CPKC ‘makes its own luck’ with Mexico-Canada growth, new CSX service

Canadian Pacific Kansas City Chief Executive Keith Creel says his railway is making its own luck at a time when trade tensions, economic uncertainty, and plenty of truck capacity are roadblocks to volume growth.

“We create solutions instead of excuses,” Creel told an investor conference on Wednesday. They include:

  • Boosting traffic between Canada and Mexico as tariffs make U.S. markets less attractive
  • Offering new service, such as the Americold temperature-controlled intermodal moves linking Mexico, the Midwest, and points in Canada
  • Developing interline intermodal service with CSX that connects Mexico and Texas with points in the Southeast
  • Capitalizing on single-line, cross-border service to and from Mexico

“We’ve made our own luck in connecting new markets,” Creel says. “We’ve continued to enjoy growth in the industry, which is unique in this macro environment. It’s been enabled by this new network.”

For the quarter to date, CPKC’s revenue ton-miles are up 2.2%. Measured by carloads and containers, however, volume is down 1.7%, which is partly a reflection of tough comparisons to the first quarter of 2025, when shippers rushed to beat looming U.S. tariffs.

Creel says trade disagreements between the U.S. and Mexico and Canada will get ironed out, likely with Mexico first.

“I think the relationship between President Trump … and Mexico is healthy and strong, and I see a path to resolution,” Creel says. “At the end of the day, they want a good relationship. They understand the U.S. has concerns. President Trump is very clear in what they are, and I think they came prepared to make a deal.”

Foreign investment in new and expanded manufacturing plants in Mexico has been sitting on the sidelines awaiting resolution of trade disputes. Creel says a renegotiated trade deal with Mexico will provide the certainty necessary for companies to uncork funding for new facilities.

In the meantime, CPKC’s focus on bridging Mexico-Canada trade through the U.S. is bearing fruit. In 2024, traffic between Mexico and Canada “was maybe 2% of our revenue,” Creel says. “Now we’re north of 3%. It’s almost a half-billion dollars … of new incremental revenue. And we see another $100 million this year. So again, this unique network has enabled that.”

CPKC (NYSE: CP) is handling more shipments of french fries, grain, and petroleum products between the two countries.

Next month CPKC and CSX (NASDAQ: CSX) will launch a dedicated intermodal train using their new interchange in Myrtlewood, Ala., on the former Meridian & Bigbee short line.

“We bought a railroad that was essentially a 10-mph railroad,” Creel says of the deal to acquire the route from Genesee & Wyoming. 

CPKC and CSX are putting the finishing touches on track upgrades that will permit 49-mph operation over the line, which stretches from Meridian, Miss., to the outskirts of Montgomery, Ala.

“We now have an infrastructure that will take you from Atlanta essentially all the way to Monterrey in three days and then middle Mexico in four days,” Creel says. He compares the Southeast Mexico Express (SMX) service to the railway’s Midwest Mexico Express trains 180/181, which have grown substantially since CPKC launched the service between Chicago and points in Mexico right after the CP-KCS merger.

Creel says he and CSX CEO Steve Angel are committed to the new service.

“I met with Steve at CSX a couple of weeks ago, and I explained to him our journey on 180/181. And I said, Steve, listen. Your team’s going to come to you and say this isn’t a trainload length train. And listen, we’re all sensitive to cost, but sometimes you have to build it. You’ve got to put it in the marketplace. You’ve got to make the upfront investment and grow it.”

Once the railroads prove the reliability of the SMX service, Creel says customers like Amazon, auto parts suppliers, and service-sensitive truckload customers will jump on board and fill out the train. Schneider is the train’s anchor customer.

CPKC is about 40% toward its merger-related goal of taking 64,000 truckloads off the highway annually. Creel says the slower-than-expected pace is due to excess truck capacity, low trucking rates, and the time it takes to roll out new initiatives like the Americold cold storage warehouse that opened this year at the railway’s intermodal terminal in Kansas City, along with companion facilities in Mexico and Saint John, New Brunswick.

The difficulty in reaching the truck conversion goal is among the reasons Creel says he’s skeptical of the 2 million truckload gain that Union Pacific [NYSE: UNP] and Norfolk Southern (NYSE: NSC] are projecting their proposed merger will bring.

“This … does not happen overnight and certainly not in a three-year period,” Creel says of converting highway freight to intermodal. “So I’m not saying it can’t be done. I’m going to take [UP CEO Jim Vena’s] word. I think it’s a high aspirational target, and I think it’s a lot more complicated.”

