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Neil Sethi (@neilksethi)

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April 6, 2026 at 03:45 PM JST•The archive page, viewer, and downloads use this saved version.

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Neil Sethi@neilksethiPosted: April 4, 2026 at 10:00 PM JSTID: 2040414087587278937

BoA: Underlying demand for freight remains solid despite fears of demand destruction post the Feb 28 start of the Iran/US war (from elevated fuel rates), and given continued supply removal. This week, our proprietary bi-weekly BofA Truckload Demand Indicator for shippers' 0- to https://t.co/BYpwYK0HXt

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This page presents Bank of America's analysis indicating that underlying demand for freight remains solid despite fears of demand destruction following the February 28 start of the Iran/US war, driven by elevated fuel rates. Despite continued supply removal, BofA's proprietary bi-weekly Truckload Demand Indicator for shippers continues to provide data.

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