TWIL: Season 2 Returns — US-Canada Tariffs, Oil Volatility, and Panama Canal Cuts All at Once

<p>Season two opens with three cost drivers hitting at once — oil volatility, a US-Canada tariff war, and Panama Canal transit cuts — and Shaun Hagen is joined by new co-host CartonCloud Account Executive, Javier Hernandez.</p><p>Welcome back to This Week in Logistics! In this special news episode, CartonCloud CEO Shaun Hagen and Javier Hernandez catch up on what actually happened while the show was off air since mid-June. Brent crude spiked past $140 a barrel in July before settling into a new range, US-Canada trade talks collapsed on Friday with fifty percent tariffs live by Saturday, and the Panama Canal is cutting daily vessel transits for only the second time in its 110-year history.</p><p>The headline number gets the attention. The more useful question is what your pricing and planning look like across the range, not just the number of the week.</p><p>This episode unpacks what these three shifts mean for 3PLs and transport operators coming back from the break.</p><p>In this special catch-up episode we cover:</p><ul><li>Why Brent crude&#39;s July spike past $140 a barrel is a reminder that the working range matters more than a single number, and why oil is back around $92 with the risk premium still on the table</li><li>What US-Canada tariffs going live overnight mean for landed costs — fifty percent on around $20 billion of Canadian goods, with Canada&#39;s retaliation landing September 8th</li><li>Why Panama Canal transit cuts mean your Asia to US East Coast and Gulf freight is about to cost more, and why the window to lock in rates closes mid-September</li><li>The Uber Freight breach, and why it&#39;s a good reason to ask your own vendors what&#39;s protecting the systems your freight runs through</li><li>FedEx&#39;s robots now loading trailers by themselves at full production scale, and what it shows about where automation is strongest</li><li>Three things to do this week: re-quote anything moving through the US and Canada, lock in Panama Canal carrier rates before the September surcharge hits, and ask your freight tech vendor what&#39;s protecting your data</li></ul><p>If you run a 3PL, transport operation, or warehouse, this episode will help you cut through the noise:</p><p>From reacting to last week&#39;s number → to planning and pricing against a range</p><p>From assuming the quiet season brings relief → to treating this as the new normal</p><p>From waiting for the invoice → to locking in vendor and carrier answers now</p><p>Nothing about the fundamentals changed over the break. Control what you can control, and don&#39;t let anyone rush you into a plan built on last week&#39;s numbers.</p>