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Cleveland-Cliffs Slows POSCO Deal as Steel Prices, Auto Demand Rise
CEO says company no longer rushing joint venture as domestic market conditions improve
Marcia Wheeler
Markets & Operations
Marcia Wheeler covers freight markets and carrier operations. She reports on spot and contract rates, diesel prices, lane trends, capacity, and the business side of trucking — carrier bankruptcies, M&A, labor, and insurance. She writes with a numbers-first eye for the people moving the freight.
U.S. Trailer Orders Rise in March Despite Seasonal Slowdown
Sequential gain bucks historical pattern as manufacturers report uptick heading into spring.
Trimble white paper ties real-time visibility to carrier profit
New ebook argues high-fidelity data integration cuts dwell time and strengthens shipper relationships — if carriers use it right.
Contract Cushion Evaporates as Spot and Contract Rates Converge
The spread between contract and spot rates has collapsed, leaving carriers with less pricing flexibility and shippers rethinking long-term commitments.
Diesel prices to keep climbing despite Iran ceasefire, EIA warns
Strait of Hormuz reopening could take months, keeping fuel costs elevated through summer
C.H. Robinson Forecasts 17% Rate Jump as Hormuz Snarl Drags On
Dry van costs projected up 17% year-over-year through end of 2026, while ceasefire fails to reopen Strait of Hormuz and 600+ vessels remain stranded.
Motive, Averitt, MVT Roll Out Tech Aimed at Cutting Carrier Costs
Three moves this week show fleets betting on integrated data and AI to trim downtime, fuel spend, and admin work.
Fleet tech trio tackle tolls, AI insights, and security transparency
TreviPay, Linxup, and Platform Science roll out tools aimed at simplifying operations for carriers managing payments, driver behavior, and data security.
TFI's TA Dedicated swallows Triangle Warehouse, adds 900K sq ft and 1,000 trucks
Minneapolis deal brings food-grade cold storage, rail access, and regional fleet to TFI's dedicated arm
QXO's $17B building products deal banks on logistics to unlock profit
Brad Jacobs bets carrier efficiency across wider network will justify massive TopBuild price tag