Fast Lane: AUR/Volvo Announce New Operations with AVI-SPL, Montgomery Back in Focus with Recent Florida Lawsuit, USMCA Updates

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Fast Lane: AUR/Volvo Announce New Operations with AVI-SPL, Montgomery Back in Focus with Recent Florida Lawsuit, USMCA Updates

Update

June 22, 2026 09:52 AM GMT

Morgan Stanley & Co. LLCMFreight Transportation | North America Ravi Shanker

Equity Analyst

Fast Lane: AUR/Volvo Announce Ravi.Shanker@morganstanley.comNancy Hipp +1 212 761-6350

Research Associate

Nancy.Hipp@morganstanley.com +1 212 761-1311

New Operations with AVI-SPL, Madison J Pasterchick

Madison.Pasterchick@morganstanley.com +1 212 761-3787

Montgomery Back in Focus with

Freight Transportation

North America

Industry View AttractiveRecent Florida Lawsuit, USMCA

Updates Pleasepublishedsee lastlinksweek:below to other research we

Truck Stop/TLFI: Taking a Break (17 June 2026)

Last week, AUR and VAS partnered with AVI-SPI to launch Amazon Supply Chain Services Officially

autonomous freight operations in Texas, a Florida lawsuit against Launches LTL Offering (10 June 2026)

State of the Global Transports Union (10 June

White Hawk Carriers and potentially CHRW is in focus following

2026)

the Montgomery Supreme Court decision, and we continue to

Truck Stop/TLSS: Capacity Rules the Roost (10

track USMCA developments. June 2026)

Upcoming USMCA Review & Impacts to FreightAUR, Volvo (VAS), and AVI-SPL recently announced the launch of autonomous

(9 June 2026)freight operations in Texas, marking another step toward commercial

deployment of self-driving fleets. The program uses the Volvo VNL Autonomous

truck integrated with AUR’s self-driving system and is designed to improve

efficiency, scalability, and safety. This announcement follows favorable regulatory

developments (see here and here), as well as other AUR and VAS initiatives,

including route expansion and plans to increase production (see here). These