles Run 18 to 48 Months, Why This One Defies the Pattern
Truckload base rates climbed 10% in September while volumes rose just 2%. The Cass data shows no two cycles since 2000 have followed the same timeline.
#Capacity
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Mack Adds 270 Workers in Pennsylvania as Truck Orders Jump 95%
Lehigh Valley plant now runs 2,800 employees after spring 2025 layoffs. Class 8 retail sales up 30% in September.
Second-Tender Loads Now Cost 9% More, Third-Plus Tender 20% More
New routing-guide indices show shippers paying double-digit premiums when primary carriers reject freight. Contract rates resetting 13% higher, the strongest…
Reefer Rejection Rate Hits 21%, Spot Rates Up 28% Year to Date
One in five refrigerated loads is being turned down as fall harvest and diesel costs push reefer spot rates 28% higher year over year, triple the contract-rate…
Accepted Loads Down 4%, Rejection Rates Still Near 14%
Carriers are accepting fewer loads than in January, yet tender rejections remain more than double the year-ago level. The supply-side correction shows no sign…
Contract Rates Open 22-Cent Gap Over Spot in August
Spot linehaul fell to $2.17/mile while contract climbed to $2.39. Fuel surcharges rose 13% month-over-month, offsetting part of the spot decline.
Nuclear verdicts in trucking nearly triple in 2025
Marathon Strategies data shows large civil litigation awards hitting trucking and automotive sectors hardest, compounding insurance and entry costs for small…
ATA Tonnage Falls 0.5% in August as Capacity Tightens
The for-hire truck tonnage index dropped to 112.7 in August, down 1.6% year over year, even as rejection rates and spot rates signal tighter capacity.
Spot Rates Rise Across All Three Equipment Types for First Time Since May
Dry van spot jumped 9 cents, reefer 13 cents, flatbed 3 cents in the week ending September 11. Year-over-year gains top 39% across the board.
Tender Rejections Jump Above 14% as Labor Day Tightens Freight
Rejection rates rise faster than the past three years during the same holiday window. Van spot rates swing wildly, flatbed cools, and reefer holds steady.
Manufacturing PMI Slips to 54.6 as New Orders Cool 3 Points
Eighth straight month of expansion, but new-order index fell to 53.7 in August. Supplier deliveries slowed for the ninth month running, and 71% of…
Rejection Rates Stall at 13.5% as Rail Siphons Long-Haul Freight
Tender rejections aren't climbing into Labor Day like prior years. Spot rates down 2.5% month over month but still up 44% year over year. Rail is taking the…