Creel spoke at the J.P. Morgan Industrials Conference.

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Related coverage:

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Latest week U.S. rail shipments flat

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Truckload volumes and spot rates hit multi-year highs

The U.S. truckload spot market just hit a new cycle high at $2.82 per mile on the National Truckload Index (NTI.USA)—that’s the 7-day moving average of booked dry van spot rates, fuel included. Volumes are holding firm at multi-year peaks we haven’t seen since late 2022.

The chart shows the steady climb of trucking spot rates through early 2026, breaking out with real conviction after hovering in the $2.30s not long ago.

This isn’t random noise. Outbound tender rejections nationally are near 13%—highest since early 2022—meaning carriers are rejecting loads because they can. When rejections spike alongside sustained volumes, it’s classic tightness: capacity meeting demand head-on.

On the regulatory front, the compliance crackdown began last summer (around mid-2025) with FMCSA audits of state CDL issuance, training provider registries, and non-domiciled licenses, and it’s now starting to show real, measurable impacts on available capacity—just as the freight market appears to be turning up. 

Early actions included removing or warning thousands of noncompliant CDL training providers (hundreds purged from the registry by fall 2025), stricter enforcement of English language proficiency (with violations leading to out-of-service orders), and reviews that flagged improper non-domiciled CDLs in states like California, Pennsylvania, and others. 

This groundwork set the stage for the sharper moves in early 2026, including the non-domiciled CDL final rule (effective March 16) that severely limited eligibility and phased out many existing holders, plus Dalilah’s Law (H.R. 5688) advancing through the House Transportation and Infrastructure Committee in a 35-26 vote on March 18.

Dalilah’s Law, named after Dalilah Coleman (the young girl seriously injured in a 2024 crash involving an unqualified driver), is a sharp turn from prior approaches. 

Key pieces include:

  • Aggressive phase-out of non-domiciled CDLs for non-citizens/non-permanent residents— within a year of enactment. This would be a demonstrative change for the current FMCSA rule that allows for a five-year phase in. 
  • Strict English proficiency enforcement: out-of-service violation, English-only testing.
  • Crackdown on foreign dispatch services and major reforms to CDL training self-certification, closing loopholes that fed low-oversight “CDL mills.”
  • Revocation of ineligible existing CDLs and tougher standards overall.

If this moves forward in strong form (and it looks like it will), combined with the ongoing enforcement from last summer’s audits, it will meaningfully shrink available driver capacity—especially in segments that leaned on non-domiciled or under-vetted drivers. This is bullish for truckload.

Spot rates have gained about $0.50 per mile net of fuel over the past six months (fuel itself only up $0.22), giving carriers real recapture after the deflationary grind that bottomed us in the low $2.00s in 2023–2024. We’re seeing 20–25% year-over-year recovery in key metrics in many lanes.

Carriers finally have pricing power and better margins after a long stretch of pain. Shippers and brokers are dealing with higher costs, routing guide pushback, and the need to watch real-time indicators closely.

One wildcard hanging over everything right now is the ongoing war in Iran, which kicked off with U.S. and Israeli strikes on February 28 and has escalated into sustained air campaigns, retaliatory missile barrages, and attacks on energy infrastructure in the Persian Gulf—including strikes on facilities like South Pars and Ras Laffan. Oil and gas prices have surged amid the disruptions, with threats to the Strait of Hormuz and broader supply routes. It’s a major geopolitical risk that could keep energy volatility high and add uncertainty to freight demand and costs.

That said, if the conflict drags on or intensifies, it could stimulate significant investments in U.S. defense production (ramping up manufacturing and logistics for military equipment) and domestic oil and gas drilling/refining (as the U.S. looks to boost energy independence and offset global supply risks). That kind of capital inflow and activity would likely translate to more truckload demand in key sectors—defense-related freight, energy equipment hauls, and refined products movements—which could provide additional tailwinds to this upcycle.

The cycle has turned. This isn’t the 2021–2022 frenzy returning overnight, but resilient demand, elevated rejections, volume strength, and now policy-driven capacity removal—building from last summer’s crackdown—are aligning to give carriers the edge. The Iran situation adds layers of unpredictability, but the potential upside for U.S.-centric energy and defense could offset some of that risk.

