Transportation
Logistics, fleet management, and mobility as a service.
Brent crude at $94 and record diesel output signal a new cost floor for freight operators
Iran conflict pushes Brent crude to $94/barrel while U.S. refiners hit a record July diesel output, a dual pressure point every fleet operator needs to model n
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UPS and Starbucks both raised their full-year outlooks this week, and restructuring is the reason
UPS and Starbucks lifted their 2026 outlooks after separate restructuring bets paid off in Q2 and Q3 earnings, signaling a broader shift in how large operators
UPS declares its restructuring complete, cutting billions in costs by shedding half of its Amazon volume
UPS raised its full-year outlook after Q2 revenue climbed, crediting a leaner, more automated network built by dropping lower-margin Amazon shipments.
USMCA non-renewal and new 50% Section 338 tariffs put North American supply chains in uncharted territory
New 50% Section 338 tariffs on Canadian goods take effect August 19, while USMCA non-renewal sets a decade-long countdown for North American trade.
Aurora's second-generation driverless trucks signal a new phase for autonomous freight, as Amtrak and eVTOL deals reshape the broader mobility stack
Aurora launches gen-2 driverless trucks, Amtrak marks ADA progress, and Vertical Aerospace signs an eVTOL deal, three signals that enterprise mobility is enter
UPS and PayPal both raise guidance on the same day, validating multi-year restructuring bets
UPS lifted its 2026 revenue outlook to $91.2B and PayPal bumped profitability guidance as both companies report restructuring gains.
Canadian National Railway raises its 2026 volume outlook on firmer freight demand
CN Rail lifted its full-year 2026 volume guidance after posting higher Q2 profit and revenue, signaling a freight market recovery that procurement and supply-ch
Freight demand is recovering, but rising oil prices and new tariffs are already pressuring the rebound
Rail carriers post stronger Q2 results as freight demand firms, while $100 oil and Section 301 tariff shifts create new cost headwinds for logistics operators.
Canadian National Railway raises its 2026 volume outlook as freight demand firms
CN Rail boosted its full-year 2026 outlook after posting higher Q2 profit and revenue, signaling improving freight conditions for supply chain operators.
Canadian National Railway raises its 2026 volume outlook as freight demand firms
CN Rail lifted its full-year volume forecast after posting higher Q2 profit and revenue, signaling a broader freight recovery that matters to every supply chain
Anduril and Archer's autonomous VTOL platform, Expeditors' AOG expansion, and StandardAero's Arajet deal headline a busy day in aviation logistics
Three major aviation and aerospace logistics announcements dropped July 20, signaling accelerating demand for critical ops infrastructure across defense, MRO, a
Trucking costs hit a record $2.336 per mile as logistics volatility becomes a permanent operating condition
ATRI pegs 2025 truck operating costs at a record $2.336/mile, while CSCMP's 2026 State of Logistics Report frames relentless disruption as the new baseline.
FedEx CEO calls current supply chain upheaval the biggest shift in 35 years as trade routes redraw globally
FedEx CEO Raj Subramaniam says tariffs and geopolitics are forcing a full rewiring of global trade, while South Africa's logistics sector signals its own struct
Transport Topics' 2025 rankings reveal a split logistics market: freight giants hold, ocean shifts east
Transport Topics' 2025 Top 100 Logistics and ocean freight rankings show sluggish North American 3PL growth alongside Asia-dominated container forwarding.
Supply chain roundup: AI playbooks, new distribution facilities, and fresh logistics partnerships signal a busy July for operators
From a $83M Virginia distribution center to DHL-STRAUSS going live in Ohio, supply chain operators have several concrete developments to track this week.
BTS freight dashboard update tracks rail, port, and trucking conditions in real time
The Bureau of Transportation Statistics refreshed its interagency freight indicators dashboard July 7, adding CPKC rail data and live port, truck, and labor met
US logistics costs drop to 7.8% of GDP as talent demand reshapes supply chain workforce strategy
US logistics costs fell to 7.8% of GDP in 2026, while workforce pipelines for supply chain roles are tightening — here's what ops leaders need to know.
BEN turns connected fleets into ad networks with $1M Accelevate investment and new transportation media platform
Brand Engagement Network backs Accelevate with $1M, then launches a joint AI platform that converts existing fleet cameras and displays into real-time advertisi
Commercial drone market forecast to 2035 and what it means for logistics operators
The Business Research Company's 2026 UAV report maps a decade of growth in commercial drones, as AV software consolidation and energy storage advances reshape l
US logistics costs drop to 7.8% of GDP, CSCMP and Kearney report finds
The 37th State of the Logistics Union report puts US logistics costs at 7.8% of GDP, with a full breakdown across cost categories.
FedEx's supply chain sale, eVTOL milestones, and freight margin pressure signal a sector in motion
Three developments reshaping logistics operations this week: FedEx's $4.15B debt tender, BETA Technologies' first eIPP flights, and the carrier profitability sq
UPS commits $48 million to 27 temperature-controlled cross-dock facilities for pharma and biotech
UPS is investing $48M to open 27 temperature-controlled cross-dock facilities, targeting pharmaceutical manufacturers, biotech firms, and medical labs.
IBM, Baringa, and MegaCorp Logistics detail the shift from reactive to predictive supply chain AI
Experts from IBM, Baringa, and MegaCorp Logistics outline how predictive AI is replacing reactive logistics models amid geopolitical and climate disruption.
Supply chain fraud cost retailers $100 billion in 2025. Here's how operations teams are fighting back
Retailers lost $100B to preventable fraud in 2025. These 10 operational controls can close the gaps across warehouses, carriers, and returns.
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