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Supply chain insights at a glance: peak season, tariffs, and fuel trends
Published: Thursday, September 04, 2025 | 06:00 AM CDT
Truckload shipping
Our spot-rate forecasts for both dry van and refrigerated freight indicate slight declines in the coming month or so, and shippers should prepare for peak hurricane season in September and October.
In the full report, see our truckload rate forecasts into 2026, our truckload capacity forecast, and insights on the flatbed marketLTL shipping
Carriers are focusing on efficiency and cost controls.
Get our tips for succeeding in today’s LTL marketOcean freight
Expect blank sailings and schedule changes on Asia routes, favorable rate differentials between U.S. West Coast and East Coast service, and fewer Trans-Atlantic options for Europe shippers.
Get ocean shipping insights for every region, including how to capture the benefits of excess capacity in certain marketsAir freight
Lead times for bookings out of China have returned to normal, while Taiwan is experiencing unprecedented demand, and space is limited for U.S. shipments to South America.
Read our full region-by-region insights on air freightIntermodal
New domestic and international options have been announced, while peak season surcharges come early and strong service prevails.
Find out our tips for intermodal peak seasonPorts & drayage
Delays at major Asia ports add days or weeks to transit times, and low water levels at the Port of Montreal could affect operations.
Go to our full report for more updates on global port conditionsCanada, Mexico & cross-border
Non-auto manufacturing is driving Mexico export growth, and trucking rates are expected to remain steady.
Read our full report on conditions in Mexico and Canada as well as the cross-border marketTrade policy & customs
New developments include a court ruling on the legality of some U.S. tariffs, increased tariffs on goods from India, and the extension of some tariff exclusions.
Read our full insights on tariffs, including U.S. trade deals to watch for in the coming weeksGovernment & regulations
U.S. pause on truck driver visas creates localized market uncertainty, primarily in Southern California.
Get our take on what’s happening and what to expectDiesel fuel
A 29-month streak of year-over-year price decreases comes to an end.
Check out how diesel prices can influence not only trucking, but also intermodal, air, and ocean shipping costs