Watch these signals: tender rejections, volume trends, contract negotiations, how Dalilah’s Law progresses, and any Congressional funding for defense spending. If they hold or build, this upcycle has real legs.

Prologis forms $1.6B JV to develop logistics facilities

a Prologis facility in Houston, Texas

Warehouse operator Prologis announced Thursday that it has formed a $1.6 billion joint venture with institutional investor GIC. The initial capital commitment will fund the development and ownership of 4.1 million square feet of build-to-suit logistics space across major U.S. markets.

The partnership will leverage Prologis’ (NYSE: PLD) development platform with GIC’s long-term investment. The venture will operate under Prologis’ asset management business, Prologis Strategic Capital. The structure is “designed to scale with demand as customer commitments are secured” and includes “additional capacity for future investments.”

“Build-to-suit activity continues to be one of the clearest signals of customer conviction across our business,” said Prologis CEO Dan Letter in a news release. “This joint venture with GIC builds on that momentum by pairing our platform and development expertise with a partner that shares our long-term perspective.”

The build-to-suit projects reflect a growing market trend of companies making long-term investments in their distribution networks. The custom-design approach allows customers to prioritize automation, throughput and location. For institutional investors, these pre-leased, purpose-built facilities provide a favorable risk profile.

Last year, build-to-suit projects accounted for over 60% of Prologis’ $3.1 billion in development starts.

“With strong e-commerce growth, the re-shoring of supply chains and resilient consumer spending, industrial remains a strong long-term investment theme in North America,” said Goh Chin Kiong, chief investment officer of real estate at GIC.

Prologis is the largest logistics real estate company in the world, managing 1.3 billion square feet of space ($230 billion in assets) across 20 countries.

Shares of PLD were off 0.6% at 11:24 a.m. EDT on Thursday, which was in line with the decline in the S&P 500.

More FreightWaves articles by Todd Maiden:

Startup cargo airline 7Air changes CEO after less than 1 year

A black-white 7Air Cargo jet seen from the side after landing on a Caribbean island runway.

Miami-based startup cargo airline 7Air LLC has named aviation veteran Edward Wegel as CEO just 10 months after launching commercial operations, according to a copy of an internal memo notifying employees of the decision and shared with FreightWaves. 

7Air also announced on LinkedIn the promotion of Juan Nunez to chief operating officer and point person to the Federal Aviation Administration on compliance matters. He previously served as director of flight operations.

A source familiar with all parties involved said 7Air CEO Michael Mendez resigned a while ago, opening the seat for Wegel. Mendez was CEO for less than a year, having joined the company in May 2025.

7Air has a fleet of four Boeing 737-800 converted freighters on lease, mostly serving the Caribbean and Central America. The company is owned by The Xtreme Group, which also has aircraft and engine maintenance subsidiaries in South Florida. 

“Edward brings extensive leadership experience within the aviation industry, along with a proven track record of building and scaling airline operations. His strategic vision and operational expertise will be instrumental as we continue advancing toward establishing 7Air as a leading specialized cargo airline,” said Katheryne Salce, a human resources specialist at The Xtreme Group, in the message to company staff members. 

Wegel is a serial aviation entrepreneur who was founder and CEO of Miami-based startup Global Crossing Airlines, a passenger and air charter cargo company that entered commercial service in 2021. He was terminated in 2024 in part because he tried to expand GlobalX too fast,  into widebody aircraft, electric flying taxis and an operation in Colombia. Previous to GlobalX he led an investor group that relaunched Eastern Air Lines as a charter operator after acquiring its name and trademark. In 2024, Wegel founded UrbanLink Air Mobility and last year co-founded Pan American World Airways, which is working to relaunch the iconic brand with Airbus aircraft.

Wegel will remain as CEO of UrbanLink and Pan American while working at 7Air, he said in a text exchange. 

Aircraft tracking site Flightradar24 shows 7Air currently operating to places such as Guatemala City, the Dominican Republic and Havana, Cuba, in addition to island nations. Some flights go to Chicago and Rickenbacker airport in Columbus, Ohio. It appears from the company’s website that most 7Air flights are sponsored, meaning a logistics company contracts with 7Air for dedicated service rather than booking shipments on scheduled flights. Customers include CubaMax, a travel and shipping agency specializing in Cuba, and Globe LogisticZ, a freight forwarder based in Antigua.

