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

In a Crisis, Travel Companies Count on Humans — Not AI
Travel firms invested heavily in AI‑driven customer service after COVID, but the February 28 Middle East airspace crisis exposed a stark gap between promises and reality. Over 43,000 flights were cancelled, forcing millions of passengers into long queues with human agents rather than automated assistance. Only a handful of companies, such as Air India Express and Expedia, employed AI tools, and even those struggled with complex issues. Travelers turned to informal online groups to share updates, highlighting systemic shortcomings in crisis support.
Secure Strait of Hormuz to Ensure Stable Oil Prices
Energy, especially oil, is the backbone of every economy. As I said, a stable oil price, $55 to $70, keeps the global economy running smoothly. But it’s about more than price, it’s about keeping the two-mile stretch of the Strait...

‘Dead Deer All Over the Place.’ Corn Spill on Minnesota Railroad Lures 100-Plus Whitetails to Their Deaths
A northbound freight train near Thief River Falls ruptured, spilling corn across an 80‑mile stretch of track in northern Minnesota. The sugary grain attracted white‑tailed deer, which gathered on the rails and were struck by passing trains, resulting in at...

Travis Kalanick Debuts Plan for ‘Gainfully Employed Robots’
Travis Kalanick, Uber co‑founder, has unveiled Atoms, a rebranded version of his real‑estate firm City Storage Systems. Atoms will develop “gainfully employed robots” for the food, mining and transport sectors, leveraging CloudKitchens’ ghost‑kitchen platform. The venture expands beyond culinary automation...

Toyota Issues Recall for 550,000 Highlander, Highlander Hybrid SUVs
Toyota announced a recall of 550,007 Highlander and Highlander Hybrid SUVs spanning model years 2021 to 2024. The defect involves the second‑row seatbacks, which may fail to lock due to an improperly balanced spring mechanism, potentially compromising passenger safety in...

This Is Not A Drill: Alpine Is Crash-Testing The Next-Generation A110 For The U.S. Market
Alpine’s iconic A110 is currently undergoing U.S. crash‑test certification, signaling a possible market entry. CEO Philippe Krief has not confirmed whether the launch will feature the electric second‑generation model, a traditional gasoline version, or both. The original plan to introduce large...
Iran's Real Power: Controlling the Strait of Hormuz
My take on Iran's biggest advantage in the war: "The US & Israel are making mincemeat out of Iran, but Iranians still hold their key card: the Strait of Hormuz, which remains shut down. A great friend in Dubai said he...

UK: Sheffield Secures Funding for 186 Electric Buses
Sheffield will introduce 186 electric buses funded by £92.7 million in public money. The UK government contributes £33.4 million, while the South Yorkshire Mayoral Combined Authority provides £58.3 million and an additional £26 million for charging infrastructure and depot upgrades. This allocation represents 46 percent...
Ocean Carriers Employ Effective Capacity Management Despite Market Volatility
Ocean carriers have demonstrated effective capacity management by maintaining stable vessel utilization despite sharply volatile demand. The practice dates back to the 2008‑09 financial crisis when carriers laid up roughly 10% of global tonnage to rebalance supply. A recent Maersk...

Cathay Pacific to Increase Fuel Surcharges on All Flights
Cathay Pacific will double its fuel surcharges on all routes starting March 18 2026, raising short‑haul fees to HK$290, medium‑haul to HK$541, and long‑haul to HK$1,164 per direction. The increase reflects jet‑fuel prices that have roughly doubled since March. Because the airline...

CSS, NYA Take Part in Locomotive Upgrades
Chicago South Shore & South Bend Railroad (CSS) and New York & Atlantic Railway (NYA) are advancing extensive locomotive rebuild programs under Anacostia Rail Holding. CSS plans to have 12 of its 13 road locomotives overhauled by the end of 2026, adding upgraded...

