trucking industry faces challenges as the Trump administration’s tariffs and economic conditions affect freight rates. Truckload rates are pressured by excess market capacity, with Q3 rates projected to be slightly above 2018 levels but showing a decline. This excess capacity, stemming from the pandemic and subsequent economic uncertainty, persists despite some carrier exits. Conversely, less-than-truckload (LTL) carriers are focusing on profitability rather than volume, leading to slight cost declines but overall positive performance in pricing due to disciplined strategies. 翻译如下： 卡车运输行业面临挑战，因为特朗普政府的关税和经济状况影响了货运费率。整车运输费率受到市场过剩产能的压力，第三季度的费率预计略高于2018年水平，但显示出下降趋势。这一过剩产能源于疫情以及随后的经济不确定性，尽管一些运输公司已经退出市场，但这种情况依然持续。相反，零担运输（LTL）承运商则更注重盈利而非运输量，尽管成本略有下降，但由于实施了有纪律的战略，定价总体表现积极。

来源: https://www.supplychaindive.com/news/truckload-ltl-freight-index-q2-2025-td-cowen-afs/754068/