AMAZON WEIGHS ENDING USPS PARTNERSHIP BY 2026, RAISING PARCEL MARKET STAKES
Amazon is considering ending its long-running USPS delivery deal as it expands its own network, a move that could hit the Postal Service’s revenue and intensify competition with UPS and FedEx.
OCADO TO GET $350 MILLION FROM KROGER AS U.S. GROCER CLOSES THREE ROBOTIC WAREHOUSES
Kroger will pay Ocado $350 million after deciding to shutter three automated fulfillment centers and scale back rollout plans, reflecting a shift toward fulfilling more online orders from stores.
BMO SAYS TRANSPORTATION LOAN IMPAIRMENTS HIT NEW PEAK, SIGNALING STRESS IN FREIGHT SECTOR
BMO’s gross impaired transportation loans climbed to about $419 million (CA$585 million) in its latest quarter, reversing prior improvement and underscoring persistent pressure on carriers’ balance sheets.
ALABAMA, ICE CRACKDOWN TARGETING TRUCK DRIVERS NETS 82 ARRESTS SINCE OCTOBER LAUNCH
A joint enforcement initiative by Alabama’s Motor Carrier Safety Unit and ICE has referred hundreds for status checks and detained 82 drivers, with officials focusing on high-crash rural interstate corridors.
CLASS 8 ORDERS SINK 17% M/M IN NOVEMBER; FLEETS PRIORITIZE SURVIVAL OVER EXPANSION
Preliminary data show North American Class 8 orders fell to roughly 19.7K–20.2K units, down 44%–47% year over year, as weak freight demand and high financing costs keep buyers on the sidelines.
HEAVY-DUTY TRUCK ORDERS TUMBLE; ANALYSTS FLAG GROWING CONCERNS FOR 2026 DEMAND
ACT Research and FTR report November Class 8 orders were barely half of last year, with fleets delaying replacement amid soft freight, elevated costs and regulatory uncertainty heading into 2026.
DOW JONES TRANSPORT AVERAGE LOGS 9-DAY RALLY AS INVESTORS BET ON FREIGHT REBOUND
Transport stocks broke past resistance, outpacing tech as traders eyed a Fed cut and tighter trucking capacity—signals some strategists say point to broader market strength ahead.
LTL CARRIERS REPORT MIXED NOVEMBER VOLUMES; SAIA, ARCBEST NOTCH MODEST GAINS
Saia and ArcBest posted year-over-year improvements in shipments and tonnage, while sector-wide trends remained uneven amid a sluggish freight backdrop.
10 ROADS EXPRESS TO CLOSE HARRISONBURG, VA TERMINAL AS NATIONAL SHUTDOWN ADVANCES
The USPS contractor will shutter its Harrisonburg site by late February, part of a broader wind-down after steep revenue losses tied to postal network changes, with local layoffs beginning Jan. 30.
FMCSA RENEWS FIVE-YEAR HOS 30-MINUTE BREAK EXEMPTION FOR OS/OW HAULERS
The Specialized Carriers & Rigging Association secured a full five-year renewal of its exemption, allowing permitted oversize/overweight drivers to forgo the 30‑minute rest break requirement.
KNIGHT‑SWIFT DRIVER DELIVERS U.S. CAPITOL CHRISTMAS TREE AFTER 3,700‑MILE, NINE‑STATE TOUR
The 53‑foot red fir’s coast-to-coast journey highlighted industry professionalism and specialized equipment during peak season public stops across the country.
AIR CARGO VOLUMES RISE 5% IN NOVEMBER, BUT E‑COMMERCE ‘GROWTH ENGINE’ IS SLOWING
Xeneta data show a fourth straight month of year-over-year demand growth, yet global spot rates fell 5% as capacity additions and softer e‑commerce momentum tempered pricing power.
AMAZON’S GROWING CLOUT IN U.S. SHIPPING MARKET PRESSURES LEGACY PARCEL CARRIERS
With billions of annual parcel deliveries and expanded same‑day reach, Amazon’s logistics arm is poised to rival USPS volumes within a few years, intensifying pricing and service competition nationwide.
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