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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
3:43 PM ET

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Ticker Form Title Filed
GXO UPLOAD
SEC upload
 UPLOAD Mar 31, 2025 SEC ↗
FWRD POS AM POS AM — S-1 Mar 31, 2025 SEC ↗
WERN DEF 14A
Proxy statement (DEF 14A)
 DEF 14A — DEF 14A Mar 31, 2025 SEC ↗
WERN DEFA14A
Proxy add'l materials
 DEFA14A — DEFA14A Mar 31, 2025 SEC ↗
NSC DEF 14A
Proxy statement (DEF 14A)
 DEF 14A — DEF 14A Mar 28, 2025 SEC ↗
NSC DEFA14A
Proxy add'l materials
 DEFA14A — DEFA14A Mar 28, 2025 SEC ↗
NSC ARS
Annual report to shareholders
 ARS — ARS Mar 28, 2025 SEC ↗
HTLD DEF 14A
Proxy statement (DEF 14A)
 DEF 14A — DEF 14A Mar 28, 2025 SEC ↗
HTLD DEFA14A
Proxy add'l materials
 DEFA14A — DEFA14A Mar 28, 2025 SEC ↗
HTLD ARS
Annual report to shareholders
 ARS — ARS Mar 28, 2025 SEC ↗
WERN ARS
Annual report to shareholders
 ARS — WERNER ENTERPRISES, INC. 2024 ANNUAL REPORT Mar 28, 2025 SEC ↗
SBLK 6-K
Foreign-filer report (6-K)
 6-K — REPORT OF FOREIGN PRIVATE ISSUER Mar 27, 2025 SEC ↗
SBLK F-3ASR F-3ASR — F-3ASR Mar 27, 2025 SEC ↗
FDX 144
Rule 144 sale (144)
 144 Mar 27, 2025 SEC ↗
FDX 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Mar 27, 2025 SEC ↗
FWRD 8-K
Material event (8-K)
 8-K — 8-K Mar 27, 2025 SEC ↗
FWRD 424B3
Prospectus (424B3)
 424B3 — 424B3 Mar 27, 2025 SEC ↗
XPO 8-K
Material event (8-K)
 8-K — FORM 8-K Mar 27, 2025 SEC ↗
CNI 6-K
Foreign-filer report (6-K)
 6-K — FORM 6-K Mar 26, 2025 SEC ↗
CNI 6-K
Foreign-filer report (6-K)
 6-K — FORM 6-K Mar 26, 2025 SEC ↗
FWRD 8-K
Material event (8-K)
 8-K — 8-K Mar 26, 2025 SEC ↗
FWRD 424B3
Prospectus (424B3)
 424B3 — 424B3 Mar 26, 2025 SEC ↗
CP 8-K
Material event (8-K)
 8-K — 8-K Mar 25, 2025 SEC ↗
CSX DEF 14A
Proxy statement (DEF 14A)
 DEF 14A — DEF 14A Mar 25, 2025 SEC ↗
CSX DEFA14A
Proxy add'l materials
 DEFA14A — DEFA14A Mar 25, 2025 SEC ↗
CSX ARS
Annual report to shareholders
 ARS — ARS Mar 25, 2025 SEC ↗
UNP DEF 14A
Proxy statement (DEF 14A)
 DEF 14A — DEF 14A Mar 25, 2025 SEC ↗
UNP DEFA14A
Proxy add'l materials
 DEFA14A — DEFA14A Mar 25, 2025 SEC ↗
EXPD ARS
Annual report to shareholders
 ARS — ARS Mar 25, 2025 SEC ↗
EXPD DEF 14A
Proxy statement (DEF 14A)
 DEF 14A — DEF 14A Mar 25, 2025 SEC ↗
EXPD DEFA14A
Proxy add'l materials
 DEFA14A — DEFA14A Mar 25, 2025 SEC ↗
RXO 4
Insider trade (4)
 4 — FORM 4 Mar 25, 2025 SEC ↗
RXO 4
