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TRUCKING

 

Trucking market recovery will be driven by 'necessary evil,' ATA's economist says

CCJ Jason Cannon October 27, 2025

The signs of a freight recovery that appeared early this year are gone, replaced by a tough market where recovery will have to come from a supply-side correction, American Trucking Associations' Chief Economist Bob Costello said Monday at ATA's 2025 Management Conference & Exhibition in San Diego.

 

State of Freight takeaways: some signs are pointing higher

Freight Waves John Kingston October 27, 2025

With the October State of Freight webinar being done in person before an audience here at the FreightWaves Festival of Freight (F3), it had the odd juxtaposition of being a mostly bullish presentation in a sea of freight executives who are otherwise suffering through the tail end of a third year of a freight recession that started sometime in the spring of 2022.

 

DAT data shows early holiday momentum with rising spot rates and falling diesel prices

Logistics Management Jeff Berman October 27, 2025

And he added that the average linehaul van rate on DAT’s top 50 lanes by load volume came in at $2.00 per mile, coming in flat for the second straight week. He explained that in the key 13 Midwest states—that collectively account for 46% of national load volume and sometimes serve as a signal of future national trends, there was a $0.02-cent increase, to $1.95 per mile, topping the national seven-day rolling average by $0.23.

 

Shrinking capacity pushing up US reefer truck rates

Journal of Commerce William B. Cassidy October 27, 2025 $Subscription Based

An emerging supply-demand imbalance in refrigerated (reefer) trucking is pushing more freight to the spot market and increasing upward pressure on short-term rates as the peak trucking season begins.

 

ATA: Driver shortage about quality, not quantity

CCJ Jason Cannon October 27, 2025

"What we have in the United States is a quality problem around drivers, much more so than an absolute number," he said during his economic update at ATA's 2025 Management Conference & Exhibition in San Diego on Monday. "It's the quality of the labor. Drug and alcohol testing. Accidents. That is what an ATA is talking about when we talk about this issue."

 

ATA’s Spear Hails Rollback of EV Mandates, Other Trucking Wins

Transport Topics Seth Clevenger October 27, 2025

From clawing back zero-emission truck mandates to advancing the fight against lawsuit abuse and pushing to improve safety on the nation’s highways, ATA has achieved significant regulatory wins and generated momentum on several key industry priorities, Spear said during the Oct. 27 speech, delivered at ATA’s 2025 Management Conference & Exhibition.

Related: Heavy Duty Trucking ATA's Spear Celebrates Lobbying Wins for Trucking

 

Non-Domiciled CDL Emergency Rule could cause capacity crunch

Freight Waves Craig Fuller October 28, 2025

The proliferation of non-domiciled CDLs has coincided with a dramatic increase in trucking capacity across the United States. Since the FMCSA permitted foreigners to obtain non-domiciled CDLs in March 2019, the industry has added more than 310,000 trucks to American roads.

 

USPS tried to ban immigrant truck drivers — it went horribly

Freight Waves Craig Fuller October 27, 2025

A few weeks ago, the U.S. Postal Service (USPS) implemented a policy banning the loading of contractors using drivers with non-domiciled CDLs, aligning with evolving federal guidelines on immigration and transportation. Facilities were instructed not to load trailers hauled by such drivers as part of efforts to improve safety across a network of asset carriers and brokers handling local, regional, and cross-country work.

  

XPO to record $35M cost over inherited legal issue

Trucking Dive David Taube October 27, 2025

“The matter relates to environmental and product liability claims involving truck and part manufacturing plants of a subsidiary company of Con-way that Con-way sold to a third party in 1981, long before XPO acquired Con-way in 2015,” XPO said in its filing.

Link: XPO SEC Form 8-K

 

 

SHIPPERS / 3PLs

 

C.H. Robinson launches Agentic Supply Chain, ushering in a new era of AI-driven logistics intelligence

Logistics Management Jeff Berman October 27, 2025

CHR added that its Agentic Supply Chain spans beyond automation, calling it the most advanced form of AI in logistics, in that it understands context, makes decisions in real time, and self-optimizes global supply chains at scale.