The carrier appears to have flown in December under contract to UPS. Flightradar24 tracking data shows a 7Air aircraft shuttling between Chicago and the UPS hub in Louisville, Kentucky. UPS frequently hires other airlines for short term work in its network to provide additional capacity during peak season. 

7Air’s core market is challenging to make money in. For starters, the region is highly competitive, with carriers like Amerijet, 21 Air, GlobalX and IBC Airways operating out of Miami and fighting for customers in the Caribbean, Central America and Mexico. Certain destinations are already overserved by passenger airlines, like American Airlines, that carry lots of freight to the region in their belly compartments, and larger 50-ton aircraft like the Boeing 767 operated by Amerijet. The Caribbean is an especially difficult market, too, because carriers have to deal with different processes and cultures, and because there is very little backhaul freight to help cover operating costs, industry professionals say. 

Another issue is that the 737-800’s range limits the plane to the Northern Caribbean, Central America, Mexico and some domestic destinations, industry professionals say. 

Rival GlobalX recently parked two of its Airbus A321 freighter aircraft because of soft demand. But the 737-800s are much cheaper to lease and operate than the GlobalX A321s because of a market glut and their smaller size.

Wegel’s hiring reflects the revolving door that operates in the local air cargo community. Wegal, Nunez and several other employees worked at nearby GlobalX, a competitor of 7Air’s in the cargo space. Wegel succeeds Michael Mendez, who previously was CEO and chief operating officer of 21 Air, a growing cargo airline headquartered in North Carolina that operates from Miami International Airport. Mendez was replaced at 21 Air in late 2024 by Tim Strauss, the former CEO of Miami-based Amerijet.

Nunez previously worked as director of flight operations at GlobalX. 

(Correction: An earlier version of this story said 7Air started commercial service in August 2025. It started in May.)

Click here for more FreightWaves/American Shipper stories by Eric Kulisch.

Write to Eric Kulisch at ekulisch@freightwaves.com.

GlobalX Airlines shelves 2 Airbus cargo aircraft amid thin demand

Former Amerijet boss resurfaces as CEO of cargo airline 21 Air

FMCSA Final Rule and ‘Dalilah’s Law’ target CDL eligibility: What trucking needs to know

truck getting inspected

In 2026, the U.S. government took two big steps to fix problems with truck drivers who live outside the country. One is a new rule from the Federal Motor Carrier Safety Administration (FMCSA), Restoring Integrity to the Issuance of Non-Domiciled Commercial Drivers Licenses (CDL), which tightens rules on who can hold a commercial driver’s license. The other, Delilah’s Law, is a new Senate bill that proposes even stricter nationwide changes. The bill is named after Dalilah Coleman who was five years old in June 2024 when she was critically injured in a multi-car pileup in Adelanto, California. The crash was caused by an 18-wheel tractor-trailer driven by Partap Singh, an Indian national who had entered the U.S. illegally in 2022. Both moves come after deadly crashes and widespread state noncompliance, and they could reshape the pool of available drivers for fleets.

What They Share
Both target “non-domiciled” commercial driver’s licenses (CDLs). These are special truck licenses for people who don’t live in a U.S. state. In the past, some states gave out thousands of these licenses without proper checks. Bad driving records from other countries slipped through, leading to deadly crashes. The rule and the bill both fix this the same way. They limit who can get a non-domiciled CDL to U.S. citizens, U.S. nationals, lawful permanent residents, or people on specific work visas (H-2A for farm work, H-2B for other jobs, and E-2 for investors). Drivers must show a valid passport and I-94 form. States must check immigration status using a government system before issuing, renewing, or upgrading any license. The goal is simple: make sure every truck driver on U.S. roads has been properly vetted for safety.

Key Differences
The FMCSA rule is a regulation that went into effect on March 16, 2026. It focuses only on non-domiciled CDLs. Existing licenses are mostly grandfathered; they stay valid until they expire but cannot be renewed without new proof. It does not touch English skills or other drivers. Because it is a rule, a future administration could change or weaken it more easily. Dalilah’s Law (if passed by Congress) is much broader. It does everything the rule does on non-domiciled CDLs, but it makes those limits permanent law. States must audit all current foreign-domiciled licenses within one year and revoke any that don’t meet the rules. Non-compliant states could lose up to 8 percent (then 12 percent) of their federal highway funding. The bill also adds new requirements for every CDL holder in America: 

  • All knowledge and skills tests must be given only in English. 
  • Drivers must read and speak English well enough to talk to police, read road signs, answer questions, and fill out reports. (American Sign Language counts as English.) 
  • Drivers who can’t meet this get placed out of service immediately.
  • It also makes trucking companies responsible. Carriers cannot hire drivers without valid CDLs or English skills, or they risk losing their registration. The bill even bans certain foreign dispatch services that help foreign drivers skirt rules. More to come on this. 

