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In this episode of Logistics Pulse, we dive into the split freight market of July 2025—where ocean freight is booming and domestic trucking is under severe strain.

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Ocean imports are surging as geopolitical risks, canal issues, and strong demand from Europe, India, and the Middle East push vessels to full capacity. At the same time, U.S. truckload carriers are battling weak demand, rising costs, and negative margins, with manufacturing contracting and tariff uncertainty making planning harder than ever.

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What does this mean and why does it matter?

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🌊 Ocean freight is seeing tight capacity, higher spot rates, and stronger intermodal volumes heading into Q3.

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🚛 Trucking faces record-high operating costs, fewer drivers, more empty miles, and stagnant freight tenders.

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⚖️ Policy and tariffs add even more unpredictability, with possible regulatory rollbacks and volatile port volumes rippling across the supply chain.

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Looking ahead, we outline three potential Q3 scenarios—a rebound, a collapse, or just muddling through—and discuss how shippers and carriers can stay flexible in the face of these competing market forces.

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🎧 Listen now on your favorite platform:

• YouTube
• Spotify
• Apple Podcasts

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