US Truck Tonnage Declines in May Signaling Freight Slowdown

US Truck Tonnage Declines in May Signaling Freight Slowdown

The American Trucking Associations reported a slight decrease of 0.7% in the For-Hire Truck Tonnage Index for May, but an increase of 3.7% year-over-year. Despite short-term fluctuations, the overall tonnage remains higher than the same period last year. Gasoline demand and retail inventory rebuilding are supporting factors, but driver shortages remain a challenge. Close attention should be paid to macroeconomic conditions, industry data, and policy changes to strengthen risk management and explore new business models. This highlights the ongoing complexities and potential opportunities within the trucking sector.

01/28/2026 Logistics
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Prologisamb Merger Transforms Global Logistics Real Estate

Prologisamb Merger Transforms Global Logistics Real Estate

The merger of GLP and Prologis signifies a major shift in the global logistics real estate landscape, increasing market concentration and service capabilities. This consolidation not only expands market share but also enhances operational efficiency and customer service. Facing future supply chain challenges, businesses need to build more resilient systems through diversification, digital transformation, and infrastructure investment. The development of logistics real estate will profoundly impact global trade and our daily lives. This merger positions GLP as a dominant force in the sector, ready to address evolving supply chain demands.

01/27/2026 Logistics Industry Insights
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Industrial Property Vacancies Hit Record Low As Rents Surge JLL

Industrial Property Vacancies Hit Record Low As Rents Surge JLL

JLL reports that the US industrial real estate market hit a record low vacancy rate of 4.8% in Q2, with rents soaring to $6.62 per square foot, a 5.1% year-over-year increase. The logistics and distribution sector led leasing activity, accounting for 24.9% of total leased space in the first half of the year. Despite active construction projects, net absorption exceeded deliveries, potentially leading to a supply shortage in the long term. Businesses need to carefully select industrial space, and landlords should pay close attention to market changes.

01/28/2026 Logistics Industry Insights
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XPO Logistics Sells North American Truckload Unit to Refocus Strategy

XPO Logistics Sells North American Truckload Unit to Refocus Strategy

XPO Logistics sold its North American less-than-truckload (LTL) business to TransForce, aiming to repay debt, focus on core businesses, and optimize capital allocation. This strategic adjustment allows XPO to concentrate resources on more advantageous business areas. Simultaneously, TransForce expands its North American market share through the acquisition. The deal signifies a shift in strategy for both companies, with XPO streamlining operations and TransForce bolstering its presence in the LTL sector. The divestiture represents a key element in XPO's ongoing efforts to improve financial performance and enhance shareholder value.

01/28/2026 Logistics
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Airport Overinvestment Risks Rise Under Price Cap Regulations

Airport Overinvestment Risks Rise Under Price Cap Regulations

This paper delves into the investment incentives of airports under price regulation, analyzing the potential risks of over-investment and under-investment. Through case studies of London, Manchester, and Irish airports, it reveals that price cap regulation may not effectively curb the over-investment tendencies of public sector airports. The article also explores the role of regulatory agencies and suggests optimizing regulatory strategies by strengthening consultation with airlines. The study highlights the importance of a balanced regulatory approach to ensure efficient airport investment and prevent distortions caused by price controls.

01/28/2026 Logistics Industry Insights
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Walmart Launches Aidriven Logistics for Route Optimization

Walmart Launches Aidriven Logistics for Route Optimization

Walmart is commercializing its internal AI-powered route optimization technology to help businesses cut transportation costs and reduce carbon emissions. This move is a key part of Walmart's strategic transformation, marking its shift from a traditional retailer to a diversified technology service provider. While facing intense market competition, the technology is poised to gain a foothold in the logistics technology market and drive industry transformation, leveraging Walmart's brand influence, practical experience, and technological capabilities. The aim is to offer a solution that enhances efficiency and sustainability in the logistics sector.

01/28/2026 Logistics
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DSV Expands Semiconductor Logistics and Latin America Operations

DSV Expands Semiconductor Logistics and Latin America Operations

DSV has announced the acquisition of S&M Moving Systems West and Global Diversity Logistics, aiming to strengthen its position in the semiconductor industry and synergize operations at the Phoenix-Mesa Gateway Airport. This acquisition will also expand its cross-border services into Latin America. The move represents a significant step in DSV's global strategic plan, indicating its commitment to enhancing competitiveness in the global logistics sector through acquisitions and integrations. The acquisition will allow DSV to further penetrate the semiconductor market and expand its reach in the growing Latin American region.

01/28/2026 Logistics
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Global Industrial Robot Growth Slows Despite Record Deployments

Global Industrial Robot Growth Slows Despite Record Deployments

While the global stock of industrial robots reaches record highs, new sales growth is slowing down. This analysis examines the current market situation, the reasons for the slowdown (impact from the automotive and electronics industries), highlights of collaborative robots, and regional market dynamics. Looking ahead, economic recovery is crucial. Companies need to expand application areas, enhance intelligence levels, optimize service models, and strengthen talent development to seize market opportunities. Focus on innovation and adaptation will be key to navigating the evolving landscape and achieving sustainable growth in the industrial robotics sector.

01/29/2026 Logistics Industry Insights
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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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IBM Food Trust Raw Seafoods Boost Seafood Transparency Via Blockchain

IBM Food Trust Raw Seafoods Boost Seafood Transparency Via Blockchain

IBM Food Trust partnered with Raw Seafoods to enhance transparency and traceability in the seafood supply chain using blockchain technology, addressing consumer concerns about seafood safety, sustainability, and authenticity. Real-time data uploads and sharing enable end-to-end tracking from fishing vessel to table, reshaping trust in the seafood industry. This initiative aims to provide consumers with safer, more reliable seafood products and promote sustainable development within the seafood sector. The blockchain solution allows for verifiable tracking of the seafood's journey, ensuring its origin and handling are transparently documented.

01/29/2026 Logistics Industry Insights
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