Equipment

Coalition aims for zero-emission I-5 truck corridor
California, Oregon, and Washington in the US, along with British Columbia in Canada and Baja California in Mexico, have jointly launched the "BC2BC" initiative, aiming to build an electric truck charging and hydrogen refueling network along Interstate 5, creating a zero-emission freight corridor from Vancouver to Mexico. This collaboration will integrate existing grants without adding new taxpayer burdens, but no completion timeline has been set yet.

Carriers limit outsourcing amid shortage of drayage drivers
Several major trucking companies noted in recent earnings calls that, despite clearer signs of market recovery, the shrinking driver supply continues to constrain capacity, particularly in the drayage sector. To address this challenge, companies such as Schneider National, J.B. Hunt, and Knight-Swift are ensuring customer service and controlling costs by expanding their own drayage teams, strictly limiting outsourcing ratios, and improving operational efficiency.

Missouri kicks off truck parking expansion project along I-70
The Missouri Department of Transportation held a groundbreaking ceremony on Wednesday on I-70 to launch a $33 million truck parking expansion project. The project will add 255 parking spaces, expected to be completed by the end of 2028, and will use federal grants to modernize a 191-mile stretch, expanding two lanes in each direction to three lanes. Todd Spencer, president of the Owner-Operator Independent Drivers Association, praised the move at the ceremony as a substantial step toward addressing the long-standing parking crisis.

Port of Los Angeles preps for cargo bump as shippers navigate global risks
Port of Los Angeles Executive Director Gene Seroka said at an August 18 media briefing that, affected by the Red Sea conflict and Panama Canal draft restrictions, the port is preparing for a 5% year-over-year increase in cargo volume over the next six to eight months. In July, the port handled 960,464 TEUs, marking its second-busiest July on record.

BNSF adds faster intermodal service in the Southwest
BNSF Railway announced a new expedited intermodal service from Phoenix to Dallas-Fort Worth, operating six days a week and cutting transit times to just over three days. The move supports the railroad's upcoming Logistics Park Phoenix facility, set to open in early 2027, and follows major investments including the $4 billion Barstow International Gateway project.

USPS Transportation Costs Climb: Adjusting Capacity Structure to Fulfill UPS Air Cargo Contract
The United States Postal Service (USPS) reported in its third-quarter fiscal year 2026 financial results that transportation costs rose year-over-year, with air transportation expenses increasing 4.7% to $509 million and highway transportation expenses rising 4.1% to nearly $1.6 billion. The cost increase was mainly driven by high fuel prices and the shift of some mail from highway back to air transportation to fulfill the UPS air cargo contract. Despite a temporary 8% price increase boosting package revenue by 7.7%, the quarter still recorded a net loss of $2.5 billion.

XPO 受益于制造业复苏浪潮,货运需求进入多年上行周期
XPO 近期货运量增长与制造业复苏同步,首席战略官 Ali Faghri 称工业部门正处于多年需求上行周期的早期阶段。公司 Q2 LTL 收入同比增长 15.2%,并新增 2700 家本地客户。

Daimler Truck North America Announces Plans for New U.S. Manufacturing Site
Daimler Truck North America announced plans to build a new U.S. manufacturing facility, with production slated to begin in late 2029. The company is evaluating multiple potential locations, aiming for a highly automated, state-of-the-art plant. The announcement follows the confirmed closure of its Portland, Oregon, facility and comes as order intake surged 156% year-over-year in Q2 2026, prompting a raised full-year outlook.

After Supreme Court ruling, Landstar freight brokerage market share rises
Landstar System signed one of the largest freight brokers in 15 years following the Supreme Court's ruling in the C.H. Robinson case, with expected annual revenue of approximately $18 million. Company executives said negotiations with potential agents have accelerated, with scale and safety becoming key to competition.

Schneider National Q2 revenue up 10% year-over-year to $1.57 billion
Schneider National released its Q2 2026 results, with revenue up 10% year-over-year to $1.57 billion and operating income up 30% year-over-year to $71.4 million, ending consecutive declines. The company raised its full-year EPS guidance to $0.90-$1.10.