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TRUCKING

 

XPO’s tonnage turns positive in February

Freight Waves Todd Maiden March 2, 2026

XPO’s tonnage officially returned to positive territory in February for the first time since June 2024. The Monday update from the Greenwich, Connecticut-based less-than-truckload carrier followed a second consecutive favorable manufacturing report released earlier in the day.

Link: XPO Press Release XPO Provides North American LTL Operating Data for February 2026

 

Dedicated trucking comes of age

Logistics Management John Schulz March 2, 2026

At A. Duie Pyle, the nation’s 16th-largest less-than-truckload (LTL) carrier, dedicated contract carriage is among its largest service offerings, representing roughly 18% of company revenue and ranking as its second-largest division. “Dedicated provides a stable foundation of recurring revenue, long-term partnerships, and steady asset utilization—all essential to sustaining profitability through freight market cycles,” says company chairman Peter Latta.

E-commerce has only intensified this demand. Nearly every major retailer now maintains agreements with one or more core carriers to guarantee freight volumes on specific city-to-city or ZIP-code-based routes, often in exchange for more favorable truckload or LTL pricing, executives say.

“It sounds great on paper, but it takes good planning,” says Geoff Muessig, chief marketing officer at Pitt Ohio, the nation’s 14th-largest LTL carrier. “When it works, it’s marvelous.”

 

Truckload capacity index moves up as large US carriers shuffle assets

Journal of Commerce William B. Cassidy March  2, 2026 $Subscription Based

Large US truckload carriers put enough additional trucks on the road late last year to boost the Journal of Commerce Truckload Capacity Index (TCI) slightly, despite ongoing cuts in capacity at many companies amid rising spot rates and volatile demand.

Those trucks, however, were mostly destined for higher-paying dedicated and specialized services, not one-way truckload service.

 

A glimmer of hope … or more pain?

DC Velocity Gary Frantz March 2, 2026

The upside argument points to truckload spot market rates beginning to firm. “I would not call it a surge, but our forecasts have been tightening a bit for a while” based on trend lines signaling improving freight volumes and rates. “Not anything off the charts,” but an expectation, Vise says, that overall truckload rates in 2026 “will rise some 4% as a blended rate, with spot rates up 6.5%, and contract rate increases coming in at more than 2%.” Vise notes, though, that as of now, FTR’s forecast for truckload rates “is more likely to strengthen than to weaken.”

 

Derek Barrs defends FMCSA’s bold moves at TCA

Freight Waves John Kingston March 2, 2026

The new administrator of the Federal Motor Carrier Safety Administration spoke to his first TCA annual meeting Monday, fiercely defending the steps that the agency and other parts of the federal government have taken to either enforce existing rules governing driver eligibility or create new standards that have led to a significant decrease in the number of truck drivers on the road.

 

FMCSA boss: 'We're going to bite off more than we can chew'

CCJ Angel Coker Jones March 2, 2026

FMCSA Administrator Derek Barrs laid out his agency's active regulatory agenda Monday at the Truckload Carriers Association convention in Orlando, summing up its growing list of priorities matter-of-factly: “We have a lot of work to do. We have a lot of enforcement to do. We have a lot of education to do,” he said.

 

Torc Advances Autonomous Truck Testing in Michigan

Transport Topics Keiron Greenhalgh March 2, 2026

Freightliner Cascadias equipped with Torc’s autonomous driving software began testing in Michigan in February, adding to trials already underway on roads in the Dallas-Fort Worth area and near Blacksburg, Va.

Related: Torc Press Release Torc Robotics Expands Autonomous Truck Testing to Michigan Public Roads

 

ATRI: Chicago Home to Worst Truck Bottleneck

 Transport Topics Eugene Mulero March 2, 2026

“Congestion delays inflicted on truckers are the equivalent of 436,000 drivers sitting idle for an entire year,” ATRI President and Chief Operating Officer Rebecca Brewster said Feb. 17. 

Link: American Transportation Research Institute Top 100 Truck Bottlenecks – 2026

 

‘A continual focus’: How carriers navigate traffic bottlenecks

Trucking Dive Larry Avila March 2, 2026

Traffic congestion adds $109 billion to the cost of goods paid by consumers, according to the American Transportation Research Institute. But carriers can help counter that inefficiency with their own strategy, investments and telematics — along with input from ATRI research on transportation barriers.

Highlighting those efforts, ABF Freight, ITS Logistics and Schneider National recently shared with Trucking Dive their strategies to minimize delays due to traffic congestion.

