Commerce Express Weekly Road Map:
May 27th, 2025
Keeping you informed on the latest news/insights in our industry.
Truckload: Southeast tender volumes have seen a decline year-over-year (by 6%), as well as U.S. West Coast volumes (14%), according to Freightwaves SONAR data. On the East Coast, it’s slightly better but not by much and certainly not significant. As Freightwaves indicates in their data, increased rail activity has played a role in shaping current trends in the truckload market.
Intermodal: Norfolk Southern will end their international intermodal service on over 20 routes throughout the U.S. East Coast, effective May 31st, the Journal of Commerce reports. One of those routes is the Port of Virginia to Memphis, and Chicago to Jacksonville.
Regulations: Oregon is hitting pause on enforcement of its Advanced Clean Trucks Rule, effective immediately, as reported by Transport Topics. Oregon is not the only state pausing these measures, Vermont has also recently made the decision as well, in addition to Maryland and Massachusetts.
Cross-Border: Early last week, one of Mexico’s biggest container ports (Port of Manzanillo) resumed operations after experiencing a four-day strike (May 12th-16th) by customs workers, reported by Freightwaves.
Infrastructure: The FMCSA has opened applications for its fiscal year discretionary grant programs, offering a total of $90 million in funding. According to their press release, these grants will support projects aimed at enhancing motor carrier safety training for non-federal personnel and providing commercial motor vehicle (CMV) operator training for prospective CDL holders.
Commerce Blog
The difficulties of today could feel like obstacles, ranging from low freight rates and unclear regulatory outlooks to rising equipment prices and workforce shortages. However, the next wave of opportunity is being shaped by these same circumstances. How you will react is more important than whether your company will be impacted. Will you take advantage of the storm to advance your company, or will you just weather it?
U.S. Trailer Orders in April Decline
During the month of April, U.S. trailer orders were slightly below 9,400 units. Which is a 57% decrease from March of this year, and about a 32% decline year-over-year, according to data from ACT Research.
The dip in April from March was not an unexpected surprise, according to Jennifer McNealy, Director of Commercial Vehicle Market Research at ACT, as many shippers pre-pulled their shipments in anticipation of tariff uncertainty. ACT expects a mild remainder of the year due to full inventories, high interest rates, policy shifts, etc..
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