In this episode of The Daily, we explore why Transport Capacity Services is betting on Monterrey to manage the surge in nearshoring activity and cross-border complexity. As manufacturing investment floods northern Mexico, stricter customs enforcement and driver regulations threaten to tighten freight capacity significantly by 2026.

To support these long-term trade flows, Union Pacific is developing a massive industrial park near Houston, while developers repurpose facilities like a former Waco bottling plant for distribution. Meanwhile, market distress has forced Standard Forwarding Freight to cease operations after 91 years, signaling how the downturn is punishing leveraged operators.

Consolidation continues to reshape the rail sector as GATX and Brookfield complete their acquisition of Wells Fargo’s rail leasing portfolio in a multibillion-dollar joint venture. On the technology front, telematics provider Motive has filed for an IPO, underscoring how software is becoming core infrastructure for fleets facing thin margins.

Severe weather is also impacting operations, with Winter Storm Ezra triggering FMCSA hours-of-service waivers across 20 states and prompting warnings for truckers east of I-35 to stay off the roads. Finally, we discuss unconfirmed reports that China may be converting a cargo ship into a missile launcher, a development that could fundamentally alter global supply chain security.

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