Walmart nuclear deal, Canadian docks: automation and the 3PL squeeze
Walmart signed a nuclear power deal for its Illinois warehouse. It's not about green credentials; it's about stable, cheap electricity running automated material-handling. For Canadian 3PLs and importers, that's a signal: US fulfillment is consolidating around automation and captive networks, and we need to watch whether that volume drain flows north to Walmart's cross-border operations or stays locked in the US.