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TRUCKING

 

Christmas comes early for trucking

Freight Waves Zach Strickland December 13, 2025

The SONAR Truckload Rejection Index (STRI), released only a few weeks ago, has already surpassed last year’s peak Christmas reading of just under 9.5%. Values above roughly 7-8% generally signal an inflationary truckload market in which capacity is insufficient.

 

State of freight 'sluggish,' even amid spot spikes, capacity hits with ELP/CDL focus

Overdrive Todd Dills December 12, 2025

Yet Avery Vise, FTR Transportation Intelligence's Vice President of Trucking, speaking in a Thursday edition of the company's State of Freight online seminar series, cautioned against reading too much into the recent gains. It's pretty typical for the post-Thanksgiving period for both segments, he said, and historically, the current week "is one where we see rates drop for both dry van and refrigerated" after running up.

 

Feds call out New York as ‘worst offender’ of illegal CDLs

Freight Waves John Gallagher December 12, 2025

The audit, conducted by the Federal Motor Carrier Safety Administration, revealed that 53% of more than 32,000 nondomiciled CDLs – close to 17,000 licenses – issued by the state failed to comply with federal law.

Related: Transport Topics New York May Lose $73M in Federal Funds Over Immigrant CDLs

 

 

SHIPPERS / 3PLs

 

E-commerce hasn’t killed the Black Friday mall experience quite yet

Modern Retail Mitchell Parton December 15, 2025

Foot traffic data platform Placer.ai found that Black Friday traffic was up 3.1% in indoor malls, 1.7% at open-air malls and 0.2% at outlet malls. However, for the entire week, the company found that indoor mall traffic was down 0.2%, open-air malls were down 1.4% and indoor malls were down 3.1%.

 

 

INDUSTRY

 

ASCM’s Top 10 Supply Chain Trends reveal a year of intelligent transformation

Supply Chain Management Review Brian Straight December 11, 2025

ASCM’s 2026 report offers leaders a clear blueprint: those who lean into digitization, diversify supply networks, secure their data, and invest in talent will be the ones who thrive in a year defined by complexity.

 

U.S.-bound imports see November declines, reports S&P Global Market Intelligence

Logistics Management Jeff Berman December 12, 2025

In an interview with LM, S&P Global Market Intelligence Research Director Chris Rogers said that November came in with better import numbers than anticipated in the aggregate.

“We were expecting to probably be down closer to 6% or 7%, rather than around 3%,” he said. rather down 3%,” he said. “From a seasonality perspective, part of that is it has tracked atypically versus previous years.

 

Demand, capacity “don’t stack up” on U.S. container trades

Freight Waves Stuart Chirls December 12, 2025

Rates are down month-on-month by approximately 22%, or $511 per FEU, from Nov. 11, “underlining how much pricing power carriers have given up over this period.”

 

Inland rail connectivity key to Port of Long Beach growth: new CEO

Journal of Commerce Bill Mongelluzzo December 12, 2025 $Subscription Based

Expanding the Port of Long Beach’s intermodal infrastructure and expediting the handoff of containers from marine terminals to trains will help the port expand its share of the discretionary cargo up for grabs among both West and East coast ports, Long Beach’s incoming CEO says.

 

 

TECHNOLOGY

 

Putting AI to Work in Trucking

Transport Topics Mindy Long December 12, 2025

Dylan Dameron, vice president of operations at third-party logistics firm Axle Logistics, breaks these latest technology advances into two primary buckets.

“There’s automation, and then there is AI,” he said, explaining that simple automation uses binary “if this happens, do this” logic, while AI can detect patterns, interpret text or generate responses. “There’s a million use cases between those two ends of the spectrum.”

 

AI Rollouts Depend on People as Much as Technology

Transport Topics Mindy Long December 12, 2025

“Change management is the foundation of any successful technology rollout,” said Matt Godfrey, president of ABF Freight.

The less-than-truckload carrier involves teams early, creates feedback loops and ties every initiative to specific business goals.

 

AI Can Make Decisions Better Than People Do. So Why Don’t We Trust It?

The Wall Street Journal Christopher Mims December 12, 2025 $Subscription Based

If you happen to be on a Texas highway sometime this summer, and see a 50,000-pound semi truck barreling along with nobody behind the wheel, just remember: A self-driving truck is less likely to kill someone than one driven by a human.

At least that’s what Chris Urmson, chief executive of autonomous-vehicle software maker Aurora Innovation, insists.

 

SUSTAINABILITY / SAFETY / SECURITY

 

How the US freight rail industry got dirtier than coal power plants

Reuters Tim McLaughlin December 14, 2025

U.S. railroads together produced about 485,000 tons of nitrogen oxide in 2024, compared to 452,000 tons emitted by U.S. coal-fired power plants, according to a Reuters calculation of reported annual fuel consumption multiplied by the EPA’s 2023 weighted-average emission rates.

 

This Highway Charges Electric Trucks While They’re Driving

Supply Chain 24/7 December 12, 2025

“Transferring power through a magnetic field at these relatively large distances is challenging,” said Dionysios Aliprantis, Professor of Electrical and Computer Engineering at Purdue. “And what makes it more challenging is doing it for a heavy-duty vehicle moving at power levels thousands of times higher than what smartphones receive.”

 

Google, CalSTRS, others back $462M funding round for geothermal plant

ESG Dive Lamar Johnson December 12, 2025

A next-gen geothermal plant uses advanced drilling methods to access the Earth’s heat beyond its natural hot spots by creating artificial reservoirs or reaching deeper, hotter zones, according to BloombergNEF. The process requires minimal land use.

 

Microsoft Signs 3.6 Million Ton CO2 Removal Deal with U.S. Clean Fuel and Carbon Capture Project

ESG Today Mark Segal December 15, 2025

Founded in 2022, C2X develops and operates low carbon molecule production facilities in strategic locations to supply low carbon fuels and feedstocks to the shipping, chemical, aviation and industrial sectors.

 

 

BUSINESS AND THE ECONOMY

 

Transportation Stocks Are Hitting Their Stride. That’s a Good Sign for Investors.

The Wall Street Journal Krystal Hur December 13, 2025 $Subscription Based

The Dow Jones Transportation Average, which tracks 20 large companies ranging from railroads to airlines, is up 10% this year and approaching an all-time high.

 

 

INDUSTRY EVENTS

 

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