FreightCasts

In this episode, we kick things off by examining a strategic bet on orchestration software as national parcel carriers continue to shed unprofitable volume. Last-mile delivery technology company Burq is wagering that enterprise retailers will pay for orchestration platforms that sit above the growing bench of regional carriers and gig courier networks. With fifty-five percent of retailers now using carriers outside FedEx, UPS and the U.S. Postal Service, and alternative carriers moving two point six billion parcels last year, the last-mile delivery duopoly is rapidly eroding. Next, we discuss a messy legal battle in the air cargo sector that has officially come to an end. Miami-based charter operator Global Crossing Airlines has dismissed its thirty-million-dollar breach-of-contract lawsuit against Ascent Global Logistics and terminated their exclusive brokerage agreement. GlobalX had alleged its former investment partner failed to honor an agreement to steer air cargo business its way, and during the second quarter, the carrier's cargo revenue dropped two point nine million dollars, or about fifty percent, year over year. Finally, we explore a sophisticated international freight fraud operation as Armenian authorities busted a Yerevan-based group that posed as American carriers and converted stolen freight proceeds into crypto. Cyber police raided commercial space inside a Yerevan hotel on July twenty-third, where suspects allegedly used specialized computer equipment to gain trust from businesses arranging transportation services, then redirected shipments to different locations instead of completing intended deliveries. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Craig Fuller and Julie Van de Kamp on FreightWaves Today as they break down the critical developments shaping the freight, logistics, and supply chain markets. In the morning minute, they A look at an alarming $111 million wave of high-tech cargo thefts targeting semiconductor and data center freight, featuring coordinated "bump and run" syndicate tactics. Plus, an urgent FBI tax fraud investigation involving self-employed truck drivers in Georgia, and Mexico's surging heavy-duty truck production and export gains. Drone Warfare & Supply Chains: Analysis of Ukraine's drone strikes on Russian distribution hubs—including Wildberries facilities—and what targeting fulfillment networks means for modern logistics vulnerability. Freight Payments & Shippers of Choice: Jeff Pape (US Bank Corporate Payment Systems) stops by to discuss rising freight payment predictability, early holiday peak planning, emerging AI applications in logistics, and credit quality across the sector. SONAR Market Update: Craig and Julie break down SONAR's Tender Lead Time Index (OU.TLT), examining why shippers are tendering freight further in advance, how lead times impact tender rejections, and how to utilize the SONAR Coverage Guide to manage spot rate volatility. Real-World Tesla Semi Demo: Bob Lewis from Intercoastal Trucking shares first-hand driver feedback from testing the Tesla Semi in hard Northeast corridors, discussing range management, regenerative braking, maintenance savings, and charging infrastructure challenges. The Freight Cycle Debate: Ken Adamo (Chief Strategy Officer at Ease Logistics) and Dr. Jason Miller engage (Michigan State University) in a debate over capacity supply, driver availability, data center demand surges, and regulatory enforcement shifts. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of WHAT THE TRUCK?!? delivers a fast-paced mix of sports banter, logistics headlines, and industry insights, running for a tight 44 minutes out of respect for Washington Commanders quarterback Jayden Daniels. Episode Highlights: FBI Tax Fraud Case: A 54-count federal indictment involving a Georgia tax preparer who targeted independent truck drivers through a word-of-mouth referral scheme. High-Tech Cargo Theft: The hosts preview an upcoming segment with Scott Cornell regarding a “bump and run” tactic used by cargo thieves targeting high-value data center shipments, detailing how stolen loads in these schemes can total tens of millions of dollars. Cross-Border Contraband: The duo breaks down a recent seizure at Ontario's Blue Water Bridge, where Canadian border officers intercepted three US semi-trucks carrying nearly $6.6 million (CAD) worth of illicit vapes and nicotine pouches. Jake Hoffman (CTO, Gnosis Freight): Jake Hoffman joins the show to discuss data fragmentation and execution in global supply chains. He highlights the history behind Auburn University's “War Eagle” tradition before explaining how Gnosis Freight aggregates ocean, satellite, and terminal data into an actionable platform. He emphasizes that clean, accurate data is an essential foundation before AI can effectively automate logistics tasks, handle load tendering, or assist with purchase order management. ⁠Watch on YouTube⁠ ⁠Visit our sponsor - GNOSIS FREIGHT⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off with an alarming wave of high-tech cargo theft that's costing the freight industry a staggering fortune. Cargo thieves have stolen nearly $111 million in data center freight since early June, with individual cases ranging from $2 million to a jaw-dropping $38 million. In a disturbing new tactic, criminals deliberately crashed into security escorts protecting high-value technology shipments, then continued driving with the loads in what experts call the "bump-and-run" method. Next, we discuss a massive fraud case unfolding in Georgia where the FBI is urgently seeking truck drivers nationwide who may be victims in a 54-count tax fraud indictment. Federal prosecutors charged 62-year-old Diane Marie Poe, owner of Genuine Financial Services in Walton County, with 32 counts of bank fraud and 14 payroll-related tax offenses. Prosecutors accuse Poe of keeping money that customers provided for estimated tax obligations instead of delivering promised services, with at least 26 identified clients working as self-employed truck drivers who relied on her company for bookkeeping and tax preparation. Finally, we head south to examine how Mexico's heavy-duty truck production surged 51.8% in July as tariff tensions continue to simmer. Mexico's National Association of Bus, Truck and Tractor-Trailer Producers reported that manufacturers produced 14,675 heavy-duty vehicles during July, while exports climbed 66.7% year over year to 13,117 units. With a staggering 92.4% of Mexico's truck and bus exports through July shipped to the United States, ANPACT officials are urging policymakers to preserve the USMCA's core principles and renewing their call for changes to Section 232 tariffs. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Freight Expectations, Craig Fuller and Matthew Leffler dig into the latest fight over federal trucking regulation, including the push to make English-language proficiency an out-of-service violation and the broader battle between states and the federal government over commercial driver records. But the conversation takes a much bigger turn as Craig and Matt examine the growing threat of drone warfare to supply chains. From refineries and airports to warehouses, rail yards and ports, they explore how inexpensive, widely available drone technology could create enormous disruption to critical logistics infrastructure—and why businesses may be poorly prepared for a threat that hasn't happened to them yet. Follow the Freight Expectations Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp explore key headlines and developments across the logistics, trucking, and transportation sectors. The show features discussions on the state of trailer insurance, driver recruitment and health, alongside live market analysis via FreightWaves SONAR. Andy Kuchar explains that freight brokers and logistics companies utilizing leased trailer pools are frequently exposed to unmanaged liability risks. Many traditional commercial auto policies contain exclusions for trailers when they are over the road. He points out three warning signs of coverage gaps: reliance on "contingent" coverage language, assuming a third-party driver's Certificate of Insurance protects you, and lacking a dedicated trailer policy. In our SONAR Update, we see that tender rejections have moderated around 13.5%, overall rejection metrics and spot rates remain significantly higher compared to recent years (up ~21% year-over-year). Craig and Julie characterize explain that this is typical seasonal behavior before the late-summer and Labor Day ramp-up. Jeremy Reymer introduces Project 61, a non-profit initiative created to address the alarmingly low average lifespan of commercial truck drivers (61 years old). The program focuses on practical, free lifestyle improvements for drivers centered on food/nutrition, movement, sleep/recharge, mental health, and preventative care. The segment highlights how driver health directly correlates to highway safety and accident risk reduction. In our 2nd hour, it's return of the Matt! Matthew Leffler joins Craig for an episode of Freight Expectations. The two cover the FMCSA's proposed rulemaking to codify English language proficiency as an out-of-service violation. They also dive deep into asymmetric warfare, drone technology, and potential vulnerabilities across U.S. logistics infrastructure, fuel refining capacity, and transport hubs. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this Friday edition of WHAT THE TRUCK?!?, host Malcolm Harris and Michael Vincent who is broadcasting live from WHAT THE TRUCK?!? West in Fort Worth, Texas) dive into crucial financial protection strategies for freight brokers and the complex, rapidly shifting landscape of trade tariffs. Ryan Frame and Ryan O'Leary from Ashford Advisors break down why disability insurance is one of the most critical—yet most ignored—pieces of financial protection in commission-driven industries. Learn how unexpected illnesses, taxable benefit traps, and base salary caps can impact your income and how to protect your line of work. Charlie Clevenger, Principal at UHY, breaks down Section 122, Section 301, and Section 232 tariffs. Discover how national defense rules, forced labor regulations, and trade policy shifts affect manufacturers, freight brokers, and consumer supply chains. ⁠Watch on YouTube⁠ ⁠Visit our sponsor - GNOSIS FREIGHT⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

