Topics

Trucking

7 briefings, newest first.

  1. Freight Inflation Just Became the Macro Story

    Diesel sets an all-time record near $5.97, truckload spot rates rise across every equipment type, holiday parcel surcharges jump about 25%, and a Fed rate hike looks likely.

  2. The Constraint Moved Off the Balance Sheet and Onto the Map

    Drought throttles the Panama Canal, a typhoon strands 139 ships off Shanghai, a trucking enforcement purge tightens capacity, and a new tariff wall goes up with Canada.

  3. Section 301 Replaces Section 122 Without a Gap

    Section 122's 10% surcharge expires and new Section 301 duties take effect the same minute, while diesel jumps on Hormuz and the Union Pacific–Norfolk Southern merger clears another hurdle.

  4. A Supreme Court Ruling Upends Freight Brokerage

    The Supreme Court's 9-0 Montgomery ruling strips brokers of a key liability defense, the STB accepts the Union Pacific–Norfolk Southern application, and Beijing's trade deals stay on paper.

  5. The SCOTUS Tariff Earthquake Reshapes Trade Policy Overnight

    A 10% Section 122 surcharge replaces the struck-down tariffs, ocean rates slide for a seventh week, and Apple announces its first U.S.-built Mac.

  6. The Supreme Court Strikes Down IEEPA Tariffs — and Opens a $175B Question

    The Supreme Court strikes down IEEPA tariffs and puts $175 billion in refunds in play, Walmart's e-commerce turns profitable, and new CDL rules tighten trucking.

  7. Ocean Freight Collapse Exposes Structural Weakness

    Container rates fall 10% in a week as Lunar New Year exposes overcapacity, Micron breaks ground on a $100 billion fab, and semiconductor tariffs advance.