FREIGHT
Port congestion indexes. Container rate spikes. Last-mile cost curves. Translated into decisions before competitors read the same headline.
After twelve years running procurement for a mid-size 3PL in Long Beach, I kept noticing the same pattern: by the time a trend reached the trade press, the window to act on it had already closed. I started Freight to close that gap — to deliver the signal before it becomes the story.
"Every number in this newsletter has a decision hiding inside it. My job is to find it before you need it."
Every edition starts with a data anomaly and ends with a decision framework. Here's what recent subscribers read on Friday mornings.
Ghost bookings are distorting capacity data across every major Asia–US lane. Here's the actual utilization number carriers won't publish.
Industrial vacancy hasn't been this tight since 2022. The bid–ask spread in Inland Empire is already moving. Here's what the absorption curve looks like from here.
The residential delivery premium isn't seasonal anymore. Three carriers quietly buried a permanent fuel-and-labor adjustment in Q4 rate cards. Here's how to find it.
Three past editions, fully unlocked. No form, no friction. If the analysis earns your email, the subscribe button is below.
When average dwell time breaks double digits, the chassis math collapses. Three fleets are already repricing Q1.
The nearshoring narrative is real but the capacity isn't. Bonded warehouse occupancy in Monterrey hit 94% in October.
For the first time in eighteen months, spot truck is undercutting rail intermodal on Chicago–LA lanes. The spread is $340/load and widening.
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