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Trucking

13 briefings, newest first.

  1. Voters Cut the Oil Price. Tariffs Stayed Put.

    Brent fell 8.6% to $94.66 after the midterms, but diesel was still $6.292, ISM prices read 75.2, contract truckload rates hit a 52-week high and 178 China exclusions expire November 9.

  2. Growth Came Back, and Carriers Sent the Invoice

    GDP grew 3.4% and the Fed held with two dissents for a hike, while C.H. Robinson's truckload prices rose 31.5%, diesel climbed to $6.352 and Asia–U.S. East Coast rates jumped 9% to $10,565.

  3. The Tariff Bill Is Shrinking. The Commodity Bill Isn't.

    The Graham Act's 100% tariffs are waived and IEEPA refunds lift Hasbro and RTX, but P&G flags a $1.4B commodity hit, diesel rises 9.7¢ to $6.276, and reefer rejections reach 21.44%.

  4. The Inflation Is Stuck in the Middle.

    Producer prices jump 1.3% in September, the most since March 2022, and intermediate goods run 14.1% above a year ago, while CPI hits 3.7% with core at 2.6%, retail sales ex-gas rise just 0.2%, and diesel slips to $6.179.

  5. Freight Cooled. Prices Kept Climbing.

    Diesel drops 18.3¢ to $6.199 and Asia–Europe ocean slides, but ISM factory prices jump to 77.9, services prices hit 74.0, payrolls add just 29,000, and the Fed minutes point to another hike.

  6. The Tariff Clock Slowed Down. The Cost Clock Didn't.

    The China truce slides to January 10, but diesel hits a record $6.529, the Fed hikes to 3.75–4%, and a 57.0 factory PMI shows supplier delays at a four-year high.

  7. Freight Inflation Just Became the Macro Story

    Diesel sets an all-time record near $5.97, truckload spot rates rise across every equipment type, holiday parcel surcharges jump about 25%, and a Fed rate hike looks likely.

  8. The Constraint Moved Off the Balance Sheet and Onto the Map

    Drought throttles the Panama Canal, a typhoon strands 139 ships off Shanghai, a trucking enforcement purge tightens capacity, and a new tariff wall goes up with Canada.

  9. Section 301 Replaces Section 122 Without a Gap

    Section 122's 10% surcharge expires and new Section 301 duties take effect the same minute, while diesel jumps on Hormuz and the Union Pacific–Norfolk Southern merger clears another hurdle.

  10. A Supreme Court Ruling Upends Freight Brokerage

    The Supreme Court's 9-0 Montgomery ruling strips brokers of a key liability defense, the STB accepts the Union Pacific–Norfolk Southern application, and Beijing's trade deals stay on paper.

  11. The SCOTUS Tariff Earthquake Reshapes Trade Policy Overnight

    A 10% Section 122 surcharge replaces the struck-down tariffs, ocean rates slide for a seventh week, and Apple announces its first U.S.-built Mac.

  12. The Supreme Court Strikes Down IEEPA Tariffs — and Opens a $175B Question

    The Supreme Court strikes down IEEPA tariffs and puts $175 billion in refunds in play, Walmart's e-commerce turns profitable, and new CDL rules tighten trucking.

  13. Ocean Freight Collapse Exposes Structural Weakness

    Container rates fall 10% in a week as Lunar New Year exposes overcapacity, Micron breaks ground on a $100 billion fab, and semiconductor tariffs advance.