Month: November 2025

NEW ORLEANS–It was toward the end of a panel at the Trimble Insight conference here that the three executives pondering AI’s future needed to confront the elephant that waddled into the room. After discussing various approaches and philosophies companies should pursue in deciding how to implement AI in the operations of their various transportation companies,… Continue reading A ‘jobs apocalypse’: panel at Trimble eyes AI’s future in logistics

NEW YORK — Just days away from the formal filing of Union Pacific’s application with regulators for its proposed merger with Norfolk Southern, the markets are starting to wake up to the deal’s potential to reshape how North America ships freight. Share prices improved as UP Chief Executive Jim Vena told an industry conference that… Continue reading Union Pacific CEO: America needs coast-to-coast railroad, now

Chart of the Week:  Import Ocean TEUs Volume Index – USA SONAR: IOTI.USA Bookings for containers bound for the U.S., as measured by the Inbound Ocean TEUs Volume Index (IOTI), have been extraordinarily weak this fall compared with the previous two years—averaging roughly 11% below 2024 levels since September. It’s true that 2024 was somewhat overheated… Continue reading Not the weakest import demand we have ever seen

Borderlands Mexico is a weekly rundown of developments in the world of United States-Mexico cross-border trucking and trade. This week: Cross-border boom collides with rising security risks; Mexico sets new quarterly FDI record with nearly $41B in Q4; and La Bonanza Avocados breaks ground on logistics hub in Pharr. Cross-border boom collides with rising security… Continue reading Borderlands Mexico: Cross-border boom collides with rising security risks

Canada Post on Friday blamed ongoing strike activity by mail carriers for driving parcel shippers to competitors and sharply reducing revenue intake, resulting in the largest quarterly loss in the company’s history, and said it will need another government bailout to fund operations through next year. The cash-strapped postal operator reported a pre-tax loss of… Continue reading Canada Post reports record loss of $385M as parcel revenues plunge