Today's Transportation Pulse

Logistics costs dip to $2.4 trillion as volatility becomes the new normal
The 2026 State of Logistics Report finds U.S. logistics expenses fell to $2.4 trillion, or 7.8% of GDP, down from $2.6 trillion in 2025. The study declares supply‑chain volatility a permanent condition driven by uneven global growth, tighter finance, geoeconomic shifts, labor constraints and energy price swings.
Also developing:
By the numbers: US IDFC partners with Chubb on $20B maritime reinsurance plan
Garmin Pilot Adds Airport, FBO Comment Feature
Garmin has added a user‑driven commenting system to its Garmin Pilot app, enabling pilots to post real‑time notes on airport facilities and FBO services. The feature lets users share details such as fuel availability, ramp conditions, and service quality, with moderation tools to maintain relevance. At launch, Garmin paired the update with a "15 for 12" subscription promotion and a 50% discount for certified flight instructors through its Right Seat Rewards program. The comments tool is live on iOS, Android and web platforms.
Direct Action Forces Immediate Policy Change
When supply chains shut down in 2021, @typesfast rented a boat, hit the water, and tweeted what he saw in the Port of LA. The mayor changed the law that same day. On Progress, we get into tariffs, Black Death, AI...

US Reveals Start Date for Tariff Refund Process, but Questions Remain on Implementation
U.S. Customs and Border Protection will roll out the first phase of its Consolidated Administration and Processing of Entries (CAPE) tool on April 20, allowing importers to submit tariff refunds through the ACE Portal. The move follows a February Supreme...

$100 Billion Stolen: How Smuggled Oil Funds the Chaos During the Hormuz Blockade
Oil smuggling generates more than $100 billion in annual losses, creating a shadow economy that fuels criminal syndicates, militant groups, and sanctioned regimes. The illicit trade relies on low‑tech tactics—pipeline taps, ship‑to‑ship transfers, AIS spoofing—combined with sophisticated laundering through third‑country refiners....

Lucid Names Silvio Napoli as the Electric Luxury Brand's New CEO
Lucid Motors announced Silvio Napoli as its new chief executive, succeeding interim CEO Marc Winteroff, who will revert to the COO role. Napoli arrives from the Schindler Group, where he led the Swiss elevator and escalator manufacturer. His appointment coincides...

Russian Ship Carrying Stolen Ukrainian Grain Allowed to Dock in Israel Despite Warnings From Kyiv
A Russian vessel, the ABINSK, docked in Haifa on April 12 and off‑loaded roughly 43,700 tons of wheat that Ukrainian investigators say was stolen from occupied Ukrainian territories. Despite Kyiv’s diplomatic protests, a seizure warrant, and a formal request for...
FAA Clarifies Limits Of Sport Pilot Instructor Privileges
The FAA released new guidance (InFO 26006, April 10) clarifying that sport pilot instructors may only provide training and endorsements limited to sport‑pilot operations. Even when a private‑certificate pilot receives a flight review from a sport instructor, the pilot is restricted to...

Unprofessional Radio Chatter Undermines Safety in DCA Airspace
Two pilots at Reagan National turned the radio into a barnyard.. meowing, barking...until ATC called them out: 'You guys need to be professional.' Then the punchline: 'This is why you still fly an RJ.' DCA isn’t forgiving airspace. One...
Lufthansa’s Proud 100-Year Celebration Derailed by Strikes
Lufthansa marked its 100‑year anniversary with a high‑profile ceremony at the new Hangar One, but the celebration was eclipsed by a coordinated strike by flight attendants and pilots that grounded hundreds of flights. The labor action disrupted Lufthansa’s extensive network...

Tesla ‘Full Self-Driving’ Crashed Through Railroad Gate Seconds Before Train
A Texas Tesla driver on Full Self‑Driving (FSD) reported that the vehicle accelerated through a lowered railroad crossing gate just seconds before an oncoming train arrived. The driver, Joshua Brown, who has logged over 40,000 FSD miles, slammed the accelerator...
United's Starlink Shift Leaves Flights Wi‑Fi Dead
A bunch of anecdotes making me think that as @united moves the fleet over to Starlink their ground station partner has cut them off. I know of 5 people on 5 EWR-SFO flights who haven't had wifi in the last...
Air Cargo Market Set to Reach $420 Billion by 2035, Fueled by E‑Commerce Surge
Future Market Insights forecasts the global air cargo market will expand from $250 B in 2025 to $420 B by 2035, a 5.3% compound annual growth rate. The surge is driven by booming e‑commerce, cross‑border trade, and digital logistics innovations that are...

