|
|
The day’s most important moves across every mode — air, rail, road, ocean and the trade that ties them together.
| ● On the Wire |
WED · SEP 2 · 2026 |
5 stories |
|
|
|
|
|
Register today for the Houston International Maritime Conference (HIMC26) happening this November in Downtown Houston. Our agenda is out now! Buy your early bird ticket by August 31.
|
|
|
|
|
PARCEL · CORPORATE STRATEGY
BY ERIC KULISCH · AMERICAN SHIPPER · AUG 31, 2026
UPS elevated Nando Cesarone to chief global operations officer overseeing air, surface and sustainability functions and named Matt Guffey to run U.S. domestic small package, a restructuring that follows 18 months of cutting Amazon volume in half, closing 150 sort centers and laying off 30,000 workers.
| THE TAKE — THE TAKE — UPS is betting its growth is now in global logistics and healthcare, not domestic parcel volume — shippers who rely heavily on UPS ground should watch whether standardized global processes bring more consistent transit times, since that’s the stated goal of folding surface transportation under one global operations chief. |
|
TRADE · M&A
DHL Global Forwarding bought Aero Cargas S.A., its first direct operation in Uruguay, betting on the country’s role as an Atlantic gateway to Mercosur and a distribution hub that already moves more than $1 billion a year in pharmaceuticals for re-export across Latin America.
| THE TAKE — THE TAKE — This is a small deal with an outsized signal — DHL is building out Latin American pharma logistics ahead of its broader $2.2 billion healthcare investment, so shippers moving temperature-sensitive freight into Mercosur markets now have a direct DHL touchpoint instead of relying on a local partner. |
|
TRUCKING · CAPACITY
The Logistics Managers’ Index showed transportation capacity contraction easing to 40 in August, the slowest pullback in six months, even as transportation pricing hit 90 and utilization reached 70.6 — only the second time in five years utilization has read that strong.
| THE TAKE — THE TAKE — Pricing and utilization climbing together while capacity keeps shrinking, even more slowly, is a classic setup for rate increases heading into peak season — shippers negotiating contracts now should lock in capacity before the pricing index climbs further from its already-elevated 90 reading. |
|
.jpg) |
MANUFACTURING · PMI
ISM’s Manufacturing PMI slipped to 54.6 in August, its eighth straight month of expansion but below economists’ 55.2 forecast, as new orders cooled 3 points and supplier deliveries slowed for a ninth consecutive month amid raw materials prices rising for the 23rd month running.
| THE TAKE — THE TAKE — Production still running hot at 58.3 even as new orders soften suggests manufacturers are working through backlog rather than seeing fresh demand — carriers and 3PLs serving industrial shippers should watch new orders, not the headline PMI, for the first sign of a real slowdown. |
|
RAIL · M&A
The Surface Transportation Board pushed back the deadline for parties to file notices of intent to participate in the Union Pacific-Norfolk Southern merger review from Sept. 4 to Sept. 30, after the National League of Cities said roughly 12,000 railroad-served local governments needed more time given the original deadline’s overlap with Labor Day.
| THE TAKE — THE TAKE — The extra three-and-a-half weeks gives shippers and local governments more runway to formally weigh in on service and rate conditions before losing standing in the case — anyone planning to participate should file notice well before Sept. 30 rather than waiting for a second extension that may not come. |
|
|
OCT 27–28, 2026 · THE SIGNAL, CHATTANOOGA · CHATTANOOGA, TN
Your team works hard every day to keep supply chains moving. This Labor Day, invest in their growth—and your company’s bottom line—by sending them to F3: Future of Freight Festival (Oct. 27-28 in Chattanooga). Get ahead of market trends and regulatory shifts, experience the latest FreightTech insights that directly impact your margins, and expand high-value relationships with 1,000+ supply chain leaders spanning the industry.
|
|
American Shipper · The Daily — published weekdays
|
|
|
_(1).png)
