Mexico’s 2026 FDI ranking climb highlights nearshoring trends and cross-border freight opportunities tied to U.S. supply chains.
The next upturn in the trucking industry could be driven by the supply side, a pattern observed in the past three upcycles, according to a report released Monday by Morgan Stanley.
A regulatory green light for high-tech roadside safety beacons is seen as a breakthrough for the widespread commercial adoption of autonomous trucking.
Morgan Stanley lowered earnings expectations for publicly traded truckload and less-than-truckload carriers on Monday.
Goldman Sachs is advising BNSF Railway on a possible merger, according to a published report, just days after news broke of talks between Union Pacific and Norfolk Southern.
Morgan Stanley kept its rating on Heartland Express intact despite the company’s recent poor performance.
Morgan Stanley released its 2025 Transportation Outlook, which describes the next year as likely a tale of two halves, one with a powerful restocking-driven upcycle followed by the fears of a downcycle beginning in 2026.
Rising insurance costs, which were flagged by most carriers on fourth-quarter calls, present a headwind to earnings, Morgan Stanley said Tuesday.
Analysts at Morgan Stanley are bullish on the growth prospects for
Canadian National Railway Co.’s business units in 2024.
On Wednesday, autonomous trucking startup TuSimple went private after voluntarily delisting from Nasdaq following two years of stock and boardroom drama. FreightWaves’ Alan Adler writes, “TuSimple was the first autonomous trucking company to demonstrate driverless operations on an open highway. One of its trucks traveled 80 miles with no human on board from Tucson, Arizona, to Phoenix in December 2021.”
The freight recession may ease earlier than expected, according to recent comments from Morgan Stanley analyst Ravi Shanker. In a call to clients on Monday, Shanker said, “Shippers continue to remain on reorder ‘strike’ while they wait for stronger signals or more favorable conditions on macro but while destocking at the same time, which could lead to everyone wanting to restock at the same time, when the coast clears (or they run out of inventory).”
Morgan Stanley told investors on Monday that a rebound in freight demand may happen sooner than many are expecting as inventories need to be rebuilt.
A quarterly survey of shippers suggests the trucking market is still distanced from a material recovery.
The first meeting of the Federal Motor Carrier Safety Administration’s Truck Leasing Task Force (TLTF) discussed and drafted recommendations on Tuesday regarding limiting or eliminating the power a trucking company has over lease purchase agreements with drivers.
Earnings estimates for truckload and less-than-truckload carriers get a notable negative revision at Morgan Stanley.
Trucking safety advocates are at odds with corporate-backed attempts at implementing a roadside safety exemption for autonomous trucks. For those unaware, current regulations require drivers to use three emergency reflective triangles, or at least six fusees or three liquid-burning road flares, if they stop on the road for reasons other than traffic.
A first-quarter survey of shippers showed inventories are being drawn down and that a second-half freight recovery remains in play.
A report published Wednesday by Morgan Stanley Research highlights demand expectations and how carriers and brokers are hungry for freight.
Separar los problemas de la comercialización de camiones autónomos es cada vez más difícil
The Wall Street Journal reports multiple federal probes of TuSimple’s China dealings after a watchdog set up oversight in February.
