Monday Afternoon Freight Intelligence | August 3, 2026
MAFI Weekly is intended to save premium subscribers the hours of individual research that they would otherwise have to carry out each Monday; this week's focus is on a genuine Hormuz de-escalation, the August import cliff which all retailers had expected, the $5 billion wave of refunds finally arriving in bank accounts, the rail bottleneck in Baltimore which has just disappeared, and the freight equipment shortage which no one is referring to.
Published August 3, 2026 in The FreightFA Brief, FreightFA's freight market newsletter.
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