Continued geopolitical instability is making it hard to manage expectations for both shipping and transportation markets for the rest of the year.  ⁠Follow the Freightonomics Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining a violent cargo-theft case that underscores the escalating danger of rail corridor crime in Southern California. After gunfire erupted from a moving BNSF freight train during a confrontation with suspected burglars, authorities arrested five men on charges ranging from attempted murder to cargo theft and conspiracy. The arrests came after task force members discovered equipment used to burglarize rail cars, highlighting how armed theft crews endanger railway employees while disrupting freight moving through critical corridors. Next, we explore how consolidation is reshaping the finished vehicle sector as Overland Park–based Acertus officially acquires Auburn, Massachusetts–based Fisher Shipping, expanding its carrier network and relationships with original equipment manufacturers and dealers. Fisher Shipping will continue to operate under its existing banner while gaining access to Acertus' expansive platform with enhanced fraud prevention and real-time shipment visibility. The deal follows another massive acquisition this week in which Proficient Auto Logistics agreed to acquire Hansen & Adkins for one hundred thirty million dollars, creating a combined entity expected to haul over four million vehicles annually. Finally, we break down how ocean carrier Maersk is betting that vertical integration from port to doorstep is the key to winning the last-mile battle in e-commerce logistics. According to Maersk executives, last-mile delivery is no longer just a cost center—it's a data intelligence engine that reveals upstream issues like inventory allocation, product development, and order response times. Rather than building its own delivery fleet, Maersk manages a pool of carriers on customers' behalf through a multi-carrier model with single API integration, creating one consistent customer experience that connects every link from vessels crossing the ocean to final doorstep delivery. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Trucking says it NEEDS truckers. So why can't drivers find a safe place to park, why does Washington keep piling on rules, and why does the industry keep screaming “driver shortage” while struggling to keep the drivers it already has? On this episode of Brake Check, Charles Gracey asks the uncomfortable question: Does trucking actually hate truckers? OOIDA's Collin Long joins us from the Washington front lines to break down the truck-parking fight, highway funding, English-proficiency enforcement, the “driver shortage” narrative and what Congress is actually doing that could hit an owner-operator's bottom line. Then Conversion Interactive's Marilyn Surber gets put through the retention gauntlet: Why do good drivers leave? When does a recruiting problem become a BAD JOB problem? Can carriers market their way out of 90% turnover? And what would she actually do to cut it? No press releases. No conference-panel answers. No fluff. Just the policies, economics and management decisions affecting the people behind the wheel. And then we trade Washington politics for horsepower, polished metal and some seriously badass trucks as Summer of Chrome rolls on. Does trucking really value truckers? Let's find out. This is Brake Check. Let's go full stop. #Trucking #TruckDrivers #OwnerOperator #TruckParking #DriverShortage #DriverRetention #Freight #OOIDA #TruckingIndustry #BrakeCheck ⁠Follow the Brake Check Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off in a New Orleans courtroom where jury selection has begun for a disbarred attorney accused of orchestrating the murder of a federal witness. Prosecutors allege Sean Alfortish conspired to kill Cornelius Garrison, a so-called "slammer" who intentionally sideswiped eighteen-wheelers in a sprawling staged truck crash scheme and later began cooperating with the FBI. The case is part of a massive federal probe that has charged sixty-three defendants in connection with an operation spanning over a decade, where participants recruited passengers and paid drivers to target big rigs carrying large commercial policies, then filed fraudulent lawsuits seeking insurance payouts. Next, we shift over to the rails where a coalition of seven Republican state attorneys general