Hello! I'm Jerome FreightCaviar! I’m into the politics of freight and the impact it will have worldwide. I'm always eager to learn more. Follow me on X @JeromeFreightC
DSV is pausing some border investments due to tariffs but advancing its 900,000-square-foot Laredo hub, as experts highlight Mexico and Latin America’s resilience in global trade growth.
U.S. construction spending fell 0.4% in June, extending a decline that threatens freight demand, as fewer housing projects reduce shipments of building materials, appliances, and home goods.
California’s TGS Transportation has permanently closed after 40 years in business, citing challenging freight market conditions that have recently forced other family‑run carriers to shut down.
Plus: U.S. slaps new tariffs on Canada while Mexico gets 90 more days, a $15M Apple cargo heist exposes security flaws, Ancora scores big on its coast-to-coast rail bet, and more.
Plus: A historic rail merger is officially on the books, a deadly Charlotte crash reignites underride guard concerns, South Korea angles to sidestep U.S. tariffs with a shipbuilding deal, and more in today's newsletter.
Union Pacific’s $85 billion Norfolk Southern merger and Hub Group’s $51.8 million Marten Intermodal deal signal major shifts in U.S. freight, raising questions on competition, costs, and capacity.
South Korea is offering multi-billion-dollar investments in U.S. shipbuilding to avoid 25% tariffs, aligning with Washington’s push to counter China’s dominance in global shipbuilding.
Plus: U.S.–EU agree to lower tariffs (but Europe’s not thrilled), brokers brace for the biggest AI wave, and Congress sets the stage for fully driverless trucks.
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