The Daily | November 12, 2025

We analyze why Ocean rates tested by capacity conundrum despite carriers attempting General Rate Increases and blanked sailings, indicating continued overcapacity and weak demand on the trans-Pacific trade lane. Simultaneously, we explore the quick response from air cargo providers, detailing how FedEx plugs transport hole caused by MD-11 groundings by activating spare aircraft and diverting packages to its domestic ground network. We examine the state of port traffic, noting that Container imports off 17.6% at leading US port in October 2025, although the Port of Long Beach remains on pace to surpass its all-time annual cargo record from 2024. Turning to rail, we discuss Union Pacific's strategic moves as Union Pacific guarantees more post-merger union jobs, successfully securing the support of the National Conference of Firemen and Oilers (NCFO) and SMART-TD by committing to career-long employment for hundreds of members. In the trucking sector, we analyze carrier strategy as Werner says ‘no retreat’ possible in dedicated fleet size, citing base capacity needs despite the ongoing severe downturn in the industry. Finally, we delve into the dramatic collapse of a highly anticipated venture, learning the story behind why “America’s Biggest Truck Stop” Falls Silent — Inside the Eviction of Trucker’s Paradise in Texas after months of financial disputes, investor issues, and allegations of unpaid wages. Learn more about your ad choices. Visit megaphone.fm/adchoices