State of Freight with ISG | Episode 1 — North American Trucking Market for January 2026 скачать в хорошем качестве

State of Freight with ISG | Episode 1 — North American Trucking Market for January 2026

In Episode 1 of State of Freight, Carl and Spencer from ISG Transportation break down the most important forces shaping the North American trucking and freight market in early 2026 — without the noise. This episode focuses on tariff uncertainty, FX volatility, layoffs, carrier exits, and tightening capacity across U.S., Canadian, and cross-border lanes — and what those trends actually mean for shippers moving freight right now. Topics covered in this episode: 1. U.S. Supreme Court & Tariffs Status of the Supreme Court challenge to Trump-era tariffs Why the delayed ruling matters for importers and exporters How a potential tariff moratorium could trigger a short-term surge in freight demand and tighter truck capacity 2. USD ↔ CAD Exchange Rate & Cross-Border Freight Why the Canadian dollar is trading near 1.37 CAD/USD How FX shifts impact Canadian exports, U.S. imports, and transborder volumes Where pricing pressure is building — and where demand is softening 3. Layoffs, Carrier Exits & Capacity Signals Major layoffs at UPS, Amazon, and GM — and why freight feels it downstream Motor carrier authority exits averaging 1,500+ per week in 2026 What rising tender rejection rates mean for spot market pricing 4. Trucking Capacity & Market Structure Why small-fleet carriers dominate North American trucking How bankruptcies and contract walk-aways reduce real capacity Why “soft demand” doesn’t equal cheap freight for time-sensitive moves Capacity is retracting, not expanding. Tariff uncertainty, FX swings, layoffs, and carrier exits are quietly tightening the market — and shippers who wait may face higher costs and fewer options later. Lock in capacity early. Diversify carrier networks. Build cross-border buffers. Plan for volatility, not stability. Subscribe to State of Freight for monthly, plain-language freight market updates covering FTL, LTL, cross-border, and North American trucking trends.