MarketsCapacity & Equipment TrackingNorth America
SONAR's truckload rejection index held near 14% as for-hire tractor counts fell about 51,000 in August, FreightWaves reports; DAT's van ratio hit 13.7.
XPO said workforce planning technology improved productivity nearly 2.5 points year over year in Q2 2026, above a 1.5% target; its CEO separately credited new AI capabilities for labor productivity.
StrategyNorth America, Latin America
U.S. imports from Mexico reached $60.64 billion in August, while the size of the tariff edge over China sourcing depends on USMCA entry claims and a duty now in court.
U.S. on-highway diesel fell 18.3 cents to $6.199 a gallon in the week of Oct. 5, per the EIA, and index-linked fuel surcharges are set to reset lower.
Three briefings a day, stowed by edition: markets at 10:00, strategy at 16:00, technology or sustainability at 22:00 GMT. Color marks the desk.
The desk rotates through six regions, from the Americas to Asia-Pacific, so the week covers the whole map. Each briefing is built from sources opened that day and checked against them a second time before it is filed.
Rates, capacity and rule changes, reported from current data.
Sourcing, inventory and resilience decisions, backed by published evidence.
What automation and software deliver in practice, not in the brochure.
Fleet transition and emissions reporting, measured against the actual rules.
Sent once the day's third briefing is filed, at 22:00 GMT. Rates, capacity, rules and the moves worth making across every region, with every figure sourced.