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Founder of The Conveyor. Former supply chain operator who lived the chaos - now reporting on it.
Briefing
Manufacturing
Transportation equipment and electronics led the announcements, but US factory payrolls fell by 113,000. The Reshoring Initiative expects a bigger year ahead.
Funding
The startup's agents resolve order changes and invoice discrepancies inside existing systems. It has raised $56 million and charges for completed work.
Risk
Workers want more than twice the current minimum. The government has formed a wage board but set no deadline for its decision.
Trade
Tesla and Samsung oppose new duties following an IP probe, while US steel, seafood and plywood makers want tariffs on top of the existing 12.5%.
Canadian PM Mark Carney says negotiators will work on a deal in the coming weeks. Until then, 50% tariffs on about $20 billion of Canadian goods stay.
Freight
The company expects double-digit contract increases again in 2027 and runs 60% of expedited trucks on committed deals, many lasting two to four years.
Fulfillment
Construction began Nov 2, with opening and hiring dates still to come. Walmart's last next-gen center opened three years after its announcement.
News
Shippers paid 32.1% more than a year earlier to move 0.5% more freight, as tight truck capacity and diesel above $6.50 pushed rates up.
A $1.05 billion program will pay about $520 per 20-foot box to lift India's output tenfold, to 750,000 TEUs a year.
Procurement
Imports nearly doubled from a year earlier as computer parts and storage drives made up most of the rise.
Higher raw material and distribution costs drove the increases, with new solvent and plasticizer hikes taking effect Oct 31 and Nov 1 in North America.
Fuel and linehaul rates pushed Amazon's shipping bill up 11% last quarter, and it expects fuel to cost more over the holidays.
Volume fell 3.7% in the third quarter as prices rose 2.2%, and Colgate saw no meaningful retailer destocking.
Schneider starts shifting freight in November and makes Norfolk Southern its main eastern railroad on Jan 1, as CSX recovers from a 36-hour outage.
Logistics
FedEx has moved hundreds of aircraft engines since June 2025 and now offers one team to quote, clear and track each move.
The deal adds single-item picking to Walmart's dry-goods DCs as the retailer builds a separate $400 million DC in Texas.
Zebra raised list prices on its warehouse handhelds 15% in October as memory makers sign cloud giants to multiyear contracts.
UPS expects shippers to label 6 million packages a day in 2027, double today, so its trucks read them automatically at pickup.
It has collected $3.3 billion from Customs on $4.6 billion of claims and pays shippers back as soon as practicable.
Port employers expect security guards to push their walkout deadline from Nov 1 to Nov 4, giving talks three more days.
No new tariff for now, and imported factory machinery already pays a 15% metals duty through 2027.
The $17 billion deal won't close before late 2027, and DoorDash already holds Giant Eagle and Albertsons products in its warehouses.
Freight rose only about 3%, half of RXO's truckloads moved on spot, and claims costs climbed at Landstar and CH Robinson.
Sustainability
The barge is built for more than 50,000 TEU a year and recharges in about four hours on solar power.
Tonnage rose 5% and yield excluding fuel 3.6% in Q3, while fuel lifted the all-in rate per hundredweight 12%.