is urging the Surface Transportation Board to reject Union Pacific's proposed acquisition of Norfolk Southern. In a letter filed on August eleventh, the attorneys general argued the railroads have not demonstrated the merger would serve the public interest or strengthen rail-to-rail competition. The coalition took particular aim at the proposed Committed Gateway Pricing arrangement, contending it would apply to only zero point nine percent of U.S. rail traffic and could actually result in higher rates for many shippers. Finally, we head south to examine the critical role of cross-border trade as new Census Bureau data confirms Mexico's dominant position in U.S. commerce. Laredo, Texas, remained the nation's busiest international trade gateway, handling a massive thirty-six point five billion dollars in cross-border trade during June—accounting for more than one-third of all U.S.-Mexico commerce. The port's performance highlights its critical role as the primary conduit for automotive parts, vehicles, machinery, electronics and other manufactured goods moving between the two countries. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp dive into the latest industrial data, market updates, and expert interviews across the freight, logistics, energy, and rail sectors. In the morning minute we have the 3 top stories of the day including: Congress pushes to tie USPS executive bonuses directly to 95% on-time delivery metrics via the bipartisan "No Bonuses for Bad Service Act", Werner Enterprises CEO Derek Leathers addresses seasonal spot market trends, capacity tightening, and rate outlooks, and Michigan regulators suspend Northern Michigan University's CDL training program amid a nationwide fraud crackdown. Our first guest, Tom Kloza, Chief Energy Advisor at Gulf Oil, breaks down rising diesel prices, global refining capacity constraints, and how emerging drone warfare poses unprecedented risks to oil infrastructure. In the SONAR update, Julie gives a detailed look at current tender rejections sitting at 13.5%, rising import container volumes, domestic rail mode shifts, and carrier authority changes. Then Patrick Kelleher, CEO of GXO Logistics, stops by to discuss peak season expectations, rapid growth in AI data center construction, manufacturing re-shoring, and tests with humanoid robotics in the warehouse. Trains Magazine's Bill Stephens is back with the latest numbers from Association of American Railroads (AAR) weekly volume data, strong non-coal carload gains, and a federal court ruling upholding the FRA's two-person crew rule. And lastly, Jeff Dangelo, CEO of Fura, announces the acquisition of High Rise (their 7th deal) and explains how AI is streamlining operations and unlocking massive EBITDA improvements for small-to-midsize brokerages. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott Cornell returns to Fraud Watch as nearly $100 million in data-center freight has been stolen since early June. Phil and Scott discuss criminals targeting security escorts, stolen cargo turning up in retail stores, and why six or seven out of every 10 stolen loads may now leave the United States. They also examine altered bills of lading, cartel involvement, drug smuggling through commercial transportation, and what companies need to do before they become the next target. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of WHAT THE TRUCK?!? is hosted by Malcolm Harris and Michael Vincent. The show, sponsored by Gnosis Freight, features three industry guests covering international trade, trucking community tools, and autonomous AI logistics: Trey Boring (President at IMS Worldwide Incorporated): Trey discusses his nearly four decades of navigating international trade, foreign trade zones (FTZs), tariffs, and reshoring strategies. He outlines how FTZs help companies defer duty payments, manage inventory control, and adapt to shifting global supply chains. Additionally, he shares details about his volunteer work as Senior Vice Chair for Cigars for Warriors, a non-profit sending premium cigars and supplies to deployed U.S. service members. Alex Mai (Mutha Trucker News): Alex reflects on his journey building one of the nation's largest trucking communities and content platforms. He introduces his new platform, Driver Open Door, designed to bridge the communication gap between drivers and fleet leadership. The platform features an anonymous "bat signal" chat feature that routes urgent driver concerns directly to executive leadership using AI, aiming to lower turnover rates and improve driver retention. Abdul Basharat (CEO of Cartage): Abdul breaks down the practical application of AI in global logistics. He introduces Wilson, an autonomous logistics operator trained on specialized supply chain models to handle routine emails, quotes, and coordination tasks. Abdul explains how AI agents allow lean operational teams to automate the majority of repetitive freight tasks so humans can focus on