A penny stock wiped $4.8B off C.H. Robinson's market cap yesterday. Plus: self-driving trucks are now running 1,000 miles nonstop, STG Logistics cleared a major bankruptcy hurdle, the FMCSA revoked nine ELDs, and more.
For a long time, secure parking lived in the “nice-to-have” bucket. That framing no longer works. In today’s environment, secure parking functions as a preventative security layer.
Here’s what’s trending across freight and logistics on X, LinkedIn, Reddit, and YouTube.
Plus: Leaked Amazon docs detail a massive automation plan, Truckstop bets on dry vans, Knight-Swift unites its LTL brands under AAA Cooper, and more.
Happy Hump Day. A new petition targets the FMCSA’s non-domiciled CDL rule, as crackdowns on English proficiency sow fears and ignite a national fight over who drives America's trucks.
Plus:
🤖 Amazon’s Automation Push. Leaked Amazon docs suggest the company plans to automate 75% of its logistics ops by 2033, replacing up to 600K warehouse jobs. By 2027, that could mean 160K fewer workers and $12.6B in savings, about 30¢ saved per item shipped. Amazon says the leaks are “misleading” and that it’s still hiring nationwide. If Amazon makes automation work at scale, we could see ripple effects, from warehouse capacity to delivery pricing and labor costs across the supply chain.
🚀 Truckstop Launches Dry Van-Only Load Board. Truckstop just dropped a dry van–only board to help small fleets and O/Os survive the weak market. Plans start at $35/month, with FreightWaves SONAR data built in for real-time rates and lane insights. CEO Scott Moscrip says it’s about “standing with the industry” as van rates and margins stay rough. With reefer freight heating up and dry van demand cooling, Truckstop’s move targets the segment hit hardest in the downturn.
🚛 Knight-Swift Goes All-In on LTL. Knight-Swift will fold Midwest Motor Express and DHE into AAA Cooper on Jan 1, 2026, finalizing its regional LTL consolidation. ACT CEO Charlie Prickett told customers the network has added 50+ markets and 40K new linehaul lanes since integration began. Knight-Swift’s poured $1B+ into LTL since 2021, and Q2 revenue jumped 28% YoY despite integration costs. Knight-Swift’s LTL play is starting to look a lot like FedEx Freight’s rival in the making.
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A D.C. Circuit lawsuit aims to stop USDOT/FMCSA’s emergency rule restricting non-domiciled CDLs, while a Texas carrier says English-rule crackdowns are sowing confusion.
Meanwhile, OOIDA (Owner-Operator Independent Drivers Association) is pressing Congress to tighten training requirements rather than loosen standards.
Public Citizen, American Federation of State, County and Municipal Employees (AFSCME), American Federation of Teachers (AFT), and two drivers filed Rivera Lujan v. FMCSA to block the emergency interim final rule that limits non-domiciled CDLs.
The complaint argues FMCSA skipped the required public-comment process, invented an “emergency” to fast-track the rule, and illegally excluded lawful workers like DACA holders and asylum seekers.
"Without a commercial driver’s license, I will lose my business….I have followed all the rules and complied with all requirements set by the government." said Rivera Lujan, Trucking Company Owner.
Lujan, a DACA recipient who’s lived in the U.S. since he was 2, was denied his CDL renewal on Sept. 30 after 11 years behind the wheel.
The petitioners want the D.C. Circuit to strike the emergency interim rule down and restore the old process until proper rulemaking happens.
Some company owners are speaking out about the risk of discrimination stemming from the FMCSA's directives.
Unimex CEO Adalberto Campero says vague English-proficiency enforcement is spooking drivers:
"There’s no directive… every state is putting its own criteria and drivers are afraid they’re going to be singled out...Warehouses are even asking to see citizenship or driver’s-license documents more often now because everyone’s being extra cautious."
He wants clear, federal guidelines so officers and drivers know the same standard, he explained to FreightWaves.
OOIDA President Todd Spencer told CDL Life that while USDOT has made progress, Congress needs to do more to keep bad actors off the highways.
“We believe Congress must do more to prevent bad actors from ever operating on our nation’s highways,” Spencer said.
OOIDA’s doubling down. It's urging lawmakers to:
Fraud, unsafe carriers, and shell companies keep flooding the system. OOIDA wants Congress to finally shut the gate.
This is a flashpoint in U.S. trucking: a national fight over who gets to drive a truck in America and what "qualified" really means.
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🎄 Holiday Freight Surge. Cross-border freight is picking up at Laredo and Otay Mesa as retailers restock early and southbound loads into Mexico rise. Driver availability remains tight amid ELP enforcement concerns.
🏭 Nestlé Cutting Jobs. Nestlé will cut 4,000 supply chain and manufacturing roles worldwide to streamline operations and offset rising material and logistics costs.
🤖 Driverless Turning Point. Morgan Stanley says autonomous trucking could hit commercial scale by 2026, led by Aurora, Kodiak, and Gatik as they expand pilots and land major carrier partnerships.
📉 Forward Air Slumps Again. Shares dropped after sale talks collapsed, ending hopes for a deal amid merger fallout and leadership shake-ups. Q3 earnings are due Nov. 5.
🚀 Rose Rocket Becomes TMS.ai. Rose Rocket is now TMS.ai - an AI-native TMS built on its existing platform to streamline quoting, dispatch, and billing with automation at the core.
😔 Elder Logistics Shuts Down. Elder Logistics Inc., a Utah-based trucking company, quietly closed operations without filing for bankruptcy.
🎣 THE FREIGHT CAVIAR CORNER
FREIGHT HUMOR
A penny stock wiped $4.8B off C.H. Robinson's market cap yesterday. Plus: self-driving trucks are now running 1,000 miles nonstop, STG Logistics cleared a major bankruptcy hurdle, the FMCSA revoked nine ELDs, and more.
Here’s what’s trending across freight and logistics on X, LinkedIn, Reddit, and YouTube.
In just three years, we have moved from an industry that relied heavily on manual phone calls and emails to one where many of us use AI to some extent to support the above.
Plus, XPO and Hub Group Q4 2025 earnings, a trucking private-equity firm files bankruptcy, Mexico long-haul truckers win union rights, and more.
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