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TRUCKING

 

Knight-Swift Points to Capacity Cuts for Market Lift

Transport Topics Connor D. Wolf  January 23, 2026

“During the fourth quarter, the truckload markets saw demand that was generally stable, but lacking the typical broad base seasonal lift in demand until late in the quarter,” Knight-Swift CEO Adam Miller said during a call with investors. “While we did see some improvement in overall demand and a tightening spot market in December, it was a reduction in available capacity that seemed to be the primary driver of the tightening market.”

 

LTL carrier Peninsula adding a 2-state surcharge for regulatory burdens

Freight Waves John Kingston January 23, 2026

“This surcharge reflects a portion of the additional costs required to operate in an increasingly complex regulatory environment, while continuing to provide the high level of service our customers expect.” Tim Vander Pol, the company’s president and chief steward, said about the surcharge in a prepared statement.

Related: CCJ Peninsula Truck Lines adding PNW compliance surcharge

 

A. Duie Pyle buys 43-acre site to develop port-centric LTL and warehousing hub

Logistics Management Jeff Berman January 23, 2026

Earlier this week, West Chester, Penn.-based freight transportation and supply chain services provider A. Duie Pyle bought a Suffolk, Va.-based 43-acre site at Port 460 Logistics Center, with the intention of developing an integrated logistics campus, which will support various service offerings, including warehouse services, LTL cross-dock services, and transloading in the Norfolk, Va. area.

Link: A. Duie Pyle Press Release A. Duie Pyle Breaks Ground on Integrated Warehouse and LTL Service Center at Port 460 Logistics Center, Servicing the Port of Virginia

 

California Could Lose Authority to Issue Any CDL Under Duffy’s Nuclear Option. It’s On The Table

Freight Waves Rob Carpenter January 24, 2026

In an appearance on Katie Pavlich Tonight Thursday, Duffy made clear that withholding $200 million in federal funding isn’t the end of this fight. If California doesn’t come into compliance on the non-domiciled CDL issue, Duffy said, “we will eventually pull their ability to issue commercial driver’s licenses to anybody in California.”

 

Federal Agents Take Aim at ‘Cabotage’ in Arizona

Transport Topics Noël Fletcher January 23, 2026

In December, agents from the Department of Homeland Security raided an Arizona trucking company suspected of participating in cabotage, the term used when foreign-registered commercial truck drivers operating with valid visas for delivery of cross-border freight instead remain in the U.S. to haul domestic loads. Cabotage is a violation of federal law.

 

 

How Fleets Are Adjusting Driver Pay in a Soft Freight Market

Transport Topics Amanda Smith-Teutsch January 23, 2026

Cutting wages is not seen as a viable option for many fleets, said Greg Richardson, vice president of human resources at less-than-truckload hauler Estes Express Lines.

“Driving resources remain scarce,” Richardson said, noting that Estes has continued wage increases despite the soft freight market, prioritizing retention and stability. “The increases over time really are a ‘thank you’ for the hard work our employees put in every single day to take care of our customers.”

 

PlusAI clears SEC hurdle for SPAC merger, eyes February debut

Freight Waves Thomas Wasson January 23, 2026

PlusAI, the autonomous trucking technology company, is poised to become a publicly traded company in February 2026 following completion of its merger with Churchill Capital Corp IX, according to chief executive officer David Liu in an interview with FreightWaves.

 

SHIPPERS / 3PLs

 

Supreme Court’s broker liability case could potentially reshape trucking safety

Logistics Management January 23, 2026

Ultimately, the Supreme Court will decide whether brokers can be sued in state court and held liable for damages under negligent selection claims arising from truck accidents. This decision will have major ramifications for the transportation industry and public safety.

 

JIT for me, but not for thee

Supply Chain Xchange Zachary S. Rogers January 25, 2026

  • U.S. tariffs have caused significant disruption in the supply chain, drastically affecting inventory policies.
  • From December 2024 to March 2025, companies pulled massive amounts of inventory forward to avoid tariffs

 

 

INDUSTRY

 

Software provider targets LTL invoice inaccuracies with automation solution

Journal of Commerce Eric Johnson January 23, 2026 $Subscription Based

Transflo, a provider of workflow software for freight transportation companies, has launched an invoice audit and resolution product for less-than-truckload (LTL) shipments, targeting error rates that touch nearly a third of shipments in that mode.