Which One Matters More?
The rule is like a quick safety patch; it closes the biggest loophole right now. Dalilah’s Law is a full toolbox. It locks the changes into law, adds English rules for safety and fairness, forces states to clean up old mistakes, and punishes companies that break the rules. Together, they could prevent future tragedies like the one that inspired Dalilah’s Law. For truckers, companies, and everyday drivers, the message is clear: the days of easy loopholes for unvetted foreign drivers are ending. Safer roads are on the way.

From containers to doorsteps: Maersk’s push Into parcel logistics

Maersk e-commerce fulfillment warehouse interior with conveyor belts, tall blue shelving packed with parcels, and a worker walking the aisle

Maersk built its reputation moving containers across oceans. Now the maritime giant wants to deliver packages to your doorstep. To do so, it’s using data modeling, artificial intelligence and a web of carrier partners to make it happen.

Sam Coiro, head of e-commerce commercial business development at Maersk, told FreightWaves the company’s push into parcels came from a simple observation: Maersk was already doing most of the work.

“Maersk is going across the world with its containers, picking things up, sailing across the ocean, moving them into warehouses, and then literally doing the fulfillment for big, big shippers. But that’s where Maersk stopped,” Coiro said. “Maersk said, ‘Wait a minute. If we’re already bringing it 75 percent of the way, doesn’t it make sense for us to do the last piece as well?’”’

That thinking sparked a series of acquisitions. Maersk bought Visible Supply Chain Management, a large parcel reseller with e-fulfillment centers across the country. It also picked up B2C Europe, a major multi-carrier shipping platform. The goal was to close the gap between warehouse and customer.

The result is Maersk Parcel — a single platform that gives shippers one label, one invoice, one rate card and one tracking experience. Behind the scenes, Maersk blends its own assets with partner carriers to move packages coast to coast.

“You can move packages from east to west, west to east, up and down, down to up,” Coiro said.

Predicting the Unpredictable

The hard part of parcel logistics isn’t forecasting Black Friday. Black Friday is always the Friday after Thanksgiving. The real challenge is the surprise demand spike that catches operators off guard.

“It’s easy for us to predict volatility in the network. I can tell you today that in 10 months from now we’re going to have volume spikes — Black Friday, Cyber Monday,” Coiro said. “I can tell you today that on Mother’s Day there’s going to be volume spikes. I can tell you today that on Christmas there’s going to be volume spikes.”

The curveball comes from the consumer.

“What I can’t tell you is that unpredictable consumer demand that happens — whether it’s a social influencer that’s driving some crazy widget,” he said. “When major brands run large release events, demand can surge rapidly, creating significant volume spikes for logistics providers. If you’re the supply chain provider behind the scenes having to fulfill that — well, man, you’re in a world of hurt.”

Maersk attacks this problem with data modeling. The company tracks how well each customer predicts their own volume. Over time, patterns emerge.

“Today we’re using agents to say, look, if this customer has given me 50 forecasts in the last 50 weeks and every time the customer’s off by X percent, model out potential forecast ranges to help plan resources more effectively,” Coiro said.

That buffer matters when you’re running hundreds of accounts.

“When you do that across — I mean, Maersk is not operating with one customer. We have hundreds of customers,” he said. “But if we’re able to look at that through that lens from a data perspective and predict, then I can start making my planning decisions now. How many trucks do I need? How many lanes do I need? How many employees do I need? How many sort lanes to run? I can do it today instead of last minute.”

The data also helps Maersk decide when to bring in extra workers or add a third shift on busy weekends.

The Multi-Carrier Hedge

Most parcel operators rely on a single network to move packages. Maersk took a different path. It built a multi-carrier system that mixes national giants with regional specialists.

“Our multi-carrier network allows us to flex capacity significantly. I don’t need to load and plan for that because I know I can move it,” Coiro said. “If we relied on a single asset, that would create constraints.”

At the top sit the big national players. Below them are regional carriers who cover specific parts of the country.

“Our regional carriers provide strong service options and bring deep expertise in their specific geographies,” Coiro said. “So we’ve got very strong regional carriers in the Northeast, Southeast, Central, West.”