complex edge cases. ⁠Watch on YouTube⁠ ⁠Visit our sponsor - GNOSIS FREIGHT⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off in Washington, where lawmakers are aggressively tying executive pay to actual delivery performance at the struggling Postal Service. A bipartisan bill ⁠barring USPS executives from receiving bonuses until on-time delivery hits ninety-five percent⁠ was approved by the Senate Homeland Security Committee last week. The No Bonuses for Bad Service Act comes as the mail carrier missed its on-time target for all eight delivery categories in fiscal year 2025, lost twenty-five billion dollars over the last three years, and reported a two point five billion dollar loss for the third quarter. Next, we shift over to the truckload sector, where Werner Enterprises is shrugging off recent spot market softness and doubling down on the supply-driven recovery. Speaking at Deutsche Bank's Chicago Industrials Summit Tuesday, ⁠Chairman and CEO Derek Leathers told investors the company remains unfazed by the seasonal slowdown⁠ in July truckload spot market trends. Leathers estimates that eight hundred fifty to nine hundred CDL schools have been forced to close due to insufficient training standards, powering Werner's turnaround with the company's one-way truckload fleet seeing revenue per truck per week jump twenty-eight percent year over year in the second quarter. Finally, we cover the nationwide crackdown on fraudulent CDL training programs as state regulators in Michigan join the fight. The Michigan Department of State ⁠issued a summary suspension to Northern Michigan University Truck Driving School on August fifth⁠ following an investigation that uncovered multiple alleged violations. Among the most significant allegations, regulators said the school provided behind-the-wheel instruction to students without first verifying they possessed valid commercial learner's permits and allowed students to sign blank instructional documents that were subsequently completed. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to today's episode of FreightWaves Today! In this episode, we explore the cutting-edge technology, Q2 financial results, supply chain strategies, and market dynamics shaping the logistics and transportation industry. Here is what we cover in today's show: AI-Powered Freight Execution with Overroute Alex Reed, Founding CEO of Overroute, joins the show to discuss the official launch of their AI-led freight execution platform. Developed in a year-long co-design partnership with J.B. Hunt, the platform uses AI agents to automate shipment coordination, detect exceptions, and streamline customer communications directly within existing carrier systems. Alex breaks down how the technology works day-to-day, how exceptions are handled, and the role of human oversight in AI-driven logistics. RXO Q2 Earnings & Market Share Growth Drew Wilkerson, Chairman and CEO of RXO, breaks down the company's Q2 financial performance and market strategy. RXO reported strong volume growth across its business, with truckload volume outperforming the market by growing 2%. Drew shares how a 42% spot mix drove gross profit per load, the impact of agentic AI on operational productivity, and why he believes the freight market is in the early stages of a recovery. Managing Summer Retail Surplus & Returns Amrita Bhasin, Co-Founder and CEO of Sotira, returns to discuss how retailers are navigating late-summer return spikes and excess seasonal inventory heading into fall. Amrita explains how Sotira leverages AI to match overstock inventory with secondary buyers and donation markets—helping brands protect their bottom line while keeping surplus goods out of landfills. Transportation M&A & Freight Market Capacity Craig Decker, Managing Director at Brown Gibbons Lang & Company, provides an inside look at the dealmaking environment across logistics and transportation. Craig explores how capacity leaving the system—rather than a surge in demand—is driving early signs of freight market recovery, and what buyers and sellers need to know about transportation M&A activity heading into 2026. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Trucking says it has a DRIVER SHORTAGE. So why are some  carriers still burning through drivers at 90%+ turnover? Maybe trucking doesn't have a recruiting problem. Maybe it has a job worth keeping problem. On this episode of Brake Check, Charles Gracey digs into why professional drivers leave and why the industry's answer always seems to be recruiting MORE people instead of fixing what sends them out the door. Sherri Garner Brumbaugh, CEO of Garner Transportation Group and former ATA Chair, breaks down what her fleet does differently to retain drivers and faces tough questions about the disconnect between drivers, carriers and the organizations representing trucking in Washington.Then Charles brings on fellow SiriusXM Road Dog host Dan Ronan joins the conversation to tackle