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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
UPS 8-K
Material event (8-K)
 8-K — 8-K Mar 3, 2025 SEC ↗
ARCB 10-K
Annual report (10-K)
 10-K — 10-K Mar 3, 2025 SEC ↗
ODFL 4
Insider trade (4)
 4 Mar 3, 2025 SEC ↗
MATX 10-K
Annual report (10-K)
 10-K — 10-K Feb 28, 2025 SEC ↗
UPS 144
Rule 144 sale (144)
 144 Feb 28, 2025 SEC ↗
CVLG 10-K
Annual report (10-K)
 10-K — FORM 10-K Feb 28, 2025 SEC ↗
MRTN 10-K
Annual report (10-K)
 10-K — FORM 10-K Feb 28, 2025 SEC ↗
CP 10-K
Annual report (10-K)
 10-K — 10-K Feb 27, 2025 SEC ↗
CP 8-K
Material event (8-K)
 8-K — 8-K Feb 27, 2025 SEC ↗
CP F-10 F-10 — F-10 Feb 27, 2025 SEC ↗
CP F-X F-X — F-X Feb 27, 2025 SEC ↗
CP F-X F-X — F-X Feb 27, 2025 SEC ↗
CSX 10-K
Annual report (10-K)
 10-K — 10-K Feb 27, 2025 SEC ↗
CSX S-3ASR S-3ASR — FORM S-3ASR Feb 27, 2025 SEC ↗
MATX 8-K
Material event (8-K)
 8-K — 8-K Feb 27, 2025 SEC ↗
RXO 10-K
Annual report (10-K)
 10-K — 10-K Feb 27, 2025 SEC ↗
CHRW 144
Rule 144 sale (144)
 144 Feb 27, 2025 SEC ↗
FDX 8-K
Material event (8-K)
 8-K — 8-K Feb 26, 2025 SEC ↗
FWRD 8-K
Material event (8-K)
 8-K — 8-K Feb 26, 2025 SEC ↗
XPO 8-K
Material event (8-K)
 8-K — FORM 8-K Feb 26, 2025 SEC ↗
ARCB 8-K
Material event (8-K)
 8-K — 8-K Feb 26, 2025 SEC ↗
SAIA 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Feb 26, 2025 SEC ↗
ODFL 4
Insider trade (4)
 4 Feb 26, 2025 SEC ↗
JBHT 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Feb 26, 2025 SEC ↗
WERN 10-K
Annual report (10-K)
 10-K — 10-K Feb 26, 2025 SEC ↗
R 4/A
Insider trade amend (4/A)
 4/A — FORM 4/A Feb 25, 2025 SEC ↗
MATX 8-K
Material event (8-K)
 8-K — 8-K Feb 25, 2025 SEC ↗
EXPD 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Feb 25, 2025 SEC ↗
EXPD 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Feb 25, 2025 SEC ↗
EXPD 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Feb 25, 2025 SEC ↗
EXPD 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Feb 25, 2025 SEC ↗
EXPD 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Feb 25, 2025 SEC ↗
EXPD 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Feb 25, 2025 SEC ↗
EXPD 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Feb 25, 2025 SEC ↗
RXO 4
Insider trade (4)
 4 — FORM 4 Feb 25, 2025 SEC ↗
RXO 4
Insider trade (4)
 4 — FORM 4 Feb 25, 2025 SEC ↗
RXO 4
Insider trade (4)
 4 — FORM 4 Feb 25, 2025 SEC ↗
RXO 4
Insider trade (4)
 4 — FORM 4 Feb 25, 2025 SEC ↗
HUBG 10-K
Annual report (10-K)
 10-K — 10-K Feb 25, 2025 SEC ↗
ODFL 4
Insider trade (4)
 4 Feb 25, 2025 SEC ↗
ODFL 10-K
Annual report (10-K)
 10-K — 10-K Feb 25, 2025 SEC ↗
CVLG 4
Insider trade (4)
 4 Feb 25, 2025 SEC ↗
HTLD UPLOAD
SEC upload
 UPLOAD Feb 25, 2025 SEC ↗
WERN 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Feb 25, 2025 SEC ↗
WERN 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Feb 25, 2025 SEC ↗
WERN 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Feb 25, 2025 SEC ↗
WERN 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Feb 25, 2025 SEC ↗
WERN 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Feb 25, 2025 SEC ↗
WERN 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Feb 25, 2025 SEC ↗
WERN 4
Insider trade (4)
 4 — PRIMARY DOCUMENT Feb 25, 2025 SEC ↗
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KNX$69.66 -0.11% WERN$37.96 +0.00% MRTN$14.78 -0.34% HTLD$12.47 -1.54% USX$25.29 +0.38% SNDR$35.04 +0.14% JBHT$275.07 +0.97% CVLG$34.49 +0.70% ODFL$205.16 +0.04% SAIA$361.47 +0.63% ARCB$137.28 -0.33% XPO$197.32 -0.06% FWRD$18.09 -2.32% HUBG$40.38 +0.95% FDX$330.62 +0.68% UPS$103.15 +0.28% CHRW$145.13 +0.42% LSTR$183.99 -0.56% GXO$45.38 -2.14% RXO$21.83 -1.62% EXPD$188.36 +1.03% RLGT$8.76 -0.23% ZIM$27.19 -0.80% MATX$219.31 +0.48% SBLK$30.26 +0.30% SFL$12.57 -0.63% KEX$139.60 +0.67% NSC$350.61 +1.42% UNP$307.04 +1.74% CSX$51.26 +1.14% CP$95.30 +0.91% CNI$129.40 +1.38% R$248.28 -0.90% GATX$174.58 -0.90% KNX$69.66 -0.11% WERN$37.96 +0.00% MRTN$14.78 -0.34% HTLD$12.47 -1.54% USX$25.29 +0.38% SNDR$35.04 +0.14% JBHT$275.07 +0.97% CVLG$34.49 +0.70% ODFL$205.16 +0.04% SAIA$361.47 +0.63% ARCB$137.28 -0.33% XPO$197.32 -0.06% FWRD$18.09 -2.32% HUBG$40.38 +0.95% FDX$330.62 +0.68% UPS$103.15 +0.28% CHRW$145.13 +0.42% LSTR$183.99 -0.56% GXO$45.38 -2.14% RXO$21.83 -1.62% EXPD$188.36 +1.03% RLGT$8.76 -0.23% ZIM$27.19 -0.80% MATX$219.31 +0.48% SBLK$30.26 +0.30% SFL$12.57 -0.63% KEX$139.60 +0.67% NSC$350.61 +1.42% UNP$307.04 +1.74% CSX$51.26 +1.14% CP$95.30 +0.91% CNI$129.40 +1.38% R$248.28 -0.90% GATX$174.58 -0.90%