Tech companies have pledged to invest more than $1 trillion in the U.S. in recent months.

More than $1B has been invested in recent months in U.S. electrical power equipment manufacturing capacity.

Industrial production has grown 1.5% since the summer of 2007.

Utility power production during cold weather was behind the growth in industrial production in January.

Union Pacific might be running the smoothest rail network.

Can protectionism work again?

China’s share of U.S. manufactured goods imports is falling, while Vietnam’s and Mexico’s are rising.

Truckload shipments spike into New Orleans ahead of Sunday’s showdown between the Chiefs and Eagles.

Border security is just as important to Trump as trade imbalances.

President Trump wants to resurrect American shipbuilding. What’s at stake?

How bad can it get for cross-border?

Norfolk Southern COO John Orr has the railroad running tighter and faster.

Why America will build out more nuclear power plants.

Chicago and Dallas tender rejections still exceed 7%.

Container volumes have not slowed in January, blowing out year-over-year comps.

Will the U.S. be able to produce 100,000 artillery shells every month?

Oil prices are expected to gradually soften on loose supply.

The cost of energy is driving productive capital out of Germany.

Bond yields are falling and GDP growth is weakening in China as exporters cut prices.

Severe winter weather and strong restaurant performance are keeping reefer hot.

We dive into data upstream of industrial production.

Eastbound trans-Pacific container spot rates just broke $5,900 — here’s why.

Susquehanna has upgraded JBHT, KNX, CHRW and HUBG to “Positive.”

The computational demands of AI systems are orders of magnitude greater than traditional software.

Spending exceeded expectations, sending tender rejections higher than they’ve been in years.

Intermodal volumes are robust, even past peak retail season. What does it mean for 2025?

Tens of billions of dollars worth of semiconductor foundries are being constructed in the U.S.

GLP-1 inhibitors are the fastest-growing class of prescription drugs in America, and big pharma is scaling production.

SONAR data will power Transfix’s predictive rating models for freight brokers.

Diving into 19th century railroad finance and how industrialization spread.

CEO Blake Scholl says he’s learned from the Concorde’s mistakes.

Intermediaries and incumbents roared back in the FreightTech 25 rankings during a protracted soft market for freight.

Hydraulic fracturing and horizontal drilling made America a net exporter of petroleum.

A new approach to trade could help fuel reindustrialization.

Fast, accurate freight market data is critical in periods of volatility.

MyCarrier asked a Delaware judge to stop project44 from cutting off visibility data to MyCarrier.

We solved the mystery of carrier resilience during the long downcycle.

The bleak first quarter of 2024 looks much like 2023 for freight brokerages.

A key ocean container spot rate benchmark dropped nearly 18% this week.

Will shippers pull forward freight to avoid East Coast port labor disputes?

ZPMC’s cranes appear to be part of a global digital surveillance effort on the part of the Chinese.

Intermodal at Savannah posted its strongest February ever.

Spot rates are back above breakeven and Zim’s costs are falling.

Expeditors makes less money than it did five years ago.

How do you spend $41 billion without buying more ships?

Lower inventories in the U.S. are pulling freight into the country.

Venture capitalists have plenty of dry powder but they’re being choosier.

Edge continues to win new business on the back of a regional carrier strategy.

Prospective acquirers are looking at Convoy’s platform and engineering and product teams.

The incumbent TMS provider is unifying its carrier and shipper platforms to generate network effects.

Convoy and OTR Solutions have issued a joint statement saying that the situation has been resolved.

Investors are looking for revenue quality and efficient growth.

The freight market downturn has made profitability elusive.

Large carriers finally started shedding capacity this summer.

Surge is the largest broker to restructure in recent memory.

LTL contract rates and tender rejections in select markets will tell us if transportation networks can handle a sudden Yellow exit.

Neither DAT nor Convoy would be able to refile lawsuits against each other that they have agreed to drop.

Kroger management reaffirmed the “low end” of 1-2% identical sales growth guidance.

CPG companies are trying to lock in low freight rates in a cyclical trough.

DAT’s breach-of-contract claim against Convoy will also proceed.

Food price inflation is outstripping Albertsons’ sales growth. It’s another challenge for the grocer that’s looking to merge with Kroger.

Walmart doubles down on omnichannel.

Consumers are buying food instead of “stuff.”

¿Puede la tecnología sanear el mercado al contado?

Newtrul has built a marketplace focused on integrity, compliance and credibility.

La producción sigue por debajo de los niveles anteriores a la pandemia

The automotive industry may stay leaner longer.

Expected layoffs at Coyote are part of a restructuring implemented by parent company UPS.

Alrededor de 200 empleados serán despedidos, dicen personas familiarizadas con el asunto

The 3PL’s first-quarter update is bearish on truckload rates.

Rail and truck TMS plans to add ocean and barge.

OneRail plans to scale sales, marketing and data science.

New bookings data suggests volume softness is here to stay.

Gmail accounts allegedly connected to FourKites made accusations of accounting fraud and organized crime to project44 board members and executives.

Arrive is building more intelligent technology, reaching new markets and getting creative to win freight.

Freight brokerages see more frequent bid events as opportunities to take market share.

El pilar de la fabricación y el consumo estadounidenses se tambalea

Trans-Pacific trade is the foundation of American retail and industry. But souring U.S.-China relations threaten that.

Most of the commentary from management teams is pessimistic about the macroeconomy.

¿Es demasiado pronto para saber cómo podría ser el próximo ciclo alcista?

Contract rates still face downward pressure, especially for live/live loads.

The outlook for truckload demand is flat to down and more capacity continues to enter the market, according to Uber Freight senior economist Mazen Danaf.

La capacidad seguirá disminuyendo a medida que la producción de los fabricantes de camiones se recupera

CEO Doug Waggoner says Echo Global Logistics’ growth will exceed its plan for both gross revenue and profitability as the company continues to look for acquisitions.

A majority of Arrive’s shipments are being automated at multiple touch points.

Less than 6% of all truckload shipments in the U.S. are currently being rejected.

La ralentización de la eurozona puede hacer bajar aún más las tarifas de los contenedores marítimos

A slowing eurozone may pull ocean container rates down further.

The West Coast ocean container volume drop is here and will continue for months to come.

La startup tiene un enfoque único de distribución y monetización

The startup will hit an $11 million annual run rate in September.

Robinson’s global forwarding network, years in the making, is having its moment in the sun.

El aumento de los fletes en todos los modos ayuda a los 3PL a destrozar las expectativas de beneficios

Focusing on growing Emerge’s capacity, Ramsdell wants to offer Fortune 500 drop-drop freight to small and midsize carriers.

A new power-only brokerage offering drop trailer solutions to customers has emerged: FreightVana x, where the x stands for “collaboration.”

FreightVana dice que tener “piel en el juego” distingue a la
empresa

The current roster of FreightTech unicorns is made up of established companies run by veterans and backed by smart money.

El crecimiento de las ganancias provino de Global Forwarding

Despite strong revenue growth, freight broker productivity fell sharply.

Supply chain tech is increasingly driven by late-stage venture capital activity.