Trucking Bankruptcies, Cereal Recall, and Taiwan's Chip Export Crackdown
Good morning! ☀️
Welcome to The Workday Dash — your daily dose of supply chain intel, hot takes, and a sprinkle of "did-that-really-just-happen?" Today’s headlines hit harder than a pothole in peak season:
🚛 Three trucking companies—Dolche, GD Transport, and Contract Managed Services—just jackknifed into Chapter 11. Hope your freight wasn’t on board.
🥣 That crunch in your cereal? Yeah... it might’ve been metal. Post is recalling 5,300 boxes of Honey Bunches of Oats after a surprise steel ingredient made it into the mix.
💥 And in the “Wait, what?!” category: Taiwan just blacklisted Huawei and SMIC—slapping them on the same export control list as the Taliban. Chip war? More like chip whiplash
Buckle up. Supply chain chaos doesn’t take a coffee break. ☕
“Don’t be afraid to give up the good to go for the great.”
📉 Three More Down: Trucking and Logistics Firms File for Bankruptcy
This week, three transportation companies—Dolche Truckload (IL), Contract Managed Services (KY), and GD Transport (FL)—all hit the brakes and filed for Chapter 11. Each one reports $1–$10 million in both assets and liabilities. Creditors? Lining up fast, from M&T Bank to the SBA to Chase.
Dolche’s running with 57 power units and a 37% out-of-service rate (yikes). GD Transport? No crashes recently, but still above-average OOS at 31%. And Contract Managed Services is drowning in lease and labor claims.
🚛 Why it matters:
These aren’t isolated incidents—they’re warning signs. Margins are thin, equipment’s aging, and debt is stacking up. If you're relying on under-vetted carriers, don’t be surprised when capacity dries up and your freight is left stranded.
🔥 Hot take:
Bankruptcies are the check engine light of the freight world. Ignore them, and you're next on the hook for delays, rate hikes, and a whole lotta chaos. Time to audit your carrier network before the wheels come off.
Metal Mayhem in the Cereal Aisle: Post Recalls Honey Bunches of Oats
Turns out, the crunch in your breakfast might’ve been more...metallic than you bargained for. Post Consumer Brands just recalled over 5,300 boxes of Honey Bunches of Oats with Almonds after fears of metal contamination. The affected 48oz boxes (sold at Sam’s Club in CA and CO) could cause cracked teeth or worse—though Post claims none actually hit shelves. Still, the FDA slapped it with a Class II recall, and folks are being told to toss or return 'em.
📦 Why it matters to logistics:
This isn’t just a consumer recall—it’s a supply chain scramble. From reverse logistics to warehouse audits, this kind of product issue is a stress test for traceability, speed, and reroute agility.
🔥 Hot take:
If metal sneaks into cereal and your logistics team can’t pivot fast? You’re not managing freight—you’re managing fallout. Bad PR travels faster than any truckload. Check your processes before someone checks your brand.
Taiwan Just Put Huawei & SMIC on Ice 🚨
In a major move, Taiwan added Huawei and SMIC—two of China’s biggest chip and AI players—to its export control list… right next to the Taliban and al Qaeda. Translation? Taiwanese companies now need government clearance to ship anything their way.
The reason? National security and arms proliferation concerns. Taiwan’s not playing around. With 601 entities added in one swoop (including firms from Russia and Iran), it’s clear that the semiconductor battleground is heating up. And since Taiwan is home to chip giant TSMC, this move sends shockwaves through the global tech supply chain.
Why logistics should care:
Chips keep your trucks smart, your freight visible, and your ops optimized. If the chip flow slows, so does everything else. And the price tag? It’s going up.
🔥 Hot take:
This isn’t just about AI—it’s about your supply chain’s IQ. No chips = dumb fleets, missed routes, and a logistical migraine no Tylenol can fix.
The Workday Dash is an aggregation of articles regarding the transportation logistics, trucking, and supply chain industries for July 31, 2025, from iLevel Logistics Inc.