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Rail

Analysis: Consolidation or Specialization?

At first glance, two major transportation stories this month appear to point in opposite directions. FedEx has completed the spin-off of FedEx Freight, creating a standalone less-than-truckload carrier focused exclusively on the North American LTL market. At the same time, Union Pacific and Norfolk Southern are seeking regulatory approval to combine their networks into what would become the nation’s first transcontinental railroad. One transaction is breaking a company apart. The other seeks ... [+]

CH Robinson Expands AI Role in Supply Chain

C.H. Robinson has launched a new artificial intelligence tool designed to continuously assess, improve and operate customer supply chains, marking the latest step in the company’s effort to automate logistics management. The company said its new “Lean AI Engineer” works alongside the “Lean AI Planner” introduced ... [+]

FedEx Completes Spin-Off of Freight Unit

FedEx Corp. has completed the spin-off of its less-than-truckload subsidiary, FedEx Freight, creating two independent publicly traded transportation companies and concluding one of the most closely watched restructurings in the North American freight sector. FedEx Freight began trading June 1 on the New York Stock Exchange ... [+]

UP, NS Clear Hurdle; STB Accepts Application

Union Pacific and Norfolk Southern have cleared an initial regulatory hurdle in their proposed merger to create the nation’s first transcontinental freight railroad, after the Surface Transportation Board accepted the carriers’ revised application for consideration while simultaneously pausing proceedings pending additional information. The railroads said May ... [+]

Log-hub Initiative to Help LSPs’ Lost Margins

Swiss supply chain analytics provider Log-hub has launched a program aimed at helping logistics service providers identify hidden operational inefficiencies and recover lost margins across transport and distribution networks. The initiative targets groupage, full truckload and fourth-party logistics operators facing continued pricing pressure and rising transport ... [+]

Artemis Restructure Enters New Breakbulk Phase

The successful return to Earth of the Artemis II crew in April signalled a shift in North American heavy-lift transport, from a "test-flight" cadence to a high-volume, industrial-scale logistics operation. However, as NASA announced a massive strategic pivot in its operational aims, the demand for North ... [+]

Data Center Surge Drives Heavy-lift Strategies

AI’s explosive growth has brought a breakneck rush to build new data centers across North America, but the surge in capital spending is colliding with physical limitations, forcing rapid change in the breakbulk sector. An estimated 17 gigawatts of AI capacity are under construction in the ... [+]

Latin America Faces ‘Constant Volatility’, Maersk

Container shipping and logistics trends across Latin America are becoming increasingly shaped by supply chain digitalization, infrastructure investment and mounting geopolitical uncertainty, according to Maersk’s latest regional market assessment. In its May Latin America market outlook, Danish shipping and logistics group A.P. Moller - Maersk said ... [+]

Record Natural Gas Consumption for ’26-’27, EIA

U.S. energy production reached another all-time high in 2025, driven by continued growth in natural gas, crude oil and renewable energy output, according to new data from the U.S. Energy Information Administration. Total U.S. energy production climbed 3.4 percent year over year to 107 quadrillion British ... [+]

Cargo Theft Eases; Criminals, Tactics Persist

Cargo theft activity eased in the first quarter of 2026, but industry analysts said increasingly sophisticated methods and transnational crime groups continue to pose significant risks across North American supply chains. Total supply chain crime incidents fell 5.3 percent year over year to 767 events in ... [+]