C.H. Robinson just raised its 2026 spot rate forecast again, now calling for +10% to +12% growth in dry van and +8% to +11% in reefer.
Why it matters:
- Winter storms broke the usual slow season, keeping rates firmer than expected
- The market bottom is now projected higher (~$1.72/mile vs $1.65)
- Carrier exits are accelerating, tightening capacity faster than expected
The bigger picture:
This isn’t a spike. It’s a structural shift back toward a tighter market heading into peak season.
Translation:
The window to lock in cheap capacity is closing.