Market Shifts & Capacity Warnings – February 17, 2025
Freight volume is falling, but capacity isn’t loosening as expected. In this week’s Redwood Rundown, Christopher Thornycroft breaks down key market trends:
- Volume Drop – Shipment indexes show an ongoing decline, but lower demand hasn’t eased capacity.
- Capacity Crunch – Long-haul truckload employment is back to 2019 levels, erasing the gains from 2021-2022.
- Rates & Resistance – Despite falling demand, capacity constraints keep OTRI steady, signaling a more volatile market.
- Market Sensitivity – Expect increased fluctuations due to economic shifts, holidays, and supply chain disruptions.
What does this mean for shippers and carriers? The freight environment is shifting, and adaptability is key. Watch the full update now!
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