Freight Industry MA Strategies Adapt to Economic Uncertainty

Freight Industry MA Strategies Adapt to Economic Uncertainty

An AlixPartners report reveals a significant decline in freight and transportation M&A activity, impacted by tariffs, interest rates, and market structure shifts. All sectors are affected, with port infrastructure showing relative resilience. Companies should focus on M&A themes like market consolidation and geographic expansion, leveraging low valuations to capitalize on reshoring and nearshoring opportunities. Uncertainty remains the biggest hurdle, requiring close monitoring of Federal Reserve policy, tariffs, and trade flow changes. Companies should bide their time, carefully planning and preparing for future opportunities amidst market volatility.

01/08/2026 Logistics Industry Insights
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FMCSA Revamps SMS to Enhance Trucking Safety Efficiency

FMCSA Revamps SMS to Enhance Trucking Safety Efficiency

The U.S. Federal Motor Carrier Safety Administration (FMCSA) has proposed reforms to the Safety Measurement System (SMS). These reforms aim to enhance data-driven safety management and reduce accident rates by reorganizing safety categories, refining violation classifications, and simplifying violation weights. A public comment period has been initiated. The goal is to build a more scientific and equitable evaluation system, promoting improved safety levels and sustainable development within the industry. The proposed changes are intended to lead to more effective safety oversight and ultimately, safer roads for all.

01/15/2026 Logistics
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US Ports Boost Storm Resilience to Safeguard Supply Chains

US Ports Boost Storm Resilience to Safeguard Supply Chains

Ports are increasingly vulnerable due to the growing frequency of extreme weather events. This paper analyzes the impacts of hurricanes like Sandy and Katrina on ports and supply chains, comparing the responses of the Port of New York and New Jersey with the Port of Los Angeles to highlight the disparities in climate resilience efforts among US ports. It emphasizes the importance of inter-port collaboration and calls for stronger federal guidance and incentives to collectively address the risks posed by climate change, ensuring the smooth flow of global trade.

01/19/2026 Logistics Industry Insights
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FMC Forms Shipper Advisory Panel to Address Supply Chain Woes

FMC Forms Shipper Advisory Panel to Address Supply Chain Woes

The U.S. Federal Maritime Commission (FMC) has established the National Shipper Advisory Committee, bringing together representatives from 24 import/export companies, including Target and Amazon. The committee aims to address global supply chain challenges and enhance the efficiency and fairness of the international freight system. Focusing on areas like container availability, market competition, and service reliability, the committee will provide strategic recommendations to the FMC. This initiative is intended to help the United States gain a greater competitive edge in global trade by improving its maritime shipping practices and addressing critical supply chain bottlenecks.

01/19/2026 Logistics Industry Insights
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ATA Urges FMCSA to Review Trucking Safety Ratings Over Data Bias

ATA Urges FMCSA to Review Trucking Safety Ratings Over Data Bias

The American Trucking Associations (ATA) is urging the Federal Motor Carrier Safety Administration (FMCSA) to reassess its fleet compliance review process and Safety Management System (SMS) to eliminate geographical bias and address data reliability concerns. The industry widely questions the fairness and accuracy of the current safety rating system, suggesting simplification and avoidance of reliance on CSA/SMS. FMCSA needs to consider all perspectives to improve the assessment system and ultimately enhance road safety. This requires a thorough review of existing methodologies and implementation of necessary changes to ensure a more equitable and effective system.

01/22/2026 Logistics
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Maritime Data Initiative Aims to Ease Supply Chain Congestion

Maritime Data Initiative Aims to Ease Supply Chain Congestion

This webinar will focus on the Maritime Transportation Data Initiative (MTDI), featuring Flexport experts and a commissioner from the U.S. Federal Maritime Commission. They will discuss how standardized and transparent maritime shipping data can address supply chain bottlenecks, improve operational efficiency, enhance supply chain resilience, and optimize resource allocation. The webinar aims to help businesses understand the policy background, data standards, implementation paths, and response strategies of MTDI, enabling them to gain a competitive advantage. Learn how to leverage MTDI for a more efficient and resilient supply chain.

01/20/2026 Logistics Industry Insights
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US Highway Bill Delay Strains Logistics Sector

US Highway Bill Delay Strains Logistics Sector

The US Federal Highway Bill faces extension due to bipartisan disagreements and the impact of the pandemic, raising concerns in the logistics industry about hindered infrastructure modernization. Shifting travel patterns caused by the pandemic may necessitate a reassessment of funding allocation. While the future direction hinges on election outcomes, infrastructure upgrades remain crucial for the United States. Delaying the bill could have significant consequences for the nation's transportation network and economic competitiveness. Prioritizing investment in roads, bridges, and other vital infrastructure is essential for long-term growth and efficiency.

01/21/2026 Logistics Industry Insights
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Gold Gains As Global Dedollarization Trend Grows

Gold Gains As Global Dedollarization Trend Grows

The dominance of the US dollar in global reserve assets is being challenged, with its share steadily declining. Emerging market currencies like the RMB and gold reserves are gaining traction as many countries accelerate the reduction of their dollar holdings. The trend of "de-dollarization" is accelerating, raising concerns about the fiscal sustainability and creditworthiness of the United States. The Federal Reserve's independence is being questioned, and its policy choices face dilemmas. Gold has emerged as a powerful challenger to the dollar. A more diversified monetary world is on the horizon.

01/28/2026 Exchange Rate Query
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California Extends AB5 Trucking Exemption Amid Gig Economy Fight

California Extends AB5 Trucking Exemption Amid Gig Economy Fight

A US District Judge has again extended a temporary restraining order against the AB5 law for the trucking industry, sparking intense debate about independent contractor versus employee classification, federal preemption, and the balance between labor rights protection and industry development. The law aims to protect labor rights in the gig economy, but has also caused industry confusion and protests from owner-operators. The long-term impact of AB5 on the trucking industry and independent contractors remains uncertain, raising concerns about its potential to disrupt supply chains and limit entrepreneurial opportunities within the sector.

01/29/2026 Logistics Industry Insights
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West Coast Ports Protest 30 Million Chassis Fee Dispute

West Coast Ports Protest 30 Million Chassis Fee Dispute

A dispute has erupted at US West Coast ports over planned surcharges on chassis rentals, prompting leasing companies to petition the Federal Maritime Commission (FMC). They allege the port fees are unreasonable and favor shipping lines. This incident could impact port fee structures and potentially reshape the US logistics landscape. The FMC's ruling is crucial, determining the future direction of the chassis leasing market. The leasing companies are arguing that the fees are anti-competitive and will negatively impact their ability to operate fairly within the port system.

01/28/2026 Logistics
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