Page 2

Small ocean carriers trim Transpacific capacity

Lower spot rates historically lead to larger withdrawals of non-alliance operated vessels on the shipping corridor, per Sea-Intelligence.

CSX sees volume uptick from spike in truck-to-rail conversions

Rivals Union Pacific and Norfolk Southern also pointed to signs of optimism as shippers look for cheaper trucking alternatives due to higher fuel costs.

Amazon opens logistics network to all businesses

Amazon Supply Chain Services covers freight, distribution, fulfillment and parcel delivery, including for non-Amazon sellers, with 3M and Lands' End among its users.

Ford expects $1.3B tariff refund, but supply chain pressure remains

The automaker is still prepping for a $1 billion hit from tariffs in 2026 while projecting sizable commodity headwinds.

Amazon, Walmart seek source reduction solutions from suppliers

The Sustainable Packaging Coalition’s Retailer Forum initially considered challenges with flexibles and will next focus on bottles, containers and closures.

Drugmaker AbbVie chooses North Carolina for $1.4B manufacturing campus

The 185-acre site will be the company’s largest single investment to date, with a focus on small-volume parenteral products like vials and prefilled syringes.

Trump targets EU cars, trucks with 25% tariff

The U.S. president said he would install the levy next week because the bloc “is not complying” with a trade agreement struck last summer.

Manufacturing expands for fourth month, but price increases remain a concern

All six of the largest manufacturing industries reported price increases in April, stemming largely from the war in Iran and tariffs, ISM said.

CBP’s tariff refund portal is performing better than expected

The agency said it anticipates returning funds to importers as early as May 12, according to a notice published Monday. 

Updated May 4, 2026

Target launches new kind of supply chain facility

The Houston Receive Center gives the retailer more inventory-holding capacity before sending products to downstream locations.

UP, NS refile merger applications with STB

The revised submission includes additional data from several Class I railroads that weren’t in the original application filed in December 2025.

Software-defined vehicles test auto supply chains: Moody’s

Vehicles with updatable software platforms can increase input costs and strain supplier relationships, per Andrei Quinn‑Barabanov, supply chain industry practice lead. 

Intermodal offers a pricing edge amid fuel pressures: Uber Freight

Fuel prices are weighing on both trucking and intermodal freight, but the latter mode still presents cost saving opportunities for shippers.

UPS ramping up Ground Saver deliveries handled by USPS

Average daily volume that UPS hands off to the Postal Service for final-mile delivery is slated to jump to roughly 1.5 million in Q2, CEO Carol Tomé said.

Air cargo carriers add fuel surcharges driven by Iran war

United Cargo, Air Canada Cargo and Cathay Cargo are among the airlines implementing fees to buffer the impact of higher jet fuel costs.

Fed holds main rate steady, notes risks to jobs, inflation from Iran war

Jerome Powell said after the end of his term as Federal Reserve Chair in May he will remain on the board as a governor to help ensure the Fed is free of political interference.

Shippers focus on asset-based carriers, seek reliability

Customers are also initiating early peak season discussions, Knight-Swift CEO Adam Miller said in an earnings call.

General Mills faces setback in supply chain sustainability push

The food maker said total greenhouse gas emissions fell 14% in fiscal 2025 compared to the 2020 baseline, less than the 19% drop in 2024.

Mercedes-Benz secures multi-year EV battery supply deal with Samsung SDI

The automaker plans to use the nickel-manganese-cobalt batteries for future compact and mid-size electric SUVs and coupe models.

GM forecasts $500M tariff refund, plans further mitigation efforts

The automaker still projects up to $3.5 billion in duty costs in 2026, primarily driven by Section 232 levies, including those on steel and aluminum.

Amazon Web Services unveils agentic AI supply chain tool

Amazon Connect Decisions combines more than 25 specialized tools to centralize data, triage alerts and translate demand forecasts. 

Gap targets improved traceability operations, data collection

The retailer aims to enhance coordination with suppliers using an AI layer from supply chain software company Inspectorio.

UPS’ Amazon volume cuts are nearly done. What’s next?

While the carrier's relationship with Amazon isn't over, UPS aims to grow in more lucrative parts of the parcel market as it slims down its network, executives said.

Uber Freight director: A mentor is a springboard toward success

Gaining workplace visibility by demonstrating skills and productivity is also critical for career development, according to Olivia Hu, senior director of autonomous trucking and electrification.

Union Pacific settles dispute with rail supplier, reaches 7-year agreement

Rocky Mountain Steel plans to operate a new, long-rail mill in Pueblo, Colorado, this year as part of a $1 billion investment in domestic steel production.