The Daily | December 17, 2025

In this episode, we break down the bifurcation in global logistics, where carriers look to higher rates, fewer sailings on key Asia-US route while demand on Asia-Europe lanes strengthens. Domestically, a strange market paradox is emerging as the Cass TL Linehaul Index extends a positive run, with rates rising due to tight capacity even as shipment volumes decline. Structural changes are hitting the workforce hard, evidenced by reports that from factories to fulfillment centers, more layoffs hit U.S. supply chains, including major cuts at Ford and Kroger. These strategic pivots are happening alongside regulatory updates, such as when a new bipartisan caucus targets trucking reform to address CDL integrity and aging infrastructure. Safety concerns are also driving legislative action, as new legislation tackles truck-bridge crashes caused by inaccurate GPS routing in states like New York. Meanwhile, friction is building in the rail sector as rail unions oppose historic transcontinental rail merger between Union Pacific and Norfolk Southern. Finally, to navigate this volatility, the industry is shifting toward predictive technology, exemplified by Inside Cleo’s vision for an AI-native supply chain that thinks ahead. We discuss how these context-aware tools are becoming essential for maintaining service levels amidst permanent labor and capacity shifts. Learn more about your ad choices. Visit megaphone.fm/adchoices