The U.S. Trade Representative has announced new tariffs on Chinese-made container cranes set to go into effect on November 9th, in response to China’s use of unfair trade practices in shipping and shipbuilding. These levies, which include 100% tariffs on ship-to-shore container cranes, could stack with existing duties, bringing the total assessed tariffs on some Chinese exports to between 125% and 270%.
Canadian mail carriers, represented by the Canadian Union of Postal Workers, have switched from a nationwide strike to local rotating strikes. Union officials characterized the move as a compromise allowing the restart of mail and parcel service after a two-week national shutdown, although Canada Post has suspended all service guarantees due to the uncertainty caused by the new rotating actions.
Amazon is continuing to significantly build out its footprint by opening its largest fulfillment center ever in the Pacific Northwest and simultaneously constructing a large, automated distribution center in Indiana. The facility in Woodburn, Oregon, covers 3.8 million square feet—four times the size of Portland’s International Airport terminals—and Amazon plans to initially hire 3,000 people to run the operation.
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WHAT THE TRUCK?!? | Tracks, Trucks & Tech: Securing the Future of Freight
Host Malcolm Harris brings the energy for another jam-packed Friday edition of What The Truck?! — where freight meets fire conversation.
In This Episode:
Ian Jefferies, President & CEO of the Association of American Railroads (AAR), gives us the inside track on:
Rail safety and first responder training
How policy modernization drives innovation
Collaboration between truckers and railroads
Combatting cargo theft and organized retail crime
Kari Gonzalez, President & CEO of MXV Rail, breaks down how cutting-edge research and tech are transforming rail operations nationwide:
Real-world innovation testing at the FAST facility
Using AI and machine learning to prevent derailments
Climate resilience and infrastructure upgrades
How she went from intern to CEO — and why Michael Jordan still reigns supreme
Plus, Malcolm dives into this week’s headlines:
Insurance crackdowns on non-domiciled CDLs
Half a million dollars in stolen Nikes?!
A million-dollar tequila heist — where’s Guy Fieri’s stash?
Freight capacity vs. demand and what it means for rates
Craig Fuller drops his new book “Moving the World”
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#WHATTHETRUCK #FreightNews #supplychain
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The Daily | October 10, 2025
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Morning Minute | October 10, 2025
The trucking industry faces a major disruption as PE-backed flatbed operator Montgomery Transport LLC abruptly filed for Chapter 7 bankruptcy and ceased operations immediately. This sudden shutdown put approximately 1,000 employees out of work, including 600 truck drivers, highlighting the fragility of transportation companies in today’s economy.
Global trade flows are shifting as U.S. maritime gateways saw container imports drop 8.4% in September, with imports from China specifically falling 22.9% year-over-year. These declines, which included dramatic drops in goods like aluminum (43.8%) and footwear (33.9%), come amid the restructuring of U.S. trade using tariffs and other economic pressures.
Uzbekistan is positioning itself as the next global IT logistics hub, driven by its growing digital economy and expanding U.S. trade relationships. Government initiatives like IT Park Uzbekistan offer compelling incentives, including 0% tax rates for technology companies, and leverage a young, highly literate workforce ready to serve global markets.
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The Daily | October 9, 2025
Enforcement activities by ICE, targeting non-domiciled CDL holders in southern states, have triggered a capacity shock, rerouting trucks to the Midwest and East Coast and causing regional spot rates to spike despite overall soft national freight volume.
Globally, the macro picture confirms a rapid cooling, with new data projecting that US import container volumes will fall below the 2 million TEU mark for the remainder of 2025 due to weakening consumer spending and early peak season frontloading. This softening demand occurs as major Chinese carriers, including Cosco and OOCL, make the surprise move of announcing they will not levy surcharges to offset escalating US port fees set to begin October 14th.
Looking ahead, significant capital is flowing squarely into automation and freight tech, signaling a long-term industry focus on efficiency and driverless operations. Autonomous trucking company Kodiak AI made its public debut on NASDAQ with a $2.5 billion valuation, while IKEA acquired the logistics tech platform Locus to improve its delivery fulfillment capabilities amidst surging e-commerce sales. Furthermore, back-office automation is accelerating, exemplified by Mentium, which raised a $3.2 million seed round to deploy AI-powered digital workers specifically focused on automating accounts payable processing for freight brokerages.
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A full trailer load of freight podcasts from FreightWaves. Enjoy shows like the award-winning WHAT THE TRUCK?!? podcast, Put That Coffee Down, Freightonomics, Fuller Speed Ahead, Great Quarter, Gals and more with one click of the subscribe button. One freight feed to rule them all!
Brasil