Gain actionable insights with Intrepid’s Supply Chain & Logistics Market Update for April 2025. This report explores the latest industry dynamics, from trade disruptions and M&A trends to freight demand shifts and economic indicators.
Key Highlights:
- Macro Shocks: Trade wars, labor tensions, and Red Sea disruptions continue to strain supply chains, fueling inflation risks.
- M&A Activity: Pent-up demand persists, but valuation gaps and market volatility keep deals in a "wait-and-see" phase.
- Freight Markets: Capacity adjustments and mixed rate trends signal gradual recovery, with spot rates showing early resilience.
- Consumer Economy: Strong retail sales clash with consumer anxiety, while manufacturing investments lag freight demand.
Featured Data:
- Industrial production rose 1.5% YoY, but housing starts declined 2.9%.
- LTL pricing surged 25.3%, while truckload rates remained flat.
- Trade uncertainty now tops concerns for 68.7% of large manufacturers.
Expert Perspective:
"The fate of 2025’s trucking recovery hinges on tariff policies. What’s proposed now isn’t working."
— Jason Miller, Professor, Michigan State University
Why It Matters:
With AI-driven logistics and Mobility-as-a-Service reshaping the sector, this update equips you to navigate evolving challenges and opportunities.
Download the full report here for in-depth analysis and strategic takeaways.