Insider trade (4)
 4 — FORM 4 Mar 25, 2025 SEC ↗
RXO 4
Insider trade (4)
 4 — FORM 4 Mar 25, 2025 SEC ↗
RXO 4
Insider trade (4)
 4 — FORM 4 Mar 25, 2025 SEC ↗
CHRW DEF 14A
Proxy statement (DEF 14A)
 DEF 14A — DEF 14A Mar 25, 2025 SEC ↗
UPS 4
Insider trade (4)
 4 Mar 25, 2025 SEC ↗
FWRD 10-K/A
Annual report amend (10-K/A)
 10-K/A — 10-K/A Mar 25, 2025 SEC ↗
HTLD 4
Insider trade (4)
 4 — FORM 4 Mar 25, 2025 SEC ↗
FDX 144
Rule 144 sale (144)
 144 Mar 24, 2025 SEC ↗
FDX 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Mar 24, 2025 SEC ↗
FWRD 10-K
Annual report (10-K)
 10-K — 10-K Mar 24, 2025 SEC ↗
JBHT 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Mar 24, 2025 SEC ↗
ZIM 6-K
Foreign-filer report (6-K)
 6-K — 6-K Mar 20, 2025 SEC ↗
EXPD 8-K
Material event (8-K)
 8-K — 8-K Mar 20, 2025 SEC ↗
FDX 8-K
Material event (8-K)
 8-K — 8-K Mar 20, 2025 SEC ↗
FDX 10-Q
Quarterly report (10-Q)
 10-Q — 10-Q Mar 20, 2025 SEC ↗
SBLK 20-F
Foreign annual (20-F)
 20-F — ANNUAL REPORT Mar 19, 2025 SEC ↗
SBLK SCHEDULE 13G
5%+ owner (13G)
 SCHEDULE 13G Mar 18, 2025 SEC ↗
SBLK EFFECT
Effectiveness notice
 EFFECT Mar 18, 2025 SEC ↗
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KNX$69.67 -0.10% WERN$37.94 -0.05% MRTN$14.75 -0.54% HTLD$12.34 -2.57% USX$25.29 +0.38% SNDR$34.97 -0.06% JBHT$274.07 +0.61% CVLG$34.39 +0.41% ODFL$204.08 -0.49% SAIA$359.14 -0.01% ARCB$135.15 -1.88% XPO$196.97 -0.23% FWRD$17.84 -3.67% HUBG$40.06 +0.15% FDX$327.68 -0.21% UPS$102.62 -0.23% CHRW$144.13 -0.27% LSTR$182.75 -1.23% GXO$45.27 -2.37% RXO$21.77 -1.89% EXPD$186.98 +0.29% RLGT$8.65 -1.48% ZIM$27.19 -0.80% MATX$216.11 -0.99% SBLK$30.15 -0.07% SFL$12.59 -0.47% KEX$139.24 +0.41% NSC$347.55 +0.53% UNP$304.28 +0.82% CSX$50.98 +0.59% CP$95.11 +0.71% CNI$128.88 +0.97% R$247.64 -1.16% GATX$176.35 +0.11% KNX$69.67 -0.10% WERN$37.94 -0.05% MRTN$14.75 -0.54% HTLD$12.34 -2.57% USX$25.29 +0.38% SNDR$34.97 -0.06% JBHT$274.07 +0.61% CVLG$34.39 +0.41% ODFL$204.08 -0.49% SAIA$359.14 -0.01% ARCB$135.15 -1.88% XPO$196.97 -0.23% FWRD$17.84 -3.67% HUBG$40.06 +0.15% FDX$327.68 -0.21% UPS$102.62 -0.23% CHRW$144.13 -0.27% LSTR$182.75 -1.23% GXO$45.27 -2.37% RXO$21.77 -1.89% EXPD$186.98 +0.29% RLGT$8.65 -1.48% ZIM$27.19 -0.80% MATX$216.11 -0.99% SBLK$30.15 -0.07% SFL$12.59 -0.47% KEX$139.24 +0.41% NSC$347.55 +0.53% UNP$304.28 +0.82% CSX$50.98 +0.59% CP$95.11 +0.71% CNI$128.88 +0.97% R$247.64 -1.16% GATX$176.35 +0.11%