the numbers, the driver cycle and what drivers are saying that trucking's boardrooms still aren't hearing. We get into: 90%+ driver turnover The “driver shortage” debate Pay and unpaid working time Home time and dispatch Why good drivers actually leave Recruiting vs. retention The ATA-driver disconnect What successful fleets do differently Whether trucking has built jobs people actually want to keep You can recruit veterans, women, younger drivers and every other untapped workforce in America but if the job doesn't change, you're just pouring more people into a leaking bucket. Stop replacing drivers. Start giving them a reason to stay. This is Brake Check. Let's go full stop. #Trucking #TruckDrivers #DriverShortage #TruckingIndustry #TruckDriver #Freight #OwnerOperator #DriverRetention #BrakeCheck ⁠Follow the Brake Check Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off with a massive consolidation move reshaping the finished vehicle logistics market. Jacksonville-based Proficient Auto Logistics announced a one hundred thirty million dollar agreement to acquire California-based Hansen & Adkins, a deal that will push the combined company's market share to roughly 25 percent of the new car hauling market. The acquisition will more than double Proficient's fleet to over seven hundred twenty-five company-owned units and add four hundred million dollars in annual revenue, with the deal expected to close in mid-August as the auto haul industry faces rising regulatory pressures and tightening capacity. Next, we explore a brewing battle in the parcel sector where a Senate bill aimed at solving Zip code confusion is triggering fierce pushback from postal leadership. The Homeland Security and Governmental Affairs Committee endorsed legislation requiring the U.S. Postal Service to designate unique Zip codes for eighty-three communities, but Postmaster General David Steiner is warning that the mandate would cause irreparable harm to both the organization and its customers. Steiner claims implementation would cost well over eight hundred million dollars, completely erasing last quarter's hard-fought performance gains for an agency that has lost nearly fifteen billion dollars over the past twenty-one months. Finally, we break down strong second-quarter results from one of the nation's largest freight railroads as BNSF Railway reported pre-tax earnings rising nearly fourteen percent on higher volume and revenue. Parent company Berkshire Hathaway disclosed that BNSF's earnings climbed to two point zero six billion dollars as revenue increased fourteen point six percent to six point five six billion, driven by a six and a half percent volume surge and higher revenue per unit. Consumer products traffic grew nine point three percent thanks to increased West Coast imports and tightening truck capacity, while agricultural and energy shipments jumped eleven and a half percent, though the railroad's operating ratio deteriorated slightly as fuel costs surged sixty-eight percent year over year. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's show, we dive into the shifting macro landscape, major breakthroughs in artificial intelligence, and new solutions for fleet electrification:  Freight Market Shakeout: Ryan Farlow, Industrials Senior Analyst at RSM, discusses how regulatory enforcement, small-carrier cost pressures, and changing capital costs could trigger a capacity shakeout to rebalance freight pricing.  Enterprise AI at Scale: Adrian Smith, Co-Founder and CEO of Ripple, breaks down their record enterprise deployment with global freight forwarder JAS, detailing how bespoke AI automation transforms core workflows.  Autonomous Tech Milestones: Raquel Urtasun, Founder and CEO of Waabi, explains how the Waabi Driver achieved zero-retraining AI generalization by seamlessly transferring to the Volvo VNL Autonomous platform without new data.  Electrification Solutions: Pat White, VP of Commercial at OptiGrid, highlights how battery-integrated fast chargers enable fleets to bypass long utility delays and slash deployment timelines from years to weeks. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Get your week started with the fastest 45 minutes in freight! On today's episode, Malcolm Harris and Michael Vincent break down the latest supply chain headlines, crazy cargo fraud cases, and the evolving landscape of global trade. In This Episode: Headline News: Justin Turner named CEO of Mariner Logistics, a breakdown of the Little Debbie snack delivery fraud scheme, Indiana's massive truck inspection crackdowns, a driver's $510K fuel card fraud, and how new parcel surcharges boosted USPS revenue to $20B. Cargo Theft & Modern Security: Danny Ramon (Director of Intelligence at Overhaul) joins the show to walk through a real-time $500,000 electronics theft recovery in California. We dive into how cargo theft has evolved beyond traditional break-ins, the critical importance of continuous monitoring