Doubling the Voltage: What 800 V Architecture Really Changes in EVs
The automotive industry is shifting from the long‑standing 400 V battery architecture to 800 V systems, a move championed by models such as the Porsche Taycan and Hyundai Ioniq 5. Doubling the voltage halves the current needed for the same power, which reduces...

Gas Prices Are Climbing Again—Here's the Gear You Need to Protect Your MPG
As gasoline prices climb nationwide, drivers are scrutinizing every mile per gallon their vehicles deliver. The article emphasizes that while no miracle product can boost fuel economy beyond design limits, routine maintenance can preserve efficiency. It highlights four practical tools:...

Airport Security Workers to Miss Paycheck as Shutdown Drags On
The federal government entered its second consecutive shutdown on February 14, 2026 after Congress failed to agree on a funding bill that ties Department of Homeland Security appropriations to reforms of Immigration and Customs Enforcement practices. While the agency’s immigration...

World’s Largest Sail Yacht Cruise Ship Sets New Mark on Trials
The 25,200‑gross‑ton Orient Express Corinthian has completed sea trials, achieving a record 12 knots under sail alone – a first for a vessel of its size. Built by Chantiers de l’Atlantique, the ship features a 4,500 m² Solid Sail system on three carbon‑fiber...
Attacks, Growing Exports Put Fujairah in the Spotlight
Fujairah, the United Arab Emirates’ primary oil‑export gateway, has become the most critical outlet for crude as the Strait of Hormuz remains blocked by the ongoing Gulf war. In the past ten days the port endured two aerial attacks, testing...

Tesla Adds Awesome New Driving Feature to Model Y
Tesla is rolling out a new “Comfort Braking” feature via software update 2026.8, targeting Model Y vehicles designated as model year 2026 or newer. The OTA enhancement promises smoother stops during routine braking, a refinement exclusive to the Model Y...

Navy’s Capability Outpaces Capacity, Leaving Few Ready Ships
Hegseth says the Navy is performing better than expected. He says the Navy had a comprehensive plan for the Strait of Hormuz. He says we have the best warships in the world. He says we have enough munitions. All of that can be true. And...
Zim's Q4 Loss Raises Questions on Hapag‑Lloyd Acquisition
Zim. Q4 loss. What does that mean to buying them? If the union calms down, what is Hapag-Lloyd getting? A smart move? Or a mistake?
AutoHaul Drives Efficiencies at Rio Tinto in Australia
Rio Tinto’s AutoHaul system now runs up to 53 fully autonomous GoA4 trains, each 240 wagons long, across its 2,000 km Pilbara rail network, moving roughly 326 million tonnes of iron ore per year. The driverless operation, managed from a Perth control...
Chemical Shortage Hits Asia as Naphtha Supply Dries Up
More than “Five Asian petrochemical plants have declared force majeure in the past ten days because their naphtha supply was cut off at the Strait of Hormuz. The emergency reserves are crude oil. The shortage is chemicals.”
Emirates, Qatar Flights Fly Empty, First-Class Solo
Emirates And Qatar Flights Are Empty — Passengers Have Whole First Or Business Class Cabins To Themselves - View from the Wing https://t.co/WyPl6Tmz9c
BMW's First Neue Klasse EV Is Here, and It Divides Opinions
BMW unveiled the first model of its Neue Klasse electric line, the iX3 50 xDrive, featuring a record‑large 108.7 kWh battery that delivers a WLTP‑certified 500‑mile range. The vehicle supports up to 400 kW DC fast‑charging, adding roughly 231 miles in ten minutes, and produces...
Auto Industry Sees Surge in Freight Fraud and Cargo Theft
The auto industry people are noticing the massive uptick in freight fraud and cargo theft

UAE Rail Shifts 459k Tons in Nine Days
With the Strait of Hormuz closed, the UAE has turned to its rail network. Etihad Rail Freight has transported 459,000 tons of cargo and 7,900 containers in only 9 days. UAE’S INFRASTRUCTURE MITIGATES THE WAR’S COLLATERAL DAMAGE. https://t.co/cRyWRv4gvD

