While some gateways are expanding their intermodal access to vie for discretionary cargo destined for inland locations, others are moving full speed ahead with capacity expansions that will allow them to handle more and larger ships.
With demand conditions unlikely to improve in the short term, LTL carriers are putting more of their capacity, old and new, into reserve.
Developers expect vacancy rates to drop as shippers that had been paralyzed by US tariff uncertainty set more long-term plans in motion.
