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

Dow Jones

Aug 02, 2025

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)

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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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