The Logistics Managers’ Index (LMI) for October reveals a decline in inventory levels for the first time since July 2024. Inventory costs remain high, prompting a shift towards leaner supply chains. Shippers may adopt a more “just-in-time” strategy, which could benefit the truckload sector.

Inbound Ocean TEUs Index (IOTI) shows a decrease in container imports into the U.S. over the past three months. Rising warehouse prices are encouraging companies to maintain lower inventory levels, despite the unpredictable economic environment.

Leaner inventories could lead to increased volatility in the trucking market. Rail and intermodal carriers have benefited from the “just-in-case” strategy, while trucking benefits from the “just-in-time” approach. Any unexpected increase in demand could impact spot rates and capacity in the coming months.

Read more at Yahoo Finance: Tighter inventories could boost trucking demand