These smaller carriers bring something the giants cannot: flexibility.

“From a regional standpoint, it’s much more flexible because they’re eager for volume,” Coiro said. “Our strategy allows us to complement our partners and deliver optimized, end-to-end solutions.”

Maersk also runs its own trucks where it makes sense. The company owns a ground freight network and uses those assets when routes line up.

Every new customer starts with an analytics deep dive. Maersk asks for six to 12 months of shipping history, then runs the numbers through its modeling systems.

“We run customer shipment data through advanced modeling to design an optimized carrier mix,” Coiro said.

The goal is finding the right blend of carriers based on three factors: what the customer sells, how fast they promised delivery and how much they want to spend.

“Using our data, using our agents, using our AI capabilities, we’re trying to figure out what is the best combination of carriers that we can light up for this customer based on the type of good that they’re selling, the promise that they made to the customer about three-day, five-day, six-day, whatever, and how much they want to spend,” he said.

When Things Go Wrong

Carriers fail. Weather hits. Trucks break down. Maersk built its system to handle these problems.

When a shipper connects to Maersk’s system, they make one call to the company’s application programming interface (API). Maersk returns a label with a pre-negotiated rate. That label carries two barcodes — one for tracking, one that identifies which carrier will move the package.

“So now I’ve already determined that this package is going to be carried by carrier one,” Coiro said.

But what happens when carrier one hits trouble?

“If a carrier experiences a service disruption, our system may reroute shipments through alternative providers where commercially and operationally feasible,” Coiro said. “You as the customer, you know what you have to do? Nothing. I do it.”

The tracking number stays the same. If the delivery date changes, Maersk updates that information so the end consumer knows their package is running a day late.

“What I then do is if I have to change the service level agreement (SLA), then I’m going to update the tracking information,” Coiro said. “So the customer is now going to know, ‘Oh, okay. They just told me that it’s not going to be here on Thursday, it’s going to be Friday.’”

Regional carriers give Maersk more flexibility in these situations than the big nationals.

“From a regional standpoint, we can, which is awesome,” Coiro said. “So if I got to get you a box in three days and if a carrier fails to perform — then our system can update routing scans automatically within supported parts of the network.”

Why This Matters for Shippers

The multi-carrier approach solves a basic problem in parcel shipping: concentration risk. Companies that depend on a single national carrier get stuck when demand spikes or service fails. They have no backup plan and no leverage.

Coiro says Maersk offers something different. By mixing its own ground freight with national and regional partners, it creates options without adding complexity for the shipper.

“When you join the Maersk family, you start to get access,” Coiro said.

That access extends beyond parcels. Shippers can tap into Maersk’s ground freight network, air services, ocean shipping and customs clearance operations.

“From a customer standpoint, especially a customer that’s going to grow, they can start small if they want from a parcel standpoint, and as they grow and they start to need these services and they need to start sourcing from different countries,” Coiro said.

Small shippers get the benefit of Maersk’s scale when negotiating with carriers. As they grow, they can add services without hunting for new providers at each stage.

“We work with customers of all sizes and aim to support them consistently as their needs scale,” Coiro said.

The model also supports cross-border commerce. Shippers can hold inventory overseas and fulfill orders directly, or bring goods into the country in bulk for faster local delivery — all while staying within customs and regulatory rules.

“Maersk supports this kind of cross-border e-commerce flow in full alignment with customs, duties, and all regulatory requirements,” Coiro said. “It’s a compliant, seamless way to connect origin-based inventory with customers without sacrificing transparency or service quality.”

February surprise for busiest U.S. container gateway

The Port of Long Beach reported solid overall cargo volumes in February 2026, handling 767,525 twenty foot equivalent units (TEUs), an increase of 0.3% from February 2025.

Imports were down slightly by 0.2% to 368,060 TEUs, while exports saw surprisingly strong improvement, rising 8.2% to 97,422 TEUs.

Empty containers, an indicator of future imports, declined 0.15% to 302,044 TEUs.

Port Chief Executive Dr. Noel Hacegaba noted that cargo movement remains fluid despite external pressures.

“Cargo volumes at the Port of Long Beach remained positive in February,” Hacegaba said in an online media briefing. “The conflict in the Middle East has added more uncertainty to global trade and triggered broad market conditions and reactions from parties across the supply chain”.