Tesla Finalizes AI5 Chip Design, Elon Musk Makes Bold Claim on Capability
Tesla announced that its AI5 chip has completed the tape‑out stage, clearing the final hurdle before mass production. Elon Musk clarified that the existing AI4 hardware already delivers safety performance superior to human drivers for Full Self‑Driving, so AI5 will...
US CENTCOM Says Blockade of Iranian Ports Halts 90% of Sea Trade
U.S. Central Command announced that its naval blockade of Iran’s ports is fully operational, halting virtually all sea‑borne trade within 36 hours. The move, backed by more than 10,000 troops and dozens of warships, threatens a key conduit for world...
Airbnb Rolls Out Airport Pickup Service in 125 Cities, Deepening Travel‑app Ecosystem
Airbnb has partnered with U.K.‑based Welcome Pickups to pilot airport transfer bookings inside its app across 125 cities in Asia, Europe and Latin America. The service, priced up‑front with no extra Airbnb fee, aims to keep travelers inside the platform...

STB Advances LGIR Texas Project
The Surface Transportation Board’s Office of Environmental Analysis issued a Draft Environmental Assessment for Laredo Gateway Industrial Railway’s proposed 2.6‑mile common‑carrier line in Webb County, Texas. LGIR, a Kraus Development subsidiary, has petitioned for an exemption to bypass standard prior‑approval...
Vietnam‑China Agricultural Trade Hits $20.9 Bn, Spurring Cold‑chain Logistics Investment
Bilateral agricultural trade between Vietnam and China rose to $20.94 bn in 2025, driven by a 41.1% jump in Vietnam’s exports to China. The surge follows 33 signed agreements, new protocols on product standards, and a joint push to expand cold‑chain...

DEVELON Simplifies ADT Operation with New Auto-Hold Brake Function
DEVELON unveiled the DA45-7 articulated dump truck, featuring a fully redesigned cab that mirrors automotive interiors and a suite of automation tools. The new Auto‑Hold brake function provides hill‑assist without the traditional two‑foot operation, automatically engaging and releasing brakes as...
Boeing Delivers 143 Aircraft in Q1 2026, Led by 737 Output
Boeing delivered 143 commercial aircraft in the first quarter of 2026, with 114 of those being 737 models. The remaining deliveries included six 767s, eight 777s, and 15 787s. Output remained steady after the recovery that began in 2025, though...

A4E Calls for Measures to Help Airlines Manage Middle East Impact
Airlines for Europe (A4E), representing 80% of European traffic, urged the EU to adopt temporary measures to cushion airlines from the Middle East conflict’s fallout. The group asked for slot‑protection rules to cover airspace closures and fuel shortages, a relaxation...
The Environmental Impact of Electric ATVs vs UTVs: Which Is Greener?
Electric off‑road vehicles are gaining traction as a greener alternative to gas‑powered ATVs and UTVs. While both electric ATVs and UTVs eliminate tailpipe emissions and reduce noise, the smaller, lighter ATV typically consumes less electricity and requires a smaller battery,...

Mini Turned 2 Countrymans Into Rolling Boomboxes to Celebrate 'Sound Culture'
Mini partnered with Austrian design studio Vagabund to create two one‑off Countryman models that function as mobile sound systems. The cars replace rear quarter windows with external speakers, add rugged fender flares, custom bumpers and a stainless‑steel mesh roof rack,...

