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Industry observers see rumored U.S. testing of the company's "Seller Flex" service as an attempt to stay ahead of surging demand, not as a market-share play.
Trucking operations to resume out of balance, with many truckload carriers, drivers chasing high-margin "FEMA Freight." LTL carriers may see major cost hit.
U.S. logistics costs in 2016 fell for the first time since 2010, logistics costs as a percentage of U.S. GDP dropped to its lowest level since the Great Recession, and transportation spending fell even as energy prices rose. Add technology to the mix, and it's anyone's guess what will happen next.