
Search
or Search by TOPIC



Search Supply Chain Videocasts

Sign-Up Free Newsletter

Supply Chain by the Numbers

July 10, 2026

Supply Chain by the Numbers for July 10, 2026

Cargo Theft Value Jumps. FedEx Sells Logistics Unit. Truckload Rates Rising. US Manufacturing Up in June


h
$341,000
That was the average value of stolen ruck cargo so far in the 1H of the year. That according to the latest quarterly report from cargo security firm CargoNet, released late last week. While the number of theft events was down a bit from 1H 2025, the value per incidents continued to rise, which CargoNet says is the result in part of increased involvement of organized crime in cargo theft, targeting higher value goods. What’s more, the report estimates 2026 cargo theft loss values have already exceeded $359 million. CargoNet observed there is continued targeting of expensive metals such as copper, molybdenum, antimony, tungsten, and zinc, as well as enterprise computer and networking components .

11 Cents

hat was the month-over-month increase in US spot dry van costs per mile in June, according to the monthly report from DAT Freight and Analytics, released this week. Most pundits seem to agree the three-year US freight recession is finally over. That 11-cent rise took average dry van rates to $3.00 per mile. Other modes were up too, with the spot reefer rate at $3.39 per mile, up 4 cents from May, while the spot flatbed rate was 3.69 per mile, up 4 cents from May to an all-time high. DAT said truckload rates climbed faster than freight volumes last month, a disparity that points to tighter truck capacity rather than stronger freight demand. The national average van truckload spot rate exceeded the contract rate in June for the first time since February 2022, and overall rate growth far exceeded volume growth last month, according to DAT.



7
That is now the number of consecutive months the Purchasing Managers Index from the Institute for Supply Management has been above the key 50 mark that separates US manufacturing expansion from contraction, with the numbers for June released by ISM late last week. With a score of 53.3 in June, the PMI was down from 54.0 in May, but still above the 50 level. The New Orders Index expanded for the sixth consecutive month after four straight readings in contraction, registering 54.0, down 0.8 percentage point compared to May’s figure of 56.8, but again above the key 50 mark, in good news for future US manufacturing activity.

$1.4 Billion

That was what French ocean carrier CMA CGM will pay to acquire the third-party logistics arm of FedEx, in a deal announced a week ago. The deal is the latest move by Marseille-based CMA CGM’s chief executive Rodolphe Saadé to expand through acquisitions and to diversify into logistics, air freight and media assets. Saadé has earmarked US growth as a priority for the world’s third-largest container line. The acquisition, which is expected to close in 2026, would nearly triple the size of the North American contract logistics operations of CEVA Logistics, a subsidiary of CMA CGM. For FedEx, the sale is the latest step in its efforts to refocus on its core air-ground delivery network after it recently completed the spin-off of its FedEx Freight business as a standalone public company.

Feedback

No Feedback on this article yet.