š£ 200K Drivers Didnāt Vanish
200,000 drivers didnāt disappear overnight. Plus: Dalilahās Law targets foreign dispatch, a broker ran a $1M USPS scam, the dashcam war escalates, and more.
Plus, Landstar delays Q1 earnings report due to massive fraud hit, witness tied to truck crash scheme murdered, UPS to cut 20K jobs amid Amazon pullback, and more.
Good Wednesday morning. Trump just signed an executive order requiring truckers to pass an English literacy test...or get pulled off the road. What does it mean for the driver pool, enforcement, and freight? We break it all down.
Plus:

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š WHATāS COOKINā IN FREIGHT

š Landstar Delays Q1 Report Amid $15M Freight Fraud Impact. Landstar System has delayed its Q1 earnings release to May 13 due to an ongoing investigation into a suspected $15 million freight forwarding fraud involving one independent agent. Landstar has adjusted its EPS guidance to 90ā95 cents, down from $1.05ā$1.25, reflecting elevated insurance claims and the fraud's impact. The company confirmed the issue is isolated to its international freight forwarding operations. Q1 revenue reached $1.153 billion, near the upper end of prior guidance. A filing extension has been requested as Landstar reviews internal controls and accounting procedures linked to the incident.
šµļø Staged Truck Crash Scheme Leads to Murder Charges in Federal Witness Case. Two menādisbarred attorney Sean Alfortish and Leon āChunkyā Parkerāhave been indicted for the 2020 murder of Cornelius Garrison, a federal witness cooperating in a widespread staged truck accident fraud in New Orleans. Garrison had been a āslammer,ā deliberately crashing vehicles into semi-trucks to stage insurance claims. Prosecutors allege Alfortish paid Parker to kill Garrison, with assistance from Ryan Harris, who pleaded guilty and received a 35-year sentence. The murder is part of āOperation Sideswipe,ā which has resulted in 63 indictments, primarily involving fraudulent lawsuits against trucking companies and insurers dating back to 2011.
š¤ UPS to Cut 20,000 Jobs, Close 73 Facilities Amid Automation and Amazon Pullback. UPS will eliminate approximately 20,000 U.S. jobs and shut 73 facilities by mid-2025 as part of its āNetwork Reconfigurationā strategy, aligning with a significant reduction in Amazon package volume. The company expects $3.5 billion in annual cost savings from these efforts. CEO Carol TomĆ© stated the reconfiguration targets less profitable Amazon outbound shipments. Concurrently, UPS is advancing automation, now processing 64% of volume through automated hubs. Talks are also ongoing with Figure AI to potentially deploy humanoid robots for parcel handling tasks.

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In a move thatās already stirring sharp industry reactions, President Trump signed an executive order Monday requiring all commercial truck drivers to pass an English literacy test or risk being pulled off the road.
This follows actions of states like Arkansas that have passed bills to crack down on the issue.

The order revives an old federal regulation thatās been on the books for decades but hasnāt seen strict enforcement in years. Now, enforcement is the name of the game.
āThis is not new,ā said freight attorney Matthew Leffler. Adding:
āCDL holders have long been required to āread and speak the English language sufficiently to converse with the general public, to understand highway traffic signs and signals in the English language, to respond to official inquiries, and to make entries on reports and records.āā
The difference? Starting now, drivers who fail to meet that standard can be placed out of service.
White House Press Secretary Karoline Leavitt defended the move, calling it āa public safety issue,ā and noted communication breakdowns between drivers and local officials are more common than the public realizes.
Trumpās order reads:
āDrivers should be able to read and understand traffic signs; communicate with traffic safety officers, border patrol, agricultural checkpoints, and cargo weight-limit station personnel... This is common sense.ā

Truckers and fleet execs are concerned the sudden policy shift could squeeze available capacity, especially during peak freight cycles.
āWhether you have three loads stopped or thirty, you still have freight not moving if a driver is put out of service.ā ā Werner CEO, Derek Leathers
āBasic English skills are essential,ā said Todd Peters. āTruckers need to understand emergency instructions and interact with law enforcement.ā
But others are asking: How will āproficiencyā be measured?
āThis feels like a slippery slope,ā wrote 2A Logistics Co-Founder Alexander Eberhard. āWhat does āsufficient to converseā actually mean in practice? Who decides?ā


The FMCSA is already stretched thin, with a $1B budget and just 1,000 employees overseeing over 500,000 motor carriers. āWithout increased resources, should we expect a different outcome?ā Leffler asked. āThe rule exists, the question is whether enforcement will be consistent.ā
Trumpās English-only order has reignited long-standing debates in trucking: safety vs. access, clarity vs. discretion, rule of law vs. on-the-road realities.

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š LA Port Volumes Tanking. Shipping volume at the Port of Los Angeles is expected to drop 35% next week as China tariffs ripple through retail supply chains.
š¦ Retailers Reengage China. After a pause due to tariffs, Walmart and Target have reportedly restarted orders with some Chinese factories, according to supplier statements.
šļø Biotech Manufacturing Surge. Thermo Fisher Scientific and Amgen announced major U.S. manufacturing investmentsā$2 billion and $900 million, respectivelyāto expand domestic capacity for biologics, pharmaceuticals, and advanced therapeutics to combat rising demand and supply chain reshoring.
š āāļø Amazon Rejects Labels. Amazon denied plans to label products with tariff cost details following White House criticism, with the company saying in a statement that this was never in consideration for any Amazon site or properties.
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š Saia Target Cut. Bank of America halved its price target for Saia after weak Q1 results. Analyst Ken Hoexter cited āa lack of seasonal rebound,ā growing cost pressures, and aggressive expansion āinto a stalled macro backdropā as key concerns.
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