Weather Updates:

• ‌Storm-Driven Disruptions: Severe thunderstorms will develop across the Central Plains and track into the Midwest and Ohio Valley through the weekend, bringing heavy rainfall, localized flooding, and isolated severe weather risks. These conditions are expected to disrupt key freight corridors with transit delays, tighter capacity, and near-term spot rate pressure as carriers reroute and adjust operations (Weather.gov).

‌Small Parcel Updates:

• ‌World Cup Disruptions: Parcel networks are seeing localized service disruptions tied to major events and weather, with USPS warning of delivery impacts across multiple U.S. regions due to flooding, severe weather, and the June 11–July 19 World Cup driving congestion in major metro hubs, while FedEx is flagging pickup and delivery delays in host cities due to traffic restrictions and security perimeters (FedEx; USPS).

LTL Updates:

• ‌Increased Footprint: Saia continues to aggressively expand its network with new terminal openings in Duluth, MN and Columbia, MO, strengthening coverage and capacity across key Midwest freight corridors. With roughly 218 terminals across North America, the carrier is rapidly scaling into a national LTL player, using targeted expansion to improve density, service reach, and competitive positioning (Trucknews).
• Diesel Rates: National diesel prices decreased $0.227 from last week, averaging $4.832 per gallon (U.S. EIA), $1.057 higher than the same time last year, and $1.063 higher than two years ago. The West Coast (Less California) region saw the largest decrease, down $0.281 to $5.238 per gallon.

TL Updates:

• ‌Outbound Tender Rejection Index (OTRI): OTRI increased to 17.26% this week from 16.54% last week, reflecting another week of tightening truckload capacity (SONAR). Seasonal produce activity, quarter-end shipping, and carriers positioning ahead of the Fourth of July holiday are keeping rejection rates elevated. As we close out June, expect shippers to continue pulling freight forward, creating additional pressure on spot capacity.
• ‌‌Market Activity: Load postings decreased 3.5% from last week while spot truck postings were down 5.0% (DAT). The Load-to-Truck Ratio (LTR) increased for vans and reefers, while decreasing for flatbeds. The FreightWaves Pricing Power Index continues to hold steady at 70, in a carrier-favorable market, with a three-month outlook of 75 (SONAR).
• ‌Dry Van: National dry van demand increased from last week, up 7.5% to a 9.4:1 LTR. The highest demand, with LTRs exceeding 5.5:1, is broadly distributed across the U.S., excluding IL, MT, ND, NH and RI (DAT VAN D&C). National dry van spot rates are up $0.10 per mile from May to $2.99, led by the Southeast at $3.2 (DAT VAN RATES). The VOTRI increased to 18.02% this week from 17.49% the week prior, signaling continued tightening in dry van capacity (SONAR). End-of-quarter shipping activity and retailers preparing for the Independence Day holiday are driving higher freight volumes, resulting in more competitive spot market conditions. Expect van capacity to remain challenged through the holiday period.
• ‌Flatbed: National flatbed demand decreased this week, down 10.4% to a 54.4:1 LTR. Elevated demand is spread across most of the U.S., with markets exceeding an 18:1 LTR, excluding ND (DAT FLAT D&C). National flatbed spot rates are up $0.05 per mile from May to $3.70, led by the Southeast at $4.05 (DAT FLAT RATES).  FOTRI eased to 29.48% this week from 30.63% the week prior, continuing a gradual normalization from recent highs (SONAR). Despite the slight decline, flatbed capacity remains relatively constrained as construction, infrastructure, and industrial freight continue to generate consistent demand. With quarter-end project activity still active, localized flatbed tightness is likely to persist.
• ‌Refrigerated: National reefer demand increased from last week, up 10.1% to an 18.3:1 LTR. The strongest demand is broadly distributed across the U.S. with LTRs exceeding 12:1, excluding CT, MA, MD, NH, NJ, OR, and WA (DAT REF D&C (DAT REF D&C). National reefer spot rates are up $0.02 per mile from May to an average of $3.37, led by the Midwest and the West at $3.51 (DAT REF RATES). The ROTRI climbed to 26.52% this week from 23.66% last week, highlighting continued tightening in refrigerated capacity (SONAR). Peak produce season remains the primary market driver, with strong outbound volumes from major growing regions competing for available equipment. Combined with holiday-related food shipments, reefer markets should remain among the tightest equipment segments heading into July.

‌International Updates:

• ‌FBX Trends: Vessels are currently averaging 4.3 days at berth. The port reported a 5.02% YOY decrease in volume from 23 scheduled vessels during the week of June 21, 2026. For the week of June 28, container volumes are projected to decrease 20.75% YOY, with 21 scheduled vessels expected to move approximately 105,442 TEUs (FREIGHTOS).
• ‌Port of Los Angeles: Vessels are currently averaging 4.3 days at berth. The port reported a 5.02% YOY decrease in volume from 23 scheduled vessels during the week of June 21, 2026. For the week of June 28, container volumes are projected to decrease 20.75% YOY, with 21 scheduled vessels expected to move approximately 105,442 TEUs (PORT SIGNAL).

Embargoes:

• ‌AAA Cooper terminals
  • STL
  • MSP
• Estes Express OB Midwest terminals
  • 62 – Cincinnati
  • 69 – Flint
  • 78 – Milwaukee
  • 86 – Louisville
  • 93 – Indianapolis
  • 94 – Fort Wayne
  • 111 – North Chicago
  • 118 – Kokomo
  • 128 – Elgin
  • 129 – Madison
  • 131 – Appleton
  • 159 – Racine
  • 186 – Sheboygan
  • 503 – Edwardsville