A LinkedIn post from Carpool Logistics highlights a strengthening U.S. auto logistics market heading into the spring selling season. The post notes shipping volume up 6% week over week and 17% above prior-year levels, with regional gains led by the South and Southeast and only a modest decline in the Northwest.
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According to the post, market activity is running about 20% above the five-year average as dealers build inventory ahead of tax refund season, supported by expectations of larger refund checks. At the same time, truck capacity is described as tight due to immigration crackdowns affecting the driver pool, carrier exits, and rising diesel prices that increase operating costs.
The company’s post cites Black Book data showing vehicle values up 0.22%, auction conversion at 66%, and retail supply down to 37 days, indicating firm pricing and relatively lean inventories. Mix data in the post points to a 13% increase in bulk dealer orders and higher enclosed transport, which may reflect elevated dealer confidence and continued demand in higher-value segments.
For investors, the post suggests a near-term environment of robust demand and constrained logistics capacity in auto transport, conditions that can support higher pricing power for well-positioned carriers and logistics platforms. If sustained, such dynamics could favor providers that can secure reliable truck capacity and manage fuel and compliance risks, potentially enhancing margins and competitive positioning in the vehicle logistics and remarketing ecosystem.