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President Trump introduced 25% tariffs on U.S. imports of medium- and heavy-duty trucks and parts on Nov. 1 as he seeks to reorient trade flows, although the full details are yet to emerge.

The rollback plans were reported earlier by the Financial Times. Aluminum and other metals fell following the report, while shares of U.S. steelmakers and aluminum producers sank.

Geotab unveiled its next generation of connected fleet technology and outlined its vision for how artificial intelligence will transform vehicle telematics at its Connect 2026 conference.

DP World named Yuvraj Narayan as the new CEO and Essa Kazim as chairman, it said in a statement on Feb. 13. DP World has activities in 83 countries, including logistics sites in the U.S.

Ryder has yet to see meaningful near-term change in U.S. freight market conditions, incoming CEO John Diez said Feb. 11, prolonging the longest rate recession in industry memory.

ACT Research preliminary data showed orders increased 20% year over year to 30,800 units. But the data also showed orders fell 27.8% sequentially from 42,684 units.

The embrace of technology was clear at Manifest 2026, where speakers and exhibitors presented ways the transportation sector can become smarter and faster by implementing AI and robotics.

Uncertainty over the future of the deal has intensified, with the president asking aides why he should not withdraw from the agreement, according to people familiar with those discussions.

The warning came after Panama authorities invalidated CK Hutchison’s contract to operate the Balboa and Cristobal ports, seeking Maersk’s APM Terminals to run them in a transition phase.  

The gauge — which contains industry stalwarts such as CSX, FedEx and Old Dominion Freight Line  — has been catapulted higher by strong data and a pivot away from the big tech winners of the last few years.