world-economy

Carrier Pricing Power Strengthens as Economic Headwinds Persist

Trucking carriers are wielding increased pricing leverage as economic uncertainty pressures shippers. The DHL Supply Chain Pricing Power Index rose to 75 this week, up from 70 the prior week, signaling carriers' ability to command higher rates. This increase occurred despite softening freight volumes. Truckload linehaul rates advanced year-over-year in June even as shipment activity weakened. This signals a disconnect between supply and demand dynamics. The momentum reflects seasonal strength ahead of the Fourth of July holiday, with carriers maintaining rate discipline. Broader economic pressures—including labor market weakness and rising energy costs—are creating headwinds for shippers managing cost structures. Carriers' three-month pricing outlook remains anchored at 70, suggesting pricing power ahead as freight market seasonality and macroeconomic factors reshape the competitive landscape.