Ray Betler Joins Intramotev Board
Intramotev, the developer of the TugVolt autonomous battery‑electric railcar, has added former Wabtec President and CEO Ray Betler to its board as an independent director. Betler previously steered Wabtec through the $18 billion Faiveley acquisition and the merger with GE Transportation,...
Simple Time Question Outsmarts Freight Fraud Scammers
Asking freight fraud scammers what time it is where they are trips them up so much more frequently than you’d think

Real‑time Hormuz Strait Vessel Traffic Data Updated Every 30 Minutes
Data for Hormuz Strait vessel traffic, updated every 30 minutes To monitor Hormuz Strait vessel traffic updated every 30 minutes, 24-hour rolling, type TRHBTKCD Index and WSL SHIPPING in Bloomberg. (via Torsten Slok of Apollo) https://t.co/FEU44SH6R5

TfL Selects Direct Solar Power to Help Run the Tube | RailUK
Transport for London (TfL) has appointed SSE Energy Solutions to design and build purpose‑built solar farms that will feed electricity directly into the Tube network via a private‑wire arrangement. The scheme will generate up to 65,000 MWh of zero‑carbon power each...

USAF Mobility Crews Finally Gain Situational Awareness Momentum
Far too early to say what happened as the investigation plays out. But something to watch is how USAF's mobility crews have been screaming for improved situational awareness on the bulk of its tankers and airlifters and it's finally getting...
Flight Attendant Prevents Phone Distraction, Prioritizes Safety
American Airlines Flight Attendant Spots a Phone Pointed at a Woman — Makes a Smart Safety Check in a ‘Couldn’t Care Less’ Boarding Moment - View from the Wing https://t.co/C5EnlPCeNe

No Refunds, Long Waits, Canceled Rebookings: Travelers Face Airline Policy Chaos
Airlines in the Middle East and Asia are grappling with a surge of flight cancellations caused by the Iran war, leading to widespread confusion over refunds and rebookings. Carriers have adopted divergent waiver policies—some, like Emirates and Qatar Airways, issuing...
Waymo Buses Double School Bus Passes Despite Superior Safety
TBH, the fact that Waymos pass school buses 2x as often as human drivers really surprised me given how much better/safer they are for every other important category. Seems like something @Waymo should fix ASAP.
Avianca Lifemiles 160% Bonus: Potential First-Class Deal?
Avianca Lifemiles is offering up to a 160% bonus on purchased miles, which could be a way to get a deal on Star Alliance first & business class tickets. Is it worth it? https://t.co/5jySuKLQb1

Munich S-Bahn Extension Approved
The Bavarian state signed an implementation and financing agreement with Deutsche Bahn to electrify the 18.7 km Ebersberg‑Wasserburg line, extending Munich’s S‑Bahn network eastward. Platform lengths will be increased to 140 m, allowing standard S‑Bahn trains to replace diesel‑powered RB 48 services. Bavaria...

Trump’s Oil Crisis Is Already Costing Massachusetts Drivers Over $2.4 Million A Day In Higher Gas Prices
A surge in global oil prices after President Trump’s attack on Iran has pushed Massachusetts gasoline prices up 45 cents per gallon, costing drivers over $2.4 million daily. The state consumes about 6 million gallons per day, so the extra expense totals...

Hormuz Bypass Infrastructure Was Sized for a Short Disruption. This Is Not That.
The Saudi Petroline and the UAE Abu Dhabi Crude Oil Pipeline were constructed as short‑term workarounds for potential closures of the Strait of Hormuz, providing a combined capacity of roughly 4‑5 million barrels per day. The strait itself moves about 20 million barrels daily,...

