News
Box volumes surge, but instability casts a shadow
3+ day, 19+ hour ago (702+ words) CHRW: JUST A BAD WEEKMAERSK: FAIR ESTIMATE UPDATEAMZN: MONIESFDX: MARKETING PUSH DSV: TREADING WATER FDX: TENTATIVE BARGAINING AGREEMENTDSV: LACKING MOMENTUM WTC: ROLLER COSTERXOM: WAR IMPACT UPDATEXOM: WAR IMPACTDHL: LEADING THE RACE Global container volumes in February surged well above five-year…...
STG Logistics " the deal that broke the intermodal playbook
4+ week, 19+ hour ago (92+ words) In a nutshell: The fourth-largest US domestic intermodal provider is in Chapter 11 with $1. 2 billion in debt, a lender war, and a sale toggle that just hit its deadline. What happens to 15, 000 containers and who's watching the clock? (My previous coverage…...
US importer crackdown bid could trigger shift in ecommerce logistics
1+ mon, 3+ day ago (155+ words) News US importer crackdown bid could trigger shift in ecommerce logistics'The Loadstar A new US Senate bill, aimed at tightening rules on who can act as an "importer of record", could have consequences far beyond customs compliance. It could potentially…...
Carriers warned against misuse of force majeure clauses
1+ mon, 1+ week ago (585+ words) Shippers should be alert to the potential misuse of force majeure clauses by carriers they believe may be seeking to abandon cargo or reduce service obligations during the latest Middle East disruption. James Hookham, director of the Global Shippers" Forum,…...
How UP-NS is forcing CSX and BNSF into each other's arms
1+ mon, 1+ week ago (103+ words) In a nutshell: Greg Abel's first act as Berkshire CEO was to put BNSF on notice. Steve Angel's first act as CSX CEO was to make sure shareholders would enjoy the upside. The rest is geography. When Greg Abel published…...
Cargo capacity collapses amid airspace closure and cancelled flights
1+ mon, 1+ week ago (565+ words) MAERSK: REMARKABLY DEFENSIVEAMZN: SHOPPING TIMEBASF: CHEMICALS VERTICAL WATCHKNIN: AI PUSHKNIN: EFFICIENCY DRIVEKNIN: SNEAK PEEKKNIN: TRADING UPDATE ON THE WAY PLD: WORTH PAYING ATTENTION TOMAERSK: SHOOTING UP AMZN: WAR RISKZIM: HEADLINE NARRATIVE IS FINE BUTRXO: CHOPPY SESSION WINNERS Airfreight is among…...
Winter storms expose north-east US cargo corridor fragility as United Cargo extends embargo
1+ mon, 2+ week ago (562+ words) LOW: TRADING UPDATE IN LINE HD: INVENTORY MANAGEMENT UNDER CONTROLHD: INVENTORY WATCHKNIN: NEW WINDSV: NEW PARTNERSHIPWTC: PREMIUM WTC: INVESTMENT HEDGEWTC: UP ON WEAKNESS EXPD: THE BEARS WIN EXPD: TRADING UPDATE OUTEXPD: EXPD TARGETS EXPDDHL: AHEAD OF NUMBERS HD: TRADING UPDATEFDX:…...
CH Robinson says it cracked logistics AI " not all middlemen can follow
1+ mon, 2+ week ago (92+ words) Three-quarters of C-suite executives say their AI investments have yet to deliver meaningful returns. A widely cited MIT NANDA study from mid-2025 found that 95% of enterprise AI pilots produced zero measurable value, while companies that bought domain-specific tools from specialist vendors…...
How a karaoke company wiped billions in value from US freight brokers
2+ mon, 20+ hour ago (191+ words) The market's AI panic over a micro-cap's white paper reveals real anxieties about the middleman model in logistics " but the wrong players got punished. The freight brokerage sector woke up Thursday to a bloodbath that, upon closer inspection, reads more…...
Seasonal peaks fail to lift airfreight as rates mirror past years
2+ mon, 19+ hour ago (641+ words) Airfreight markets are showing'clear signs'of subdued demand this year, with global rates unchanged on the same calendar date for the third consecutive year'despite Chinese New Year falling at markedly'different times.' Data'from'Freightos'FAX'Terminal'indicates that on this week's date, average global rates were…...