What We're Reading: Page 2
Industry reads hand-picked by our editors
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
Apr 30, 2026
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PR Daily
Tariff refunds are coming. Explaining them to consumers may be difficult.
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Women’s Wear Daily
USTR Hears Testimony in Forced Labor Investigation That Could Determine Future Tariffs
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Manufacturing Dive
Cleveland-Cliffs partners with Palantir on AI-driven steelmaking
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DC Velocity
DOT names 37 port infrastructure projects to receive $774 million in funding
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JustStyle
Supply chain focus remains for retailers amid global instability
Apr 29, 2026
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CNN
How traffic through the Strait of Hormuz shrank to a trickle – a visual deep dive
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The New York Times
UPS Won’t Bring Packages to Their Doors. Some Are Fed Up.
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WardsAuto
Canada’s new auto lobby sets USMCA review as its initial focus
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Axios
Augment buys Merlin to deepen supply chain AI expertise
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Manufacturing Dive
Eclipse raises $1.3B to reshore manufacturing, strengthen supply chains
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