Wire · operational-macro
Capacity, consolidation and theft test North America's vehicle networks
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Fusion42 · 30 September 2026 · Fusion42 review
North American finished vehicle logistics faces record diesel prices, carrier consolidation, driver shortages, and rising cargo theft losses, prompting OEMs like Ford and Nissan to rethink their FVL contracts and strategies, including insourcing and stricter carrier evaluations.
This Wire brief sits within Fusion42's coverage of Micromobility.
◆ ◆ The Wire takeaway
Vehicle logistics founders in the US face more network reliability and cost pressure as OEMs shift focus from price to quality and control, opening a chance to supply improved vetted capacity or insourced logistics solutions.
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1 source · 30 Sep 2026
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