Is this email difficult to read? View it in a web browser. ›

The Wall Street Journal. The Wall Street Journal.
LogisticsLogistics

Sponsored by

Supreme Court Fast-Tracks Tariff Appeal; Import Drop Ahead, NRF Says; DHL Extends Healthcare Reach

By Mark R. Long | WSJ Logistics Report

 

The justices of the U.S. Supreme Court, shown in October of 2022. PHOTO: EVELYN HOCKSTEIN / REUTERS

The Supreme Court said it would hear the Trump administration’s case to save its sweeping global tariffs in early November, setting the stage for a final ruling on a cornerstone of the president’s economic agenda.

The Wall Street Journal’s Louise Radnofsky writes that the court’s brief order puts it on course to deliver a ruling before the end of the year. It will be the first time the high court has decided on the legality of a major policy from President Trump’s second term. His far-reaching agenda has been challenged by opponents in numerous lawsuits, and the justices have at times weighed in by allowing or blocking his actions on a temporary basis. No case has been litigated to a conclusion so far.

The tariffs, which were dealt back-to-back defeats in the lower courts, are set to remain in place until the case is decided.

 
CONTENT FROM: PENSKE
Gain Momentum. Gain Ground with Penske Logistics.

Markets shift. Disruptions happen. But progress doesn’t have to stop. Penske helps build supply chains that stay strong under pressure and keep moving forward. With agile solutions, expert teams and advanced technology, we help you respond fast and keep advancing in any environment.

Learn More

 

Global Trade

U.S. ports in July and August handled a near-record number of import containers. PHOTO: TIM RUE / BLOOMBERG

U.S. monthly imports are forecast to fall to their lowest level in almost three years as retailers pull back on orders with tariffs raising costs and uncertainty. The National Retail Federation expects monthly import volumes to fall through the rest of the year, hitting the equivalent of 1.7 million boxes in December. This would be the lowest level since March 2023, the WSJ Logistics Report’s Paul Berger writes.

American ports in July and August handled a near-record 2.36 million and 2.28 million import containers, measured in 20-foot-equivalent units, according to the NRF’s Global Port Tracker, as retailers rushed to beat tariff deadlines. Imports are forecast to fall to 2.12 million boxes in September and 1.95 million in October–typically the peak season for ocean shipping. 

 

Number of the Day

1.74 Million

U.S. containerized imports, in 20-foot-equivalent units, forecast for November by the National Retail Federation, a 20% year-over-year drop.  

 

Healthcare Logistics

PHOTO: FRANK HOERMANN / SVEN SIMON / ZUMA PRESS

DHL Supply Chain is acquiring U.S. healthcare logistics company SDS Rx, bolstering its specialized services for long-term care facilities, specialty pharmacies, radiopharmacies and health-system networks. The unit of Deutsche Post DHL Group, didn’t disclose the terms of its deal for the Tampa, Fla., company.

DHL and other logistics companies including United Parcel Service are extending their reach in the growing healthcare market, which can bring higher margins than standard parcel delivery. Drug makers are developing increasingly specialized medicines that need to be kept cold, get delivered in a short timeframe or require other special handling.

 
Share this email with a friend.
Forward ›
Forwarded this email by a friend?
Sign Up Here ›
 

Quotable

“The middle class is tapped out.”

— Heather Long, chief economist at Navy Federal Credit Union, on data showing inflation offset income gains last year
 

In Other News

More than 60 containers fell off the vessel Mississippi while it was berthed at California's Port of Long Beach. No injuries werre reported. (KABC-TV) PHOTO: KABC via AP

The U.S. added 911,000 fewer jobs over the 12 months that ended in March, the Bureau of Labor Statistics said, trimming by a bit more than half the 1.79 million jobs the data now show. (WSJ)

U.S. inflation-adjusted median household income was $83,730 in 2024, not statistically different from the 2023 estimate, the Census Bureau said, as inflation ate into wage gains. (WSJ)

American drivers are expected to spend less than 2% of their disposable income on gasoline in 2025, down from an average of 2.4% over the prior decade. (WSJ)

French industrial production fell by 1.1% in July, partially offsetting June’s 3.7% increase. (WSJ)

Volkswagen will invest up to $1.18 billion to expand its AI capabilities by 2030. (WSJ)

Mistubishi Electric’s $1 billion acquisition of Nozomi Networks reflects growing interest in cybersecurity for heavy industries. (WSJ)

Canada’s Cenovus Energy sold its 50% interest in the U.S.’s WRB Refining to its joint venture partner Phillips 66 for $1.4 billion. (WSJ)

Canadian National Railway and CSX plan a joint intermodal service linking western Canada and Nashville, Tenn. (Journal of Commerce)

General Motors is delaying until at least Jan. 30 a plan to cut a shift at its only pickup-truck plant in Canada. (Bloomberg)

Canada’s UgoWork, which provides batteries and services for Class I, II and III lift trucks, is opening an assembly plant in the Chicago area. (Modern Materials Handling)

The Dutch-flagged cargo vessel Thamesborg remained aground off Prince of Wales Island in the Canadian Arctic four days after hitting a shoal. (gCaptain)

Exxon Mobil is acquiring Chicago’s Superior Graphite as the oil giant moves to produce more materials needed for electric cars and trucks. (New York Times)

Rep. Byron Donalds (R., Fla.) introduced a bill to require truck drivers to verify their English language proficiency at interstate weigh stations. (Fox News)

 

About Us

Mark R. Long is editor of WSJ Logistics Report. Reach him at mark.long@wsj.com.

Follow the WSJ Logistics Report team on LinkedIn: Mark R. Long, Liz Young and Paul Berger.

 
Desktop, tablet and mobile. Desktop, tablet and mobile.
Access WSJ‌.com and our mobile apps. Subscribe
Apple app store icon. Google app store icon.
Unsubscribe   |    Newsletters & Alerts   |    Contact Us   |    Privacy Policy   |    Cookie Policy
Dow Jones & Company, Inc. 4300 U.S. Ro‌ute 1 No‌rth Monm‌outh Junc‌tion, N‌J 088‌52
You are currently subscribed as [email address suppressed]. For further assistance, please contact Customer Service at sup‌port@wsj.com or 1-80‌0-JOURNAL.
Copyright 2025 Dow Jones & Company, Inc.   |   All Rights Reserved.
Unsubscribe