ILLINOIS OKS 30% TRUCK TOLL HIKE; CARRIERS WARN OF COST, SAFETY IMPACTS
State lawmakers advanced a plan to raise truck tolls 30% starting in 2027 to fund a $1.5B transit overhaul, drawing pushback from industry groups that say it will sharply increase delivery costs and strain supply chains around Chicago.
CUMMINS PROFIT SLIDES 33.7% ON ACCELERA WRITEDOWN, WEAK NORTH AMERICA ENGINE DEMAND
Q3 net income fell to $536M after a $240M electrolyzer writedown, with executives warning North American truck engine sales could drop another 15% in Q4 as freight market softness persists.
DAIMLER TRUCK EARNINGS DOWN AS NORTH AMERICA SOFTNESS WEIGHS; ORDERS OFF 29% Y/Y
The Freightliner and Western Star parent posted a 27% drop in Q3 profit and 13% lower revenue; management said the outlook remains “murky” despite orders improving from Q2 levels.
RXO NARROWS LOSS AS REVENUE JUMPS 36.6%; SEES CAPACITY THINNING WITH TIGHTER ENFORCEMENT
The broker reported a $14M Q3 net loss versus a much larger year-ago loss and said stricter federal rules on English proficiency and non-domiciled CDLs could remove truckload capacity, setting up a better pricing environment in 2026.
FORWARD AIR POSTS Q3 LOSS, CONTINUES STRATEGIC REVIEW WHILE RESTRUCTURING NETWORK
Revenue fell 3.7% to $631.8M and net loss totaled $23.8M as the company exits final-mile operations and pushes its One Ground Network plan; the board’s strategic alternatives process remains active.
JUDGE OKS $600M IN LIFELINE FINANCING FOR AUTO PARTS SUPPLIER FIRST BRANDS
A bankruptcy court approved access to the remaining debtor-in-possession funds to avert liquidation, after advisers reached interim settlements with competing creditors over disputed collateral—stabilizing a key supplier to vehicle production and service markets.
CHINA TO RESUME NEXPERIA CHIP EXPORTS, EASING AUTO SUPPLY STRAIN
The Dutch prime minister said Beijing will allow shipments from Nexperia’s Chinese plants to restart, a potential breakthrough that could relieve component shortages affecting North American vehicle production and freight demand.
CHINA LIFTS SUSPENSION ON U.S. SOYBEAN SUPPLIERS AFTER TRADE TRUCE
Beijing reinstated export qualifications for three U.S. companies effective Nov. 10, a move that could boost Midwest bulk movements by truck and rail heading into export channels.
N.Y., N.J. GRANT KEY PERMITS FOR WILLIAMS GAS PIPELINE SERVING NYC REGION
Regulators approved Clean Water Act certifications for the Northeast Supply Enhancement Project, which could enable more buildings to switch from truck-delivered fuel oil to pipeline gas, altering regional fuel-hauling patterns.
OKLAHOMA, ICE NET 34 UNDOCUMENTED CDL HOLDERS IN I-40 ENFORCEMENT SWEEP
A 15-hour “Operation Guardian” blitz near the Arkansas border included 209 inspections and 70 detentions, signaling stepped-up interstate checks on licensing and language proficiency that could impact available capacity.
PCS UNVEILS AI DISPATCH, LOAD SCORING AND BACKHAUL TOOLS IN ITS TMS
New modules—Dispatch Manager, Load Opportunity Manager and Backhaul Booster—tap real-time data to automate driver assignments and prioritize profitable freight, aiming to lift utilization for carriers and 3PLs.
HONDA CUTS OUTLOOK AS TARIFFS, CHIP DISRUPTIONS HIT; MEXICO PLANT HALTED
The automaker’s first-half profit fell 37% and it trimmed full-year guidance, citing tariff costs and a Nexperia-related chip shortage; production in Celaya, Mexico, remains paused, with knock-on effects for North American parts flows.
FLEETS WARM TO RNG POWERTRAINS AS X15N ROLLS OUT; NEW DEALS EXPAND FUELING
At ATA’s MCE, carriers highlighted growing comfort with 15-liter natural-gas engines and renewable natural gas supply, with Clean Energy showcasing new trucks and signing fueling agreements as fleets eye lower-emission options for linehaul.
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