Year-to-date, the port has processed 1,615,290 TEUs, which is down 6% from the record-setting period last year.

“The disruption at the Strait of Hormuz has already triggered a rapid rise in oil prices,” said Hacegaba. He cautioned that if the Middle East conflict persists, “supply chains everywhere will have to navigate higher fuel and vessel operating costs and seek alternative shipping routes”.

Read more articles by Stuart Chirls here.

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Outpost adds Newark terminal and EV Realty sites to national network

Aerial view of Outpost’s truck terminal in Clifton, New Jersey, featuring a large paved parking area, warehouse buildings, and the New York City skyline in the background.

Trucking is estimated to move around 70% of U.S. freight each year. Unlike air cargo, rail and ocean shipping, which have dedicated places like airports, docks and railheads, trucking lacks scalable unified infrastructure. Outpost is betting $1 billion that it can change that.

The Austin- and Seattle-based truck terminal owner announced Thursday the addition of five new properties in Newark, Miami and across California. The expansion adds more than 30 acres to its nationwide portfolio. It also marks the company’s entry into the Northeast’s most critical freight corridor.

“Air cargo has airports, intermodal has rail yards, and ocean freight has ports, but trucking, which moves over 70% of U.S. freight every year, has no unified infrastructure to power the flow of goods across the country,” said Trent Cameron, Outpost co-founder and CEO. “Outpost is changing that by building the first nationwide network of shared-use truck terminals.”

East Coast Expansion Opens New Markets

The Newark property at 90 Kingsland Ave. in Clifton, New Jersey, is Outpost’s first terminal in the Northeast. The 7.1-acre site sits just eight miles from the Lincoln Tunnel and 13 miles from Port Newark Container Terminal.

“It’s our entry into the Newark submarket. It’s a last-mile logistics facility — a Class A facility that one of our customers is already utilizing,” Cameron said. “We’ll continue to invest heavily in that market given the transportation infrastructure required there.”

The Miami property at 3200 NW 67th Ave. is a 17-acre flagship asset within Foreign Trade Zone 281. It sits immediately off the runways of Miami International Airport and less than nine miles from PortMiami.

“When you’re landing, you’re going to fly directly over Outpost’s latest acquisition, which is 17 acres right adjacent to Miami International Airport,” Cameron said. “Miami is obviously a very densely populated market with a ton of freight moving through there.”

California Sites Drive EV Partnership

The expansion includes a strategic investment in EV Realty, a leading developer of commercial fleet charging hubs. Three EV Realty properties in California will join the Outpost network in Stockton, Livermore and Torrance. The sites will serve fleets today while undergoing permitting for future electrification.

The 4.1-acre Stockton site sits north of Stockton Airport, within two miles of I-5 and SR-99. The 2.75-acre Livermore property along I-580 links the Port of Oakland with San Joaquin Valley distribution centers. The 2.2-acre Torrance site sits near I-405 and the Ports of Los Angeles and Long Beach.

“Our partnership with Outpost allows us to activate our grid-ready properties immediately for fleets already moving freight through these high-volume markets,” said Patrick Sullivan, CEO of EV Realty. “Customers gain access to secure logistics infrastructure today, while we build the high-power charging hubs that they’ll rely on in the future.”

Cameron explained the strategic thinking behind the investment: “What’s really holding back the energy transition is charging infrastructure. The power constraints for Class 8 trucks are much more significant than for passenger cars. You also need more space and a secure environment to charge trucks carrying freight.”

Looking Ahead

All new locations will receive Outpost’s AI-powered gate automation technology. This includes automated access control, real-time event tracking, AI voice capabilities and seal detection.

“Customers will experience the same automation they get at every Outpost facility at these new locations,” Cameron said. “We’ve incorporated new features into the technology like AI voice, seal detection, and different methods for exception handling that have made it extremely efficient.”

The technology also helps fight freight fraud through carrier validation. “I can’t even tell you how many people are interested in accessing our data or having validations to confirm the right carrier is showing up to pick up that trailer,” Cameron said.

The acquisitions are part of Outpost’s $1 billion deployment to expand its national network of truck terminals and industrial outdoor storage. The company is positioning itself as the infrastructure platform for mixed fleets as the industry moves toward electrification and autonomous operations.

Regulator wants additional, detailed information on UP-NS rail merger

While Union Pacific and Norfolk Southern prepare to file a revised merger application in late April, federal regulators are requesting specific data related to the proposed transcontinental tie-up.

