C.H. Robinson Edge Report

Freight Market Update: December 2025

Insights at a glance

Navigating holiday delivery rush and what’s in store for 2026

Published: Thursday, December 11, 2025 | 09:00 AM CDT

Truckload shipping

Seasonal holiday demand is tightening U.S. truckload capacity—especially in key regions. Additionally, the 2026 truckload cost forecast has increased, reflecting tighter post-holiday capacity. 

See our truckload rate forecasts into 2026, our holiday truckload capacity forecast and insights on the flatbed market

LTL delivery

LTL delivery faces a prolonged freight recession as carriers battle high equipment costs, weaker industrial demand and rising expenses.

Get our tips for succeeding in today’s challenging LTL market

Ocean freight

Tariffs, plunging Asian rates and South America’s surges will affect ocean freight in 2026. Discover where opportunities—and risks—are emerging next.

See exactly how global ocean trade is shifting with complete lane-by-lane insights

Air freight

Asia’s air freight demand stays high through mid-December but is expected to moderate before Lunar New Year drives another surge in late January. 

See what major air freight shifts can affect supply chains in early 2026 with complete lane-by-lane insights

Intermodal

While overall intermodal service remains in line with averages despite seasonal pressure, early high season and volatile trade mean new surcharges through December. 

Discover what’s shaping volumes and the review the evolving outlook for U.S. intermodal markets

Ports & drayage

Shifting U.S. driver rules, Canadian winter delays and Houston port congestion are disrupting drayage capacity and transit times—find out what’s next for global drayage.

Monitor port drayage capacity trends to stay ahead of evolving booking delays and regulatory impacts

Canada, Mexico & cross-border

Non-automotive exports from Mexico surge as road blockades and tariffs reshape North American supply chains. 

Explore the export trends, operational risks and strategic opportunities shaping North America cross-border delivery

Trade policy & customs

U.S. expands Brazil tariff exemptions, extends China exclusions and advances CPSC import filing rules.

Explore the latest trade policy shifts, including new tariff exemptions and regulatory deadlines for importers

Government & regulations

Nearly 44% of U.S. truck-driving schools may not meet training standards after a federal review, sparking greater scrutiny and higher enforcement.

Discover how new government regulations could affect driver availability, safety and costs

Diesel fuel

In November, U.S. diesel prices rose year-over-year while Mexico's remained steady and Canada’s spiked briefly.

Track the latest diesel price trends for North America to make informed fuel purchasing decisions

Industry Insights

Retail

Trucking capacity for holiday season tightens

Read the retail update
Automotive

Industry braces for billion-dollar impact of engine recalls

Read the automotive update
Energy

Critical mineral prices and supply are in flux

Read the energy update
Healthcare

New LTL freight codes give healthcare shippers an edge

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 timely manner possible, we rely on machine translations to translate these updates from English.