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STB turns UP-NS merger fight into inquiry over shipper intimidation

Union Pacific must disclose Jim Vena’s conference video and produce records about possible retaliation. The railroad denies making threats, and regulators have yet to decide whether anyone was intimidated – or whether the merger review should continue. For a regulator assessing the largest proposed US railroad combina…

The Loadstar Железные дороги
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STB orders Union Pacific to make alleged rate hike threat video public

The Surface Transportation Board has ordered Union Pacific to make public a recording of Chief Executive Jim Vena’s remarks to a shipper conference, rejecting the railroad’s appeal in a dispute over whether he threatened customers who oppose its proposed acquisition of Norfolk Southern (NYSE: NSC ). The board’s Nov. 4…

FreightWaves Железные дороги
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Detention fees have a simple problem: a bigger bill cannot move a box that cannot move

The US Federal Maritime Commission wants research into when charges above compensatory cost actually speed cargo movement. For shippers, the critical distinction is between a delay they can prevent and one they cannot. A container is ready to leave a terminal, the trucker has an appointment, and the importer chooses t…

The Loadstar Железные дороги
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US Army enlists FedEx to modernize logistics at depots

FedEx Corp. has made clear that its future lies with premium B2B logistics services in key industrial verticals that require precision execution, such as automotive, healthcare, aerospace and data centers — not cheap last-mile delivery for online retailers. Add the defense sector to the list of industries the freight …

FreightWaves Железные дороги
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Buying Trucks in a Buyer’s Market: What Owner-Operators Are Weighing Right Now

The scramble is over. Carriers and owner-operators who spent the past few years chasing build slots, paying inflated prices for used units and taking whatever iron they could find are now facing a different problem: plenty of options and very little margin for a bad decision. Lead times have stabilized, used pricing h…

FreightWaves Железные дороги
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Americold raises full-year outlook as warehouse performance improves

Americold Realty Trust raised its full-year earnings outlook Thursday after reporting higher third-quarter revenue and improved warehouse margins, while a one-time gain from its joint venture with EQT drove a sharp swing to profit. The temperature-controlled logistics company (NYSE: COLD ) based in Atlanta reported ne…

FreightWaves Железные дороги
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33,000 truckers sidelined over violations as highway blitzes hit Arkansas, Virginia

Federal trucking regulators are expanding Operation Highway Shield enforcement efforts across the United States, with new inspections in Virginia uncovering 100 safety violations. As of Nov. 4, the U.S. Department of Transportation reports that 33,000 commercial drivers have been placed out of service nationwide for f…

FreightWaves Железные дороги
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Class 8 truck orders plunge 36% as EPA uncertainty rattles fleets

North American Class 8 truck orders tumbled 36% year over year in October, signaling a surprisingly weak start to the 2027 order season. Trucking fleets are grappling with regulatory uncertainty , rising equipment costs and pressure on operating margins, according to data released Wednesday by FTR Transportation Intel…

FreightWaves Железные дороги
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8 Inches of Rain Shut Down Busiest US Rail Line for 60 Hours

#fwtv_G9ipi6iffSs .fwtv-panel{border:1px solid #d0d0d0;padding:18px;border-radius:6px;line-height:1.6}#fwtv_G9ipi6iffSs .fwtv-panel p{margin:0 0 12px}#fwtv_G9ipi6iffSs .fwtv-note{font-style:italic;color:#666;margin-top:16px;padding-top:12px;border-top:1px solid #e0e0e0} North American rail traffic saw a mixed performa…

FreightWaves Железные дороги
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Dry Van & Reefer: Market Signals You Can’t Ignore

#fwtv_tfuDg8ahqwY .fwtv-panel{border:1px solid #d0d0d0;padding:18px;border-radius:6px;line-height:1.6}#fwtv_tfuDg8ahqwY .fwtv-panel p{margin:0 0 12px}#fwtv_tfuDg8ahqwY .fwtv-note{font-style:italic;color:#666;margin-top:16px;padding-top:12px;border-top:1px solid #e0e0e0} Despite trending lower, dry van tender rejection…

