
作者
詹姆斯·米勒专攻全球物流和供应链动态。他的调查工作探讨了现代商业格局中的国际贸易、基础设施挑战和技术进步等错综复杂的问题。他倡导在供应链运营中推行可持续实践和透明度。

Expeditors posts weaker Q4 as ocean volumes fall, air volumes rise and costs climb
Ocean freight tonnage at Expeditors decreased year-on-year by 8% in October, 7% in November and 4% in December, producing a net decline of about 6% for the quarter.

DHL’s dedicated pharma air network: Brussels–Cincinnati shuttle and tighter cold-chain control
DHL has launched a dedicated shuttle using a Boeing 777-300 converted freighter between Brussels and Cincinnati, operated several times per week by Kalitta Air and branded with a Health Logistics label to denote pharma-only capacity.

Supreme Court decision triggers FedEx refund suits over de minimis tariff charges
Logistics workflows shifted abruptly when the White House eliminated the de minimis exemption — first for China and Hong Kong in May and then globally in August — prompting carriers to add surcharges and to retroactively bill import duties for parcels previously moving with minimal customs processing.

CSX CEO Steve Angel: Stalled industrial output keeps rail freight growth muted
CSX’s intermodal gains via the BNSF alliance have lifted some lanes, but overall U.S.

Lineage forecasts 2026 as the transition year for cold storage balance
New cold-storage capacity rose 14.5% from 2021–2025 while demand only increased about 5%, leaving the market roughly 10% oversupplied and setting up 2026 as the probable pivot point for normalization in temperature-controlled logistics.

Manzanillo port closure and Guadalajara cargo disruptions follow CJNG leader operation
Mexico’s National Guard reported 25 fatalities during clashes tied to the operation that killed CJNG leader Nemesio “El Mencho” Oseguera Cervantes, while the Port of Manzanillo experienced a temporary closure and customs processing in Manzanillo and Guadalajara was halted.

Bot Auto and Ryan Transportation will operate driverless runs on a roughly 200-mile overnight lane from Houston into the southern Dallas–Fort Worth metroplex, addressing tight delivery windows and hours-of-service constraints that have historically limited human-driven freight on this corridor.

BMO’s Q1 results indicate easing credit pressure in the trucking sector
Gross impaired loans in BMO’s transportation portfolio fell to CA$563 million in the quarter ended Jan.

Fort Smith port wins $8.1M federal grant to expand rail-served warehouses and restore flood damage
The Fort Smith river port currently moves roughly 1,000 railcars annually and has secured a $8.1 million federal grant to modernize rail handling and add warehouse capacity after being devastated by the 2019 Arkansas River flood.

PowerLease 3.0: Keeping Proven Owner-Operators Seated Through Performance-Based Financing
PowerLease 3.0 finances truck replacement and driver-to-owner transitions through approved carriers across North America using performance-based underwriting, a model that targets operating metrics and carrier alignment rather than traditional credit scores.

Harbinger purchases Phantom AI to bring advanced ADAS to medium‑duty electric trucks
Harbinger completed the acquisition of Phantom AI in November 2025 and plans to deploy Phantom’s computer‑vision stack into its medium‑duty electric and hybrid trucks beginning 2026, delivering Level 2 driver assistance features such as automatic emergency braking, adaptive cruise control, lane keeping and emergency lane support.

Houthi Threats Trigger New Red Sea Reroutes as CMA CGM and Maersk Alter Services
CMA CGM advisories to shelter ships and rerouting around the Cape of Good Hope are already shifting liner schedules: several sailings that normally use the Suez Canal have been suspended while transits through the Strait of Hormuz face temporary closures, creating immediate capacity and scheduling ripples for Asia–Europe and Middle East–Europe trades.
