Logistics briefs track freight data, industrial moves and corporate results

Thieves took nearly $1 million in trading cards from FedEx truck

The Wall Street Journal’s Esther Fung reported that thieves stole nearly $1 million worth of trading cards from a FedEx truck in Santa Ana, California, the previous week. The freight roundup said thieves were finding weak links in transportation networks to steal high-value cargo. The truck was carrying cards from Professional Sports Authenticator, which helps owners value their collections, and was going to ship the cards back.

Santa Ana police said two pallets of sports and Pokémon cards were taken from the FedEx truck, while a third pallet showed signs of being disturbed. The truck’s lock was also gone. Professional Sports Authenticator said the items were not in its possession at the time of the burglary and that it learned of the theft from the shipping carrier. The company said it deactivated the certificates of the stolen items, notified marketplace partners and was taking steps to compensate owners for the fair market value of their stolen cards.

The Wall Street Journal reported that the American Trucking Associations’ for-hire truck tonnage index for September was flat with 2025 and up 0.8% from August, marking its first monthly increase since June.

The Wall Street Journal quoted Homayoun Falakshahi, Kpler’s head of crude-oil analysis, about Iran’s offshore oil reserves: “There’s no more oil to discharge to China anymore.”

The Wall Street Journal reported that U.K. inflation rose 3.5% in September compared with a year earlier. The outlet also reported that Canada plans to provide billions in financial support to the steel and auto sectors.

The Wall Street Journal reported that Carrier Global plans to invest over $600 million in a new Fort Worth, Texas, plant to make cooling equipment for data centers and other industrial buildings. The outlet also reported that Elon Musk said Tesla could be ready to start shipping its Optimus humanoid robots to outside companies by the end of next year. The Wall Street Journal further reported that Hudbay Minerals and Mitsubishi approved construction of a major copper mine in the U.S.

The Wall Street Journal reported that Kuehne + Nagel raised its full-year guidance again as quarterly earnings increased, with demand from cloud and semiconductor customers driving volume growth. The outlet also reported that President Trump said he will require companies that build large data centers to provide their own electricity. The Wall Street Journal further reported that eBay plans to cut about 9% of its workforce in its second round of layoffs this year.

Associated Press reported that revenue at Knight-Swift Transportation Holdings grew 14% in the third quarter to $2.2 billion. TradeWinds reported that the Treasury Department imposed sanctions on Karnakis & Karnakis on an allegation that the law firm was supporting Iranian shipping. Splash247 reported that the North Atlantic Treaty Organization is deploying more maritime patrol aircraft, drones and radar systems to the Black Sea.

Axios reported that fulfillment provider Stord acquired AMS Fulfillment for about $200 million. Commercial Carrier Journal reported that a Washington judge allowed a class-action suit against truck maker Paccar to proceed to trial.

DC Velocity reported that the vacancy rate of warehouses near U.S. ports climbed to 7.7% through July, compared with 6.8% nationally. Reuters reported that a protest by Italian truck drivers over fuel prices and the cost of living was causing food shortages in shops.

In the RAV4 background report, The Wall Street Journal’s Christopher Otts and Owen Tucker-Smith reported that North American production of the Toyota RAV4 plunged 30% through September and U.S. RAV4 sales were down 29% this year. Toyota’s U.S. dealers had about four days’ worth of the crossover on their lots, buyers had to order months ahead and nearly every RAV4 that arrived at a dealership was already spoken for. The report described the RAV4 as America’s bestselling vehicle that was not a pickup truck and the country’s most popular SUV.

Toyota produced few RAV4s in January and February after two plants in Ontario, Canada, underwent retrofits for the overhauled 2026 model. Its Kentucky plant got a late start after Toyota decided not to phase out the RAV4 there. The supply crunch followed Toyota’s decision to keep producing the 2025 model well into the fourth quarter of 2025. Carmakers normally build buffer stocks before factories are reworked for a new model, but an analyst said the strategy was harder for Toyota because its vehicles sell at a faster rate.