Luke the Drifter

[Luke the Drifter @4LuketheDrifter]

#河池
👉助理@sekimofu1
老师085
看上了请截图妹子和排号便客服快速安排
不念过去，不畏将来，活在当下
金城江区

[Luke the Drifter @4LuketheDrifter]

@John__Ferguson More freight! Love that.

[Luke the Drifter @4LuketheDrifter]

@John__Ferguson @SONAR_FW Listing to @FreightAlley with Gene at the port of LA it sounds like this should bounce back. Agree?

[Luke the Drifter @4LuketheDrifter]

@John__Ferguson I love the view this chart gives. It really provides a greater perspective of the market in the recent past. Could we see this going back a year? More of this please. Thanks for all you do!

[Luke the Drifter @4LuketheDrifter]

@John__Ferguson Thank you for reporting volume trends. I do appreciate it. That is all.

[Luke the Drifter @4LuketheDrifter]

@FreightAlley @ChrisCeausu Trucking is on fire but my colleagues in insurance claims have no claims to work. Why is that?

[Luke the Drifter @4LuketheDrifter]

@Berry_cooool Auto

[Craig Fuller 🛩🚛🚂⚓️ @FreightAlley]

For the past decade, the center of the country "received freight", largely from the coasts, as a large percentage of trucking volume were related to imports.

For the past few months, that has flipped and now the center of the country has shifted from "receiving freight" to "pumping it."

The US economy goods is flipping.

The center of the country, the industrial heartland, is shifting to a primary source of domestic freight.

[Luke the Drifter @4LuketheDrifter]

@freightcaviar I'm on the insurance side of freight. We talk about it all the time. Cargo theft from organized crime is an epic problem.

[Luke the Drifter @4LuketheDrifter]

@ChrisCeausu Curious how long you've felt this way? Past week? Past month? Admittedly, I don't see what you see as im on the insurance side of freight.

[Supply Signal @SupplySignalAI]

85.6% of importers front-loaded ahead of tariffs. 52.3% avoided higher duties. That sounds like a win.

Here's the rest of it: 43.7% are now dealing with working capital strain from all that elevated inventory. 42.3% are absorbing storage and holding costs they didn't model. 26.4% are in quiet periods where excess inventory is stalling normal replenishment cycles. You dodged the duty and walked straight into a cash flow problem.

79% shifted at least some sourcing away from China. India picked up 24.4% of that shift, Vietnam/SE Asia took 23.4%. STG Logistics surveyed 500 import decision-makers last week. The headline says front-loading worked. The fine print says it's still hitting balance sheets.

[Thomas Wasson @ThomasWasson]

Volume boost is real. CLAV = tenders without rejections. Climbing back up to 2025 levels. Much less capacity than last year while demand recovers. Buckle up for Spring.

[Craig Fuller 🛩🚛🚂⚓️ @FreightAlley]

Trucking volumes are very strong, as industrial demand ramps in recent weeks

[Craig Fuller 🛩🚛🚂⚓️ @FreightAlley]

Ocean container imports are just starting to roll in from CNY.

This index tracks container at the point of bookings, which take about 3 weeks from bookings date to hit US ports. It is updated daily.

In coming weeks, we will see a significant surge of containers into the ports, further pressuring US trucking markets.

[Hector W Padilla @Hect0rWPad1lla]

@FreightAlley I think that’s the nicest poem anyone has ever written about the Ontario lane 😂

“Ontario is heart of the Inland Empire, the ocean of warehouses and distribution centers near San Bernardino, that drive the pulse of the US retail freight economy.”

[indietrucker @indietrucker]

@FreightAlley @ChrisCeausu Can confirm, nationwide truck traffic is up.

[Luke the Drifter @4LuketheDrifter]

@FreightAlley Do you see a dry van rally from this?

[Supply Signal @SupplySignalAI]

PPI at 3.4% means freight forwarding costs just got baked into the supply chain for the next 6 months. When producer prices jump like this, logistics providers don't wait to renegotiate contracts. They're adding fuel surcharges and equipment fees within 30 days.

Stage 4 intermediate demand, which tracks what manufacturers actually pay for logistics and materials, jumped 1.0% in February alone. That's the biggest monthly spike since May 2022. This isn't a headline number. It's a $200-400 per container cost increase that's hitting importers right now, before it ever shows up on a shelf price.

The PPI doesn't just measure inflation. It predicts who gets squeezed next in the supply chain. This month, it's anyone shipping finished goods.

[Craig Fuller 🛩🚛🚂⚓️ @FreightAlley]

LA is coming back strong from weak conditions earlier this year.

As port volumes return from Chinese New Year, we could see a resurgence of momentum.

[Craig Fuller 🛩🚛🚂⚓️ @FreightAlley]

The SONAR Truckload Volume Index is now at the highest levels since October 2022 - affirmation that the freight market recovery is not slowing down and the tightness is not strictly capacity related