Weather Updates:

• Freeze protection services are currently active across Canada and most of the U.S. east of the Rocky Mountains, spanning from Montana through New Mexico, except in the southern coastal states. For shipments containing freezable freight, please ensure to add freeze protection service. Please note that this service brings additional charges and transit delays.
• A major winter storm is set to hit the South from Friday through Sunday, bringing potentially historic ice and snow from Texas to the Carolinas and up to a foot of snow along the East Coast. Expect potentially significant disruptions to trucking and logistics as widespread road closures, power outages, and hazardous conditions halt freight movement across key Southern and Eastern corridors.

Small Parcel Updates:

• Amazon USPS Partnership: Amazon is ending its nearly 30‑year delivery relationship with USPS and shifting more volume onto its own network. This transition is expected to increase pricing pressure on small shippers and rural communities, with likely higher parcel rates and reduced flexibility as the agreement winds down by late 2026.
• USPS Rate Increases: USPS shipping rate increases for Priority Mail, Priority Mail Express, USPS Ground Advantage, and Parcel Select went live on Sunday. The hikes raised prices between 5–8% depending on the service. The First-Class Mail stamp will remain at 78 cents until at least mid-2026.

LTL Updates:

• FedEx LTL Spinoff: FedEx has confirmed plans to spin off its FedEx Freight LTL division into an independent, publicly traded carrier on June 1, 2026. The LTL business will launch as one of the sector’s largest players, with more than 29,000 tractors and over 40,000 employees across a nationwide terminal network, representing roughly 10% of FedEx’s annual revenue.
• Cross-Border Service Partnership: Capitalizing on North America’s nearshoring demand, Southeastern Freight Lines (SEFL) has formed a strategic partnership with Fletes México Carga Express to expand its U.S.–Mexico LTL service, supported by a regional fleet of more than 2,000 tractors operating from 89 service centers across the Southern U.S.
• Diesel Rates: National diesel prices increased for the first time in nine weeks, up $0.071 from last week, averaging $3.530 per gallon, $0.185 lower than the same time last year. The Central Atlantic region experienced the largest decrease, down $0.015 to $3.843 per gallon.

TL Updates:

• Market Activity: Spot load posts were down 19.2% from last week, and spot truck posts increased by 9.3%. The Load-to-Truck Ratio (LTR) was down for vans, flatbeds and reefers.
• ‌Outbound Tender Rejection Index (OTRI): The OTRI continues to decline, remaining over 1 point higher when compared to 2025 levels.  The OTRI currently sits at 9.15, down from last week’s 9.51 value.  It was at 8.02 at this point in 2025.
• ‌‌Dry Van: National van demand decreased by 33.7% to a 6.59-1 LTR nationally, with the highest demand spread across most the United States, other than CA and IL, exceeding 5.5+ to 1 LTR. The spot rate per mile (RPM) for dry vans is up $0.04 from December, averaging $2.33 nationally, with the Midwest holding the highest RPM at $2.69. The VOTRI currently sits at 9.23 compared to last week’s value of 9.59, which is nearly 2 points higher than the 7.27 value at this point in 2025.
• ‌Flatbed: National flatbed demand decreased by 3.4% to 40.76-1 LTR, with the highest demand spread across most the United States, other than AZ, DE, MD, NJ, OK, TN and TX at over 18+ to 1 LTR. The flatbed spot RPM is up $0.05 from December, averaging $2.58 nationally, with the Midwest region holding the highest RPM at $2.77. The FOTRI saw a slight increase, currently sitting at 14.66 compared to last week’s value of 13.16.
• ‌Reefer: National reefer demand decreased by 31.3% to a 12.93-1 LTR nationally, with the highest demand spread across most the United States, other than CT, MD, NC, OR, RI, SC, VT and WA at over 12+ to 1 LT R. The spot RPM for reefers is up $0.12 from December, averaging $2.82 nationally, with the highest rates in the Midwest at $3.25. The ROTRI dropped by a full point this week, currently sitting at 17.85 compared to last week’s value of 18.89.

International Updates:

• FBX Trends: Container rates were down from last week with the global average cost of an FBX container down 3% to $2,428, and the FBX01 container average decreased 3% to $2,668. The FBX03 decreased 2% from last week to $3,947.
• Port of LA: The port reported a 0.49% YOY volume decrease from 17 scheduled vessels during the week of January 18, 2026. For the week of January 25, volume is projected to decrease 2.91% YOY from 19 scheduled vessels moving 93,568 TEUs.

Embargoes:

There are no embargoes currently impacting our freight network.