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Supply Crunch Could Run Into 2028 If ELD, CDL Rules Stick ● U.S. refineries hit highest run rate since 2019 as Iran war drives output ● Diesel Crack Spread Hits $102 — Record High Signals Pump Spike Ahead ● Leading Index Peaks, Signals Freight Demand Slowdown Into 2027 ● Data Center Buildout Adds 1.5% Freight Volume Hidden From Cass Index ● FBI seeks owner-operators caught in Georgia tax preparer fraud case ● Diesel Hits $5.40/Gallon, Gasoline $4 in Record August Spike ● Brent Crude Dips to $87.18 After 5% Surge on Hormuz Uncertainty ● U.S. Trade Deficit Narrows to $73.3B as Imports Drop 1.8% in June ● LTL Tonnage Up 5% in July as Manufacturing Hits Four-Year High ● Heartland Express posts Q2 profit on equipment sales, not freight ● Capacity Crunch, Not Demand, Drives Spot Rates to $3.53/Mile ● Spot Rates Run 40% to 70% Above Contract on Infrequent Lanes ● Schneider Locks Double-Digit Contract Rate Hikes as Spot Nears 2021 Peak
Supply Crunch Could Run Into 2028 If ELD, CDL Rules Stick ● U.S. refineries hit highest run rate since 2019 as Iran war drives output ● Diesel Crack Spread Hits $102 — Record High Signals Pump Spike Ahead ● Leading Index Peaks, Signals Freight Demand Slowdown Into 2027 ● Data Center Buildout Adds 1.5% Freight Volume Hidden From Cass Index ● FBI seeks owner-operators caught in Georgia tax preparer fraud case ● Diesel Hits $5.40/Gallon, Gasoline $4 in Record August Spike ● Brent Crude Dips to $87.18 After 5% Surge on Hormuz Uncertainty ● U.S. Trade Deficit Narrows to $73.3B as Imports Drop 1.8% in June ● LTL Tonnage Up 5% in July as Manufacturing Hits Four-Year High ● Heartland Express posts Q2 profit on equipment sales, not freight ● Capacity Crunch, Not Demand, Drives Spot Rates to $3.53/Mile ● Spot Rates Run 40% to 70% Above Contract on Infrequent Lanes ● Schneider Locks Double-Digit Contract Rate Hikes as Spot Nears 2021 Peak
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Every SEC EDGAR filing across 33 tracked logistics tickers. Filter by ticker, form, keyword, and date.
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Ticker Form Title Filed
WERN 8-K
Material event (8-K)
 8-K — 8-K Oct 21, 2025 SEC ↗
CSX 424B2
Prospectus (424B2)
 424B2 — FORM 424B2 Oct 20, 2025 SEC ↗
CSX FWP
Free writing prospectus
 FWP — FORM FWP Oct 20, 2025 SEC ↗
NSC 425
M&A communication (425)
 425 — 425 Oct 20, 2025 SEC ↗
FDX CERT CERT — NYSE CERTIFICATION Oct 20, 2025 SEC ↗
RXO 4
Insider trade (4)
 4 — FORM 4 Oct 17, 2025 SEC ↗
CHRW SCHEDULE 13G/A
5%+ owner amend (13G/A)
 SCHEDULE 13G/A Oct 17, 2025 SEC ↗
HTLD SCHEDULE 13G/A
5%+ owner amend (13G/A)
 SCHEDULE 13G/A Oct 17, 2025 SEC ↗
CSX 8-K
Material event (8-K)
 8-K — 8-K Oct 16, 2025 SEC ↗
CSX 10-Q
Quarterly report (10-Q)
 10-Q — 10-Q Oct 16, 2025 SEC ↗
GATX 8-K
Material event (8-K)
 8-K — 8-K Oct 15, 2025 SEC ↗
NSC 425
M&A communication (425)
 425 — 425 Oct 15, 2025 SEC ↗
NSC 425
M&A communication (425)
 425 — 425 Oct 15, 2025 SEC ↗
FDX 8-A12B 8-A12B — 8-A12B Oct 15, 2025 SEC ↗
FWRD 8-K
Material event (8-K)
 8-K — 8-K Oct 15, 2025 SEC ↗
JBHT 8-K
Material event (8-K)
 8-K — FORM 8-K Oct 15, 2025 SEC ↗
UNP 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Oct 14, 2025 SEC ↗
UNP 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Oct 14, 2025 SEC ↗
