2026 STATE OF THE NORTH AMERICAN SUPPLY CHAIN
WHAT THE NUMBERS TELL US ABOUT 2026
Viewed through a long-term lens, the 2026 volume projections do not point to fear or retrenchment. They reflect a shipper base that is realistic, risk - aware, and intentional.
Confidence has not disappeared—it has recalibrated. Shippers are entering the year with measured expectations, a heightened focus on execution, and an understanding that stability itself can be a competitive advantage.
Structural Shifts, Not Cyclical Swings: What’s Reshaping the Domestic Freight Market in 2026
What makes 2026 different is not demand volatility but the structural tightening of domestic freight capacity. Even with relatively flat volume expectations, the U.S. transportation market is operating with less slack, fewer recovery options, and higher sensitivity to disruption. Carrier exits, increased compliance enforcement, and driver availability constraints have permanently reduced capacity. These are not cyclical shifts that will self-correct with demand; they represent a leaner operating baseline.
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