US Logistics Growth Improves Marginally

The Logistics Manager’s Index in the US edged up to 59.3 in August 2025 from to 59.2 in July, with upward pressure coming from inventory and warehousing metrics.

Inventory Level expansion went up (+2.7 to 58.2), which in turn pushed Inventory Costs (+7.3 to 79.2) and Warehousing Prices (+3.9 to 72.2) higher while Warehousing Capacity expansion slowed (-0.6 to 50.5).

On the other hand, downward pressure came from transportation metrics.

There were notable drops in both Transportation Prices (-6.9 to 56.1) and Transportation Utilization (-4.8 to 54.7).

At the same time, available Transportation Capacity increased (+4.7 to 57.3).

While these are not necessarily seismic shifts on their own, the fact that Transportation Capacity is now expanding faster than Transportation Prices is significant as it represents a mild negative freight inversion.