Supply Chain, Logistics, and Trucking News & Data

After hurricane, old railcars find new life as bridges in North Carolina

In North Carolina, old railcars are getting new life as temporary road bridges after damage wrought by Hurricane Helene.

Business

Manhattan Associates’ sudden C-suite change not what it seemed, executives say

Railroad

Wabtec’s earnings and outlook disappoint Wall Street

Customs inspectors look at the contents of a package at an airport inspection station.

Trade and Compliance

Lawmaker blames FedEx pressure, Trump bungling for de minimis U-turn

Bunches of purple flowers fill bins at a warehouse.

Air Cargo

Air cargo delivers for Valentine’s Day

Trucking

Can the US consumer survive a trade war?

Front view of two tractor-trailers on a highway

Truckload Carriers

Cass TL linehaul index up y/y for first time in 2 years

American Shipper

India plans new container line, sees maritime path to global goals

American Shipper

UPDATE: Photo of damage to US aircraft carrier in Mediterranean collision

Tracking Tariffs

Tariffs

WHAT THE TRUCK?!?

Trucking love stories; Trump’s reciprocal tariffs; Response’s $4M seed round | WHAT THE TRUCK?!?

Now on demand on WHAT THE TRUCK?!? Dooner is joined by Keivan Shahida; John Stephenson; Mark Schedler

Trade and Compliance

Trump announces plan for reciprocal tariffs on all US trading partners

Global Supply Chain

Machinists union: Tariffs on Canadian metals a ‘gut punch’ to workers

Reindustrialization

Revisiting the McKinley tariff

Shipping container stacks at the Port of Shanghai. A COVID lockdown is creating huge logistical challenges in the city.

American Shipper

Analyst: Shippers’ tariff fears could keep trans-Pacific container rates up during February ‘dip’

Technology

EXCLUSIVE: Gaia Dynamics uses AI to help shippers save on compliance, tariffs

American Shipper

Trump tariffs see retailers boosting US container imports

Market	Percent Change	*Today’s Value	Last value
NTI.USANational Truckload Index	0	$2.36	$2.35
NTIL.USANTI (Linehaul Only)	0.01	$1.79	$1.78
NTIDL.USANTI (Linehaul Daily)	0.01	$1.68	$1.67
OTRI.USAOutbound Tender Rejection Index	0	5.63	5.64
OTVI.USAOutbound Tender Volume Index	0	10287.35	10301.66

Market	Percent Change	*Today’s Value	Last value
MQFWSCTP.USASupply Chain Tech Index	0.01	$4116.4	$4064.99

Market	Percent Change	*Today’s Value	Last value
IOTI.USAInbound Ocean TEU Index	-0.02	1471.63	1502.42
IOSI.USAInbound Ocean Shipment Index	-0.02	1718.29	1757.3
FBXD.GLBL	0.01	3318	3279
FBXD.CNAW	-0.01	4700	4751

Market	Percent Change	*Today’s Value	Last value
IMOTRI.LAXIntermodal Outbound LA Tender Rejection Rate	0.02	0.64%	0.63%
IMOTRI.CHIIntermodal Outbound CHI Tender Rejection Rate	0	0%	0%

Market	Percent Change	*Today’s Value	Last value
DTS.USADiesel Truckstop Retail Aaverage	0	$3.706	$3.704
ULSDR.USAUltra-Low Sulphur Diesel Rack Price	0	$2.565	$2.564

Chart of the Week

Winter spot rate slide a seasonal pattern

Rejection rate highs are getting higher, which means there is more potential for a significant softening that may feel like a full regression to some.