RoboSense Lidars Selected for WeRide and Geely’s Robotaxi GXR
RoboSense’s EM4 digital lidar and fully solid‑state E1 have been selected as the primary and blind‑spot sensors for the GXR robotaxi, a vehicle co‑developed by WeRide and Geely’s Farizon unit. Production is slated to begin in Q3 2026 with an initial...
Fleetio Launches AI Capability to Accelerate Fleet Maintenance Approvals
Fleetio unveiled Service Advisor, an AI-driven tool that speeds up high‑volume repair approvals, reporting a 16% reduction in shop hours for assets. The feature joins Smart Uploads, which automates invoice digitization and saves drivers up to eight hours per week....
Flying Car Shifts From Road to Sky Instantly
This New Flying Car Transforms From Ground to Air in Seconds by @XRoboHub #Automotive #Transport #SelfDrivingCars https://t.co/xQzMDGnNWq

Refined Product Prices, Not Crude, Will Drive Demand Collapse
Crude prices aren't what will ultimately drive the necessary demand destruction should the Strait of Hormuz remain closed. That job will fall to refined product prices, the things we as consumers actually consume. Singapore spot jet fuel prices are there already, over...
Good News for United: Southwest to Exit Chicago O’Hare and Washington Dulles Airports in June
Southwest Airlines will cease all flights at Chicago O’Hare (ORD) and Washington Dulles (IAD) on June 4, ending service at two United hubs. The carrier will continue its dominant presence at Chicago Midway, operating roughly 244 daily departures to over...
Top Headlines: This Week in Travel News
Travel this week was marked by a series of disruptions and recoveries. Cruise ships have returned to Puerto Vallarta after a week of cancellations tied to cartel violence in western Mexico. Safety concerns stemming from the Iran‑Israel conflict are prompting...
Evergreen’s 2025 Profits Nearly Halved on Sharp Freight Rate Declines
Evergreen Marine reported a 48% drop in 2025 net profit, falling to $2.2 billion from $4.2 billion a year earlier. Revenue also slipped 18% to $12.2 billion, down from $15 billion in 2024, as freight rates weakened sharply. The carrier disclosed it is spending...

ABB Robotics Survey Shows EV Confidence as Production Shifts From Disruption to Delivery
ABB Robotics' Automotive Manufacturing Outlook Survey shows manufacturers worldwide are gaining confidence in scaling electric vehicle production. Respondents report faster, more stable assembly, with 51% finding EVs easier to build and 41% seeing cost reductions. Investment in autonomous, versatile robotics...

World’s Largest Steam Locomotive Heads Out on Tour
Union Pacific’s Big Boy No. 4014, the world’s largest operating steam locomotive, is launching a coast‑to‑coast tour to mark America’s 250th anniversary. The journey begins March 29 from Cheyenne, Wyoming, and will travel westward with public displays in Roseville, California (April 10‑11) and...
Air India Evaluates East Asia Routes Amid West Asia Airspace Disruptions
Air India is assessing new long‑haul services to East Asian hubs such as Osaka, Jakarta and Phnom Penh, with a Boeing 787 earmarked for the Japanese capital. The move comes as the carrier activates contingency routes to bypass closed Gulf airspace caused...

Amtrak Celebrates The Restoration of Two South Carolina Stations
Amtrak announced the completion of major upgrades at Camden and Denmark stations in South Carolina, investing $3.5 million and $2.3 million respectively. Both locations now feature new concrete boarding platforms, accessible walkways, LED lighting, and updated signage to meet ADA standards. The...

Avianca Eyes Caracas, MSC Adds a 777F, SF Brings in a 747, Board Shuffle at One Air
Avianca Cargo inaugurated a weekly A330 freighter service between Bogotá and Caracas, adding 60 tonnes of capacity and supplementing it with passenger belly space. MSC Air Cargo took delivery of its seventh Boeing 777F, named Castor, to expand its Europe‑Asia...

Medical Logistics Drone Delivery Test for Rotunda Hospital with Manna
Manna Air Delivery partnered with Rotunda Hospital to simulate a drone‑based transfer of blood and critical supplies to Connolly Hospital in Blanchardstown, showcasing the feasibility of rapid aerial logistics in Dublin. The test mirrors UK NHS trials where drone delivery...