Supply Chain & Logistics News, Trends, and Insights

Q3 2026 marks a turning point.  After one of the longest freight downturns in modern trucking history, soft capacity and shipper-favorable pricing dating back to 2022, the market is tightening across nearly every mode.

If you have international shipments moving from Asia to the U.S., conditions in the Transpacific Eastbound (TPEB) market have changed significantly in recent weeks. Space is tight, rates are climbing, and the window to act is narrowing.

On May 14, 2026, the U.S. Supreme Court handed down a unanimous decision in Montgomery v. Caribe Transport II, LLC that immediately changed the freight brokerage industry. For brokers who have been cutting corners on carrier vetting, the ruling is a wake-up call. For Averitt, it is confirmation of what we have been doing all along.

Q2 2026 arrives with more complexity than clarity. The Middle East conflict has introduced a new layer of economic uncertainty that is rippling across every mode of transportation, driving fuel costs higher, disrupting international trade lanes, and adding pressure to supply chains that were just beginning to find their footing.

As supply chains move into 2026, the conversation has shifted. Shippers are no longer reacting to constant disruption—but they aren’t operating with full confidence either. Instead, planning decisions are being made with greater discipline, tighter assumptions, and far less margin for error.

The start of 2026 doesn’t bring a clean reset for the supply chain—but it does bring more clarity than we’ve had in recent years. Across transportation, ports, and warehousing, conditions are being shaped less by sudden demand swings and more by structural changes: tighter capacity, regulatory enforcement, evolving trade patterns, and the lingering influence of trade policy and tariffs on sourcing and routing decisions. Together, these forces are reinforcing the need for flexibility when disruptions occur.

Throughout this year, the transportation industry has seen heightened federal enforcement focused on driver licensing, cabotage regulations, and English language proficiency requirements. These initiatives, including Operation Midway Blitz and related investigations, have resulted in thousands of drivers being taken off the road. Many experts predict tighter trucking capacity across the United States as a result.

When it comes to managing imports, most shippers know how critical drayage is to the bigger picture of their supply chain. But with countless numbers of drayage companies to choose from—ranging from small, local operators to large, nationwide providers—the decision isn’t always clear.

Inbound container volumes are climbing again, with ocean ports across the U.S. reporting the beginning of tariff-driven surges that are rivaling post-COVID levels. This uptick appears to be tied to importers pulling forward inventory in response to the temporary pause on new tariffs for Chinese goods that was implemented in May.