ITS Logistics December Supply Chain Report: Regional Capacity Tightens as Policy Risk and Consumer Uncertainty Shape Year-End Supply Chains
GlobeNewswire Inc.
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•By Its Logistics
ITS Logistics' December report reveals a supply chain shaped by converging pressures: winter weather tightened regional trucking capacity and pushed rates higher, while softer industrial demand and policy-driven labor uncertainty tempered growth. Port import volumes declined 5.4% month-over-month, though remain resilient. Driver licensing disputes in California and concerns about regulatory impacts on the Sikh driver population (20% of U.S. drivers) pose significant capacity risks for 2026. Consumer spending remains steady but increasingly value-conscious amid economic uncertainty.