MARKET PULSE | January 2026 North American Freight Market Update (LTL & FTL) скачать в хорошем качестве

MARKET PULSE | January 2026 North American Freight Market Update (LTL & FTL)

Welcome to Market Pulse, ISG Transportation’s monthly freight market update. In this January 2026 edition, Vincent Andreacchi, VP of Business Development at ISG Transportation, breaks down the latest North American trucking market trends across LTL and FTL . As we move into the new year, freight markets are adjusting to post-holiday volume shifts, winter weather disruptions, evolving trade policy, and early signs of capacity tightening. While volumes remain seasonally soft, spot rates are holding firmer than expected, tender rejections remain elevated, and shippers are navigating a complex pricing and capacity environment. What’s covered in this Market Pulse: • Canadian trucking market outlook for 2026 • LTL vs FTL performance across key Canadian corridors • Cross-border freight trends (U.S.–Canada) • Northbound vs southbound capacity and rate dynamics • U.S. domestic truckload tightening and rate pressure • Impact of winter weather on capacity and service levels • Spot vs contract rate trends and 2026 rate forecasts • USD/CAD exchange rate implications for cross-border shipping • Nearshoring, automotive softness, and policy uncertainty • What shippers should expect heading into Q1 and mid-2026 🇨🇦 Canadian Freight Market Highlights: Canada’s trucking market remains softer than the U.S., with lower tender rejection rates and looser domestic capacity. LTL freight continues to show resilience—especially in Ontario and BC—while FTL pricing remains flat to slightly softer year-over-year in key lanes. The narrow gap between spot and contract pricing confirms a shipper-favourable market domestically. 🌎 Cross-Border Freight Update: U.S.–Canada cross-border volumes remain uneven. Northbound freight holds firmer, while southbound lanes face softness driven by automotive headwinds and trade uncertainty. Tender rejection rates, trailer imbalances, and customs delays continue to influence pricing and service reliability across major corridors like Toronto–Chicago and Windsor–Detroit. 🇺🇸 U.S. Domestic Market Update: The U.S. truckload market is tightening more noticeably, with elevated tender rejections and spot rates outpacing contract pricing. Capacity exits, winter disruptions, and regulatory pressure are contributing to upward rate momentum as 2026 progresses. Key Takeaways for Shippers: • Capacity is tightening gradually across North America • Truckload rates are expected to firm through 2026 • LTL demand remains stable as smaller shipments return to networks • Exchange rate shifts are reshaping cross-border lane strategies • Weather and regulation remain short-term disruptors If these freight market changes are impacting your LTL, FTL, or cross-border shipping, ISG Transportation can help you navigate pricing, capacity, and equipment strategy with confidence. 📩 Connect with ISG Transportation Reach out to Vincent Andreacchi or one of our trusted sales representatives via email or LinkedIn for a personalized freight strategy session. 👍 Like 💬 Comment 📌 Subscribe for monthly Market Pulse updates on the North American freight market. Stay safe on the roads, and we’ll see you in February’s update.