C.H. Robinson Edge Report

Freight Market Update: September 2026

Insights at a glance

September freight signals point to tighter planning

Published: 星期四, 九月 03, 2026 | 09:00 上午 CDT

North America truckload shipping

Spot rates have moderated, leading to a small reduction in C.H. Robinson’s 2026 forecasts. We’ve added a flatbed rate forecast for the first time, and our 2027 rate forecasts have been released.

Get the 2027 outlook for dry van, refrigerated, and flatbed spot rates

North America LTL shipping

LTL service is still strong, but the days of excess capacity covering every market fluctuation or disruption are fading.

Find out why carrier fit is becoming more important

Ocean freight

September is not shaping up as a conventional U.S. import peak, but ocean freight remains vulnerable to disruption. Typhoon congestion, blank sailings, canal restrictions, and carrier network changes are limiting recovery options on several trade lanes.

See where ocean freight recovery options are tightening

Air freight

Quarter-end shipments, China’s pre-holiday export rush, and technology-related cargo could reduce departure options at  some gateways.

Get our tips for September planning

Intermodal

Rising costs are changing the way freight moves. As truckload capacity tightens and rates climb, more shippers are turning to intermodal.

Find out which markets are best bets for intermodal and where reservations are already limited

Ports & drayage

Major U.S. gateways are stable, but vessel performance alone does not guarantee predictable delivery.

See which port and inland conditions could affect ocean freight

Canada, Mexico & cross-border

Cross-border freight remains active across North America, but market dynamics are shifting. Trade policy uncertainty, evolving manufacturing demand, and ongoing driver constraints are creating new challenges and opportunities for shippers moving freight between the United States, Mexico, and Canada.

See what's driving shifts in North American cross-border freight

Trade policy & customs

The final phase of U.S. tariff refunds has been delayed, and trade enforcement is entering a new phase as agencies strengthen efforts to identify tariff evasion and customs fraud.

Find out what elements of your trade compliance program you should be reviewing

Government & regulations

The U.S. government is shutting down driver training schools and auditing CDL testing.

Learn how a shrinking pool of drivers affects trucking supply

Diesel fuel

As new oil production grows in several regions, global energy markets will become less dependent on traditional supply routes. Yet diesel inventories remain tight, creating fuel cost uncertainty that could influence transportation budgets in 2027.

Consider how changing global oil flows may impact diesel budgets in 2027

Industry Insights

Retail

Lean inventories, faster delivery: Retail's next move

Read the retail update
Automotive

Auto tariffs and disruptions highlight need for flexibility

Read the automotive update
Energy

From oil to AI: The supply chain challenges ahead

Read the energy update
Healthcare

Healthcare faces rising theft and fraud

Read the healthcare update

*本資訊由多種來源編纂而成,包括來自公開來源的市場資料和 C.H. Robinson 的資料,據我們所知,這些資料均準確無誤。本公司一向致力於提供準確的資訊。對於本文內容所載資訊,C.H. Robinson 概不承擔任何責任。

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