Episode 442: Poland Bets on LNG and Tariff Reform to Strengthen CEE Gas Hub Status
Poland’s gas transmission operator, Gas System, is positioning the country as a central hub for Central and Eastern European (CEE) gas supplies by expanding LNG import capacity, unifying tariffs, and strengthening cross‑border corridors such as the Baltic Sea and Amber...
Lucid Group Names Silvio Napoli CEO, Raises $750 Million in New Funding
Lucid Group announced the appointment of Silvio Napoli as its permanent chief executive and closed a $750 million financing round that includes a $550 million convertible preferred investment from a Public Investment Fund affiliate and a $200 million infusion from Uber. The cash...
Spain, Portugal See Tourism Boom as Travellers Avoid Middle East
Spain and Portugal are seeing a sharp surge in summer travel demand as tourists avoid war‑torn Middle‑Eastern destinations. By early April, flight bookings to Spain rose 32% year‑on‑year and hotel searches 28%, while Portugal recorded 21% and 16% gains respectively....
MyPillow CEO Mike Lindell Says 'Woke' Buyer Forced Factory Relocation
MyPillow founder and CEO Mike Lindell told Steve Bannon’s War Room that a “woke” firm purchased the company’s building, compelling him to shift production to a new site. He is now selling inventory from semi‑truck trailers while promising discounts and...
Saudi Arabian Railways Extends Service Network
Saudi Arabian Railways (SAR) announced five new logistics corridors that connect Gulf ports with central and northern Saudi regions and neighboring countries, serving key dry ports and freight terminals such as Riyadh, Dammam, Jubail, Hail and Al‑Qurayyat. The corridors enable...

Mark Mills: Strait of Hormuz and Global Trade
War between the United States‑Israel coalition and Iran has forced the closure of the Strait of Hormuz, a critical maritime chokepoint between Oman and Iran. The strait handles roughly 15 million barrels of crude oil each day, along with sizable volumes...

Chinese Tanker Crosses Strait of Hormuz, Testing Trump
A Chinese-flagged tanker sailed through the Strait of Hormuz on Monday, directly challenging President Donald Trump’s newly announced maritime blockade aimed at curbing Iranian oil shipments. The vessel, listed under U.S. sanctions, completed the transit into the Gulf of Oman...
CarMax Posts $120.7M Q4 Loss as Used‑Car Market Slows
CarMax, Inc. posted a fourth‑quarter net loss of $120.7 million, or $0.85 per share, after a $141.3 million goodwill impairment. Net sales slipped to $5.95 billion and the stock fell 6.85% in pre‑market trading, underscoring pressure on the used‑car sector and rattling consumer‑discretionary...

Nissan CEO Says Xterra Is Coming Back Thanks to Weaker Fuel Economy Regulations
Nissan announced the revival of the Xterra, a body‑on‑frame SUV, after recent loosening of U.S. fuel‑economy (CAFE) regulations. CEO Ivan Espinosa said the regulatory shift removed the need to sell an additional 200,000 electric vehicles to stay compliant, opening the...
FAA Targets Video Gamers in Bid to Fill Air Traffic Controller Shortage
The Federal Aviation Administration announced a new recruitment campaign aimed at video‑game players to help close a decades‑long air‑traffic‑controller shortage. Transportation Secretary Sean Duffy said the effort leverages gamers' hard‑skill set and modern communication channels. The move signals a shift...
Transense to Supply Surface Acoustic Wave Sensing Tech for Cummins Heavy-Duty EV Motor
Transense Technologies will supply its SAWsense surface acoustic wave sensors to Cummins for the DriveSense project, a 12‑month effort to create a sensor‑enabled smart electric motor for heavy‑duty zero‑emission vehicles. The sensors capture real‑time torque and temperature data from inside...

TraPac Chooses Künz and ABB for New Cranes and Systems Upgrade at Los Angeles Terminal
TraPac LLC selected Austrian crane maker Künz and ABB to deliver nine new rail‑mounted stacking cranes and upgrade 32 existing cranes at its Los Angeles terminal. The new cranes will be built in Europe, assembled in Poland and delivered between...

BYD Is Now Upgrading some of Its Top Selling EVs with 5-Min Flash Charging
Chinese EV maker BYD is extending its 5‑minute Flash Charging system, first seen on the ultra‑luxury Yangwang U7, to high‑volume models. The Denza Z9 GT, priced at $134,500, becomes the inaugural overseas vehicle equipped with the technology, debuting in Europe....

Right Now A Hybrid Sounds Like A Great Idea, But Is The Prius PHEV Worth It?
The 2026 Toyota Prius Plug‑In Hybrid, formerly the Prius Prime, arrives with a larger battery delivering about 40 miles of electric‑only range. Pricing starts at $34,970 for the base SE and climbs to $38,990 for the Nightshade edition, a premium...

Fleet Safety as a Business Strategy for Construction Companies
Construction firms face high roadway risk, with vehicle crashes ranking second among causes of worker deaths—75 fatalities in 2020. Multimillion‑dollar jury verdicts and soaring insurance costs make fleet safety a financial imperative. Implementing a written safety policy, driver screening, telematics,...
Larsen Pushes Bipartisan Path for Upcoming Highway Bill
House Transportation and Infrastructure Committee ranking member Rep. Rick Larsen (D‑WA) is urging a bipartisan surface‑transportation reauthorization before the September expiration of the current highway authorization. He emphasizes safety, multimodal connectivity and a balanced split between highway and transit funding,...
Women in Aviation Conveys Inaugural Award Of Excellence
Women in Aviation International presented its inaugural Board Chair’s Award of Excellence to Marci Veronie, senior vice president at Avemco Insurance, during the 2026 conference in Dallas. The award honors her two‑decade commitment, leadership roles, and mentorship of women in...

Investing With Customers for Growth
Genesee & Wyoming (G&W) is leveraging customer‑driven industrial projects to fuel its own growth, exemplified by two flagship investments on opposite coasts. In Savannah, the Georgia Central Railway (GC) backed Hyundai’s $5 billion electric‑vehicle plant with track upgrades, higher speeds and...

STB Eyes Changes to Ex Parte Regs
The Surface Transportation Board (STB) is seeking public comment on a proposed overhaul of its ex parte communication rules, prompted by an Association of American Railroads petition. The board aims to clarify “routine” and “procedural” contacts, allow technical queries with...

New EU Entry-Exit System Causing up to Three-Hour Delays, Say Airports
The EU’s new Entry‑Exit System (EES) went live across Schengen states on 10 April, and airports in France, Germany, Italy, Spain, Greece and others are reporting queues of up to three hours. The Airports Council International (ACI) warned the delays could...

Are Michelin Defender LTX M/S2 Tires Any Good? Here's What Drivers Say
Michelin’s Defender LTX M/S2 tire garners strong praise for tread life, comfort, and wet‑dry traction, with Tire Rack logging 970 ratings and 26 million miles of real‑world use. The model holds a 4.7‑star rating from over 2,300 Michelin‑site reviews, and 84% of...
Ocean Freight Contracts: How Data Steers One Shipper’s Approach
Shippers are turning to data analytics to reshape ocean‑freight contracts amid heightened market volatility. Bluspark’s consulting platform helps Emser Tile integrate multi‑dimensional metrics—rates, carrier performance, vessel routes, and port efficiency—into procurement decisions. By visualizing these data points, Emser Tile can...
SIXT Partners with Signature Aviation on Vehicle Rental at European FBOs
Car rental giant SIXT has teamed up with Signature Aviation to provide its premium vehicle fleet at more than 30 European fixed‑base operator locations. Reservations will be handled by Signature, with SIXT delivering cars directly to terminals and offering ramp‑side...
Nissan Announces Its New ‘Mobility Intelligence for Everyday Life’ Long-Term Strategy
Nissan unveiled its "Mobility Intelligence for Everyday Life" strategy, centering on AI‑defined vehicles, expanded e‑Power hybrid options and a leaner model lineup. The plan calls for integrating Nissan AI Drive technology into 90% of its cars and delivering end‑to‑end automated...

Tesla FSD Misidentifies Non‑emergency Vehicle, Slows Unnecessarily
File this ... again ... under two steps forward and one step back. Slowing for an emergency vehicle, on the other side of the road, that is not in an emergency situation. No sirens and no flashing lights. Tesla's FSD does...
Airlines Turn Luxury: Delta, United Rebrand for K‑Shape
Hermes with real wings? At this point, I don't think it is wrong to consider the major international airlines, like Delta and United Airlines, luxury brands given who they structurally repositioned themselves for our K-Shaped Economy.
Our Turbine Strategy Is a Boomerang, Not a Pivot
ICYMI: We made our most recent investor update video public, sans financials. Featuring a tour of our engine R&D shop and why our turbine strategy is a 'boomerang' not a 'pivot.' https://t.co/QP7vRI2PAW
American Airlines Hits 100, Finally Prioritizes Customers
American Airlines Turns 100 Today — And Finally Looks Like It Wants Customers Back - View from the Wing https://t.co/oZaHnQ8uTX