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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
CP EFFECT
Effectiveness notice
 EFFECT Mar 7, 2025 SEC ↗
CSX 424B2
Prospectus (424B2)
 424B2 — 424B2 Mar 7, 2025 SEC ↗
CSX 8-K
Material event (8-K)
 8-K — 8-K Mar 7, 2025 SEC ↗
KEX DEF 14A
Proxy statement (DEF 14A)
 DEF 14A — DEF 14A Mar 7, 2025 SEC ↗
KEX DEFA14A
Proxy add'l materials
 DEFA14A — DEFA14A Mar 7, 2025 SEC ↗
KEX ARS
Annual report to shareholders
 ARS — ARS Mar 7, 2025 SEC ↗
XPO 4
Insider trade (4)
 4 — FORM 4 Mar 7, 2025 SEC ↗
XPO 4
Insider trade (4)
 4 — FORM 4 Mar 7, 2025 SEC ↗
ARCB 8-K
Material event (8-K)
 8-K — 8-K Mar 7, 2025 SEC ↗
ARCB 8-K
Material event (8-K)
 8-K — 8-K Mar 7, 2025 SEC ↗
SAIA SCHEDULE 13G/A
5%+ owner amend (13G/A)
 SCHEDULE 13G/A Mar 7, 2025 SEC ↗
JBHT 144
Rule 144 sale (144)
 144 Mar 7, 2025 SEC ↗
CP F-10/A F-10/A — F-10/A Mar 6, 2025 SEC ↗
CSX 424B2
Prospectus (424B2)
 424B2 — 424B2 Mar 6, 2025 SEC ↗
CSX FWP
Free writing prospectus
 FWP — FWP Mar 6, 2025 SEC ↗
KEX SCHEDULE 13G/A
5%+ owner amend (13G/A)
 SCHEDULE 13G/A Mar 6, 2025 SEC ↗
MATX 144
Rule 144 sale (144)
 144 Mar 6, 2025 SEC ↗
MATX 144
Rule 144 sale (144)
 144 Mar 6, 2025 SEC ↗
MATX 4
Insider trade (4)
 4 Mar 6, 2025 SEC ↗
MATX 4
Insider trade (4)
 4 Mar 6, 2025 SEC ↗
GXO UPLOAD
SEC upload
 UPLOAD Mar 6, 2025 SEC ↗
UPS AW AW — AW Mar 6, 2025 SEC ↗
CSX 4
Insider trade (4)
 4 — 4 Mar 5, 2025 SEC ↗
MATX 4
Insider trade (4)
 4 Mar 5, 2025 SEC ↗
MATX 4
Insider trade (4)
 4 Mar 5, 2025 SEC ↗
RXO 4/A
Insider trade amend (4/A)
 4/A — FORM 4/A Mar 5, 2025 SEC ↗
UPS RW RW — RW Mar 5, 2025 SEC ↗
UPS POSASR POSASR — POSASR Mar 5, 2025 SEC ↗
XPO 4
Insider trade (4)
 4 — FORM 4 Mar 5, 2025 SEC ↗
XPO 4
Insider trade (4)
 4 — FORM 4 Mar 5, 2025 SEC ↗
XPO 4
Insider trade (4)
 4 — FORM 4 Mar 5, 2025 SEC ↗
XPO 4
Insider trade (4)
 4 — FORM 4 Mar 5, 2025 SEC ↗
XPO 4
Insider trade (4)
 4 — FORM 4 Mar 5, 2025 SEC ↗
XPO 4
Insider trade (4)
 4 — FORM 4 Mar 5, 2025 SEC ↗
SAIA 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Mar 5, 2025 SEC ↗
MATX ARS
Annual report to shareholders
 ARS — ARS Mar 4, 2025 SEC ↗
MATX 144
Rule 144 sale (144)
 144 Mar 4, 2025 SEC ↗
RXO 4
Insider trade (4)
 4 — FORM 4 Mar 4, 2025 SEC ↗
RXO 4
Insider trade (4)
 4 — FORM 4 Mar 4, 2025 SEC ↗
RXO 4
Insider trade (4)
 4 — FORM 4 Mar 4, 2025 SEC ↗
RXO 4
Insider trade (4)
 4 — FORM 4 Mar 4, 2025 SEC ↗
UPS 3
Initial insider stake (3)
 3 Mar 4, 2025 SEC ↗
UPS 4
Insider trade (4)
 4 Mar 4, 2025 SEC ↗
XPO 8-K
Material event (8-K)
 8-K — FORM 8-K Mar 4, 2025 SEC ↗
SAIA 8-K
Material event (8-K)
 8-K — 8-K Mar 4, 2025 SEC ↗
ODFL 8-K
Material event (8-K)
 8-K — 8-K Mar 4, 2025 SEC ↗
ODFL 4
Insider trade (4)
 4 Mar 4, 2025 SEC ↗
MATX 144
Rule 144 sale (144)
 144 Mar 3, 2025 SEC ↗
MATX 4
Insider trade (4)
 4 Mar 3, 2025 SEC ↗
CHRW 4
Insider trade (4)
 4 — FORM 4 Mar 3, 2025 SEC ↗
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KNX$69.70 -0.06% WERN$38.00 +0.11% MRTN$14.78 -0.34% HTLD$12.48 -1.46% USX$25.29 +0.38% SNDR$35.04 +0.14% JBHT$275.07 +0.97% CVLG$34.58 +0.96% ODFL$205.09 +0.00% SAIA$361.70 +0.70% ARCB$137.10 -0.46% XPO$197.47 +0.02% FWRD$18.10 -2.27% HUBG$40.38 +0.95% FDX$331.26 +0.88% UPS$103.31 +0.44% CHRW$145.18 +0.46% LSTR$183.66 -0.74% GXO$45.44 -2.01% RXO$21.81 -1.71% EXPD$188.36 +1.03% RLGT$8.75 -0.34% ZIM$27.19 -0.80% MATX$219.34 +0.49% SBLK$30.24 +0.23% SFL$12.57 -0.63% KEX$139.82 +0.83% NSC$350.75 +1.46% UNP$307.00 +1.72% CSX$51.25 +1.12% CP$95.31 +0.92% CNI$129.44 +1.41% R$248.65 -0.75% GATX$174.42 -0.99% KNX$69.70 -0.06% WERN$38.00 +0.11% MRTN$14.78 -0.34% HTLD$12.48 -1.46% USX$25.29 +0.38% SNDR$35.04 +0.14% JBHT$275.07 +0.97% CVLG$34.58 +0.96% ODFL$205.09 +0.00% SAIA$361.70 +0.70% ARCB$137.10 -0.46% XPO$197.47 +0.02% FWRD$18.10 -2.27% HUBG$40.38 +0.95% FDX$331.26 +0.88% UPS$103.31 +0.44% CHRW$145.18 +0.46% LSTR$183.66 -0.74% GXO$45.44 -2.01% RXO$21.81 -1.71% EXPD$188.36 +1.03% RLGT$8.75 -0.34% ZIM$27.19 -0.80% MATX$219.34 +0.49% SBLK$30.24 +0.23% SFL$12.57 -0.63% KEX$139.82 +0.83% NSC$350.75 +1.46% UNP$307.00 +1.72% CSX$51.25 +1.12% CP$95.31 +0.92% CNI$129.44 +1.41% R$248.65 -0.75% GATX$174.42 -0.99%