The August 2025 Market Insights report shows a logistics industry that is steady but sluggish with truckload rates, rising LTL prices, and air freight costs.
Consumer spending is shifting as households cut back, pushing retailers to manage excess inventory. Global trade is being reshaped by escalating tariffs, with significant policy changes hitting e-commerce, autos, and critical minerals.
Domestically, mergers, warehouse development, and technology trials—like autonomous trucks—are reshaping freight networks.
Internationally, shipping capacity remains high despite softening demand, while geopolitical tensions in the Red Sea and evolving U.S.-China trade relations continue to influence global freight patterns.
