Supply Chain Intelligence Brief

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TRUCKING

FMCSA finalizes new era for non-domiciled CDLs

Freight Waves John Gallagher February 11, 2026

Instead of an immediate capacity fallout, the industry expects a periodic attrition of approximately 40,000 drivers per year over the next five years as their credentials expire. While roughly 200,000 drivers remain impacted, only 6,000 annually are expected to qualify under the restricted H-2A, H-2B, and E-2 visa categories.

Link: Department of Transportation Restoring Integrity to the Issuance of Non-Domiciled Commercial Drivers Licenses

DOT Issues Final Non-Domiciled CDL Rule

Transport Topics Noël Fletcher February 11, 2026

“A critical safety gap allowed unqualified drivers with unknown driving histories to get behind the wheel of commercial vehicles,” said FMCSA Administrator Derek Barrs. “We are closing that gap today to ensure that only qualified, vetted drivers are operating on our nation’s roadways. If we cannot verify your safe driving history, you cannot hold a CDL in this country.”

Annual employment report revision shows huge decline in truck transportation jobs

Freight Waves John Kingston February 11, 2026

By the end of the year, the annual revision puts December at 1,466,900 truck transportation jobs, 46,400 less than what had been reported just a month ago for December.

Recent Class 8 Data Suggest Optimism is Growing for 2026

ACT Research February 11, 2026

After a largely lethargic year for orders in 2025, recent improvement in Class 8 order activity suggests optimism is growing for 2026. In our view, the recent shift hinges primarily on three factors, as published in the latest release of the North American Commercial Vehicle Outlook.

SHIPPERS / 3PLs

Amazon to expand same-day pharmacy delivery by 80% in 2026

Freight Waves Eric Kulisch February 11, 2026

Amazon’s digital pharmacy business will expand same-day prescription delivery service to another 2,000 U.S. cities and towns by the end of 2026, bringing fast medication delivery to millions of customers, part of a broader initiative to speed up delivery across all categories, the company announced on Wednesday.

Link: Amazon News Amazon Pharmacy will expand Same-Day Delivery to nearly 4,500 cities in 2026

GXO Closes Out Record-Setting Revenue Year

Transport Topics Connor D. Wolf  February 11, 2026

"We will steadily increase the deployment of AI and robotics across our network,” CEO Patrick Kelleher says of GXO’s growth plan.

Link: GXO Fourth Quarter and Full Year 2025 Investor Presentation

Report: 3PLs Accounted for 44% of Top 100 Industrial Leases in 2025

Supply Chain 24/7 February 11, 2026

Third-party logistics providers signed 44 of the top 100 industrial leases last year, up from 28 in 2024. That jump shows more companies are choosing to work with 3PLs to handle storage, shipping and other parts of their supply chains.

Link: CBRE 3PLs Drive Top 100 Industrial Leases in 2025

INDUSTRY

U.S.-bound imports fall in January, for fifth consecutive month, reports S&P Global Market Intelligence

Logistics Management Jeff Berman February 11, 2026

“What we saw in the fourth quarter and then coming into January is the hangover from last year’s inventory building,” he said. “So, effectively, in the fourth quarter of last year, U.S. seaborne imports were down by around 5.5%, followed by another 5.5% decline in January. we’re kind of sliding down the other side is how I would characterize it.”

STG Logistics survives key bankruptcy hurdle to remain in business

Journal of Commerce Ari Ashe February 11, 2026 $Subscription Based

STG Logistics has received $40 million in new funding and another reserve fund of $25 million after a deal was reached between lenders ahead of a key hearing before a New Jersey bankruptcy court.

SUSTAINABILITY / SAFETY / SECURITY

Feds set to strike key emissions tentpole this week

CCJ Jason Cannon February 11, 2026

Such a measure, when finalized, could wipe out EPA’s greenhouse gas (GHG) rules for medium-duty vehicles and heavy-duty vehicles and engines, including standards first set in 2011 and those scheduled to take effect through the next decade. EPA said previously that it intends to separately reconsider its GHG standards.

Related: Trucking Dive EPA to strike Obama-era pillar for truck emissions

Fleets Can Target the ‘Low-Hanging Fruit’ of Decarbonization

Transport Topics Seth Clevenger February  11, 2026

He also mentioned startup firm Remora’s direct carbon capture technology, which can be applied to locomotives or trucks.

In a trucking application, the system captures carbon emissions from the tailpipe and converts it to liquefied CO2 in real time and stores it in a tank. From there, businesses can monetize that CO2 for industrial uses such as concrete production or even carbonated beverages.

Paccar Teases Launch of 2 EPA NOx 2027-Compliant Engines

Transport Topics Keiron Greenhalgh February 11, 2026

While the Trump administration is tweaking rules for diesel engines and vaporizing backing for alternative powertrains, Rich acknowledged that the road to low- and zero-emissions products for truck makers remains open, if a little bumpier.

“So much has changed in the past year, but our powertrain strategy has not. Clean and efficient internal combustion engines remain the core of our lineup.

Growing demand will be met mainly by solar: EIA

Utility Dive Diana DiGangi February 11, 2026

The Energy Information Administration expects solar generation to jump 17% this year and an additional 23% in 2027.

Link: Energy Information Administration Short-Term Energy Outlook

Trucking rulemakings to watch in 2026

Fleet Owner Jeremy Wolfe February 11, 2026

“They have 41 items on the regulatory agenda right now, so they’re going to have to pick and choose where they put their resources,” Sue Lawless, partner with Scopelitis Law Firm and former chief safety officer and acting deputy administrator for the Federal Motor Carrier Safety Administration (FMCSA), said.

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