The TRAFFIX Report: The Strategic Forecast for North American Freight with Alex Fuller
The Logistics of Logistics Podcast
Release Date: 05/19/2026
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info_outlineIn “The TRAFFIX Report: The Strategic Forecast for North American Freight” Joe Lynch and Alex Fuller, Sr. Director of Revenue Management & Solutions at TRAFFIX, discuss the end of the freight recession and how rising rates, nearshoring, and market volatility are reshaping North American supply chains.
About Alex Fuller
Alex Fuller, Sr. Director of Revenue Management & Solutions at TRAFFIX, focuses on understanding market trends and helping customers grow through customized supply chain solutions, technology, and AI integration. Passionate about supply chains and business growth, Alex earned his undergraduate degree in Supply Chain Management from BYU before beginning his career with a CPG company managing imports from China and distribution across the United States. He later completed his MBA at the University of Virginia and went on to build extensive industry experience with UPS and UPS Supply Chain Solutions prior to joining TRAFFIX. Outside of work, Alex is a former professional triathlete and recently completed the Boston Marathon, reflecting the same discipline and endurance he brings to his professional career.
About TRAFFIX
TRAFFIX is a leading North American 3PL that has been delivering customized supply chain solutions since 1979. With a customer-first approach, TRAFFIX partners with shippers to create flexible, scalable logistics strategies tailored to their unique business needs. The company offers a full suite of services, including truckload, flatbed, intermodal, drayage, expedited, LTL, managed transportation, and specialized government solutions. Backed by experienced logistics experts, TRAFFIX provides real-time visibility, optimized freight management, and agile solutions that help customers adapt to changing market demands. With U.S. headquarters in Chicago, IL, TRAFFIX employs more than 840 logistics professionals across the United States, Canada, and Mexico, helping businesses improve supply chain performance through customized supply chain optimization.
Key Takeaways: The TRAFFIX Report: The Strategic Forecast for North American Freight
- In “The TRAFFIX Report: The Strategic Forecast for North American Freight” Joe Lynch and Alex Fuller, Sr. Director of Revenue Management & Solutions at TRAFFIX, discuss the end of the freight recession and how rising rates, nearshoring, and market volatility are reshaping North American supply chains.
- The 2026 Market Inflection: Following a brutal, multi-year freight recession post-COVID, the North American freight market has officially turned. As of mid-2026, contract rates have climbed 10% year-over-year, while spot rates have exploded by 40%.
- The Tariff & Pull-Ahead Wrench: Volatility in 2025 trade policies forced shippers to radically alter inventory strategies. Many pulled massive volumes ahead to beat tariffs, briefly spiking intermodal demand, before aggressively pivoting back to lean, just-in-time supply chains.
- Fuel Cracking the Budget Dam: Skyrocketing diesel rates in early 2026 acted as a major catalyst for rate hikes. Unlike previous years where carriers absorbed fuel spikes, tight capacity means these costs are hitting shippers directly, forcing corporate CFOs to expand logistics budgets.
- The Nearshoring Reality: Shorter, responsive supply chains are replacing long-distance sourcing. A massive wave of nearshoring to Mexico is underway, trading complex ocean freight for direct, highly automated cross-border trucking networks.
- Immediate Capacity Threats (Q2 2026): Roadside inspection events like DOT Week, combined with driver pullbacks over Memorial Day weekend, are actively squeezing summer capacity. Spot rates are projected to remain highly elevated for the next 9 to 12 months as a result of these seasonal disruptions.
- The Death of the Annual RFQ: High market volatility means annual freight bids are breaking down. Savvy shippers are shifting to agile 3-month and 6-month mini-bids, allowing 3PLs to price lanes accurately without adding heavy risk premiums to the rates.
- TRAFFIX Corporate Profile: Established in 1979, TRAFFIX is a premier North American 3PL operating across the US, Canada, and Mexico. As an asset-light partner, they leverage mid-market agility, cross-border expertise, and on-demand warehousing to protect shipper capacity in volatile cycles.
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