C.H. Robinson Edge Report

Freight Market Update: November 2025

Insights at a glance

Rate and capacity trends, the latest on tariffs, and advice on the freight market

Published: Thursday, November 06, 2025 | 08:00 AM CDT

Truckload shipping

Truckload spot rates are climbing, raising the outlook for 2026.

Check out our revised forecasts for both rates and capacity

LTL shipping

LTL carriers are raising rates by mid–single digits, even as volumes remain soft.

Find out what’s driving LTL rate hikes this season

Ocean freight

Global schedule reliability is improving, and capacity is slowly being reinstated on eastbound Trans-Pacific routes but still tight for North America exporters shipping westbound and to Europe. 

Read our complete lane-by-lane insights

Air freight

Airlines are prioritizing high-yield cargo out of Asia, and capacity may tighten on select lanes from North America to Australia, Singapore and South America.

Get our recommendations for booking lead time

Intermodal

Volumes are the highest they’ve been since 2021, and peak season is expected to last longer than usual.

Get our tips for managing your peak-season spend

Ports & drayage

U.S. regulatory changes for demurrage and detention fees are creating billing tensions, and vessel wait times have grown to eight days at some European ports.

Read the full global report

Canada, Mexico & cross-border

Mexico’s fleet has contracted for the first time in a decade, growth in computer and machinery exports makes El Paso an attractive crossing, and importers need to prepare for new customs requirements.

Explore the latest cross-border insights

Trade policy & customs

A new U.S.-China trade agreement lowers some tariffs, pauses new port fees, and extends Section 301 exclusions through 2026.

Go to our full report covering other new trade deals and tariffs

Government & regulations

States are being scrutinized over English Language Proficiency rules and commercial driver’s licenses.

Read about the impact on trucking supply

Diesel fuel

Prices at the pump decrease sequentially, but increase year over year.

See how diesel may impact your budget the rest of the year

Industry Insights

Retail

Expect higher trucking rates and tight air capacity for retail shipments

Read the retail update
Automotive

Auto supplier distress rises, rare earth supply from China continues

Read the automotive update
Energy

AI data centers power up amid energy constraints

Read the energy update
Healthcare

Healthcare logistics surges with temperature-sensitive drugs

Read the healthcare update

*This information is compiled from a number of sources—including market data from public sources and data from C.H. Robinson—that to the best of our knowledge are accurate and correct. It is always the intent of our company to present accurate information. C.H. Robinson accepts no liability or responsibility for the information published herein. 

To deliver our market updates to our global audiences in the timeliest manner possible, we rely on machine translations to translate these updates from English.