Listen: How Logistics Operators Are Navigating Trade-War Turmoil -- WSJ

Dow Jones

2025/08/02

By Liz Young

How are the companies delivering the goods you use every day dealing with President Trump's trade war?

Logistics companies such as warehouse operator Prologis, trucking giant J.B. Hunt and parcel carrier United Parcel Service are coping with rapid shifts in freight demand.

Importers have rushed in goods to beat tariffs and slowed orders when duties have increased. At the same time, the logistics sector continues to grapple with a yearslong slump in freight demand following the pandemic.

Some companies in the sector see reason for optimism. Prologis CEO Hamid Moghadam says the company is seeing more demand for warehouses purpose-built for specific tenants.

Elsewhere in the industry, railroad giants Union Pacific and Norfolk Southern plan to merge in a deal that would create the first coast-to-coast rail operator in U.S. history.

WSJ reporter Esther Fung joins the What's News podcast to discuss what companies are saying in earnings reports and analyst calls.

Listen: How Logistics Operators Are Navigating Trade-War Turmoil

This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage).

(END) Dow Jones Newswires

August 01, 2025 12:00 ET (16:00 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

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The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 01, 2025 12:00 ET (16:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Listen: How Logistics Operators Are Navigating Trade-War Turmoil -- WSJ</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nListen: How Logistics Operators Are Navigating Trade-War Turmoil -- WSJ\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-02 00:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n       By Liz Young \n</p>\n<p>\n     How are the companies delivering the goods you use every day dealing with President Trump's trade war? \n</p>\n<p>\n     Logistics companies such as warehouse operator <a href=\"https://laohu8.com/S/PLD\">Prologis</a>, trucking giant J.B. Hunt and parcel carrier <a href=\"https://laohu8.com/S/UPS\">United Parcel Service</a> are coping with rapid shifts in freight demand. \n</p>\n<p>\n     Importers have rushed in goods to beat tariffs and slowed orders when duties have increased. At the same time, the logistics sector continues to grapple with a yearslong slump in freight demand following the pandemic. \n</p>\n<p>\n     Some companies in the sector see reason for optimism. Prologis CEO Hamid Moghadam says the company is seeing more demand for warehouses purpose-built for specific tenants. \n</p>\n<p>\n     Elsewhere in the industry, railroad giants <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> and <a href=\"https://laohu8.com/S/NSC\">Norfolk Southern</a> plan to merge in a deal that would create the first coast-to-coast rail operator in U.S. history. \n</p>\n<p>\n     WSJ reporter Esther Fung joins the What's News podcast to discuss what companies are saying in earnings reports and analyst calls. \n</p>\n<p>\n      Listen: How Logistics Operators Are Navigating Trade-War Turmoil \n</p>\n<p>\n       This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 01, 2025 12:00 ET (16:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2556817725","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2556817725","pubTimestamp":1754064000,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"How are the companies delivering the goods you use every day dealing with President Trump's trade war?Logistics companies such as warehouse operator Prologis, trucking giant J.B. 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Hunt and parcel carrier United Parcel Service are coping with rapid shifts in freight demand. \n\n\n     Importers have rushed in goods to beat tariffs and slowed orders when duties have increased. At the same time, the logistics sector continues to grapple with a yearslong slump in freight demand following the pandemic. \n\n\n     Some companies in the sector see reason for optimism. Prologis CEO Hamid Moghadam says the company is seeing more demand for warehouses purpose-built for specific tenants. \n\n\n     Elsewhere in the industry, railroad giants Union Pacific and Norfolk Southern plan to merge in a deal that would create the first coast-to-coast rail operator in U.S. history. \n\n\n     WSJ reporter Esther Fung joins the What's News podcast to discuss what companies are saying in earnings reports and analyst calls. \n\n\n      Listen: How Logistics Operators Are Navigating Trade-War Turmoil \n\n\n       This item is part of a Wall Street Journal live coverage event. 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