QUAD Postal, Paper & Logistics update: February 2026
In brief: Losses deepened at the U.S. Postal Service in the first quarter of FY 2026. Severe winter storms have tightened freight capacity across multiple U.S. states, and a threat to delay the opening of an important new bridge connecting Detroit with Windsor, Ontario, is injecting additional uncertainty into the logistics industry. Paper companies continue to raise prices amid production declines, while paper availability is also being affected by winter storms. Tariffs under the Trump administration continue to evolve following the U.S. Supreme Court’s decision invalidating the administration’s emergency tariffs.