XPO Logistics Splits LTL and Brokerage Units in Strategic Overhaul

XPO Logistics Splits LTL and Brokerage Units in Strategic Overhaul

XPO Logistics plans to spin off its Less-Than-Truckload (LTL) and North American truck brokerage businesses into two separate publicly traded companies, and divest its European and North American intermodal operations. This strategic restructuring aims to unlock value, improve operational efficiency, and create more focused and competitive industry leaders, ultimately generating greater returns for customers, employees, and shareholders. The strategic adjustments, expected to be completed in the fourth quarter of this year, will reshape XPO's business landscape.

01/27/2026 Logistics
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US Supply Chain Strains Amid Truck Driver Shortage High Turnover

US Supply Chain Strains Amid Truck Driver Shortage High Turnover

The US trucking industry faces a high driver turnover crisis, with large freight companies experiencing rates as high as 90%. Contributing factors include industry models, the ELD mandate, and difficulties in obtaining a CDL. Analysts predict potential increases in freight rates or a shift towards intermodal transportation. Solutions involve improving driver compensation and working conditions, embracing new technologies, and streamlining regulations. Addressing these issues is crucial to mitigating the freight crisis and controlling rising logistics costs.

01/27/2026 Logistics Industry Insights
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North American Rail Freight Boom Tests Supply Chains

North American Rail Freight Boom Tests Supply Chains

The North American rail industry is undergoing a reshaping driven by factors like rail consolidation, the rise of intermodal corridors, and shifts in energy markets, all impacting freight patterns. Shippers need to pay close attention to these developments. Diversifying transportation channels, strengthening communication with rail companies, and embracing technological innovation are crucial for adapting to the evolving market environment. These strategies are essential for ensuring supply chain stability and maintaining competitiveness in the face of these changes.

01/29/2026 Logistics Industry Insights
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Major Investments Aim to Revive Struggling Rail Freight Sector

Major Investments Aim to Revive Struggling Rail Freight Sector

Facing declining service quality and poor performance, rail and intermodal service providers are investing heavily to return to pre-recession peaks. These investments focus on upgrading infrastructure, optimizing operational processes, and adopting advanced technologies. Beyond hardware upgrades, industry experts emphasize the importance of software-level optimization for achieving significant improvements in efficiency and profitability. The goal is to enhance service reliability, reduce costs, and improve overall return on investment through strategic operational improvements and technological advancements.

01/29/2026 Logistics Industry Insights
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Freight Market Rebounds As Capacity Consumer Spending Rise

Freight Market Rebounds As Capacity Consumer Spending Rise

The freight market is showing signs of recovery, driven by rebounding capacity and increased consumer spending. U.S. import volumes continue to grow, with positive trends observed in trucking, intermodal, and rail transportation. While uncertainties remain, the market outlook is more optimistic than before, offering a glimmer of hope for the industry. The recovery is fueled by both the ability to move goods (capacity recovery) and the demand for those goods (consumer spending), leading to increased freight activity.

01/30/2026 Logistics Industry Insights
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Freight Market Rebounds As Capacity and Spending Rise

Freight Market Rebounds As Capacity and Spending Rise

The freight market shows signs of recovery after multiple challenges, driven by rebounding capacity and increased consumer spending. The surge in import volume is influenced by both short-term factors and long-term trends. Trucking and rail transportation are both exhibiting positive momentum in land transport. Growth in intermodal volume reflects robust consumer spending, while shifts in consumer spending patterns also significantly impact the freight market. Despite remaining uncertainties, positive signals are emerging, warranting cautious optimism.

01/30/2026 Logistics Industry Insights
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CSX Revamps Rail Network to Boost Efficiency Capacity

CSX Revamps Rail Network to Boost Efficiency Capacity

CSX is reshaping its rail transport network by cutting intermodal routes, optimizing interchange schedules, and advancing technological innovation, aiming to improve efficiency, reliability, and profitability. While short-term challenges may arise, the long-term goal is to deliver superior service and lower transportation costs for customers. Supply chain companies need to proactively adapt to these changes to seize opportunities and mitigate risks. This network optimization is crucial for modern rail transport and its impact on the overall supply chain.

02/03/2026 Logistics
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BNSF Railway Invests 396B in Network Upgrades for Expansion

BNSF Railway Invests 396B in Network Upgrades for Expansion

BNSF Railway announced a $3.96 billion investment in 2023 to upgrade its rail network. The focus will be on enhancing infrastructure reliability, expanding intermodal capabilities, and implementing innovative technologies. This initiative aims to improve service quality, support customer growth, and build a more efficient and transparent supply chain system, demonstrating BNSF's long-term commitment to its customers. The investment will contribute to a more robust and resilient rail network capable of meeting the evolving needs of the market.

02/03/2026 Logistics
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US Rail Freight Decline Sparks Economic Concerns

US Rail Freight Decline Sparks Economic Concerns

The latest US rail freight data shows a year-over-year decrease in freight volume for the week ending October 25th. Intermodal containers and trailers also experienced a decline. While year-to-date figures show overall growth, recent weakness may signal a slowing economic expansion. Businesses and investors should closely monitor these figures and adjust their strategies to mitigate potential risks. This data serves as an important economic indicator reflecting overall demand and supply chain health.

01/18/2026 Logistics
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US Rail Freight Dips in Late October Still Up Yearly

US Rail Freight Dips in Late October Still Up Yearly

US rail freight volume declined in late October, but year-to-date totals still show growth. Decreases were seen in carload, coal, and grain shipments, while commodities like metallic ores experienced increases. Macroeconomic factors are influencing the market, and infrastructure investments present opportunities. Overall freight volume reflects the current economic climate and highlights the fluctuating demand across different commodity sectors within the rail industry. The impact of intermodal transport also plays a role in these shifts.

02/04/2026 Logistics
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