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Borderlands: Mexico
Borderlands Mexico: US trade with Canada, Mexico hit $134B in January
This week in Borderlands: US trade with Canada, Mexico hit $134B in January; Appliance maker announces $668M expansion in Mexico; LG Electronics plans $100M investment in Reynosa, Mexico; and Meyer Distributing opens a logistics facility in West Texas.
American Shipper
DP World sees record revenue, but profit slips
American Shipper
Amid ocean container liner gains, Zim earnings shine
American Shipper
OOCL sees strong 2024 results despite ocean shipping challenges
American Shipper
Container imports headed for summer doldrums, says NRF
American Shipper
Drewry suggests new normal for higher global container rates
Trucking Regulation
Trump’s NHTSA nominee raises concerns among truck safety advocates
Tracking Tariffs
American Shipper
Ocean container rates slide as US tariffs shadow logistics planning
Shippers and carriers watch and wait as Trump trade policy whipsaws supply chain strategies.
Global Supply Chain
Canada, EU hit back at US with tariffs as trade war escalates
Global Supply Chain
Ontario drops surcharge on electricity sales under threat of US retaliation
American Shipper
Global manufacturing is repositioning — but it’s complicated
SONAR High Frequency Data
| Market | Percent Change | *Today’s Value | Last value |
|---|---|---|---|
| MQFWSCTP.USASupply Chain Tech Index | -0.02 | $3724.61 | $3801.1 |
| Market | Percent Change | *Today’s Value | Last value |
|---|---|---|---|
| IMOTRI.LAXIntermodal Outbound LA Tender Rejection Rate | 0 | 0.16% | 0.16% |
| IMOTRI.CHIIntermodal Outbound CHI Tender Rejection Rate | 0 | 0% | 0% |
Latest News
The Stockout
Is a freight market turn coming in May?
Amid uncertain demand, capacity continues to exit.
The Stockout
Tariffs in 7 SONAR charts
State of Freight Webinar
State of Freight: Taking stock of the market after a month of Trump
The State of Freight webinar for February focused on the market uncertainty brought about by the first month of the presidency of Donald Trump.
Takeaways from State of Freight: Volatility in Washington, intermodal surge
In the first State of Freight webinar for the year, intermodal and politics were on the agenda.
State of Freight for December: Freight economy due for ‘directional’ change
During the State of Freight webinar for December, Craig Fuller and Zach Strickland discuss how a market shift could impact carriers, brokers and shippers in 2025.
Chart of the Week
Chart of the Week
Carriers prioritizing West Coast
The truckload market is tightening, but not evenly.
Chart of the Week
Resilient rejection rates illustrate truckload capacity’s decline
Chart of the Week
Truckload rejection rates surge in largest US-Mexico cross-border market
Chart of the Week
Winter spot rate slide a seasonal pattern
Chart of the Week
Slow market tightening apparent in spot-to-contract spread
The Playbook
Editor's Picks
Trucking Regulation
EPA announces rollback of Biden-Harris emissions rules
Environmental Protection Agency Administrator Lee Zeldin said the agency will reconsider the Model Year 2027 and Later Light-Duty and Medium-Duty Vehicles regulation and Greenhouse Gas Emissions Standards for Heavy-Duty Vehicles.
Company Earnings
J.B. Hunt keeps its 11-year-old debt rating from Moody’s
Layoffs and Bankruptcies
Reports: 51-year-old Michigan trucking company halts operations
American Shipper
ILA, port employers sign historic 6-year contract
Trucking Equipment
Kalmar Ottawa unveils third-generation electric terminal tractor
American Shipper
American Shipper
Arrival of world’s largest car carrier marks Texas port’s gateway strategy
The arrival of the Höegh Aurora, the world’s largest car carrier, marked a new era for Port Freeport, Texas.
Global Supply Chain
US opening investigation into container shipping choke points
Modern Shipper
Business
Retailers see both danger and potential in Trump’s tariffs
Many major retailers are sounding the alarm about the potential impact of tariffs on their businesses and consumers, but some hope for benefits from the trade disruption.
Parcel Freight
DHL e-Commerce expands operations to Saudi Arabia
Company Earnings
Less than Truckload (LTL)
Deutsche Bank eyes industrial rebound, endorses these transportation stocks
Bankruptcies and Layoffs
Layoffs and Bankruptcies
2 major logistics firms plan layoffs in US, Europe
Geodis Logistics is closing a distribution center in New Jersey and DHL is eliminating 8,000 jobs in Germany.
Layoffs and Bankruptcies
Illinois construction trucking company files Chapter 11 bankruptcy
Layoffs and Bankruptcies
Layoffs hit over 14,300 workers tied to freight sectors in US, Canada, Mexico
Technology
Truck Tech
The SPAC is back: Kodiak Robotics eyeing a merger
Bloomberg reports that Ares Acquisition Corp. II is in advanced talks to merge with Kodiak Robotics, according to sources familiar with the matter.
