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TRUCKING

Is the Freight Market Finally Turning? (Video 15m)

Freight Waves Today October 5, 2026

Estes Express Lines President and COO Webb Estes shares surprising insights: record-breaking tonnage growth and a "Goldilocks" freight market are defying wider trends.

Webb explains how Estes' focus on people and transparency has fueled a 15% year-over-year tonnage increase, particularly in next-day and regional business, even as overall truckload capacity tightens.

XPO opens 2 service centers as network expansion continues

Transport Topics Keiron Greenhalgh October 5, 2026

The new facilities in Mesa, Ariz., and Cameron, Mo., add capacity in growing freight markets near Phoenix and Kansas City, respectively, and are part of a broader investment in XPO’s North American network.

Waabi takes its autonomous truck pitch beyond truckload

Freight Waves Thomas Wasson October 6, 2026

“Warp is a fantastic example where we can demonstrate the value of driving next-level efficiency for LTL consolidation, and remind people that hours-of-service benefits do not necessarily need to translate into a coast-to-coast, team-driving unlock,” said Lior Ron, COO of Waabi, in an interview with FreightWaves. “They can also help drive efficiency on a Dallas-Houston corridor, and continuous consolidation and efficiency of the LTL network.”

Link: Waabi Press Release Volvo and Waabi Kick Off Customer Operations in Texas, Starting with Warp

Ready for Driverless Trucks? I Took a Ride in Kodiak’s Autonomous Semi

CNET Abrar Al-Heeti October 5, 2026

During the demonstration, the Kodiak truck easily navigated surface streets, including making tight turns and dodging rows of parallel-parked cars and trailers. We made our way to the highway on-ramp rather slowly and carefully, picking up speed to 55 mph once we hit the roadway. When we really got going, it all felt remarkably ordinary, with the truck weaving through lanes and dodging construction cones without any trouble.

Self-driving trucks are now hauling Fresno freight to LA

The Business Journal Frank Lopez October 5, 2026

Some of the perishable freight rolling down Highway 99 from Fresno to Los Angeles is now riding in trucks that drive themselves, though a human is still in the driver’s seat for now.

Fresno-based DTL Transport Inc. and autonomous driving technology company Kodiak AI began an autonomous trucking pilot Sept. 22, hauling perishable goods between Fresno and a distribution center in Los Angeles.

SHIPPERS / 3PLs

C.H. Robinson acquires logistics provider RXO for $5.8 billion

Journal of Commerce William B. Cassidy October 5, 2026 $Subscription Based

The acquisition unites two complementary networks and diversifies and strengthens C.H. Robinson’s multimodal logistics platform to create a more comprehensive offering with greater network density, especially in domestic expedited and last-mile markets, C.H. Robinson said in a statement.

Link: C.H. Robinson Investor Presentation

C.H. Robinson to Acquire RXO Redefining the Future of Third-Party Logistics While Unlocking Significant Shareholder Value

C.H. Robinson to Buy RXO for About $5.8 Billion

The Wall Street Journal Paul Berger and Colin Kellaher October 5, 2026 $Subscription Based

Armstrong & Associates CEO Evan Armstrong said the RXO acquisition will give C.H. Robinson access to a larger pool of retailers and manufacturers, especially RXO’s specialty base of retail, packaging and electronics shippers. He said it should also provide C.H. Robinson with greater buying power for trucking capacity.

Link: Armstrong & Associates Thoughts on the C.H. Robinson / RXO Acquisition.

C.H. Robinson Buys RXO: History's Largest Brokerage Deal

Freight Waves Today October 5, 2026

C.H. Robinson's acquisition of RXO marks the biggest truck brokerage merger in history. This monumental $5.8 billion deal, driven by the promise of $300 million in synergies, could redefine the competitive landscape for 3PLs.

What does this mean for the future of freight and for other brokers in the industry?

C.H. Robinson to acquire RXO for $5.8 billion Merger aims to generate $300 million in savings by applying its AI-driven operating model

Transport Topics/Bloomberg News Cailley LaPara October 5, 2026

C.H. Robinson “has demonstrated meaningful productivity and margin improvement through its lean AI operating model,” Truist Securities analyst Lucas Servera said in a note. “The RXO acquisition gives the company an opportunity to apply that operating framework across the substantially larger logistic platform.”

INDUSTRY

Oil Is Flowing From Hormuz Again—Just Not the Kind the World Needs Most

The Wall Street Journal Collin Eaton October 5, 2026 $Subscription Based

The scramble is on for diesel, while damaged refineries and tight fuel supplies keep prices elevated around the world

Related: OilPrice.com Standard Chartered Says Hormuz Oil Flows Are Far From Normal

Global oil supply buffer is ‘scarily thin,’ Aramco CEO says

Transport Topics/Bloomberg News October 5, 2026

The oil stockpiles that cushion the world from supply shocks have become “scarily thin,” putting markets at risk of worsening unless the Strait of Hormuz reopens, according to the head of Saudi Arabia’s state producer.

Trump allows cheaper, dyed diesel on highways to blunt historic fuel-cost spike

CNBC Anniek Bao October 6, 2026

The tax-free diesel is typically used by farm equipment, construction machinery, trucks and other off-road vehicles. It is therefore exempt from a 24.4 cent-per-gallon tax applied to diesel fuel sold for highway transportation.

Navigating the changing rules of global supply

Supply Chain XChange Diane Rand October 5, 2026

The architecture of global supply chains is shifting from the open flow of goods and integrated markets to, what Hong calls, “conditional access.” Take the Strait of Hormuz as an example. What once was an open transportation route is now conditional due to unsettled geopolitical orders. Even if the war in Iran where to end tomorrow, according to Hong, “Conditional access, once it’s imposed, doesn’t fully reset once tensions cool.”

TECHNOLOGY

Cybersecurity portal to fight bad guys open for business: NMFTA

Freight Waves John Kingston October 5, 2026

Wilkens used two abbreviations to describe what the portal is looking for: TTP, for Tactics, Techniques, and Procedures, and IOC for Indicator of Compromise.  Microsoft has described the latter as “evidence that someone may have breached an organization’s network or endpoint.”

There’s No Such Thing as an AI-Ready Culture

HBR Sarah Jensen Clayton et al. October 5, 2026 $Subscription Based

The challenge is that most organizations are much better wired to perform than to transform. Attributes critical to transformation—including speed, agility, and action orientation—are among those least characteristic of organizations today. To achieve this dual mandate, they ultimately need a culture of adaptability: the capacity to flex as strategy, technology, and work evolve. Five recurring patterns of behavior expand an organization’s capacity to adapt.

Using Digital Twins for Crisis Readiness

MIT Sloan Management Review Massimo Pani October 5, 2026 $Subscription Base

The majority of C-suite technology executives at large companies are familiar with and at least exploring how to use digital twin technology to plan out operations, supply chains, and more. What’s not yet on their radar — but should be — is the ability to repurpose that technology to assess potential responses to unanticipated crises. A five-step framework can help leaders equip their companies with better risk mitigation by using digital twins to build their “rehearsal intelligence.”

SUSTAINABILITY / SAFETY / SECURITY

Marijuana and Trucking’s Drug-Testing Dilemma

Heavy Duty Trucking Deborah Lockridge October 5, 2026

Marijuana is getting stronger, laws are changing, and drug tests still can’t reliably establish impairment. What does that mean for truck drivers and the fleets that employ them?

IMC Logistics orders 50 Tesla Semis

Trucking Dive David Taube October 5, 2026

The equipment includes standard- and long-range models that will be delivered in Q4, the company told Trucking Dive.

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