Category
Transport & Logistics
4 visual stories
Charted: Van Spot’s Last Month Above Contract Was January 2022 — Food & Beverage Still Took the Biggest Renewal Lift
DAT’s national van spot last beat contract in January 2022 ($3.11 vs $2.98); by July 2022 spot sat about 58¢ under. Fall renewal awards still hit food & beverage hardest (+19% YoY) — specialized capacity priced the RFP, not the spot tape alone.
Aug 26, 2026
Charted: Class I Rail Headcount Fell ~29% Under PSR — Terminal Dwell Rose First
STB Class I employment dropped from ~163k in 2015 to ~116k in 2022 (−29%). AAR terminal dwell climbed ~4.7 hours by 2019 — about three years before the employment trough — then eased while payrolls stayed thin. Headcount vs dwell inflection, not a single-year shock.
Aug 25, 2026
Charted: Trucking Spot Rates Fell Roughly Half From the 2022 Peak — Authority Exits Surged Months Later
After the 2022 dry-van spot peak, national linehaul fell roughly by half peak-to-trough while monthly FMCSA authority exits surged on a lag through 2023–24. By mid-2026 the top 1% of active fleets held ~42% of power units among survivors.
Aug 23, 2026
Charted: Freight Rail Velocity Fell 12% While Revenue per Carload Rose 28%
STB system train speed dropped about 12% peak-to-trough from late 2019 into 2022 while a Class I revenue-per-carload index climbed ~28%. By mid-2026 speed had regained most of the gap, but rates still sat ~18% above the 2019 base — and Kansas City, Memphis, and Laredo still lag on dwell.
Aug 23, 2026