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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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Ticker Form Title Filed
SBLK EFFECT
Effectiveness notice
 EFFECT Mar 18, 2025 SEC ↗
SBLK EFFECT
Effectiveness notice
 EFFECT Mar 18, 2025 SEC ↗
GXO CORRESP
SEC correspondence
 CORRESP Mar 18, 2025 SEC ↗
LSTR 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Mar 18, 2025 SEC ↗
FWRD 4
Insider trade (4)
 4 — FORM 4 Mar 18, 2025 SEC ↗
FWRD 4
Insider trade (4)
 4 — FORM 4 Mar 18, 2025 SEC ↗
FWRD NT 10-K NT 10-K — NT 10-K Mar 18, 2025 SEC ↗
XPO 4
Insider trade (4)
 4 — FORM 4 Mar 18, 2025 SEC ↗
XPO 4
Insider trade (4)
 4 — FORM 4 Mar 18, 2025 SEC ↗
XPO 4
Insider trade (4)
 4 — FORM 4 Mar 18, 2025 SEC ↗
XPO 4
Insider trade (4)
 4 — FORM 4 Mar 18, 2025 SEC ↗
XPO 4
Insider trade (4)
 4 — FORM 4 Mar 18, 2025 SEC ↗
XPO 4
Insider trade (4)
 4 — FORM 4 Mar 18, 2025 SEC ↗
SNDR 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Mar 18, 2025 SEC ↗
SNDR 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Mar 18, 2025 SEC ↗
SNDR 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Mar 18, 2025 SEC ↗
SNDR 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Mar 18, 2025 SEC ↗
SNDR 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Mar 18, 2025 SEC ↗
SNDR 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Mar 18, 2025 SEC ↗
HTLD 8-K
Material event (8-K)
 8-K — 8-K Mar 18, 2025 SEC ↗
CP 8-K
Material event (8-K)
 8-K — 8-K Mar 17, 2025 SEC ↗
CSX 4
Insider trade (4)
 4 — 4 Mar 17, 2025 SEC ↗
SFL 20-F
Foreign annual (20-F)
 20-F — 20-F Mar 17, 2025 SEC ↗
MATX 4
Insider trade (4)
 4 Mar 17, 2025 SEC ↗
UPS DEF 14A
Proxy statement (DEF 14A)
 DEF 14A — DEF 14A DEFINITIVE PROXY STATEMENT Mar 17, 2025 SEC ↗
UPS DEFA14A
Proxy add'l materials
 DEFA14A — DEFA14A - DEFINITIVE ADDITIONAL PROXY SOLICITING MATERIALS Mar 17, 2025 SEC ↗
UPS ARS
Annual report to shareholders
 ARS — ARS - UPS ANNUAL REPORT Mar 17, 2025 SEC ↗
XPO 4
Insider trade (4)
 4 — FORM 4 Mar 17, 2025 SEC ↗
SAIA DEF 14A
Proxy statement (DEF 14A)
 DEF 14A — DEF 14A Mar 17, 2025 SEC ↗
SAIA ARS
Annual report to shareholders
 ARS — ARS Mar 17, 2025 SEC ↗
SNDR DEF 14A
Proxy statement (DEF 14A)
 DEF 14A — DEF 14A Mar 17, 2025 SEC ↗
SNDR DEFA14A
Proxy add'l materials
 DEFA14A — DEFA14A Mar 17, 2025 SEC ↗
MRTN DEF 14A
Proxy statement (DEF 14A)
 DEF 14A — FORM DEF 14A Mar 17, 2025 SEC ↗
MRTN ARS
