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Warehouse Scarcity Drives Record Leasing, Intermodal Gains Ground

Second-quarter earnings from Prologis and J.B. Hunt reveal a tightening warehouse market. Capacity constraints are spurring record lease signings across the sector. The companies' financial reports signal diverging momentum between truckload and intermodal services. Shippers increasingly turn to intermodal solutions to manage transportation costs. The shift reflects market dynamics favoring rail-based freight movement over trucking in certain lanes. Supply chain managers are securing long-term logistics infrastructure despite economic uncertainty. Rate trends between the two modes diverge sharply, underscoring growing shipper interest in optimizing modal mix as part of cost-reduction strategies for the second half of 2026.