Supply Chain Intelligence Brief

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TRUCKING

Trucking market exits outweigh entrants in Q3, suggesting possible tightening

Trucking Dive David Taube October 9, 2025

“We still have a capacity overhang that is driven principally by the small end of the market,” Vise said last week during an online event with the Food Shippers of America. “That segment of the market still has 39% more drivers than it did before the pandemic.”

Class 8 Truck Orders Slide 44% as Tariffs Strain

Transport Topics Connor D. Wolf  October 9, 2025

ACT Research preliminary data showed orders decreased 44% year over year to 20,800 units. But they increased 57.6% from the 13,200 units reported in August. Adjusting for seasonality, orders totaled 18,800 units.

Connectivity the key to bypassing hurdles in truckload appointment scheduling

Journal of Commerce Eric Johnson October 9, 2025 $Subscription Based

In particular, software is aiming to help receivers coordinate with carriers by pulling data from their respective backbone systems, whether it’s a purchase order management system or warehouse management system used by a shipper or a transportation management system used by a carrier.

5 Questions for Werner’s Derek Leathers on Culture, Leadership, and What Keeps Him Up at Night

Heavy Duty Trucking Deborah Lockridge October 9, 2025

As CEO of a major American trucking company, what keeps you up at night?

Nuclear verdicts are really, really high on my list. I’ve been through my own personal pain. We have a slogan at Werner, that’s “safety above service.” It’s in our values, and it’s pictorially displayed as the most important thing in all the values, because nothing we do is worth getting hurt or hurting others.

SHIPPERS / 3PLs

Uber Freight cuts jobs amid commercial reorganization

Freight Waves Noi Mahoney October 9, 2025

“Uber Freight is undergoing a strategic rebuild to refocus our business around our customers’ evolving needs. We recently announced a series of updates to the commercial and technology orgs, which have necessitated some structural changes to better align our resources.

INDUSTRY

Logistics Leaders Urge Resilience as Costs Climb

Transport Topics Connor D. Wolf  October 9, 2025

This year’s report found that annual expenditures associated with moving freight through the supply chain grew 5.4% year over year to $2.58 trillion in 2024 compared with 2023. This represented 8.8% of the nominal gross domestic product. The report also found that motor carrier expenditures declined 0.7% year over year.

Supply chain experts forecast stabilization amid rising costs and global uncertainty

Logistics Management Jeff Berman October 9, 2025

“Our forecast for growth next year for the economy as a whole is stronger than this year, with our current forecast at 2.3% for the U.S.,” he said. The outlook for freight is, I think, reflective at the modal level. We don’t have the strong demand surging back to bring the trucking and the railroads back up.

Norfolk Southern tweaks international services from West, East coasts

Journal of Commerce Ari Ashe October 9, 2025 $Subscription Based

Norfolk Southern Railway (NS) is reshaping its international intermodal network, consolidating and reducing service between the US West Coast and several Midwest markets while expanding train capacity from East Coast ports into the Midwest.

Insurance Companies Likely to Take Hard Stance on Non-Domiciled CDLs

Freight Waves Craig Fuller October 9, 2025

A change in insurance policies could be coming to the trucking industry, signaling a major shift in their approach to non-domiciled commercial driver’s licenses (CDLs). As enforcement of the new non-domiciled CDL rule takes shape, insurance companies are likely to position themselves to avoid potential liability exposure.

With de minimis gone, UPS halts money-back guarantee on US imports

Supply Chain Dive Max Garland October 9, 2025

The suspension of UPS’ “Service Guarantee,” which took effect Oct. 2, is due to a heightened risk of import delays stemming from the United States’ elimination of the de minimis exemption, the company said. The change affects several UPS services, including Worldwide Express and Worldwide Saver.

SUSTAINABILITY / SAFETY / SECURITY

Cargo Theft Costs Trucking, Logistics Firms $18M Daily

Transport Topics Noël Fletcher October 9, 2025

Cargo theft costs the freight transportation industry $18 million each day in direct and indirect losses, with 74% of stolen goods disappearing forever, according to a new American Transportation Research Institute report.

Link: American Transportation Research Institute New ATRI Research Confirms the High Costs of Cargo Theft to Industry

Tesla Self-Driving Technology Breaks Traffic Laws. Can the Feds Stop It?

The Wall Street Journal Ryan Felton October 9, 2025 $Subscription Based

The probe, the latest of several to examine Tesla’s technology, covers nearly 2.9 million vehicles equipped with the FSD system. Several incidents have resulted in crashes, including some that caused injuries, the National Highway Traffic Safety Administration said in a filing published Wednesday.

Related: TechCrunch Tesla’s Full Self-Driving software under investigation for traffic safety violations

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