Operating conditions in the freight and logistics industry are evolving rapidly, driven by shifting market dynamics and ongoing disruptions. With the freight market's volatility, capacity constraints, and changing cost structures, leaders must adapt quickly to make informed decisions and maintain a competitive edge in an increasingly uncertain environment.

In this episode of Supply Chain Now, Scott Luton is joined by special guest host Jake Barr. Together, they talk to Bobby Holland, Vice President/Director of Freight Business Analytics at U.S. Bank, and Dr. Chris Caplice, Chief Scientist at DAT Freight & Analytics, to dive deep into the inaugural Q1 2026 U.S. Bank Freight Payment Index (Rates Edition), a comprehensive resource that provides crucial insights into freight rates, spot and contract rates, fuel prices, and more. The panel explores how supply chain leaders can leverage this data to optimize freight strategies, anticipate market shifts, and make data-driven decisions with confidence.

The discussion also highlights the importance of scenario analysis and flexibility in managing supply chain risks, emphasizing how agility can turn disruption into opportunity. The conversation wraps up with practical takeaways on building more resilient supply chains, improving forecasting accuracy, and preparing for the next phase of freight market evolution.

Jump into the conversation:

(00:00) Intro

(01:24) Introducing the Q1 2026 U.S. Bank Freight Payment Index Rates Edition

(02:52) Meet the experts Bobby and Chris

(03:26) Fun warmup: Football playoff talk

(06:05) Exploring DAT Freight and Analytics

(07:32) Understanding the US Freight Payment Index

(13:11) Spot vs. contract rates: Key insights

(16:11) National and regional freight market trends

(22:26) Agricultural impact on spot rates

(22:59) Regional driver challenges and shortages

(23:46) Treasury data and regional observations

(24:50) Actions supply chain leaders should take

(29:02) Future predictions and tariff impacts

(33:35) Manufacturing activity and automation

(41:04) Leadership takeaways from the panel

Additional Links & Resources:

1. Download the Q1 2026 U.S. Bank Freight Payment Index—Rates Edition: https://www.usbank.com/corporate-and-commercial-banking/industry-expertise/transportation/freight-payment-insights.html?ecid=OTHE_80042
2. Connect with Jake Barr: https://www.linkedin.com/in/jake-barr-3883501/
3. Connect with Bobby Holland: https://www.linkedin.com/in/bobby-holland-4a9355/
4. Learn more about U.S. Bank: