Petro Shorter #0505

Tesla Semi TCO Now Competitive Outside California, Says OEM

Tesla says electric Semi economics work beyond HVIP states, plans Texas, Georgia, Illinois expansion in 2026 and Canada rollout in 2027.

Mack Granite Gets Corning Fusion5 Windshield Standard in 2027

Mack ImpactShield windshield — built with Gorilla Glass maker's automotive tech — aims to cut rock-chip replacements and unplanned downtime on vocational trucks.

Court Denies Stay of Non-Domiciled CDL Rule — Case Moves to Oral Arguments

D.C. Circuit panel rejected motions to block FMCSA's final rule restricting CDL issuance to most non-domiciled drivers. Briefing schedule set, oral arguments expected September …

GXO Q1 Earnings — No Fleet or Equipment Updates Disclosed

Third-party logistics provider swung to profit but released no tractor counts, trailer orders, or warehouse automation spend.

FedEx Freight Deploys AI Tools to Lift Win Rate on Bid Lanes

LTL carrier says predictive analytics and AI-driven capacity management are improving service reliability and bid acceptance.

Mack Trucks Unveils 2027-Compliant MP13 Engine at ACT Expo

Mack's MP13 meets EPA's 2027 NOx standard — the first look at what the regulation means for hardware.

ACT Expo 2026: Clean Truck Fleets Shift to TCO as Subsidies Dry Up

Fleet managers at ACT Expo 2026 said zero-emission truck orders now hinge on business-case math, not grant funding, as federal and state clean-vehicle subsidies wind down.

EPA 2027 NOx Rule Expected Late June — 35 mg/hp-hr Limit Stands

Heavy-duty engine makers say the agency will keep the 35-milligram-per-horsepower-hour NOx standard in the final rule, down from today's 200 mg/hp-hr.

CBP Tariff Refund Portal Processes First Claims — What Fleet Importers Need to Know

The CAPE system launched April 20 and is processing refund claims faster than expected, but eligibility windows and documentation requirements still trip up many importers.

Uber Freight Posts First Year-Over-Year Revenue Gain in Six Quarters

Digital broker's Q1 2026 revenue climbed to $1.34 billion, up $47 million from a year earlier, though operating losses continued at $30 million.

Georgia Inland Port Cuts 26,000 Annual Truck Trips With Rail Shuttle

Gainesville facility opens with Norfolk Southern five-day-a-week service to Savannah, replacing 600-mile roundtrip drayage runs and cutting Atlanta highway congestion.

Markets & Rates

Contract Rates Up 8% Since Fall as Capacity Stays Tight Through Mid-Year

Long-term contract rates climbed roughly 8% from last fall, with spot and contract pricing both rising as tender rejection rates stay elevated and shippers lean harder on second…