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Macro View & Global Trade
- U.S. Customs is moving to an all-electronic tariff refund process, as importers await a Supreme Court ruling that could trigger tens of billions of dollars in repayments tied to Trump-era emergency tariffs—though any refund process is still expected to be lengthy and complex.
- An Arctic freeze sweeping across Europe is disrupting transportation and energy networks, grounding flights, halting rail service, and straining power systems as extreme cold drives heating demand and travel restrictions.
- Dense winter fog in Houston is forcing container ship diversions to Mobile, triggering last-minute rotation changes that are causing exporters to miss vessel cutoffs, scramble freight, and face tighter capacity.
- Seaboard Marine has restarted its Savannah–South America service, restoring weekly connections to Colombia and the Caribbean as the port readies a new on-site customs inspection facility aimed at supporting cold-chain exporters.
- Intra-Asia air freight capacity is tightening under strong U.S. high-tech and AI demand, as congested transit hubs and delayed aircraft deliveries keep capacity constrained into 2026.
Freight Market
- U.S. truckload spot rates surged in December, but analysts warn the weather-driven spike may prove short-lived as weak manufacturing demand and policy uncertainty keep pricing power unsettled.
- Former and current USA Truck executives have acquired the carrier from DSV, returning the 1,800-truck fleet to private domestic ownership and giving management more flexibility to pursue growth.
- Activist investor Ancora is carving out a niche in transportation and logistics, using board shakeups and executive turnover to unlock value at underperforming carriers and networks.
Parcel, E-Commerce & Last Mile
- UPS and the U.S. Postal Service have renewed their Ground Saver partnership, bringing USPS back into the final mile for economy shipments as UPS looks to lower costs and expand coverage.
- USPS is bringing operations in-house at its Denver regional mail hub, forcing a longtime contractor to lay off more than 700 workers as the agency accelerates insourcing.
- UPS is closing or scaling back operations at four additional facilities, extending its network reconfiguration effort as the carrier consolidates capacity, cuts Amazon volume, and pursues billions in cost savings.
- UPS’ Happy Returns is piloting an AI-powered tool to combat returns fraud, using image-matching technology to flag “decoy returns” and reduce refund losses for retailers.
- FAST Group’s post-merger integration has unraveled at alarming speed, prompting its private equity backer to freeze redemptions amid financial discrepancies and mounting bankruptcy risk.
- Walmart is rapidly expanding drone delivery across the U.S., planning to add the service at 150 more stores as regulatory barriers ease and ultra-fast fulfillment scales.
- Amazon is planning a Walmart-style big-box store near Chicago, signaling a renewed push into physical retail that blends groceries, general merchandise, and light warehouse functionality.
Risk, Regulation & Security
- DOT is threatening to revoke North Carolina’s authority to issue CDLs, after a federal audit found widespread illegal issuance to foreign drivers, raising safety concerns and risking federal funding.
- USPS is tightening rules on the use of non-domiciled CDL drivers, adding Postal Inspection Service vetting to contractor screening amid a broader federal crackdown on licensing compliance.
- Cyber risks are intensifying as manufacturers accelerate AI and cloud adoption, with experts warning that highly connected production environments have made the sector a prime target for attacks.
