Business As Usual - TLC's Jameson Mielde On The View From Jamestown
The latest TLC podcast unpacks a freight market in transition. Trucking supply and demand appear balanced, though this reflects soft demand rather than robust growth. Ocean imports have cooled after an initial tariff-driven spike, leading to downward pressure on ocean rates. In response, carriers are cutting sailings to stabilize pricing. Intermodal rail volumes are down, while carload shipments remain relatively stable depending on industry.
Mergers and acquisitions are heating up, particularly in logistics and rail. Big Class I railroads—Union Pacific, Norfolk Southern, BNSF, and CSX—are forming strategic alignments, raising concerns about future competition and access. The Surface Transportation Board may intervene, especially in regions with limited rail alternatives. Meanwhile, distributors and shippers are shifting more operations domestically to navigate tariffs, and many are maintaining steady volumes despite economic crosscurrents.
Contact us today to discuss how we’re staying ahead of these changes with your freight.
