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Founder of The Conveyor. Former supply chain operator who lived the chaos - now reporting on it.
Trade
News
It has collected $3.3 billion from Customs on $4.6 billion of claims and pays shippers back as soon as practicable.
Freight
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.
Fulfillment
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%.
Loaded imports rose 16% and empty boxes leaving rose 31%, but the year to date is up just 2%.
Technology
The Fresno carrier pays Kodiak by the mile and will start on lanes from Dallas to El Paso and Atlanta.
Procurement
Higher fuel prices are also lifting Ford's freight bill, while F-150 dealer stock sits below the automaker's own lean target.
Briefing
The beauty company has still cut air freight 48% since 2019 and is moving more volume to sea and rail.
Manufacturing
CPU, memory and storage now make up 68% of a mainstream laptop's parts cost, up from 45% in early 2025.
Dockworkers are expected to honor the picket lines of watchmen whose contract runs out Nov 1.
Kroger is sharing computer vision data with suppliers after a bakery RFID pilot cut waste 50%.
VF set aside $37.6 million, about a quarter of the refund, for vendors that shared the tariff cost.
WD-40 also cut four days of inventory and added a manufacturing partner in Europe.
Qualcomm's chips will come from Arizona, but the laptop's display panel still comes only from China.
Upgrades at Reckitt's St. Peters, Missouri plant took about four Lysol lines down longer than planned.
The robots start in North Carolina and Tennessee in early 2027, though GXO says humanoids haven't paid off yet.
Nvidia is advancing $1.1 billion for new US chip testing sites and plans 2.5 times today's substrate capacity within three years.
Logistics
UPS sizes its peak season network from those shippers' forecasts, while small businesses hit a record 35.1% of its US volume.
About half the increase came from base rates and mix, which UPS says will keep rising whatever fuel does.
Ground Advantage and Parcel Select will follow diesel prices each week, but USPS has not published the percentages.
Protests reached 19 states, but border caravans in Reynosa, Juárez and Piedras Negras ran without blocking traffic.
Xeneta says US-bound spot rates have peaked and will soften through 2026, as importers start tendering 2027 contracts.
