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TRUCKING

 

Class 8 Orders Plummet 47% in Seasonally Unusual November

Transport Topics Connor D. Wolf  December 11, 2025

“Despite last month’s announcement ... [on proceeding with] EPA ’27 [emissions rules] adding much-needed clarity for the market, the obvious bottleneck to stronger order activity is lack of carrier profitability,” ACT Research analyst Carter Vieth said. “Spot rates continue to tread along the bottom, and while supply is coming out of the market, demand in key freight sectors is lagging.”

Related: ACT Research Uncertainty and Headwinds Weigh Heavily on 2026 Forecast

 

Appeals Court Pauses Challenge to FMCSA CDL Rule

Transport Topics Noël Fletcher December 11, 2025

A federal court has agreed to delay action on a pending challenge to a Federal Motor Carrier Safety Administration interim rule that tightened restrictions on issuance of non-domiciled commercial driver licenses and permits.

Related: Heavy Duty Trucking Non-Domiciled CDL Restrictions Paused

 

 

SHIPPERS / 3PLs

 

Strange bedfellows as states say brokers not protected under ‘safety exception’

Freight Waves John Kingston December 11, 2025

It isn’t often you find Texas Attorney General Ken Paxton and New York Attorney General Letitia James on the same side of an issue.

But that pairing and numerous others that cross the political divide among the attorneys general of red and blue states and the District of Columbia can be found over the issue of broker liability.

 

Costco tops Wall Street’s sales and revenue expectations

CNBC Melissa Repko December 11, 2025

Costco on Thursday surpassed Wall Street’s quarterly expectations and posted year-over-year sales growth of 8.2% as the retailer attracted more digital sales and opened new locations.

 

Jason Buechel, the man who’s tasked with energizing Amazon’s grocery business

Modern Retail Allison Smith December 12, 2025

For Amazon, grocery is a massive opportunity: Americans spend hundreds of billions on food each year. And yet, even though grocery is consistently the largest retail category, it remains a holdout in the age of online shopping. Groceries are a roughly $1.61 trillion dollar business in the U.S., but the vast majority of those purchases happen in stores, per eMarketer. Less than 14% of U.S. grocery sales happened online in 2024.

 

Amazon to reportedly pilot fast in-store pickup

Chain Store Age December 11, 2025

Amazon’s brick-and-mortar store banners include the Amazon Fresh and Whole Foods Market  grocery brands, as well as the Amazon Go convenience chain. Business Insider based its reporting on an internal Amazon document which also said the company’s senior VPs are tracking the effort.

 

 

INDUSTRY

 

Union Pacific sets date for historic rail merger filing

Freight Waves Stuart Chirls December 11, 2025

Document covering Norfolk Southern acquisition expected to run to 4,000 pages

Rail freight stakeholders can mark up their merger calendars.

Union Pacific and Norfolk Southern plan to file their formal merger application with federal regulators on Dec. 19.

 

CargoWise’s pricing model change could mark final milestone in market ascent

Journal of Commerce Eric Johnson December 11, 2025 $Subscription Based

The number of complaints from forwarders about last week’s pricing model change by software provider WiseTech Global is an indication that the company’s flagship product has reached a level of market penetration that many technology companies can only dream of.

 

U.S. rail carload and intermodal volumes are mixed in November

Logistics Management Jeff Berman December 11, 2025

On the intermodal side, November shipments fell 6.5% annually, with total volume through November, at 13.0 million containers and trailers posting a 1.9%, or nearly 247,000 units, annual decrease. The report attributed the annual decline to port activity slowing down after a retail inventory buildup earlier in the year, adding that consumer caution appears to be increasing.

 

MIT SCALE Webinar City Logistics: Innovating the last mile

MIT Webinar December 15, 2025 at 8 AM ET

This SCALE webinar will bring together leading researchers and practitioners to showcase initiatives in city logistics, focusing on digital solutions like digital twins and physical solutions such as microhubs, smart loading zones, and parking management using sensors and extended reality (XR) applications for cargo bike operations.

 

 

TECHNOLOGY

 

How Augment’s AI Engine Helps Supply Chains (Podcast 45m/Transcript Available)

Bloomberg Talking Transports Lee Klaskow December 9, 2025

In this episode of the Talking Transports podcast, Augment CEO and co-founder Harish Abbott joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss how AI is reshaping the freight industry. Abbott outlines how Augie, Augment’s AI teammate, automates end-to-end brokerage workflows — from order to cash — while improving service levels and reducing costs. He also reflects on the challenges of scaling AI talent, the importance of change management, and how his early career at Amazon sparked his passion for fixing logistics’ inefficiencies.

 

When Supply Chains Become Autonomous

HBR Carol Long et al. December 11, 2025 $Subscription Based

A testbed built around one of management education’s most enduring simulations, the MIT Beer Distribution Game, has shown that the latest generation of generative AI models can now autonomously manage supply chains. Systems using advanced reasoning models like GPT-5 and Llama 4 adapted to changing conditions, minimized costs, and overcame the bullwhip effect. But managers should be aware that success depends on model selection, guardrails, curated data sharing, and prompt design. Such autonomous AI agents will allow human managers to focus on higher-value functions

 

GPT-5.2 first impressions: a powerful update, especially for business tasks and workflows

Venture Beat Carl Franzen December 11, 2025

OpenAI has officially released GPT-5.2, and the reactions from early testers — among whom OpenAI seeded the model several days prior to public release, in some cases weeks ago — paints a two toned picture: it is a monumental leap forward for deep, autonomous reasoning and coding, yet potentially an underwhelming "incremental" update for casual conversationalists.

Link: OpenAI Introducing GPT-5.2

Related: Microsoft Blog GPT-5.2 in Microsoft 365 Copilot

 

Google is building an experimental new browser and a new kind of web app

The Verge David Pierce December 11, 2025

The Chrome team at Google recently built a new browser. It takes a query or prompt, opens a bunch of related tabs for you, and then builds you a custom app for whatever you’re trying to do. Ask it for travel tips and it’ll build you a planner app; ask it for study help and it’ll build you a flashcard system. It’s Googling meets vibe coding.

 

SUSTAINABILITY / SAFETY / SECURITY

 

Optimus Technologies, Mitsui & Co. partner under new MOU to accelerate biodiesel distribution

Clean Trucking Jay Traugott December 11, 2025

Optimus builds a bolt-on fuel system that upgrades a heavy-duty diesel engine to run on 100% biodiesel. Installing the system does not void OEM warranties, CEO Colin Huwyler previously told Clean Trucking.  

Earlier this week, the Pittsburgh, Pa.-based company announced the signing of a Memorandum of Understanding (MOU) with Mitsui & Co., Ltd., a trading and investment company from Tokyo.

 

 

 

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