Link: Transflo Press Release Transflo Unveils Workflow AI for LTL: The Freight Audit and Invoice Resolution Engine for Brokers and Carriers

 

December extends four-month import downturn, even as total 2025 volumes inch higher, reports S&P Global Market Intelligence

Logistics Management Jeff Berman January 23, 2026

Chris Rogers, S&P Global Market Intelligence Research Director, observed that U.S. imports of containerized freight are expected to decline 8.2% annually in 2026, with imports from mainland China pegged to be down 10.4% and ASEAN imports to be off 11.9%.

 

FMC takes second look at ocean carrier limits on chassis choice

Journal of Commerce Michael Angell January 23, 2026 $Subscription Based

The Federal Maritime Commission (FMC) is launching its second probe into chassis restrictions ocean carriers put on truckers when hauling a container. The probe comes after the agency ruled in 2024 that shippers can choose their own chassis when they contract with their own trucker.

 

 

TECHNOLOGY

 

ChatGPT usage and adoption patterns at work

OpenAI January 22, 2026

How departments use ChatGPT in their first 90 days

Adoption patterns vary across departments, but a few themes stand out. In the first three months, four categories dominate usage: writing, research, programming, and analysis. Together, they account for the majority of messages sent.

 

SUSTAINABILITY / SAFETY / SECURITY

 

Texas court rules Landstar to pay 100% of $23M accident verdict

Freight Waves Todd Maiden January 22, 2026

Freight broker Landstar System again called out elevated insurance and claims expenses ahead of a quarterly earnings report. In a Wednesday filing with the Securities and Exchange Commission, the company outlined $22 million in insurance-related charges taken during the recent quarter.

 

Companies with validated science-based climate targets hit 10,000: SBTi

ESG Dive Zoy Mirza January 23, 2026

The organization validated targets for over 2,800 companies in 2025 and reached the 10,000 company milestone at the beginning of this year, according to the release. According to SBTI’s dashboard, 10,051 companies have validated targets, while 12,647 companies have targets or commitments.

Link: SBTi Press Release Corporate climate action momentum builds as SBTi reaches 10,000 companies with validated targets

 

Trucking Alliance’s safety agenda 2: policies that directly impact carriers

Freight Waves John Kingston January 23, 2026

Cabotage, safer trucks and safety scores are parts of the agenda that would impact the nation’s truck fleet. 

 

 

US solar manufacturing momentum affected by shifting tax credits

Manufacturing Dive Michelle No January 23, 2026

The United States can now produce every major component of the solar and storage supply chain, with multiple facilities opening recently. Yet conflicting political priorities and federal policies are creating headwinds for the sector.

 

 

BUSINESS AND THE ECONOMY

 

Consumer Sentiment Improved in January, Michigan Survey Finds

The Wall Street Journal Matt Grossman January 23, 2026 $Subscription Based

Consumers felt a bit better about the economy in January as sentiment lifted off from near-historical lows reached late last year, according to the University of Michigan’s monthly survey.

Link: University of Michigan Surveys of Consumers

 

 

INDUSTRY EVENTS

JumpStart 2026

It All Starts Today!

Welcome To The Definitive Supply Chain Intelligence Gathering

Renaissance Atlanta Waverly

 

RILA
February 1-4 Orlando, FL

The Retail Supply Chain Conference

 

Manifest

February 9-11 Las Vegas, NV

The Future of Supply Chain & Logistics

 

CLDA

February 18-20 Austin, TX

Final Mile Forum

 

Truckload Carriers Association

February 28 -March 3 Kissimmee, FL

Truckload 2026

 

S&P Global

March 1-4 Long Beach, CA

TPM 26

 

NMFTA

March 8-10 Savannah, GA 

2026 Spring Meeting

 

MODEX

April 13-16 Atlanta, GA

MODEX26

 

TMSA

June 7-9 Denver, CO

Elevate

 

 

 

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