YardDogs -
A lot happening in industrial outdoor storage, building supply, logistics, and other IOS-related industries. Below is a recap of some important updates that caught our attention!
IOS NEWS AND RELATED
IOS News Recap — October 2025
C.H. Robinson Leans Into AI Amid Freight Slowdown
C.H. Robinson reports a ~35% productivity boost over the past two years as it integrates artificial intelligence into freight matching and pricing tools. The company says automation is offsetting weaker volumes and tighter margins.
Why it matters for IOS: Efficiency gains in brokerage and dispatch can shrink dwell times and yard congestion. As AI improves load planning, expect tighter pickup windows and higher turnover expectations for outdoor storage and trailer staging facilities.
White House Adds 25% Tariff on Imported Heavy-Duty Trucks & Parts
The administration announced new tariffs on imported medium- and heavy-duty trucks and components, plus a 10% duty on buses, starting November 1.
Why it matters for IOS: Higher truck costs could delay fleet replacements and extend vehicle lifecycles. That may increase maintenance-related storage (trailers, parts, inactive units) and make U.S.-based production and logistics yards more valuable to domestic OEMs and carriers.
Commercial Metals Co. Buys Foley Products Co. for $1.84B
CMC agreed to acquire Foley Products, a major precast-concrete and pipe supplier, in an all-cash deal valued at $1.84 billion.
Why it matters for IOS: The consolidation wave in building materials means larger players are controlling both production and distribution. Centralized inventory hubs typically rely on significant outdoor laydown space for pipes, aggregates, and forms — strengthening demand for IOS-type assets near metros.
Construction Materials Shift — Lumber Down, Steel & HVAC Up
October 2025 data show lumber prices fell ~24% month-over-month, while steel, copper, and HVAC components rose.
Why it matters for IOS: Material-mix changes affect yard composition. Distributors may reduce wood inventory but expand outdoor space for heavy steel and mechanical equipment — boosting demand for paved, crane-accessible IOS lots.
Container Volumes Projected to Decline Further Into 2026
S&P Global forecasts continued softness in containerized shipping as global inventory levels normalize.
Why it matters for IOS: Slower import flows can leave more chassis, containers, and trailers idle in yards. Operators with flexible lease terms or short-term storage offerings may capture transient demand from carriers balancing fleet capacity.
Maersk North America Q4 Update — Rerouting and Inland Pressure
Maersk’s October report highlights shifting routings and inland congestion as logistics networks adjust to evolving trade patterns.
Why it matters for IOS: Even when ports unclog, inland distribution remains the chokepoint. Yards near intermodal terminals and cross-dock corridors stand to benefit from overflow staging and trailer parking needs.
PepsiCo Signs 1.1 Million SF Lease West of Houston
PepsiCo inked 2025’s largest U.S. industrial lease — 1.1 million sq ft in Brookshire, TX — for a major mixing and distribution facility.
Why it matters for IOS: Large consumer-goods tenants often require off-site trailer storage and supplier staging. Nearby IOS sites can capture overflow parking, pallet storage, and short-term cross-docking tied to these mega-facilities.
Your Go-To IOS Resources:
Start with our guide: What is Industrial Outdoor Storage?
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Disclaimer: The authors of IOS YardDogs are not finance or tax experts. We love big yards, small buildings. This email is for educational uses and is not financial / investment advice. Please conduct independent research and consult with industry professionals before making financial or investment decisions. Our content, which may contain affiliate links, is subjective and not to be used as the only basis for such decisions. We are not responsible for any losses from relying on this information.