 

Labor Department Plans to Rescind Independent Contractor Rule

Transport Topics Noël Fletcher March 2, 2026

This development was welcomed by American Trucking Associations President Chris Spear, who said the proposed rule would do away with “a destructive” classification standard and promote a regulation to protect over 350,000 independent truckers.

 

 

SHIPPERS / 3PLs

 

U.S. manufacturing activity expanded for the second month in a row

Trucking Dive Nathan Owens March 2, 2026

Three of the organization’s four demand indicators — new orders, backlog of orders and new export orders — have been expanding since the start of 2026. New orders expanded across U.S. manufacturing in February, most notably in four of the “big six” sectors: computer and electronic products, chemical products, machinery and transportation equipment.

Related: Transport Topics Manufacturing Shows Strength While Prices Accelerate

Link: Institute For Supply Management Manufacturing PMI® Report

 

Kuehne + Nagel Reports Sharp Drop in Earnings Amid Deteriorating Environment

The Wall Street Journal Dominic Chopping March 3, 2026 $Subscription Based

Small and medium-sized customers accounted for half of total sea-logistics business volumes for the first time

Link: Kuehne+Nagel reports solid earnings in 2025

 

 

INDUSTRY

 

Diesel Prices Outgain Gasoline, Risking Higher Transportation Costs for Goods

The Wall Street Journal Ryan Dezember March 2, 2026 $Subscription Based

Diesel futures rose 12% in New York, ending Monday at $2.9004 a gallon in the biggest daily gain since early 2022 when Russia invaded Ukraine. Gasoline futures, meanwhile, added 3.7% to settle at $2.3706 a gallon, the highest price since August 2024.

Related: Transport Topics Diesel and Gasoline Prices Rise on Iran Strikes

 

Middle East conflict to ripple across global trade lanes: industry experts

Journal of Commerce Greg Knowler March 2, 2026 $Subscription Based

As the regional conflict extends into its third day, about 10% of the global container shipping fleet remains stranded inside the Persian Gulf or held up outside the critical waterway, according to Jeremy Nixon, CEO of Ocean Network Express (ONE).

 

Containership Giants Move Freight Away From Gulf Hot Spots

Transport Topics/Bloomberg News Brendan Murray March 2, 2026

The world’s biggest container shipping companies are revising their sailing schedules as the U.S. and Israel’s war with Iran threatens to disrupt ocean freight in the Persian Gulf region — a vital supply-chain hub for dozens of big American and European manufacturers.

Related: Freight Waves World’s largest shipping line suspends all cargo to Middle East

 

 

TECHNOLOGY

 

How agentic AI Is reshaping logistics operations

Logistics Management Jeff Berman March 2, 2026

At the recent SMC3 Jump Start conference, Mark Albrecht, vice president of artificial intelligence and enterprise strategy at C.H. Robinson, provided a detailed overview of how artificial intelligence (AI) is transforming logistics operations. Albrecht outlined how the industry is moving beyond traditional software-driven workflows toward a new era of agentic AI.

 

AI Frees the Corporate Phalanx

The Wall Street Journal Opinion Andy Kessler March 1, 2026 $Subscription Based

As old jobs, titles and charts are destroyed, people are still important to help capture the quickly changing landscape and constant decisions—each person makes 35,000 decisions a day, one study claims. Watch for the creation of new jobs and job descriptions that tap the coming flexibility, decoupling and flattening—most likely at brand-new, quick-on-their-feet companies.

 

Attacks on GPS Spike Amid US and Israeli War on Iran

Wired Matt Burgess March 2, 2026

Inaccurate location data can lead to ships running off course, potentially increasing the chances of them crashing into other tankers, running aground, or causing damaging oil spills. In warzones, electronic interference is often used to try and disrupt the navigation systems of drones or missiles, which can rely on location data to find and hit their targets.

 

SUSTAINABILITY / SAFETY / SECURITY

 

Diesel still drives trucking's future beyond 2027

Fleet Owner Josh Fisher March 2, 2026

A 99% success story: Today’s Class 8 clean diesel tractors have already reduced key pollutants by 99% compared to the 1980s. Capturing the final 1% for 2027 is a monumental, expensive engineering challenge.

 

How long do electric vehicle batteries actually last?

NPR Camila Domonoske March 2, 2026

Recurrent's data also shows that cars from most major brands retain 95% or more of their expected range after 3 years, thanks in part to software and battery management systems that are designed to correct for the battery's early degradation, and give drivers consistent range.

 

 

 

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