Are COVID-era extremes returning?

Are COVID-era extremes returning?

From Freightonomics by FreightWaves

April 9, 2026 · 46 min

About this episode

Zach Strickland and Dr. Zac Rogers discuss the current logistics environment compared to COVID-era peaks, focusing on capacity, pricing, and supply chain resilience.

On this episode of Freightonomics, Zach Strickland breaks down the latest macro indicators before bringing on Dr. Zac Rogers to unpack the Logistics Managers' Index (LMI) data for March. They compare today's logistics environment to the COVID-era peaks of March 2022, diving deep into the widening gap between transportation capacity and pricing. Zach also looks at the recent spikes in diesel and oil prices amid the ongoing conflict with Iran, and Dr. Rogers explains why global supply chains and ocean rates are proving much more resilient to these shocks than they were four years ago. Plus, a look at how historically lean inventories might be forcing the market to rethink its "Just-In-Time" strategies. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Host: Zach Strickland

Guest: Dr. Zac Rogers

Topics covered

  • COVID-era logistics
  • transportation capacity
  • pricing
  • diesel prices
  • global supply chains
  • Just-In-Time strategies

Keywords

  • Logistics Managers' Index
  • transportation capacity
  • diesel prices
  • global supply chains
  • Just-In-Time
  • COVID-era
  • oil prices

Mentioned in this episode

Organizations: Freightonomics, Logistics Managers' Index

Places: Iran

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