XPO Logistics, Inc.
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Scouting Reports
The Freight Utility Race: Pricing the Capacity Constraint
Jul 16, 2026
The Port of Los Angeles quietly hit a June cargo record this week, and the U.S. industrial construction pipeline just spiked 18% year-over-year in the second quarter. This isn't a repeat of the pandem
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The Physical Chokepoints of the AI Build-Out
Jun 20, 2026
The digital expansion of artificial intelligence is colliding with the physical reality of the supply chain. Overnight, Beijing stepped up export scrutiny on indium—a niche metal essential for produci
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Freight’s Recovery Meets the Tariff Wall
Jun 4, 2026
Supply chains just spent four years bleeding out excess capacity. Now, equipment utilization is rising and spot prices are finally firming, signaling an end to the 2022–2026 freight recession freightw
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