XPO Logistics, Inc.
$182.18
XPO
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Scouting Reports
The LNG Supercycle: How WMB and Cheniere Toll the Export Boom
Sep 8, 2026
The energy security narrative has quietly transitioned from frantic winter bidding wars to decades-long concrete pours. Overnight, Korean media reported that Seoul and the United States agreed on a ma
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The Freight Utility Race: Pricing the Capacity Constraint
Jul 16, 2026
The Port of Los Angeles quietly hit a June cargo record this week, and the U.S. industrial construction pipeline just spiked 18% year-over-year in the second quarter. This isn't a repeat of the pandem
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The Physical Chokepoints of the AI Build-Out
Jun 20, 2026
The digital expansion of artificial intelligence is colliding with the physical reality of the supply chain. Overnight, Beijing stepped up export scrutiny on indium—a niche metal essential for produci
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