The request for documents to be submitted prior to the revised application likely could include highly sensitive data related to the $85 billion deal – the first to be evaluated under more stringent rules enacted in 2001 after mergers in the Nineties led to serious rail service meltdowns.

Union Pacific Chief Executive Jim Vena told FreightWaves he had “no concern” over the new request.

The request included in a seven-page decision released Wednesday follows a recommendation to the STB from the Department of Justice that such documents are of “critical importance” and reflect real-time business decisions and forecasts concerning the merging companies’ operations, and forecasts of future market conditions.

Justice said such documentation is typical when it and the Federal Trade Commission review mergers, guided by the Hart-Scott-Rodino antitrust legislation.

The regulator asked for internal reports, confidential memoranda, and studies by the companies’ bankers, consultants and other advisors evaluating the acquisition “with respect to market shares, competition, competitors, markets, potential for sales growth, and expansion into new product or geographic markets.”

Data covering synergies and efficiencies that are expected to be produced by the merger were also included in the request.

“Union Pacific (NYSE: UNP) remains committed to following the STB process and will be responding to the requests for the information they need to evaluate this historic merger,” the company said in a statement.

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Read more articles by Stuart Chirls here.

Related coverage:

Latest week U.S. rail shipments flat

Rail outlook up on firmer economic factors: AAR

STB won’t open new probe of CPKC rail service on West Coast-Southeast intermodal shortcut

Norfolk Southern to upgrade dozens of locomotives

HERE Technologies launches advanced EV planning tools for mixed fleets

White Tesla Semi electric semi-truck parked at night in an urban plaza next to a traditional black semi-truck, illustrating mixed fleet EV and ICE operations.

HERE Technologies recently announced new premium capabilities for its HERE Tour Planning tool on Feb. 9. The features address mixed-fleet operational challenges as commercial EV adoption continues to accelerate.

The announcement comes as fleet operators who manage mixed fleets of trucks and vans now face a planning challenge far more complex than traditional routing ever required. 

Electric vehicles introduce variables that internal combustion engine (ICE) fleets never dealt with: battery range that fluctuates with temperature and payload, charging dwell times that disrupt delivery schedules, and infrastructure gaps that can strand drivers mid-route.

“Traditional routing is no longer a one-size-fits-all exercise,” said Ronak Amin, product marketing manager at HERE Technologies in an email to FreightWaves. “Fleets are also having a difficult time integrating EVs into their fleets because they’re worried about the routing differences compared to their ICE vehicles.”

Amin explained that fleets now customize route logic around several key factors: dynamic routing events such as unpredictable traffic congestion and road closures; vehicle dimensions and restrictions including height, weight, axle load and cargo type. 

Propulsion type where range, temperature, payload and charging location availability become essential inputs for EVs; energy consumption modeling. These time-based operational constraints also affect light commercial vehicles differently than long-haul trucks.

The new EV Planning capability can deliver up to 20% better planning and routing, according to HERE testing. The system learns each vehicle’s unique operating profile and creates delivery tour plans with up to 15% better ETA accuracy. It uses a physical consumption model rather than broad assumptions.

Agentic AI is quickly becoming what Amin called “a force multiplier in logistics.” These AI agents can evaluate thousands of constraints — such as delivery windows, driver shifts, vehicle restrictions and asset load management — then generate optimized routing strategies in seconds.

The technology enables fleets to explore “what-if” scenarios like freight network simulations or EV fleet expansion before they make real-world decisions.

Amin pointed to common pitfalls that limit AI effectiveness. “AI is only as good as the map data, traffic, telematics and operational data it’s trained on,” he said. “The system must understand real-world rules, such as low bridges, seasonal zones and charging downtime.”

Treating AI as plug-and-play without clear business objectives reduces its value. “In short, AI combined with location intelligence is what makes automation operational in the real world,” Amin said.

The announcement comes as global EV adoption rates remain uneven. Europe and China lead in commercial EV deployment and charging infrastructure scale. The U.S. landscape remains more fragmented, with some fleets pausing because of policy changes while states like California continue pushing strong electrification mandates.

“Fleets now focus on practical EV performance questions such as range, payload, terrain and mixed-fleet planning, rather than just whether to adopt EVs,” Amin said. “Fleets increasingly choose EVs for their mission fit.”

The upgraded capabilities are now available to select customers, with further enhancements planned throughout 2026.