BROOKMAN RODEO

Port Automation Debate Has No Direct Fleet Equipment Impact

FMC chair calls U.S. ports 'grossly inefficient' and cites permitting delays, but the automation and dredging discussion does not change truck specs, trailer requirements, or ma…

Apr 30, 2026

Brent Crude Hits $103.88 as Iran Conflict Pushes Oil Higher

July Brent rose $2.19 to $103.88 per barrel April 28 — the second straight session above $100 — as the Iran war drags into its second month with no diplomatic resolution in sight.

Apr 30, 2026

ArcBest Q1 tonnage up 6.5% as ABF Freight shipment weight climbs

LTL carrier beat tonnage forecast with 5% heavier shipments; asset-based revenue rose 2% per day despite 19-cent y/y EPS drop

Apr 30, 2026

ArcBest Q1 Revenue Up Despite Soft Freight — What Equipment Spend Says

Fort Smith LTL and asset-light carrier posts revenue gain in uncertain market. First-quarter results offer early read on fleet capital allocation as tonnage climbs but rates sta…

TFI Q1 Earnings Beat — What Flatbed Acquisition Growth Means for Equipment

TFI International's first-quarter results topped expectations on flatbed and industrial freight volume. The carrier's downturn acquisitions expanded its customer base, but the s…

ArcBest Reports Q1 Loss but Sees April Rate Firming in LTL and Truckload

The Fort Smith carrier posted a $1 million net loss but beat consensus on adjusted EPS. Executives say pricing is climbing as capacity exits continue and the LTL sector stays di…

Diesel Drops 5.2¢ to $5.35/Gallon — Third Week Down, Futures Turn Up

DOE benchmark fell 29.2 cents over three weeks, but futures and AAA prices signal the decline may be over.

Port Houston Q1 Container Volume Tops 1M TEUs on March Rebound

March handled 391,037 TEUs, up 1% year over year, pushing first-quarter container traffic to 1,087,870 TEUs — a 2% gain that signals momentum after a soft 2025.

US Cooking-Oil Imports From China Accelerate as Diesel Hits $101

Iran war and new biofuel mandates push American refiners toward Chinese feedstock — what the shift means for diesel supply and fuel costs at the pump.

Ryder Q1 Used Truck Sales Beat Forecast — Retail Pricing Holds Flat

Ryder moved more used trucks than expected in Q1 2026, with retail pricing stable quarter-over-quarter. CEO cites higher volume as driver of earnings beat.

Carrier Business

DQS Acquires Contract Logistics Provider CLI in Warehouse Push

The deal adds 5 million square feet of warehouse space across 17 states and a proprietary WMS to DQS's growing transportation platform.

Carrier Business

Einride Files for $1.35B Nasdaq Listing, Adds 75 Amazon Electric Trucks

Swedish electric-truck maker targets Q2 public debut while deploying heavy-duty fleet across five U.S. Amazon sites.