The Daily | November 25, 2025

We explore why BNSF Railway opposes the proposed UP-NS mega-merger, arguing it would eliminate competitive options for shippers and fail the strict Surface Transportation Board standard requiring mergers to actively enhance competition. The air freight sector faces an immediate capacity crisis due to two simultaneous events hitting just before peak season. Learn how the extended grounding of MD-11 freighters—following the discovery of fatigue cracks after a fatal UPS crash—has led to indefinite pilot furloughs at Western Global Airlines, while a BP pipeline leak near Everett, Washington, forced United Airlines to place a temporary embargo on most narrowbody cargo shipments at Sea-Tac airport. Financial pressure continues in the trucking sector, exemplified by the Chapter 11 bankruptcy filing of P. Judge & Sons, a legacy firm whose high vehicle out-of-service rate (46.2%) stood out as significantly worse than the national average. Conversely, bipartisan regulatory relief may be coming for drivers in cold climates through the "Cold Weather Diesel Reliability Act of 2025," which aims to prevent automatic engine shutdowns in extreme cold (below 12° F) by requiring the EPA to authorize the suspension of derate functions. Finally, we examine the intense cross-border risk in Mexico, where massive highway blockades across more than 20 states are snarling major corridors, causing anticipated transit and customs delays. These widespread protests, driven by truckers demanding action against rampant cargo theft and police extortion, underscore the critical necessity for supply chain professionals to diversify planning and build resilience against simultaneous regulatory, financial, and physical threats across all transportation modes. Learn more about your ad choices. Visit megaphone.fm/adchoices