 

Half of shoppers plan to use BNPL this holiday season

Retail Dive Tatiana Walk-Morris October 27, 2025

Half of holiday shoppers plan to use buy now, pay later services to cover their expenses this holiday season, according to PayPal’s 2025 Holiday Shopping Survey of 1,000 U.S. adults. The respondents cited budget control and affordability as the top reasons for using the payment tool.

 

Modest output growth continues in the Texas manufacturing sector

Federal Reserve Bank of Dallas October 27, 2025

Texas factory activity continued to expand in October, according to business executives responding to the Texas Manufacturing Outlook Survey. The production index, a key measure of state manufacturing conditions, was unchanged at 5.2, indicating below-average output growth for the second consecutive month.

 

 

INDUSTRY

 

Industrial vacancy rate holds at 6.6% in Q3 amid drop in construction starts and strong 3PL leasing activity, CBRE says

Logistics Management Jeff Berman October 28, 2025

From an industrial demand leasing perspective, CBRE found that e-commerce again made strong inroads, with the e-commerce share of total non-auto sales rising for the third straight quarter to 23.5%, up 2.4% from the second quarter. It also noted that even though e-commerce sales growth has seen moderation since the pandemic, it still serves as a key driver of warehouse demand, with retailers and 3PLs “prioritizing facilities that are closer to major population hubs.” 

Link: CBRE Industrial Vacancy Stabilizes Amid Robust Leasing, Build-to-Suit Activity

 

 

TECHNOLOGY

 

Vigilance Key for Fleets as Cybersecurity Threats Evolve

Transport Topics Joe Howard October 27, 2025

Joe Russo, vice president of IT and security at Isaac Instruments, said, “It has to be part of the culture. You need to make your vendors accountable.”

 

SUSTAINABILITY / SAFETY / SECURITY

 

WattEV's solid-state transformer promises to boost Megawatt truck charging

Clean Trucking Jay Traugott October 27, 2025

In general, the SST offers significant advantages for the EV industry by simplifying charging infrastructure. It accelerates site development and lowers both installation and maintenance costs by integrating multiple pieces of equipment into one system, thereby reducing the need for extensive civil and electrical work.

 

LNG increasingly alternative fuel of choice for container lines

Journal of Commerce Peter Tirschwell October 27, 2025 $Subscription Based

With the global shipping decarbonization agenda brought to an abrupt halt at the International Maritime Organization (IMO) in mid-October, an emerging reality is taking hold: LNG is becoming the go-to alternative fuel of choice for container lines.

 

AI Only In-Cab Monitoring Needs a Hand From Humans

Transport Topics Keiron Greenhalgh October 27, 2025

AI-centric video-based safety systems use algorithms to decide whether something is risky. When a moment is identified as risky, the video is clipped and sent to the cloud. That is then made available to a carrier’s safety team.

 

 

BUSINESS AND THE ECONOMY

 

Amazon to Lay Off 30,000 as Cost Pressures Mount

Transport Topics/Bloomberg News October 27, 2025

Amazon.com Inc. plans to cut corporate jobs in several key departments, including logistics, payments, video games and the cloud-computing unit, according to people familiar with the matter.

Cuts on that scale would be the largest since rolling reductions in late 2022 and early 2023 that ultimately totaled more than 27,000 corporate employees, as CEO Andy Jassy looked to cut costs after expanding rapidly during the pandemic.

Related: The Wall Street Journal Amazon to Lay Off Up to 30,000 Corporate Workers

 

Amazon to announce largest layoffs in company history, source says

CNBC Annie Palmer October 27, 2025

Amazon is the nation’s second-largest private employer, with more than 1.54 million staffers globally as of the end of the second quarter. That figure is primarily made up of its warehouse workforce. It has roughly 350,000 corporate employees.

 

 

 

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