UNP 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Oct 14, 2025 SEC ↗
UNP 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Oct 14, 2025 SEC ↗
UNP 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Oct 14, 2025 SEC ↗
NSC 425
M&A communication (425)
 425 — 425 Oct 14, 2025 SEC ↗
SNDR 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Oct 14, 2025 SEC ↗
NSC 425
M&A communication (425)
 425 — 425 Oct 10, 2025 SEC ↗
NSC 425
M&A communication (425)
 425 — 425 Oct 8, 2025 SEC ↗
RLGT ARS
Annual report to shareholders
 ARS — ARS Oct 8, 2025 SEC ↗
NSC 4
Insider trade (4)
 4 Oct 7, 2025 SEC ↗
NSC 4
Insider trade (4)
 4 Oct 7, 2025 SEC ↗
RLGT DEF 14A
Proxy statement (DEF 14A)
 DEF 14A — DEF 14A Oct 7, 2025 SEC ↗
RXO 4
Insider trade (4)
 4 — FORM 4 Oct 7, 2025 SEC ↗
NSC 425
M&A communication (425)
 425 — 425 Oct 6, 2025 SEC ↗
NSC 425
M&A communication (425)
 425 — 425 Oct 6, 2025 SEC ↗
SBLK SCHEDULE 13D
Activist 5%+ owner (13D)
 SCHEDULE 13D Oct 6, 2025 SEC ↗
MRTN 8-K
Material event (8-K)
 8-K — FORM 8-K Oct 6, 2025 SEC ↗
CSX 3
Initial insider stake (3)
 3 — 3 Oct 3, 2025 SEC ↗
CSX 4
Insider trade (4)
 4 — 4 Oct 3, 2025 SEC ↗
NSC 425
M&A communication (425)
 425 — 425 Oct 3, 2025 SEC ↗
EXPD 3
Initial insider stake (3)
 3 — PRIMARY DOCUMENT Oct 3, 2025 SEC ↗
EXPD 3
Initial insider stake (3)
 3 — PRIMARY DOCUMENT Oct 3, 2025 SEC ↗
FDX 3
Initial insider stake (3)
 3 — PRIMARY DOCUMENT Oct 3, 2025 SEC ↗
FDX 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Oct 3, 2025 SEC ↗
HUBG 8-K
Material event (8-K)
 8-K — FORM 8-K Oct 3, 2025 SEC ↗
HTLD 4
Insider trade (4)
 4 — FORM 4 Oct 3, 2025 SEC ↗
HTLD 4
Insider trade (4)
 4 — FORM 4 Oct 3, 2025 SEC ↗
R 4
Insider trade (4)
 4 — FORM 4 Oct 2, 2025 SEC ↗
UNP 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Oct 2, 2025 SEC ↗
UNP 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Oct 2, 2025 SEC ↗
UNP 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Oct 2, 2025 SEC ↗
UNP 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Oct 2, 2025 SEC ↗
UNP 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Oct 2, 2025 SEC ↗
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KNX$69.41 -0.47% WERN$38.05 +0.22% MRTN$14.73 -0.67% HTLD$12.36 -2.41% USX$24.85 -1.74% SNDR$35.14 +0.43% JBHT$274.47 +0.75% CVLG$34.73 +1.40% ODFL$204.52 -0.27% SAIA$359.63 +0.12% ARCB$135.89 -1.34% XPO$196.84 -0.30% FWRD$17.79 -3.94% HUBG$40.05 +0.13% FDX$326.04 -0.71% UPS$102.58 -0.27% CHRW$143.83 -0.48% LSTR$182.42 -1.41% GXO$45.37 -2.16% RXO$21.67 -2.34% EXPD$186.40 -0.02% RLGT$8.65 -1.48% ZIM$27.16 -0.91% MATX$216.77 -0.68% SBLK$30.06 -0.36% SFL$12.52 -1.03% KEX$139.22 +0.40% NSC$346.62 +0.26% UNP$303.97 +0.72% CSX$50.97 +0.57% CP$94.83 +0.41% CNI$128.23 +0.46% R$247.85 -1.07% GATX$176.70 +0.31% KNX$69.41 -0.47% WERN$38.05 +0.22% MRTN$14.73 -0.67% HTLD$12.36 -2.41% USX$24.85 -1.74% SNDR$35.14 +0.43% JBHT$274.47 +0.75% CVLG$34.73 +1.40% ODFL$204.52 -0.27% SAIA$359.63 +0.12% ARCB$135.89 -1.34% XPO$196.84 -0.30% FWRD$17.79 -3.94% HUBG$40.05 +0.13% FDX$326.04 -0.71% UPS$102.58 -0.27% CHRW$143.83 -0.48% LSTR$182.42 -1.41% GXO$45.37 -2.16% RXO$21.67 -2.34% EXPD$186.40 -0.02% RLGT$8.65 -1.48% ZIM$27.16 -0.91% MATX$216.77 -0.68% SBLK$30.06 -0.36% SFL$12.52 -1.03% KEX$139.22 +0.40% NSC$346.62 +0.26% UNP$303.97 +0.72% CSX$50.97 +0.57% CP$94.83 +0.41% CNI$128.23 +0.46% R$247.85 -1.07% GATX$176.70 +0.31%