SBA's Freight Market Update: Sept 10, 2026
Trade tensions, shifting maritime conditions and new industry responses continue to reshape the freight market.
Current Critical Industry Trends
Canada is moving to diversify its trade relationships as retaliatory tariffs against the U.S. take effect, with Prime Minister Mark Carney warning that reducing reliance on the U.S. will come at a cost.
Ocean
A coalition of 18 shipping nations is calling for greater cooperation and adherence to international rules, warning that growing fragmentation threatens the stability of global maritime trade.
Ports
The Panama Canal is reducing daily transit capacity as the water levels remain under pressure, prompting some shippers to consider alternative routes around South America.
The Port Authority of New York and New Jersey is launching a $39 million voucher program to reduce the cost of zero-emission drayage and yard trucks.
International
Japan is protesting new Chinese restrictions on dichlorosilane, a key chemical used in semiconductor production, adding another point of friction to trade between the two countries.
Trucking
The bipartisan REVOKE Act is gaining support from the American Trucking Associations as lawmakers seek to crack down on chameleon carries, which evade enforcement by operating under new identities.
Rail
U.S. rail growth continues as reliable service and competitive offerings attract more volume, with intermodal shipments reaching a new July record. The growth signals continued demand for rail as a competitive freight option.
Air
Latin America is providing stability in a disruptive air cargo market, giving shippers another option for moving freight.
Technology
Driverless long-haul trucking moves closer to commercial operations, with Kodiak reporting 93% completion of its long-haul autonomy readiness measure. The company remains on track to launch driverless long-haul service by the end of 2026.
Other
Samsung Electronics America is seeking at least $186 million from CMA CGM, alleging the carrier failed to complete inland deliveries while passing additional cargo charges to the shipper.
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As always, SBA’s team is here to help. Our expert teams are ready to answer any questions you may have or give advice for managing the current logistics environment. Additionally, if you need help moving freight or gaining visibility and control over your supply chain, we’d happily discuss what SBA can do for you. Contact us!