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US Logistics Sector Records Slowest Growth Since 2024 The Logistics Manager’s Index (LMI) fell to 55.7 in November 2025, down from 57.4 in the previous two months — the slowest pace of growth since June 2024. Key Highlights: • Warehousing utilization contracted for the first time in the index’s nine-year history (47.5 vs 56.5), driven by the drawdown of large inventories accumulated earlier in 2025. • Warehousing capacity increased (54.8 vs 52), while warehousing prices slowed (62.9 vs 67.7). • Inventory levels moved back into mild expansion (52.5 vs 49.5), and inventory costs eased (70.8 vs 73.2). • Transportation markets continued to strengthen: – Transportation capacity dipped (50 vs 54.5) – Utilization slowed (51.5 vs 57.3) – Transportation prices increased (64.9 vs 61.7) Overall, the data reflects a cooling warehousing segment but a continued upward trend in transportation, signaling a mixed but shifting logistics landscape going into 2026. #USeconomy# #USeconomy#

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