Top News
- Trump administration tightens cabotage enforcement against Mexican carriers in U.S. border transportation zones
Federal crackdown pressures Mexican trucking operators and drivers on illegal cross-border activity in contested freight corridors.
New container ships entering routes disrupted by Red Sea diversions and Strait of Hormuz closure, offsetting longer transit timesJournal of Commerce analysis shows 2026 newbuilds deployed to trades most affected by geopolitical chokepoint disruptions.
- Canadian oil refinery maintenance shutdown threatens to tighten US fuel supply in northeastern states
Plant shutdown risks exacerbating gasoline and diesel supply tightness for Northeast-dependent carrier fleets.
US LTL carriers expanding terminals but remain 5% below 2022 peak door count despite network additionsSector still recovering lost capacity post-COVID despite recent terminal openings and expansions.
Indian export surge strains westbound capacity; carriers deploy extra loaders as rollovers hit 2,000-3,000 TEUs per sailingNhava Sheva and Mundra ports seeing acute vessel space shortage amid sustained export demand from India.
- Volvo cites EPA's proposed NOx limits as headwind for truck sales outlook; CEO calls timing 'very recent development'
EPA NOx proposal adds regulatory uncertainty just as OEMs navigate post-pandemic truck demand normalization.
- European Commission overhauls emissions trading system, extending CO2 compliance deadlines and boosting clean-tech investment support
Proposal allows industries longer emission timelines while directing financial support to European technology deployments.
Xeneta forecasts global air cargo rates to rise 5–15% in 2026 as Middle East conflict disrupts capacityIran war impacts cited as driver; rates expected to climb rather than fall despite seasonal patterns.
More: Air Cargo News
- Wabash opens 2027 dry van trailer order book early amid stronger-than-expected Q2 demand
Manufacturer reports customer interest outpaced internal forecasts, signaling potential capacity constraints ahead.
- JPMorgan Chase commits $24M to strengthen U.S. shipbuilding and submarine supply chain in Philadelphia
Investment part of broader push to finance domestic defense-critical maritime manufacturing capacity.
Cass: TL linehaul rates rise year-over-year in June despite softening shipment volumesCass data shows continued rate strength even as freight demand weakens, signaling potential market disconnect.
United Airlines cargo revenue rises 22.6% in Q2 to $527M on higher yields and Covid-like volumesCargo accounted for significant portion of airline's second-quarter earnings as international capacity constraints tighten.
More: FreightWaves
COSCO Shipping Bulk orders four newcastlemaxes from CSSC Qingdao Beihai; financial terms undisclosedOrder involves ICBC Financial Leasing; delivery timeline and vessel price not yet announced.
- China ends decade-long consumption tax exemption on solar and lithium-ion batteries
Move targets overcapacity in clean-energy supply chains; likely to raise component costs for EV and battery makers globally.
Experts skeptical of SBTC petition to revoke New York and California CDL certification authoritySmall Business in Transportation Coalition seeks to decertify state programs but faces significant regulatory hurdles.
- Kuehne+Nagel launches KN SwiftLOG, cloud-native agentic AI warehouse management platform for contract logistics
WMS upgrade enables real-time orchestration across distributed fulfillment networks with autonomous decision-making capabilities.
Erasmus Shipinvest orders two 1,900-teu feeder containerships from CSSC Huangpu Wenchong, with options for two moreAthens-based owner adds to orderbook amid tightening feeder capacity on regional trade lanes.
Taylor Maritime to cease operations, liquidate assets and return proceeds to shareholdersLondon-listed bulker owner exits five-year run after completing sale of remaining fleet.
Exmar sells five LPG carriers for $35M profit; midsize vessels deliver strong economicsDeal includes three midsize gas carriers with 38,200–38,500 cu m capacity built 2016–2018.
Air Cargo India operates first international export shipment from new Navi Mumbai International Airport1.79-tonne agricultural cargo (guavas, Moringa pods) marks initial commercial air freight operation at the facility.
Petronas extends Ratu Nusantara FPSO charter to 2036 offshore Indonesia; decade-long contract securedBukit Tua oilfield floating production vessel locked in for 10-year revenue extension through 2036.
DHS and DOT launch joint investigation into 75 CDL training schools suspected of fraudFMCSA identified fraudulent credential mills; enforcement part of broader interagency crackdown on cabotage violations.
More: Transport Topics
- ArcBest to shutter 10 ABF Freight service centers, eliminate 2% of workforce in consolidation move
Smaller-market terminals being folded into regional facilities as part of operational efficiency effort.
More: FreightWaves
Typhoon causes severe vessel delays at Shanghai's Yangshan port; non-Gemini services facing six-day wait timesHapag-Lloyd reports 72-hour delays for Gemini services; broader supply chain impact as peak season approaches.
- ATRI: truck operating costs hit $2.336 per mile in 2025, up 3.4% year-over-year to highest level on record
Benchmark marks steepest operating-cost increase since ATRI began tracking data a decade ago, pressuring carrier margins.
More: DC Velocity