Rising fuel prices led to greater consolidation of shipped goods requiring larger loads before they are sent out for delivery. You may have seen the rollout of

Rising fuel prices led to greater consolidation of shipped goods requiring larger loads before they are sent out for delivery. You may have seen the rollout of the larger Amazon vehicles which are practically indistinguishable except for the branding from UPS vehicles. Amazon had said they were going to start doing this even before Covid-19. Now they are in the final stages of becoming another UPS with an online storefront.