What We're Reading: Page 2
Industry reads hand-picked by our editors
May 11, 2026
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BBC
Trump’s China visit set to test fragile truce
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Trump’s China visit set to test fragile truce
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The Fashion Law
Nike Faces Class Action Over “Double Recovery” of Tariff Costs
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Liberty Street Economics
Will Mounting Supply Chain Strains Hamstring the AI Investment Boom?
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Nike Faces Class Action Over “Double Recovery” of Tariff Costs
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Will Mounting Supply Chain Strains Hamstring the AI Investment Boom?
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Retail Insight Network
US retail imports remain below 2025 baseline
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US retail imports remain below 2025 baseline
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Trucking Dive
Forward Air to sell its intermodal business, other ‘non-core assets’
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Forward Air to sell its intermodal business, other ‘non-core assets’
May 08, 2026
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CNBC
Iran focus at Trump-Xi summit may delay progress on tariffs, rare earths
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Reuters
Auto groups urge Trump to extend trade deal with Mexico, Canada
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The Loadstar
Spot rates edge up, but carriers plan more blanked sailings
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Montgomery Adviser
Hyundai-Kia supply chain faces allegations of ‘dangerous conditions’
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Retail Dive
Target shuffles merchandising leadership with slate of new SVPs
May 07, 2026
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Bloomberg
Trump Tariff Refunds Start Hitting Importers’ Bank Accounts
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Reuters
EU negotiator says ‘still some way to go’ on US trade deal under threat of higher auto tariffs
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The Wall Street Journal
Shippers Say ‘Project Freedom’ Lacked Clarity as They Stay Clear of Strait of Hormuz
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Retail Brew
Why big and bulky delivery is the final frontier for retail supply chains
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WardsAuto
Rivian raising Georgia EV plant’s initial capacity by 50% to 300K vehicles a year
May 06, 2026
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NPR
Iran is reviewing a U.S. proposal as Trump threatens renewed bombing if it doesn’t agree
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FreightWaves
CMA CGM container ship hit by missile in Strait of Hormuz
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South China Morning Post
China urges US to drop trade probe as key Trump-Xi summit approaches
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Treasure Coast Newspapers
Amazon distribution center could bring 745 jobs to Fort Pierce
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Cruise Industry News
Carnival Corporation Working on Harmonizing Supply Chain Operations Across Brands
May 05, 2026
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Politico
‘A deal is a deal’: Von der Leyen fires back at Trump over auto tariff threat
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FreightWaves
Union Pacific would exit Norfolk Southern merger if STB orders widespread line sales or trackage rights
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Manufacturing Dive
GM’s US manufacturing investments surpass $6B in one year
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Air Cargo News
Latest Middle East escalation “reverses recovery” of air cargo
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Packaging Dive
Producers launch second wave of containerboard price increases in 2026
May 04, 2026
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Associated Press
Trump says the US will ‘guide’ stranded ships from the Strait of Hormuz, starting on Monday
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Reuters
EU countries push to settle US trade deal to avoid car tariff hike
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NPR
He recorded his quest for tariff refunds. It shows why billions may never get repaid
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NJ.com
Massive N.J. warehouse fire spreads to other buildings, sends thick smoke across region
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Trucking Dive
Schneider National Q1 operating income tumbles 21% YoY
May 01, 2026
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CFO.com
Tax considerations CFOs need to factor into tariff refund planning
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FreightWaves
Make it make sense: Low demand, rising rates on the trans-Pacific
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CFO Dive
Economy rebounds to 2% growth in Q1, spurred by AI spending
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CNBC
Apple CEO Tim Cook warns of extended memory crunch. ‘We’ll look at a range of options’
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BBC
Trump to remove whisky tariffs after King’s visit
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