FreightWaves Железные дороги
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Intermodal leads weekly gains as US rail traffic rises 3.5%, says AAR

U.S. rail traffic increased 3.5% in the week ending Oct. 31 compared with the same week in 2025, the Association of American Railroads said Wednesday. Carload traffic rose 3.0%, while intermodal volume increased 3.9%. Seven of the 10 carload commodity groups recorded year-over-year gains. Metallic ores and metals led …

FreightWaves Железные дороги
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Stronger revenue at Uber Freight, but profits still elusive

Uber Freight CEO Rebecca Tinucci took to LinkedIn to tout the company’s third quarter financial performance, which still is a long way from operating profitability. As Tinucci said in her published remarks, “two things can be true at the same time.” Her comments highlighted gross bookings of $1.768 billion, which is a…

FreightWaves Железные дороги
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ONE lifts profit forecast to $2 billion as earnings surge

Ocean Network Express more than quadrupled its second-quarter net profit and raised its full-year earnings forecast to $2 billion, as stronger freight rates and higher cargo volumes outweighed rising operating costs. The Singapore-based container shipping company co-owned by three Japanese carriers reported net profit…

FreightWaves Железные дороги
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East Midlands Airport welcomes another Chinese cargo airline

A Boeing 747-400 freighter jet operated by Central China Longhao Airlines arrived at East Midlands Airport on Monday, adding to the roster of cargo airlines now using the airport as a gateway to the United Kingdom market. Central China Longhao Airlines will operate twice-weekly flights to East Midlands from Zhengzhou …

FreightWaves Железные дороги
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Lufthansa Cargo rides airfreight pricing power to stronger yields

Lufthansa Cargo increased its base yields by 14% year on year in the third quarter, with strong demand and constrained capacity supporting pricing power, even as Middle Eastern airlines restored services. Overall yields rose 22%, as the carrier also successfully passed-on higher fuel costs. Adjusted EBIT more than tri…

The Loadstar Железные дороги
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Schneider picks Norfolk over CSX, you say?

The carrier is changing its primary eastern railroad after 18 years. It could reshape competition for domestic containers – but the volume CSX will lose remains undisclosed, and the UP–NS merger is still only a proposal. The biggest question in Schneider National’s new rail deal is also the one nobody has answered: ho…

The Loadstar Железные дороги
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Lady Luck and the lifer: Dan Wall’s Expeditors is on a tear

Stock value at record $206.23 intraday post-interims. Quarterly revenue up 42%, operating profit up 55%. A freight market delivering disruption, scarcity, and an AI infrastructure boom. Expeditors’ new chief executive has produced extraordinary results – however, the real test may be what happens when the market stops…

The Loadstar Железные дороги
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ENGINE: East of Suez Bunker Fuel Availability Outlook

Singapore and Malaysia Bunker fuel availability remains tight in Singapore, with delayed cargo arrivals and congestion at loading terminals continuing to constrain supply, a source said. VLSFO lead times are currently around 13-15 days. Last week, suppliers recommended lead times ranging from around 13 days at the ear…

Hellenic Shipping News Железные дороги
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Trucking group’s lawsuit threatens to upend federal carrier registration system

A federal appeals court challenge to the U.S. Unified Carrier Registration (UCR) system could disrupt annual registration fees paid by trucking companies and threaten funding for state commercial vehicle safety programs, according to the organization that administers the program. The Small Business in Transportation C…

FreightWaves Железные дороги
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Logistics Alert: Capacity SHRINKS for 11 Straight Months

#fwtv_3xAcTdOz4RU .fwtv-panel{border:1px solid #d0d0d0;padding:18px;border-radius:6px;line-height:1.6}#fwtv_3xAcTdOz4RU .fwtv-panel p{margin:0 0 12px}#fwtv_3xAcTdOz4RU .fwtv-note{font-style:italic;color:#666;margin-top:16px;padding-top:12px;border-top:1px solid #e0e0e0} The latest ISM Manufacturing PMI and LMI reports…

