Us Logistics

The AI build-out is reshaping freight: warehouse construction up 18%, airfreight displaced by server racks

Industrial real estate under construction rose 18% in Q2 2026 as data-center demand reshapes freight flows across air, ground, and port channels.

U.S. freight markets are repricing around two simultaneous shocks: the Iran conflict and tariff deadlines

Saudi crude flows to the U.S. have hit zero, Brent is at $82.55, and a 50% Canadian tariff deadline lands Aug. 19. Here's what supply chain teams need to act on

Global supply chains face a three-front stress test: Hormuz, European waterways, and a US robot import ban

Hormuz tolls, record-low Rhine levels, and a US ban on imported robots are hitting supply chain operators with simultaneous disruptions in mid-2026.

FedEx and Dexterity scale autonomous trailer loading as only 4% of supply chain operators have deployed robotics beyond a single pilot

FedEx expands physical AI with Dexterity at its Hagerstown hub while a Gartner survey finds 55% of supply chain leaders can't measure AI returns.

India's logistics infrastructure is accelerating on every front, from rail to air to cross-border trade

Railways, roads, air, and digital platforms are all moving at once as India pushes toward a unified, multimodal logistics network in 2026.

Warehouse construction is up 18% and robot imports are banned: the supply chain signals operators can't ignore this quarter

From a US robot-import ban to a warehouse construction rebound and a major materials-handling merger, supply chain leaders face a dense set of operational decis

Warehouse construction is rebounding, robot imports are restricted, and freight costs keep climbing: the operational signals shaping mid-2026

Three converging pressures, rising truck costs, tighter robot sourcing rules, and a nascent warehouse building recovery, are forcing supply chain leaders to recal

AI acquisitions, drone networks, and a warehouse construction surge are reshaping North American logistics in 2026

From Altana's customs AI deal to DoorDash's drone push, logistics operators face a wave of technology and infrastructure shifts with direct procurement implicat

Freight demand is recovering, but rising oil prices and new tariffs are already pressuring the rebound

Rail carriers post stronger Q2 results as freight demand firms, while $100 oil and Section 301 tariff shifts create new cost headwinds for logistics operators.

Anduril and Archer's autonomous VTOL platform, Expeditors' AOG expansion, and StandardAero's Arajet deal headline a busy day in aviation logistics

Three major aviation and aerospace logistics announcements dropped July 20, signaling accelerating demand for critical ops infrastructure across defense, MRO, a

Trucking costs hit a record $2.336 per mile as logistics volatility becomes a permanent operating condition

ATRI pegs 2025 truck operating costs at a record $2.336/mile, while CSCMP's 2026 State of Logistics Report frames relentless disruption as the new baseline.

FedEx CEO calls current supply chain upheaval the biggest shift in 35 years as trade routes redraw globally

FedEx CEO Raj Subramaniam says tariffs and geopolitics are forcing a full rewiring of global trade, while South Africa's logistics sector signals its own struct

Supply chain roundup: AI playbooks, new distribution facilities, and fresh logistics partnerships signal a busy July for operators

From a $83M Virginia distribution center to DHL-STRAUSS going live in Ohio, supply chain operators have several concrete developments to track this week.

US logistics costs drop to 7.8% of GDP as talent demand reshapes supply chain workforce strategy

US logistics costs fell to 7.8% of GDP in 2026, while workforce pipelines for supply chain roles are tightening — here's what ops leaders need to know.

Commercial drone market forecast to 2035 and what it means for logistics operators

The Business Research Company's 2026 UAV report maps a decade of growth in commercial drones, as AV software consolidation and energy storage advances reshape l

US logistics costs drop to 7.8% of GDP, CSCMP and Kearney report finds

The 37th State of the Logistics Union report puts US logistics costs at 7.8% of GDP, with a full breakdown across cost categories.

FedEx's supply chain sale, eVTOL milestones, and freight margin pressure signal a sector in motion

Three developments reshaping logistics operations this week: FedEx's $4.15B debt tender, BETA Technologies' first eIPP flights, and the carrier profitability sq

CMA CGM's $1.4B FedEx Supply Chain deal signals a logistics-first strategy for a disrupted era

CMA CGM's $1.4B acquisition of FedEx Supply Chain is part of a broader $5B partnership as Saadé bets on logistics to offset maritime volatility.

North America's largest logistics firms stall on revenue as freight market drags into 2026

Transport Topics' 2025 Top 100 Logistics rankings show a freight market still grinding through recovery, with trade uncertainty weighing on 3PL growth.

General Motors taps Maersk as integrated logistics partner across South America

GM's South America supply chain director says the automaker now treats Maersk as a strategic partner, not a vendor, to keep production lines running.

Supply chain leaders face diverging demands as consumer and industrial sectors split

Consumer sentiment is softening while parts of the industrial economy hold firm, forcing supply chain leaders to plan for two markets at once.

Volatility is structural, not cyclical: what the 2026 State of Logistics Report means for supply chain operators

U.S. business logistics costs fell to $2.4 trillion in 2025, but five structural forces—not a demand cycle—are reshaping the operating environment.

Ocean shipping recovery, Section 232 documentation, and freight market signals: what operators need to know now

Hormuz disruption recovery, new Section 232 doc rules, and shifting freight signals are creating immediate compliance and sourcing decisions for supply chain te

When Washington writes rules, your 3PL needs to be in the room

Policy shifts on labor, safety, and carrier liability don't announce themselves to ops teams. Here's why 3PL advocacy in Washington now matters to your supply c

Strait of Hormuz disruption, FedEx restructuring, and a fragile freight market: what supply chain leaders need to watch now

Three converging pressures—Hormuz shipping risk, the FedEx-CMA CGM deal, and carrier margin squeeze—demand immediate attention from supply chain operators.

CMA CGM buys FedEx Supply Chain for $1.4B, tripling CEVA's North American footprint

CMA CGM's $1.4B deal for FedEx Supply Chain gives CEVA Logistics 150 warehouses and 20,000 workers in North America.

US logistics costs drop to 7.8% of GDP as talent and technology demands reshape supply chain priorities

CSCMP and Kearney's 37th State of the Logistics Union puts US logistics spend at 7.8% of GDP, while talent gaps drive demand for credentialed supply chain profe

U.S. supply chain leaders abandon "return to normal" as logistics costs settle and India's freight network expands

Shipping costs fell to 7.8% of U.S. GDP in 2025, yet Ford and peers are building permanent flexibility into supply chains as disruptions persist.

Maersk's Logistics Trend Map charts 30 supply chain shifts operators need to track in 2026

Maersk's Logistics Trend Map combines industry data and decision-maker input to surface 30 actionable trends reshaping global supply chains.

CMA CGM, Kroger, and USMCA: the supply chain restructuring moves operators need to track now

CMA CGM buys FedEx Supply Chain for $1.4B, Kroger acquires Giant Eagle for $1.65B, and the USMCA enters annual review — three moves reshaping logistics networks