Daily Trucking Digest – September 25, 2025

Daily Trucking Digest – September 25, 2025

TRUCK RENTALS PLUNGE AS PRIVATE FLEETS GET CAUTIOUS, NPTC SURVEY FINDS

National Private Truck Council’s 2025 Benchmarking Survey shows heavy‑duty rental commitments fell sharply in 2024 as fleets braced for tariffs and a lingering freight slump; average commitments dropped to 12 units from 51. Penske’s Jim Lager said rental is still viable, but excess capacity suggests conditions won’t tighten immediately.


ARMLOGI REPORTS 14% FY2025 REVENUE GROWTH ON WAREHOUSING AND TRANSPORT DEMAND

The California-based 3PL logged $190.4 million in revenue for the year ended June 30, 2025, citing continued demand for fulfillment and transportation services. Costs rose on freight, labor and facility expansion as the company scaled its operational footprint.


CHINA SHIPYARD ORDERS REMAIN ROBUST DESPITE UPCOMING U.S. PORT FEES ON CHINA-LINKED VESSELS

A CSIS report says global carriers continue booking Chinese shipyard slots even as the U.S. readies million‑dollar port fees for China‑linked ships starting Oct. 14. Some lines may redeploy Chinese‑built tonnage away from U.S. trades to avoid charges, with knock‑on effects for equipment flows and inland trucking demand.


FMCSA UNVEILS MODERNIZED CONSUMER COMPLAINT DATABASE, ADDS BROKER REPORTING

DOT launched phase one of the National Consumer Complaint Database overhaul to streamline submissions on safety, fraud and household goods movers. The update expands categories to include complaints against property brokers and aims to speed agency response times and usability for carriers and drivers.


USPS WON’T SEEK JANUARY STAMP PRICE HIKE, OFFERING SHIPPERS RARE RATE RESPITE

The Postal Service said it will pause first‑class stamp increases in January following a string of hikes since 2019. The decision could temper some near‑term parcel cost pressures during peak planning, though USPS still faces steep losses and volume declines.


ACT EXPO 2026 TO RETURN TO LAS VEGAS WITH BIGGER FOCUS ON AUTONOMY, CONNECTED TECH AND AI

North America’s largest fleet technology show announced May 4–7, 2026 dates, touting expanded programming on advanced clean vehicles plus autonomy and AI. Organizers expect more than 12,000 attendees and broad OEM and supplier participation that could shape fleets’ 2026–27 spec decisions.


UBER FREIGHT, TESLA ROLL OUT SUBSIDIES FOR SEMI EV BUYERS VIA DEDICATED PROGRAM

A new Dedicated EV Fleet Accelerator Program offers incentives to carriers buying Tesla Semis that commit equipment and drivers to Uber Freight contracts. Pilot results highlighted energy consumption and charge time data, while infrastructure gaps remain a key adoption hurdle for long‑haul routes.


FEDEX FREIGHT BEEFS UP SALES TEAM AHEAD OF 2026 SPINOFF TO BOOST CUSTOMER EXPERIENCE

FedEx is targeting 400 sales specialists prior to carving out its LTL unit in June 2026, with about 200 already in place. The company is also investing in IT systems as Freight’s operating income faces pressure from soft industrial demand and excess TL capacity.


FMCSA TO END PAPER CHECKS; AGENCY MOVES TO ELECTRONIC‑ONLY PAYMENTS ON SEPT. 30, 2025

Motor carriers, brokers and others must use debit or credit cards for all FMCSA fee transactions beginning Sept. 30, 2025. The agency says the shift aligns with a White House order and will speed processing while reducing errors and administrative burden.


REPORT: PARCEL DELIVERY LOGISTICS MARKET SEEN REACHING $774B BY 2034 ON SAME‑DAY, OMNICHANNEL GROWTH

Research and Markets projects steady parcel growth driven by expedited services, international expansion and urban delivery. The study urges investments in electrification and partnerships to enhance service and sustainability across last‑mile networks.


UPS BUYOUTS DRAW SCRUTINY AS ANALYSTS FLAG OVERTIME, SERVICE RISKS IN PEAK PREP

Supply Chain Dive’s latest coverage details expert concerns that workforce reductions could strain operations and erode institutional knowledge ahead of the holiday rush. The carrier is balancing cost control with service reliability amid tariffs and uneven demand.


FREIGHTWAVES SETS OCT. 21–22 DATES FOR F3 FESTIVAL, PROMISING MARKET INSIGHTS AND RAPID‑FIRE TECH DEMOS

The Future of Freight Festival returns to Chattanooga with 70+ speakers and live shows focused on freight markets, geopolitics, AI and more. Organizers expect 1,500+ attendees spanning shippers, carriers, 3PLs and tech providers as budgeting season ramps.

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