Falling Heavy Truck Sales
- The three-month rolling average of heavy truck sales in the U.S. fell to approximately 363,000 for November 2025. This is the lowest level for this metric since it was 343,000 in July 2020.
Dow Jones Transport Closes at Highest Level in a Year
- The Dow Jones Transportation Average, which includes 20 U.S. transportation stocks such as Fedex, JB Hunt, and United Airlines, closed at 17,139 on 12/8/2025. This was the highest close for the index since it closed at 17,167 on 12/4/2024.
Global Container Rates
- The composite rate per 40-foot container was $1,927 on 11/20/2025, which is up $75 from 11/20/2025. Global container rates were mixed over the past two weeks. The largest increase was from Shanghai to Genoa which increased $329 to $2,648. The second-largest increase was from Shanghai to Los Angeles, which increased $84 to $2,256.
Suez Canal Crossings
- The chart below outlines the 7-day rolling total of container ships, tankers, and bulk carriers traveling South to North through the Suez Canal.
- The total number of crossings on 12/8/2025 was 107 (compared to 73 on 12/9/2024 and 215 on 12/8/2023).
Panama Canal Crossings
- The chart below outlines the 7-day rolling total of container ships, tankers, and bulk carriers traveling South to North through the Panama Canal.
- The total number of crossings on 12/8/2025 was 95 (compared to 78 on 12/8/2024).
Global Supply Chain Pressure Index
- The Federal Reserve Bank of New York’s Global Supply Chain Pressure Index (GSCPI) decreased from –0.06 in October 2025 to -0.16 for November 2025.
Most-Watched Supply Chain Metrics
- The chart below is a breakdown of supply chain metrics for November 2025.
- The aggregate index of most-watched supply chain metrics (the black line in the chart below) was 0.41, with zero meaning the supply chain is acting normally.
U.S. Trucking Rates
- The Internet Trucks Spot Average Equipment rate was $2.36 per mile as of 12/5/2025.
- Trucking rates on a geographical basis increased over the past two weeks. The largest increase was in the Midwest region which increased $0.17 to $2.61 per mile. The second-largest increase was in the Southeast region which increased $0.06 to $2.35 per mile.
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