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The SPAC is back: Kodiak Robotics eyeing a merger

The SPAC is back: Kodiak Robotics eyeing a merger
(Photo: Kodiak Robotics)

The SPAC is back. Citing sources familiar with the matter, Bloomberg reports that Ares Acquisition Corp. II is in advanced talks to merge with Kodiak Robotics. Ares is a blank-check firm, led by CEO David Kaplin, that raised $450 million in April 2023 and has said in the past it could pursue a combination in any sector.

The special purpose acquisition company is “a way for a small private company — often with no revenue —...

https://www.freightwaves.com/news/the-spac-is-back-kodiak-robotics-eyeing-a-merger

EPA gives trucking OEMs whiplash with emissions rule rollback plan

EPA gives trucking OEMs whiplash with emissions rule rollback plan
(Photo: Jim Allen/FreightWaves)

On Wednesday, Environmental Protection Agency Administrator Lee Zeldin announced that the EPA is reviewing the emissions rulemaking put in place under the Biden-Harris administration. The important part for trucking comes from targeting the Greenhouse Gas Emissions Standards for Heavy-Duty Vehicles – Phase 3, or just Phase 3, rules, which began with model year 2027 trucks and extended through 2032. 

O...

https://www.freightwaves.com/news/epa-gives-trucking-oems-whiplash-with-emissions-rule-rollback-plan

Is a freight market turn coming in May?

Rejection rates react to tariffs 

Tender rejection rates have remained above levels of the past two years and have also been more sensitive to events, suggesting the freight market is closer to a period of widespread tightness. The bounce in tender rejection rates in March was largely driven by flatbed in response to tariffs. (Chart: SONAR)

Clearly, we are in a period of unusually high economic and freight demand uncertainty, and the stock market pullback the past two weeks could put a damper on...

https://www.freightwaves.com/news/is-a-freight-market-turn-coming-in-may

Running on Ice: Tariffs may bode ill for already rising pharmaceutical costs

All thawed out
(Photo: Corona Borealis Studio/Shutterstock)

After a week of will-they, won’t-they and days of back and forth, the U.S. imposed tariffs on its top trading partners, Canada and Mexico, for a little over 48 hours. Now, the 25% tariffs have been halted till April 2. So anything that was moving tariff free under the U.S.-Mexico-Canada Agreement is moving freely again for the next few weeks. 

The 20% tariff on goods coming from China is still in place as is the 10% duty on imports of...

https://www.freightwaves.com/news/running-on-ice-tariffs-may-bode-ill-for-already-rising-pharmaceutical-costs

Driverless trucking – ‘On the cusp’ of a revolution

Morgan Stanley initiates coverage of Aurora Innovation
(Photo: Jim Allen/FreightWaves)

Autonomous trucking is gaining the attention of Wall Street with Morgan Stanley initiating coverage of autonomous truck technology company Aurora Innovation on Monday. Ravi Shanker, equity analyst at Morgan Stanley, writes that despite taking years longer than expected, “Trucking finally appears to be on the cusp of an autonomous future.” 

Morgan Stanley believes that Aurora is the most sophisticated on-highway,...

https://www.freightwaves.com/news/driverless-trucking-on-the-cusp-of-a-revolution

Tariffs and trade wars add risks to trucking outlook

Tariffs and trade wars add risks to trucking outlook
(Photo: Jim Allen/FreightWaves)

The trade wars began on Tuesday when President Donald Trump hit imports from Canada and Mexico with 25% tariffs. By Wednesday, the Trump administration had carved out a 30-day exemption for tariffs on automakers to give them time to shift their supply chains to the U.S. On Thursday, Trump moderated the impact again, with Reuters reporting Mexico won’t be required to pay tariffs on any goods that fall under the...

https://www.freightwaves.com/news/tariffs-and-trade-wars-add-risks-to-trucking-outlook

Tariffs in 7 SONAR charts

Tariffs are making Canadian highway capacity scarcer

An index of outbound Canadian tenders, or shippers’ requests to move loads, is shown in white on the right axis. The percent of those tenders that are rejected by carriers is shown in red, on the left axis. (Chart: SONAR)

A week ago, it wasn’t clear whether the tariffs on Canada and Mexico would actually be implemented. But, as the first business days of March approached and it became clearer that the North American tariffs were all systems go,...

https://www.freightwaves.com/news/tariffs-in-7-sonar-charts

Wattev agrega 2 semifinales de Tesla a la flota de Zev en Port of Long Beach

Wattev agrega 2 semifinales de Tesla a la flota de Zev en Port of Long Beach (Foto: Wattev) Desarrollador de infraestructura de camiones eléctricos de inicio Wattev anunciado recientemente Un acuerdo con Tesla para la entrega de 40 semifinales en 2026. Como parte del acuerdo, Wattev está comenzando...

https://fullavantenews.com/wattev-agrega-2-semifinales-de-tesla-a-la-flota-de-zev-en-port-of-long-beach/?lang=es

WattEV adds 2 Tesla Semis to ZEV fleet at Port of Long Beach

WattEV adds 2 Tesla Semis to ZEV fleet at Port of Long Beach
(Photo: WattEV)

Startup electric truck infrastructure developer WattEV recently announced an agreement with Tesla for the delivery of 40 Semis in 2026. As part of the deal, WattEV is beginning with two of the heavy-duty electric trucks this year, representing the first use of Tesla Semis at the ports of Long Beach and Los Angeles. This marks a continuation of WattEV’s development efforts as it expands its charging infrastructure in...

https://www.freightwaves.com/news/wattev-adds-2-tesla-semis-to-zev-fleet-at-port-of-long-beach

Previsión de RXO Q1: 2025 Upswing se sentirá más como 2014 que 2021

Pronóstico de RXO Q1: tasas de carga de camiones que probablemente aumentarán pero no se disparan (Gráfico: RXO) RXO lanzó recientemente su Q1 2025 Previsión del mercado de carga de camionescon su índice de curva que muestra una continuación de la inflación de la tasa observada por primera vez en...

https://fullavantenews.com/prevision-de-rxo-q1-2025-upswing-se-sentira-mas-como-2014-que-2021/?lang=es

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