Pronóstico de RXO Q1: tasas de carga de camiones que probablemente aumentarán pero no se disparan (Gráfico: RXO) RXO lanzó recientemente su Q1 2025 Previsión del mercado de carga de camionescon su índice de curva que muestra una continuación de la inflación de la tasa observada por primera vez en...
ACT Research
RXO Q1 forecast: 2025 upswing will feel more like 2014 than 2021
RXO recently released its Q1 2025 Truckload Market Forecast, with its Curve Index showing a continuation of rate inflation first observed in Q4 2024. The Curve, formerly the Coyote Curve, is a proprietary index measuring year-over-year changes in truckload linehaul spot rates, excluding fuel.
The forecast highlighted how rising spot rates and capacity exiting the market are driving the upswing, though the authors...
https://www.freightwaves.com/news/rxo-q1-forecast-2025-upswing-will-feel-more-like-2014-than-2021
Reglas de emisiones de camiones de California bajo el microscopio del Congreso
La revisión del Congreso se avecina para las reglas de emisiones de camiones de California (Foto: Jim Allen/Freightwaves) La Agencia de Protección Ambiental bajo la administración Trump ha dado un paso significativo para revocar potencialmente las regulaciones de emisiones de camiones de...
California’s truck emissions rules under congressional microscope
The Environmental Protection Agency under the Trump administration has taken a significant step toward potentially overturning California’s stricter truck emissions regulations. EPA Administrator Lee Zeldin announced that the agency has sent several vehicle emission-related waivers granted to California under the Biden administration to Congress for review.
This move targets California’s Advanced...
https://www.freightwaves.com/news/californias-truck-emissions-rules-under-congressional-microscope
Heartland posts Q4 loss but sees positive shift for Q1
Iowa-based truckload carrier Heartland Express reported its sixth consecutive quarterly net loss (excluding one-time gains) in its Q4 earnings report. The company posted a net loss of $1.9 million. For the 12 months ending Dec. 31, 2024, operating revenue was $1 billion, with an operating loss of $20.2 million.
Despite the ongoing financial challenges, CEO Mike Gerdin expressed cautious optimism regarding the...
https://www.freightwaves.com/news/heartland-posts-q4-loss-but-sees-positive-shift-for-q1
Truck Leasing Task Force blasts lease-purchase programs
The Federal Motor Carrier Safety Administration’s Truck Leasing Task Force (TLTF) delivered a scathing report on lease-purchase (LP) programs managed by motor carriers in the trucking industry. The TLTF’s findings described the programs as tools of “fraud and driver...
https://www.freightwaves.com/news/truck-leasing-task-force-blasts-lease-purchase-programs
Dueling narratives ahead of Q4 transportation earnings
For the folks at Morgan Stanley, Q4 earnings season has the potential to reveal actual progress and results for freight transportation companies, according to a research report released on Monday. But the management teams themselves may not speak much of it. Ravi Shanker, equity analyst with Morgan Stanley, writes, “While companies are likely to talk down 1Q on seasonality, we see data momentum...
https://www.freightwaves.com/news/dueling-narratives-ahead-of-q4-transportation-earnings
November trailer orders rise but remain below expectations
Recent trailer data released by ACT Research and FTR Transportation Intelligence showed net trailer orders improving compared to October but below seasonal expectations, as fleets prioritize spending on Class 8 tractors. ACT Research reported November net trailer orders rose 23% to 20,800 units. Year-to-date orders are at 139,100 units, down 34% compared to November 2023’s total ytd orders at 211,000 bookings. While bookings rose, so did...
https://www.freightwaves.com/news/november-trailer-orders-rise-but-remain-below-expectations
November Class 8 Orders see positive momentum amid tariff uncertainty
Preliminary Class 8 order numbers look promising for November but remain lower compared to last year, according to recent data from ACT Research and FTR Transportation Intelligence. ACT Research reported November preliminary Class 8 orders at 37,200 units, a 21% increase from last month but 11% lower than last year. Kenny Vieth, president and senior analyst at ACT Research, wrote in the release, “We are still in the early...
ACT Research forecasts market upswing in 2025
If 2024 was considered a freight market rebalancing for truckload, then 2025 is projected to be the end of the freight recession in the for-hire space, according to ACT Research. Its 58-page freight forecast paired aggregate spot data provided by DAT with a proprietary Supply-Demand balance curve. In the release, Tim Denoyer, vice president and senior analyst at ACT Research, said, “Currently, with a significant capacity contraction by for-hire...
https://www.freightwaves.com/news/act-research-forecasts-market-upswing-in-2025