Recent Posts
After the Hangover: Container Shipping Learns to Live Without the Supercycle
For a while, container shipping forgot what normal felt like. Extraordinary profits blurred into strategy, and what began as an emergency response to pandemic chaos slowly hardened into a belief that the industry had been permanently re-rated. Now the correction is arriving, not with a crash but with a long, grinding realization that the rules never actually changed. The “structural reset” language coming out of industry circles is less a forecast than an admission: the supercycle is done, and carriers are being dragged back into a business model they briefly escaped.
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Dispatch Science at Manifest 2026: Rebuilding the Last-Mile Stack From the Inside Out
At Manifest 2026, Dispatch Science chose a big stage for a very pointed message: the way last-mile carriers run technology has been broken for a long time, and incremental fixes are no longer enough. Instead of adding yet another layer to the familiar patchwork of transportation management systems, integrations, analytics tools, and custom scripts, the company unveiled a unified logistics platform designed to collapse those layers into a single operational core.
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Gather AI Raises $40M Series B to Scale Physical Intelligence for the Global Supply Chain
Gather AI has closed a $40 million Series B round that feels less like a routine growth raise and more like a marker that Physical AI is graduating into a core layer of industrial infrastructure. The round is led by Smith Point Capital Management, with participation from Bain Capital Ventures, Tribeca Venture Partners, Bling Capital, Dundee Venture Capital, XRC Ventures, and new investor The Hillman Company. With this round, total funding reaches $74 million, a figure that neatly tracks the company’s shift from promising pilot deployments into something that looks a lot like an emerging system of record for warehouses.
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What TIR Means in Transportation and Why You Keep Seeing It on Trucks
TIR in transportation stands for Transports Internationaux Routiers, a French term that loosely translates to “International Road Transport,” and it refers to a global customs transit system designed to make cross-border trucking faster, simpler, and a lot less bureaucratic. When you see a truck with a blue TIR plate on the back, it means that the cargo is moving under an international guarantee system that allows it to pass through multiple countries without unloading or undergoing full customs inspections at every border, which is honestly a small miracle if you’ve ever watched a line of trucks crawl across a frontier.
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Fleetzero Raises $43M Series A, Opens Houston Factory to Industrialize Electric Shipping
Fleetzero’s $43 million Series A round lands at an interesting moment for global shipping, when decarbonization has moved from aspirational slide decks into the uncomfortable territory of real hardware, real costs, and real deployment risk. This is no longer about futuristic vessels gliding silently across oceans in promotional videos; it’s about whether the industry can actually build, scale, and operate new propulsion systems at volumes that matter. Fleetzero is clearly positioning itself on that fault line, not just announcing capital but pairing it with a new manufacturing and R&D headquarters in Houston, a city whose identity is deeply tied to heavy industry, energy systems, and things that are built to last, not just to demo.
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The Delivery Conference, 2–3 February 2026, London
Set against the early-February calm of London, when the city feels sharp, focused, and oddly receptive to big ideas, The Delivery Conference 2026 returns to the Royal Lancaster Hotel with the quiet confidence of an event that knows exactly what it is. On 2–3 February, Metapack and ShipStation will once again draw senior leaders from retail, ecommerce, and logistics into the same rooms, the same conversations, the same slightly over-strong coffees between sessions.
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TIER IV and Turing Drive Forge Strategic Alliance to Accelerate Low-Speed Autonomous Driving Across Asia
TIER IV, long recognized as a pioneering force behind open-source autonomous driving, has invested in Turing Drive, a Taiwan-based startup focused on autonomous systems for geofenced, low-speed environments. The two companies have established both a capital and business alliance, signaling an intent not just to collaborate on technology, but to align roadmaps, markets, and execution across Asia. It’s the kind of partnership that makes sense when you look closely: deep software DNA on one side, hard-earned field experience on the other, meeting right where real deployments actually happen.
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Federal Maritime Commission Reauthorization Act of 2025, 2025, United States Congress
A rare moment of unanimity rippled through the U.S. House today as lawmakers from both parties lined up behind the Federal Maritime Commission Reauthorization Act of 2025, a piece of legislation that quietly carries heavyweight implications for global trade, maritime power, and the rules that govern the oceans American commerce depends on. Introduced earlier this year by John Garamendi and advanced with key provisions authored by Dusty Johnson, the bill had already cleared the House Transportation and Infrastructure Committee in September, but the unanimous floor vote gives it a different kind of momentum.
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Brussels Softens the 2035 Combustion Engine Line, and the Signal Is the Story
A subtle but meaningful shift is emerging from Brussels around one of Europe’s most symbolic transport policies. According to discussions now circulating at the level of the European Commission, the long-promised 2035 cutoff—intended to end the sale of new cars with CO₂-emitting combustion engines—may no longer be treated as a hard edge. Instead of an absolute stop, policymakers are considering a framework that would allow carmakers to continue producing a limited number of petrol and diesel vehicles beyond that date.
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Brazil Prepares to Auction Tecon Santos 10, March 2026, Santos, Brazil
Brazil is quietly setting the stage for one of the most consequential infrastructure moments in its modern logistics story, with the government confirming plans to auction the massive Tecon Santos 10 container terminal in early March 2026. The scale alone explains the attention: this single terminal is designed to expand container capacity at the Port of Santos by roughly fifty percent, a leap that effectively redraws the operational limits of South America’s busiest port.
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