Annual report to shareholders
 ARS Mar 17, 2025 SEC ↗
GATX DEF 14A
Proxy statement (DEF 14A)
 DEF 14A — DEF 14A Mar 14, 2025 SEC ↗
GATX DEFA14A
Proxy add'l materials
 DEFA14A — DEFA14A Mar 14, 2025 SEC ↗
GATX ARS
Annual report to shareholders
 ARS — ARS Mar 14, 2025 SEC ↗
SBLK POS AM POS AM — AMENDMENT NO. 1 Mar 14, 2025 SEC ↗
SBLK POS AM POS AM — AMENDMENT NO. 1 Mar 14, 2025 SEC ↗
SBLK POS AM POS AM — AMENDMENT NO. 1 Mar 14, 2025 SEC ↗
MATX 144
Rule 144 sale (144)
 144 Mar 14, 2025 SEC ↗
ARCB DEF 14A
Proxy statement (DEF 14A)
 DEF 14A — DEF 14A Mar 14, 2025 SEC ↗
ARCB DEFA14A
Proxy add'l materials
 DEFA14A — DEFA14A Mar 14, 2025 SEC ↗
ARCB ARS
Annual report to shareholders
 ARS — ARS Mar 14, 2025 SEC ↗
JBHT DEF 14A
Proxy statement (DEF 14A)
 DEF 14A — FORM DEF 14A Mar 14, 2025 SEC ↗
JBHT DEFA14A
Proxy add'l materials
 DEFA14A — FORM DEFA14A Mar 14, 2025 SEC ↗
JBHT ARS
Annual report to shareholders
 ARS Mar 14, 2025 SEC ↗
KNX 8-K
Material event (8-K)
 8-K — FORM 8-K Mar 14, 2025 SEC ↗
KNX 3
Initial insider stake (3)
 3 — PRIMARY DOCUMENT Mar 14, 2025 SEC ↗
KNX 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Mar 14, 2025 SEC ↗
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KNX$69.39 -0.50% WERN$37.88 -0.21% MRTN$14.77 -0.40% HTLD$12.41 -2.01% USX$25.29 +0.38% SNDR$34.81 -0.51% JBHT$274.10 +0.62% CVLG$34.49 +0.70% ODFL$203.79 -0.63% SAIA$358.72 -0.13% ARCB$135.19 -1.85% XPO$196.44 -0.50% FWRD$17.99 -2.86% HUBG$40.11 +0.28% FDX$328.25 -0.04% UPS$102.87 +0.01% CHRW$144.21 -0.21% LSTR$183.00 -1.09% GXO$45.32 -2.26% RXO$21.68 -2.30% EXPD$187.71 +0.68% RLGT$8.70 -0.91% ZIM$27.13 -1.02% MATX$217.41 -0.39% SBLK$30.21 +0.13% SFL$12.58 -0.55% KEX$139.79 +0.81% NSC$350.72 +1.45% UNP$306.84 +1.67% CSX$51.03 +0.69% CP$95.15 +0.75% CNI$128.69 +0.82% R$247.98 -1.02% GATX$175.56 -0.34% KNX$69.39 -0.50% WERN$37.88 -0.21% MRTN$14.77 -0.40% HTLD$12.41 -2.01% USX$25.29 +0.38% SNDR$34.81 -0.51% JBHT$274.10 +0.62% CVLG$34.49 +0.70% ODFL$203.79 -0.63% SAIA$358.72 -0.13% ARCB$135.19 -1.85% XPO$196.44 -0.50% FWRD$17.99 -2.86% HUBG$40.11 +0.28% FDX$328.25 -0.04% UPS$102.87 +0.01% CHRW$144.21 -0.21% LSTR$183.00 -1.09% GXO$45.32 -2.26% RXO$21.68 -2.30% EXPD$187.71 +0.68% RLGT$8.70 -0.91% ZIM$27.13 -1.02% MATX$217.41 -0.39% SBLK$30.21 +0.13% SFL$12.58 -0.55% KEX$139.79 +0.81% NSC$350.72 +1.45% UNP$306.84 +1.67% CSX$51.03 +0.69% CP$95.15 +0.75% CNI$128.69 +0.82% R$247.98 -1.02% GATX$175.56 -0.34%