U.S. CONTAINER IMPORTS FALL 7.8% IN NOVEMBER AS CHINA DEMAND SLUMPS
Descartes reports U.S. seaports handled 2.18M TEUs in November, with imports from China down 19.7% year over year—signaling softer holiday restocking and tariff-driven uncertainty for ocean carriers and drayage providers.
EIA: NATIONAL DIESEL AVERAGE DROPS 9.3¢ TO $3.665/GAL
Retail on‑highway diesel fell to $3.665 per gallon for the week of December 9, easing fuel‑surcharge pressure for fleets; prices declined across all regions, led by the Rocky Mountains and Midwest.
FMCSA REVOKES THREE ELD MODELS; CARRIERS GET 60 DAYS TO SWITCH
The agency removed Pioneer Safety Solutions, Black Bear ELD, and Rollingtrans devices from its registered list, giving fleets until February 7, 2026 to replace units or face out‑of‑service orders and citations.
TRUMP SIGNALS POSSIBLE CUTS TO SOME U.S. TARIFFS, OTHERS COULD RISE
In an interview, President Trump said he may reduce tariffs on select goods while increasing others—keeping shippers and importers on edge as they plan 2026 sourcing, inventory, and transportation budgets.
SMALL‑BUSINESS OPTIMISM TICKS UP ON SALES OUTLOOK, NFIB SAYS
NFIB’s index rose to 99 in November on stronger sales expectations and hiring plans—an encouraging sign for truckload/LTL demand heading into early 2026 despite inflation and policy uncertainty.
WHITE HOUSE FLOATS MORE TARIFF CARVEOUTS; $12B FARM AID UNVEILED
Live updates note additional tariff exemptions under consideration and fresh relief for farmers—developments that could shift ag export flows, reefer capacity, and bulk trucking demand in coming months.
SWITZERLAND SAYS LOWER U.S. TARIFFS TO APPLY RETROACTIVELY, THEN PULLS NOTICE
A Swiss statement indicated U.S. tariff reductions retroactive to Nov. 14 before being removed, adding to trade‑policy whiplash for forwarders and importers juggling routing and customs strategies.
EU WATERS DOWN SUPPLY‑CHAIN DUE DILIGENCE LAW, DELAYS ROLLOUT TO 2029
Brussels scaled back coverage and penalties under its corporate sustainability due‑diligence rules—easing near‑term compliance burdens for U.S. exporters, 3PLs and carriers tied to EU markets.
SAN PEDRO BAY PORTS TO PRESENT CLEAN AIR ACTION PLAN UPDATE TODAY
Ports of Los Angeles and Long Beach deliver a Dec. 9 progress report on emissions inventories, clean trucks, and infrastructure—key signals for drayage fleets planning ZE/near‑ZE investments and grants.
MAERSK EXPANDS U.S. GROUND FREIGHT FOOTPRINT NEAR SAVANNAH
The forwarder added a new ground freight site by the Port of Savannah, extending recent openings in Georgia and Texas to integrate ocean, warehousing and inland trucking capacity for shippers.
U.S. MULLS NEW TARIFFS ON INDIAN RICE; AG AND FOOD SUPPLY CHAINS ON WATCH
Fresh tariff threats on Indian rice would reshape import flows and intermodal volumes tied to grocery and foodservice, with potential knock‑on effects for bulk and reefer trucking networks.
NVIDIA CLEARS U.S. HURDLE TO SELL H200 CHIPS TO CHINA; TECH TRADE FLOWS SHIFT
Regulatory approval to export high‑end AI chips could spur near‑term airfreight activity and high‑value logistics, even as broader tariff policy continues to cloud 2026 demand planning.
ENTERPRISE BUYS HOGAN TO ENTER HEAVY‑DUTY TRUCK RENTAL AND LEASING
Enterprise expands beyond light/medium truck rental with the acquisition of Hogan, signaling fresh competition in heavy‑duty rental/lease and potential ripple effects for dedicated and spot capacity.
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