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Topic: Logistics


U.S. rail carload and intermodal volumes are mixed in November
The November FRI was down 0.4% from October to November, falling for the seventh time in the last eight months, and it was off 4.4% annually, due largely to an intermodal slowdown in recent months, noted the report.

Federal Reserve moves forward with its third consecutive rate cut
the Federal Reserve announced it has lowered the target rate, for the federal funds rate, which comes from its Federal Open Market Committee (FOMC) for the third consecutive month, dropping it by 0.25%, to 3.5%-to-3.75%, its lowest rate level since 2022.

National Electric Manufacturers Association calls for stronger enforcement, predictability in upcoming USMCA review
Representing the National Electric Manufacturers Association (NEMA) at the USTR hearing, Patrick Lozada, NEMA Senior Director of Global Policy, made the case for the USTR to move forward with what he called a swift review and renewal of the USMCA.

U.S.-bound imports slide in November as seasonal slowdowns and tariff uncertainty weigh on volumes
November U.S.-bound container import volume—at 2,183,048 TEU (Twenty-Foot Equivalent Units)—were off 5.4% compared to October and saw a 7.5% annual decline.

IKEA moves more manufacturing to U.S. as tariffs raise costs
The company says the shift will help improve delivery speed and stabilize supply.

Leadership turmoil threatens supply chain resilience, notes Gartner survey
A new Gartner survey shows that leadership turnover, outdated development pathways, and unclear career progressions are weakening supply chain performance.

Port Tracker report points to ongoing import declines as 2025 ends and into 2026
For October, the most recent month for which data is available, U.S. imports, for the ports surveyed in the report, came in at 2.07 million Twenty-Foot Equivalent Units (TEU), excluding the Port of Charleston, which marked a 1.8% sequential decline and a 7.9% annual decline.  

National diesel average sees its steepest decline in nearly a year
With a 9.3-cent decline, the national average came in at $3.665 per gallon, following a 7.3-cent decline, to $3.758, for the week of December 1, and a 3.7-cent decline, to $3.831, for the week of November 24, for a cumulative 20.3-cent decline over that span.

Port of Long Beach appoints Hacebaga as its next CEO, effective January 1
Hacebaga currently serves as POLB Chief Operating Officer. He has been at POLB for the last 15 years in various senior management roles, and in his current position he oversees daily operations, including commercial services, engineering, finance and administration, planning and environmental affairs, and strategic advocacy.  

USPS-Amazon contract uncertainty grows as reverse auction plan raises stakes for 2026 renewal
With the existing contract between global e-commerce retailer Amazon and the United States Postal Service set to expire in October 2026, media reports published yesterday indicated that there could be some shifts coming in that relationship.

U.S. rail carload and intermodal volumes are mixed, for week ending November 29, reports AAR
Rail carloads, at 197,955, increased 4.3% annually, and intermodal containers and trailers, at 234,860 units, fell 6.5% annually.

Logistics growth sees mild decline in November, states LMI
The November LMI reading came in at 55.7 (a reading above 50 indicates growth is occurring), following matching 57.4 readings, for both September and October. This represents the ninth straight month the LMI has been below the all-time overall average of 61.4.

CBP launches five-year pilot allowing non-asset-based 3PLs Into CTPAT for the first time
Non-asset-based third-party logistics (3PL) services providers recently received good news, with the announcement that United States Customs and Border Protection (CBP) has introduced a five-year pilot program, which, for the first time, includes freight brokers and warehouse-based 3PLs to be able to be part of the Customs-Trade Partnership Against Terrorism (CTPAT) program.

DHL’s 2025 Peak Season approach includes more planning and less panic
Peak season used to feel like a mad dash, but DHL says the holidays don’t bring the same sense of chaos they once did. Thanks to years of planning, better forecasting, and rapid growth in robotics, the company is heading into the busiest stretch of the year with confidence instead of panic.

Union Pacific–Norfolk Southern merger filing with the STB is delayed delayed until mid-December
While a December 1 date for the merger application to be sent to the Surface Transportation Board (STB), regarding the historic proposed $85 billion merger between Class I railroads Union Pacific (UP) and Norfolk Southern (NS), had been widely anticipated, UP CEO Jim Vena said at the UBS Global Industrials and Transportation Conference this week that the merger’s submission will be delayed for about two weeks.

Old Dominion Freight Line issues November operating metrics update
ODFL reported that November revenue per day fell 4.4% annually, related to a 10.0% decrease in LTL tons per day, which it said was partially offset by an increase in LTL revenue per hundredweight.

Services economy remains on growth track in November, reports ISM
The November Services PMI, at 52.6 (a reading above 50 represents expansion and below 50 indicates contraction), rose 0.2% over October’s 52.4, with September flat, at 50.0, growing, at a faster rate, for the second consecutive month. Which was preceded by expansion in 13 of the previous 14 months before September.  

U.S. Chamber of Commerce-led letter to USTR reiterates support for USMCA
The letter added that USMCA ensures U.S. manufacturers, farmers, and service providers can continue to access the Canadian and Mexican markets, while also noting that it guarantees that virtually all U.S. exports enter these markets tariff-free, while also helping American companies and their employees compete in the country’s top two export markets.

Q3 intermodal volumes see annual gains, reports IANA
Total loadings, at 4,757,324, increased 2.8% annually, hitting its highest level since the second quarter 2021.

2025 in Review: Uncertainty amidst a new brand of chaos
2025 delivered a near repeat of 2024's volatility, with tariffs, uneven demand, political uncertainty, and shifting trade dynamics leaving logistics managers stuck in a constant state of reaction. Across every mode—trucking, intermodal, rail, ocean, parcel, and shipper operations—experts point to the same themes: excess capacity, fragile confidence, tariff-driven distortion, and a growing reliance on technology as the industry waits for clarity that never quite arrives.


December 2025 Logistics Management

December 1, 2025 · Persistent volatility, policy whiplash, and uneven demand left logistics managers feeling trapped in a loop - where every solution seemed temporary, and every forecast came with an asterisk. From tariffs and trucking to rail and ocean freight, the year's defining force was disruption itself

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Latest Resources

The Warehouse Efficiency Playbook
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Today’s supply chains face nonstop disruption—from global tensions to climate events and labor shortages. Avoiding volatility isn’t an option,...

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November Edge Report: What’s shaping freight now
Stay informed and ready for what’s next with the November Edge Report from C.H. Robinson.
Worried About Supplier Risk? This Template Helps You Stay Ahead
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Close the warehouse labor gap with overlooked talent pools
Close the warehouse labor gap with overlooked talent pools
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