Updated
Updated · FreightWaves · Aug 14
SONAR Launches 2,000-Lane Intermodal API as 34% Rail Discount Draws Freight From Trucks
Updated
Updated · FreightWaves · Aug 14

SONAR Launches 2,000-Lane Intermodal API as 34% Rail Discount Draws Freight From Trucks

1 articles · Updated · FreightWaves · Aug 14

Summary

  • SONAR this week rolled out an intermodal API covering rates on more than 2,000 lanes, aiming to meet rising shipper demand for mode-conversion data.
  • A 34% door-to-door discount versus truckload contracts is driving that interest: truckload contract rates have climbed 7.5% in three months, while intermodal rates rose just 0.6%.
  • That pricing gap is helping rail gain share even as some see truckload softening, with the national tender rejection index still near 13.5%—above every reading recorded in 2024.
  • Spot truckload rates at $3.34 per mile are 21% above a year ago, and SONAR says the recent dip looks seasonal after a July 4 peak rather than a structural downturn.
  • SONAR expects volumes to firm again in late August and tighten further from mid-October into early November as retailers build inventory ahead of Black Friday.

Insights

With truckload rates surging, will the massive shift to intermodal rail trigger an unexpected supply chain bottleneck before Black Friday?
Could the widening cost gap between truck and rail permanently rewrite the rules of American logistics as peak season approaches?
As shippers rush to frontload freight, is this market strength a true recovery or a temporary illusion masking deeper structural issues?