North American Class 8 Truck Orders Rise in May Amid Recovery

North American Class 8 Truck Orders Rise in May Amid Recovery

North American Class 8 truck orders rebounded significantly in May, exceeding expectations according to FTR and ACT Research data, though still below replacement demand. Fleet demand resilience and order backlogs are supporting production. Economic conditions, technological advancements, and regulatory policies will continue to shape the market. The industry needs to pay attention to long-term trends and actively respond to challenges. This positive order activity signals continued, albeit moderated, strength in the heavy-duty truck market despite broader economic uncertainties.

01/19/2026 Logistics
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CPKCS Merger Approved Set to Create Major North American Rail Network

CPKCS Merger Approved Set to Create Major North American Rail Network

The merger between Canadian Pacific Railway (CP) and Kansas City Southern (KCS) has been overwhelmingly approved by both companies' shareholders, paving the way for the creation of the first single-line rail network linking Canada, the US, and Mexico. The merged company, 'Canadian Pacific Kansas City Limited,' aims to improve transportation efficiency and support economic growth across North America. Final approval from the U.S. Surface Transportation Board (STB) is expected in the fourth quarter of 2022.

01/28/2026 Logistics
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North American Class 8 Truck Orders Rise As Supply Chains Improve

North American Class 8 Truck Orders Rise As Supply Chains Improve

North American Class 8 heavy-duty truck orders rebounded strongly in December, indicating easing supply chain pressures and robust market demand. However, production capacity bottlenecks remain a key constraint on industry development. Moving forward, industry players need to closely monitor market dynamics, proactively address challenges, and seize opportunities to thrive in the face of fierce competition.

01/28/2026 Logistics
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North American Class 8 Truck Orders Jump Despite Supply Chain Strains

North American Class 8 Truck Orders Jump Despite Supply Chain Strains

North American Class 8 truck orders remain robust, signaling strong market demand. However, supply chain bottlenecks, particularly the semiconductor shortage, significantly constrain production capacity. Fleets are proactively placing orders to secure freight capacity, but should be wary of potential risks. The industry faces both opportunities and challenges. Enhanced collaboration and embracing electrification and intelligent transformation are crucial for achieving sustainable growth.

01/29/2026 Logistics
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North American Class 8 Truck Orders Fall in January Outlook Steady

North American Class 8 Truck Orders Fall in January Outlook Steady

Recent data indicates a slight month-over-month decrease in North American Class 8 truck orders for January, but a year-over-year increase, suggesting continued strong overall demand. Experts believe that short-term fluctuations are inevitable, but in the long term, the heavy-duty truck market still has growth potential, driven by economic recovery, infrastructure development, and the expansion of e-commerce. The market shows resilience and positive long-term prospects despite the recent dip in monthly orders.

01/29/2026 Logistics
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DHL North America Names Patrick Kelleher CEO to Lead Digital Shift

DHL North America Names Patrick Kelleher CEO to Lead Digital Shift

DHL Supply Chain has appointed Patrick Kelleher as the new CEO for North America, succeeding Scott Sureddin, who is retiring. Kelleher will lead DHL Supply Chain in accelerating digital transformation, improving operational efficiency, expanding into emerging markets, and strengthening talent development. His focus will be on building a smarter supply chain ecosystem to provide customers with superior logistics services. This appointment signifies DHL's commitment to innovation and customer-centric solutions within the North American market, leveraging technology and leadership to optimize supply chain performance.

01/28/2026 Logistics
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North American Class 8 Truck Orders Drop Sharply Amid Demand Shift

North American Class 8 Truck Orders Drop Sharply Amid Demand Shift

North American Class 8 truck orders experienced a significant decline in November, raising concerns about demand exhaustion and a potential market turning point. This analysis examines the order data, expert interpretations, influencing factors, and future outlook. It also provides insights for the Chinese truck industry, emphasizing the importance of monitoring macroeconomic conditions, enhancing product competitiveness, embracing technological innovation, and strengthening risk management. The report aims to help Chinese manufacturers navigate the evolving global market landscape.

01/28/2026 Logistics
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North American Class 8 Truck Orders Drop Sharply Amid Demand Uncertainty

North American Class 8 Truck Orders Drop Sharply Amid Demand Uncertainty

North American Class 8 heavy truck orders experienced a significant decline in November, raising concerns about a potential demand inflection point. Experts attribute this downturn to a combination of factors, including seasonality, economic conditions, and excess capacity. Despite these challenges, opportunities remain in areas such as infrastructure development and e-commerce growth. Companies should closely monitor market trends and adapt flexibly to navigate this new market cycle.

01/30/2026 Logistics
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Hapaglloyd Bookings Rise As Trade Tensions Ease

Hapaglloyd Bookings Rise As Trade Tensions Ease

Hapag-Lloyd has seen a 50% surge in container bookings on China-to-US routes due to easing China-US trade relations. The company is actively adjusting capacity to meet the increased demand, with the Gemini network performing strongly. Despite facing operational challenges and uncertainties, Hapag-Lloyd reported robust first-quarter results. Data analysis indicates that policy changes, flexible capacity, collaboration, risk management, and continuous innovation are crucial for the success of shipping companies. The company's agility in responding to market shifts is a key factor in its positive performance.

11/03/2025 Logistics
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US Container Imports Stabilize Amid Trade Policy Shifts

US Container Imports Stabilize Amid Trade Policy Shifts

US container imports increased month-over-month in June but decreased year-over-year. Imports from China continued to decline, while those from Southeast Asia increased. West Coast ports saw a rebound. These trends highlight the need for supply chain adjustments and diversification in response to evolving trade policies and geopolitical factors. Companies are actively seeking alternative sourcing and manufacturing locations to mitigate risks and build more resilient supply chains. The shift away from China and towards Southeast Asia reflects a broader strategy to reduce reliance on a single source.

01/15/2026 Logistics
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