What Will Drive Freight Costs in Q4?

Capacity is loosening for the first time in nine months — but transportation prices just hit 90.0 on the LMI for the fourth time this year, and diesel is up over 23% since July. Steve Beda looks at what's behind the gap between easing capacity and stubborn pricing heading into peak season: the Iran conflict's grip on fuel, a new U.S.-Canada tariff standoff, and a Fed decision that could reshape borrowing costs for shippers in Q4. If you're planning contracts or budgets for the next two quarters, this is the data worth a closer look.