ON THE ROCK LOGISTICS

Diesel Surges Past $4.48 — Strait of Hormuz Closure Hits Fuel Costs

National diesel average climbs $1.32 year-over-year as crude tops $100/barrel and Middle East shipping lane remains shut.

Hendrickson ElectraAx E-Axle Targets Medium-Duty EVs by Late 2027

Fabricated design allows custom track width, gear train, and brake configurations for Class 4–6 trucks and school buses. Production-ready end of 2027.

Daimler Truck Q1 Orders Jump 50% Despite Revenue Drop

First-quarter orders climbed to 114,043 units while revenue and earnings fell — signaling fleet confidence despite OEM margin pressure.

MicroVision pitches lidar 2.0 strategy on cost, software, modularity

Lidar supplier targets trucking ADAS with four-pillar plan emphasizing design-to-cost, open software framework, and modular hardware across vehicle classes.

Upgrading from 2022 to 2028 Trucks Saves $12,845 First Year on Fuel

Fleet Advantage data shows newer Class 8 models cut operating costs by nearly $13,000 per truck annually as diesel climbs past $5 per gallon — fuel efficiency gains drive most o…

DHL Express Teamsters ratify contract with 20% wage increase

Four-year agreement bars autonomous vehicles, restricts AI routing systems at DHL Express facilities in 16 states.

Amazon Opens Freight Network to Outside Shippers — Intermodal Impact

Amazon Supply Chain Services now handles third-party freight, distribution, and parcel shipping for manufacturers and retailers, potentially shifting domestic intermodal volume …

Volvo D13 Engine Cleared for 2027 EPA NOx Standard—What Changes

VTNA's updated D13 meets the 2027 nitrogen oxide rule. What the compliance package means for service intervals, aftertreatment, and shop tooling.

FedEx Freight Plans More RNG Tractors, Ties Sustainability to ROI

John Smith says renewable natural gas expansion hinges on business case — fleet will add RNG units only when TCO pencils out against diesel baseline.

Diesel Hits $5.35/Gallon — Auto Haulers Absorb $1.80 YoY Spike

National diesel average sits $1.80 above year-ago levels as Iran supply warnings push auto transport costs up 16.7% from pre-conflict baseline.

Volvo VNL Electric Order Books Open by End of 2026

VTNA's top executive confirmed the Class 8 battery-electric tractor will be available for order before year-end, but gave no pricing, range, or production timeline.

Cummins Lifts 2026 Outlook as Truck Orders and Spot Rates Climb in Q1

Engine maker's raised forecast signals carrier demand is firming — what improving order activity means for fleet expansion and rate momentum.