Keep pulling the thread on United States.
Nine ocean carriers control over 90% of the transpacific trade, giving them significant pricing power.
Henry Byers predicts that the U.S.-China trade war and associated tariffs will continue into 2026, regardless of the political environment.
Some companies are circumventing U.S. tariffs on Chinese goods by relabeling products made in China as "Made in Vietnam."
A single customer in the fracking industry has placed an order for over 500 trailers from Timpte Inc., signaling a potential boom in the oil and gas sector.
The bulk freight market is currently at or near all-time highs, in direct contrast to the dry van, reefer, and flatbed markets.
Due to the U.S.-China trade war, American soybeans that were previously exported to China are now being consumed domestically for uses such as feed rations and biodegradable products.
The decline in inbound container volume to the U.S. interior has dramatically reduced the export of agricultural commodities like soybean meal from hubs such as Kansas City and Chicago.
Henry Byers predicts the recent General Rate Increase (GRI) in ocean freight is temporary and that rates will come back down due to a lack of demand.
Jared Flynn is bullish on the outlook for the bulk freight market heading into 2026, seeing continued opportunities for growth and diversification.
The bulk freight market exhibits significantly less rate volatility compared to the dry van market, except in cases of major natural disasters.
Hopper trailer manufacturer Timpte Inc. is producing 28 trailers per day and has an order backlog stretching for months.
The importance of Southern California as a bellwether for the U.S. freight market is expected to decline over the next two years.