3PLs dominate industrial leasing, Alaska Airlines vs. Amazon & C.H. Robinson’s AI fix | The Daily

The logistics sector is sending mixed signals in early 2026, with some data pointing to a boom while other indicators suggest fragility. On the growth side, 3PLs are dominating industrial leasing as corporations aggressively outsource their complex supply chains. Financial metrics back up this optimism, with Triumph Financial reporting rising invoice sizes and the addition of major fleets like J.B. Hunt to their network. This consolidation suggests big players are circling the wagons around platforms that provide stability and value. Operational efficiency is also improving, as C.H. Robinson uses AI agents to automate ready-checks and reduce unnecessary return trips by 42%. These technological advancements are helping stabilize networks by cutting out pure waste like fuel and driver time. However, friction remains in the air cargo sector, where Alaska Airlines is dissatisfied with its Amazon contract due to pilot scheduling issues and thin margins. The airline is looking to renegotiate terms or exit the deal as it struggles to optimize utilization between passenger and cargo operations. Regulatory and geopolitical risks are also mounting, highlighted by a court decision denying a reprieve for non-domiciled CDL renewals in California. Furthermore, global trade lanes face renewed uncertainty after Houthis threatened new attacks in the Red Sea, potentially forcing ships back around the Cape of Good Hope. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices