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Looming UPS labor strike, Yellow’s cash crunch threaten to upend parcel, LTL segments

Updated Aug 23, 2023

A looming labor strike at UPS threatens to upend the parcel segment, and the LTL market is keeping a close watch on Teamster unrest at Yellow that is putting financial pressure on the 100-year-old company.

In this month's installment of CCJ MarketPulse, Jason Miller, supply chain professor at the Eli Broad College of Business at Michigan State and veteran transportation economist, joins Content Director Jeff Crissey to discuss the implications and fallout that could result from a work stoppage at CCJ's No. 2 Top 250 carrier and a potential bankruptcy at the No. 6 carrier. 

00:00 Labor strikes impact on parcels and LTL

01:10 UPS strike: Who is affected? 

03:48 UPS strike: Absorption of volumes?

06:19 Potential Yellow shutdown 

10:02 The need to diversify carriers