FreightWaves Железные дороги
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US targets alleged labor violations at 2 Mexican factories

The U.S. has launched a labor rights investigation into a Mexican packaging manufacturer and announced a separate agreement to address labor rights concerns at an ammunition factory. The two cases highlight continued enforcement of worker protections under the United States-Mexico-Canada Agreement (USMCA). The Office …

FreightWaves Железные дороги
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Successful quarter at Expeditors boosted by hyperscaler business

All the key numbers at Expeditors International pointed upward in the third quarter at the logistics and freight forwarding company. Revenue year-on-year was up 42%, to $4.1 billion at the asset-light customs broker and freight forwarder. Despite the fact that the cost of transportation rose 49%, a faster rate than re…

FreightWaves Железные дороги
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New survey finds AI rush isn’t boosting ports earnings

A new survey of 103 industry experts has found that artificial intelligence is moving beyond trials in container ports and terminals, but measurable financial returns remain scarce. While 44% of respondents said their organizations had reached the scaling stage or beyond, Boston Consulting Group reported , only 4% rep…

FreightWaves Железные дороги
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Upswing in domestic demand gives railfreight operators a revenue boost

Union Pacific led the way on the North American containerised rail freight front over the three months to October, amid all the noise surrounding its pending acquisition of Norfolk Southern – but it was not alone in enjoying a bountiful summer. In general, North American intermodal operators benefited from an upswing …

The Loadstar Железные дороги
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Delivery AI should earn its authority one segment at a time

Salman Habib thinks AI vendors are asking retailers for too much, too soon. The vendors pitching them so far want full trust from day one, the Burq cofounder said, and that is why many retailers are still stuck deciding whether to use AI at all. Burq’s software decides how each order gets delivered, choosing among the…

FreightWaves Железные дороги
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SONAR SCI: Custom Insights Now Includes Conversion Optimization: Shows Shippers Where to Switch Modes and What They Can Save

The newest module in Supply Chain Intelligence: Custom Insights uses a shipper’s own freight data to flag lanes that could move from truckload to intermodal, or between spot and contract, and estimates the savings lane by lane. SONAR has added mode conversion optimization to SCI: Custom Insights, part of its Supply Ch…

FreightWaves Железные дороги
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WARNING: Don’t Expect This Freight Cycle to End Soon

#fwtv_hkx7GLOu7gU .fwtv-panel{border:1px solid #d0d0d0;padding:18px;border-radius:6px;line-height:1.6}#fwtv_hkx7GLOu7gU .fwtv-panel p{margin:0 0 12px}#fwtv_hkx7GLOu7gU .fwtv-note{font-style:italic;color:#666;margin-top:16px;padding-top:12px;border-top:1px solid #e0e0e0} FreightWaves expert breaks down 20 years of frei…

FreightWaves Железные дороги
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Parcel shipping demand to increase 4% during holidays, ShipMatrix says

Parcel carriers will deliver about 2.4 billion packages during the current peak shipping season, up 4% from the same period last year, despite high inflation, according to an estimate from ShipMatrix. The increase in parcel demand is aided by an extra shopping day this holiday season, said ShipMatrix, which helps ship…

FreightWaves Железные дороги
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October’s 55.5 manufacturing PMI beats expectations

U.S. manufacturing activity remained in growth mode for a 10th straight month in October, with most key demand indicators remaining positive. The Monday update supported mostly positive demand commentary provided by public less-than-truckload carriers last week. Manufacturing supply executives surveyed during the mont…

FreightWaves Железные дороги
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TrashLab raises $12M to automate waste haulers’ back offices

Nearly 80% of the waste haulers using TrashLab’s software now rely on its AI agent, Haul-E, to answer inbound calls and capture after-hours orders. On Thursday, TrashLab said it raised $12 million to build more agents like it. The money funds agents for dispatch, billing, and collections that would move more of a haul…

FreightWaves Железные дороги