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Tariffs turn supply chain finance from niche tool into a core capabilityby Brian Straight on 30 December 2025 at 2:33 pm
Tariff volatility, reshoring efforts, and margin pressure are reshaping how companies think about liquidity, elevating supply chain finance as a critical enabler of resilience.
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Preparing supply chains for 2026 in six simple stepsby Bridget McCrea on 29 December 2025 at 2:28 pm
From technology and warehouse space to trade risk and cost control, companies are focusing on moves that deliver real results
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Union Pacific-Norfolk Southern merger application is filed with the Surface Transportation Boardby Jeff Berman on 19 December 2025 at 3:48 pm
When the merger agreement was initially announced, the rail carriers said it would create the nation’s first transcontinental railroad—which will connect more than 50,000 route miles across 43 states from the East Coast to the West Coast and connect around 100 ports as well.
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FedEx posts fiscal first quarter earnings growthby Jeff Berman on 19 December 2025 at 1:06 pm
Quarterly revenue, at $23.5 billion, increased 7% annually, and operating income, at $1.38 billion, was up 31%. Earnings per share, at $4.82, beat Wall Street expectations, at $4.02.
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U.S. rail carload and intermodal volumes are down, for week ending December 15, reports AARby LM Staff on 19 December 2025 at 12:34 pm
Rail carloads, at 224,620, fell 1.7% annually, and intermodal containers and trailer volume, at 294,284 units, decreased 1.2% annually.
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DAT’s November Truckload Volume Index sees more mixed resultsby LM Staff on 19 December 2025 at 12:00 pm
November’s TVI dry van freight reading—at 197—fell 18% compared to October, while falling 12% annually. The November refrigerated (reefer) TVI—at 172—was down 11% sequentially and off 6.0% annually. And the flatbed TVI—at 243—was down 22% sequentially and posted a 3% annual gain.
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November intermodal volumes see annual decline, reports IANAby Jeff Berman on 19 December 2025 at 8:21 am
Total November volume, at 1,456,259 units, fell 4.1% annually, following a 2.0% annual decline in October and respective 2.4% and 1.6% annual gains seen in September and August, respectively. Which was preceded by July’s 4.4% annual gain, which saw higher volumes due to the pulling-forward of goods being imported during the previous pause on the White House’s reciprocal tariffs.
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Teamsters Rail Conference makes its case for the Union Pacific-Norfolk Southern proposed merger to not be approved by the STBby Jeff Berman on 18 December 2025 at 3:23 pm
With a merger application for the proposed $85 billion historic merger between Union Pacific and Norfolk Southern expected to be filed with the Surface Transportation Board (STB) this week, more than half of union employees at the railroads indicated they are not in favor of the merger. That is the word from the Brotherhood of Locomotive Engineers & Trainmen (BLET) and the Brotherhood of Maintenance of Way Employees, whom collectively account for 53% of UP and NS union employees, with the two unions making up the Teamsters Rail Conference.
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USPS bets on last-mile expansion to drive revenue and enable faster delivery for retailers and logistics providersby Jeff Berman on 18 December 2025 at 2:34 pm
With a focus on expanding access to its last mile delivery network, the United States Postal Service (USPS) said this week that shippers of all sizes will now be able to access more than 18,000 USPS delivery destination units (DDU) across the country.
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Cass Freight Index sees annual declines in Novemberby LM Staff on 17 December 2025 at 6:27 pm
The November shipments reading, at 1.004, fell 7.6% annually, in line with October’s 7.8% annual decline, and November expenditures, at 3.163, decreased 1.2% annually and were down 0.2% compared to October.
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Zebra Technologies is looking at strategic options for its robotics automation businessby LM Staff on 17 December 2025 at 3:20 pm
Acquired in 2021 and enhanced since, Zebra’s mobile robot collaborative order picking solution may be sold off.
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ISM forecast sees a manufacturing rebound in 2026 as services maintain steady expansionby Jeff Berman on 16 December 2025 at 9:05 pm
While economic conditions for the manufacturing and services sectors are mixed, both are expected to see growth in 2026, at different paces, according to the new edition of the Institute for Supply Management’s (ISM) Supply Chain Planning Forecast.
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PwC report indicates transportation and logistics dealmaking activity is focused on strategy, not scaleby Jeff Berman on 16 December 2025 at 3:58 pm
The report observed that T&L dealmaking activity gained renewed traction over the second half of this year, with buyers prioritizing strategic alignment over scale. And it added that acquirers focused on subsectors offering defensible growth, operating efficiency, and exposure to high-barrier markets, with activity across what the firm called the full value chain, ranging from infrastructure to asset-light platforms, coupled with capital allocated for things like technology modernization, resilient supply chains, and specialized logistics services.
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ShipMatrix reports strong Cyber Week delivery performance resultsby Jeff Berman on 16 December 2025 at 3:06 pm
For Cyber Week, which ShipMatrix defines as the week of December 1-7‑and a period in which more than 100 million parcels per day are handled, with more than 80% of these parcels being holiday gifts and delivered to residences—the firm reported very strong performance results for FedEx, UPS, and the United States Postal Service (USPS).
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National diesel average falls for the fourth straight week, reports EIAby LM Staff on 16 December 2025 at 3:01 pm
With a 5.8-cent decline, the national average, for the week of December 15, came in at $3.607, following a 9.3-cent decline, to $3.758, for the week of December 1.
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FTR’s Shippers Conditions Index shows modest growthby LM Staff on 15 December 2025 at 4:19 pm
For October, the most recent month for which data is available, the SCI reading rose to 0.3, after September’s -0.5.
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Trucking executives are set to anxiously welcome in New Year amid uncertainty regarding freight demandby John D. Schulz on 15 December 2025 at 3:54 pm
Top trucking industry executives are hoping 2026 will—finally—be the year when pent-up demand translates into higher freight rates and a return to profitability in both the truckload and less-than-truckload (LTL) sectors.
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ASCM’s top 10 supply chain trends highlight a year of intelligent transformationby Brian Straight on 12 December 2025 at 3:56 pm
A new ASCM report outlines how AI, automation, geopolitics, workforce evolution, and circularity will reshape supply chains in 2026 and what leaders must do to prepare.
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Tariffs continue to cast a long shadow over freight markets heading into 2026by Jeff Berman on 12 December 2025 at 3:45 pm
With one year ending and a new one soon beginning, there is often a sense of a change or a fresh start coming. While that may sound good on paper, when it comes to the current state of the freight, or logistics, economy, it is more than likely that that prospects of meaningful shifts, or changes, in the current landscape, may not represent anything more than wishful thinking.
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U.S.-bound imports see November declines, reports S&P Global Market Intelligenceby Jeff Berman on 12 December 2025 at 3:25 pm
November imports, at 2.63 million TEU (Twenty-Foot Equivalent Units), decreased 3.2% annually, falling for the third consecutive month, and were down sequentially compared to October’s 2.71 million TEU.