The logistics sector is having to deal with several serious cross-currents: Domestic chip manufacturing is on pace to triple in size by 2032 while the White House is hiking tariffs on Chinese imports, including semiconductors. On the freight side, analysts estimate that the trucking recession will ease later this year but carriers also face a continued rise in cargo theft. And in D.C., the newly proposed Warehouse Worker Protection Act has generated very different responses from the Teamsters and the Wholesalers Distributors Association.
Check out all those stories and more in our latest Market Moves Supply Chain newsletter.