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3 September 2026

August LMI: Capacity at 40, Yet Prices Soar. Why This Disconnect?

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Source reporting: FreightWaves

August LMI: Capacity at 40, Yet Prices Soar. Why This Disconnect?

The August Logistics Managers’ Index (LMI) reveals a striking paradox in the freight market: transportation capacity continues its deep contraction with a reading of 40, yet prices are surging. This disconnect creates a challenging environment for carriers striving for profitability. Julie Van de Kamp breaks down the latest PMI and LMI data, exploring key indicators like new orders, customer inventories, and transportation utilization. Learn why pricing pressures are expected to persist over the next 12 months and what this means for your supply chain strategy. Transportation prices climbed another 3.

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3 September 2026

FedEx Freight fires chief commercial officer following internal probe

Less-than-truckload carrier FedEx Freight announced Wednesday after the market closed that it has terminated Mike Lyons, its chief specialized services and commercial officer. Lyons was appointed to the role in June 2025, one year ahead of the company’s spinoff from FedEx Corp . “Following an internal investigation, the Company determined Mr. Lyons violated its Code of Conduct and no longer met the standards of employment at FedEx Freight,” a filing with the Securities and Exchange Commission stated. “Mr.

Source: FreightWavesOriginal source

3 September 2026

Agentic AI in Logistics: Why 55% Accuracy Fails

Agentic AI in logistics still breaks when spatial reasoning enters the picture. HERE Technologies’ Bart Coppelmans explains why general AI models can understand language but still fail on truck routing, low-clearance bridges, parking, congestion and real-world execution. In this FreightWaves Today segment, Bart lays out why location intelligence has to be built into logistics AI from the start—not bolted on later—and how better spatial grounding can connect planning, execution and driver feedback in real time. #LogisticsAI #SupplyChainTech #TruckingTechnology General-purpose large language models correctly answer only about 55% of basic direction questions, and that accuracy gap is directly blocking the adoption of agentic AI in logistics, according to Bart Coppelmans, head of enterprise product at HERE Technologies. The company, which has powered transport management, fleet management, and last-mile delivery systems for multiple decades, argues that location intelligence must be embedded at the foundation of any AI-driven logistics workflow — not added later.

Source: FreightWavesOriginal source

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3 September 2026

China’s falling emissions amid Iran war spark hope of decarbonisation watershed

Oil consumption plummets and EV sales soar as analysts say demand may not fully return even if crude price falls China’s carbon dioxide emissions fell by 1% after the outbreak of the US-Israeli war on Iran, thanks to a sharp reduction in oil consumption and a steady rise in the use of electric vehicles and public transport, analysis shows. The report reveals the role of clean energy in cushioning the price shocks caused by the strait of Hormuz crisis to the world’s biggest oil importer. It also reinforces hopes that China, which is the world’s biggest greenhouse gas emitter, may be nearing a turning point in decarbonising its economy.

Source: The Guardian WorldOriginal source