and law enforcement coordination, and why vetting brokers and carriers before pickup is your best line of defense. Overcoming Regulatory & Document Bottlenecks: Patrick Van Hull (Supply Chain Industry Consultant at Tungsten Automation) breaks down the operational reality of navigating tariffs and trade policy changes. Learn how document-heavy workflows—from bills of lading to customs entries—create massive supply chain bottlenecks, and how AI and automation are helping leaders build truly resilient operations. ⁠Watch on YouTube⁠ ⁠Visit our sponsor - GNOSIS FREIGHT⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining a major leadership change at an integrated asset-backed 4PL that's betting big on carrier verification technology. Mariner Logistics recently ⁠named Justin Turner as chief executive officer⁠, handing the Coppell, Texas operation to an executive who spent the past decade scaling brokerages and freight tech companies, including a critical role helping Flock Freight grow revenue from roughly ten million dollars to more than five hundred million dollars. The company's proprietary Sentinel Protocol continuously scores carriers and lanes rather than checking them once at signup, applying multi-source verification to every shipment. Meanwhile, consolidation is accelerating in the managed logistics sector as ⁠Tampa-based BlueGrace Logistics acquired Idaho 3PL Truk TMS⁠, a broker focused on less-than-truckload transportation with a heavy concentration in the Pacific Northwest. Truk TMS had been operating as a BlueGrace partner and will now have full access to the company's technology platform and carrier network of over two hundred fifty thousand carriers, marking BlueGrace's third acquisition in recent years. Finally, we cover a freight fraud scheme that highlights the vulnerabilities in distributor delivery verification as ⁠Pennsylvania authorities filed fifteen criminal charges involving fraudulent Little Debbie delivery invoices⁠. The City of Washington Police Department alleges that distributor James Powell created fake invoices showing Little Debbie products reaching Pennsylvania retail stores when the deliveries never occurred, using forged employee signatures to falsely verify receipt of merchandise. Powell now faces multiple felony counts including forgery, theft by deception, and fraudulent business practices, with authorities seeking over seventeen thousand dollars in restitution. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens to trucking when autonomous technology collides with driver jobs, highway safety and an increasingly challenging legal environment? On this episode of Freight Expectations, Craig Fuller is joined by Matthew Leffler and Julie Van de Kamp for a wide-ranging conversation about some of the biggest issues shaping the future of trucking. The discussion examines the complicated debate surrounding autonomous trucks and what increased automation could mean for professional drivers and the broader freight workforce. While technology promises new efficiencies and potential safety improvements, the transition raises major questions about jobs, responsibility and how quickly the industry should embrace autonomous operations. The conversation also turns to trucking's legal environment and the impact of nuclear verdicts. The group discusses why juries can be particularly unforgiving toward large trucking companies, how emotion can influence courtroom outcomes and why a carrier's investment in safety can become critically important when an accident ends up before a jury. Craig, Matthew and Julie explore questions including: Will autonomous trucking eliminate driving jobs or simply change them? How should the industry balance technological progress with protecting workers? Why are trucking companies especially vulnerable in jury trials? How much does emotion influence nuclear verdicts? What responsibility do carriers have to invest aggressively in safety? Can companies ever completely protect themselves from catastrophic verdicts? What happens when a fatal crash puts a price on corporate decisions and safety practices? It's a conversation about technology, people, safety and liability as trucking attempts to navigate a rapidly changing future. ⁠Follow the Freight Expectations Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

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In this episode, we kick things off by examining a major safety recall affecting nearly six thousand brand-new Kenworth and Peterbilt trucks. PACCAR is pulling model year 2027 vehicles due to a critical defect in the power distribution center that could cause drivers to lose engine power, antilock brakes, or windshield wipers without any dashboard warning. The problem originated from contaminated soldering at a supplier facility, though PACCAR estimates only 0.3 percent of recalled trucks actually have the defect. Meanwhile, a sophisticated fraud operation is targeting heavy-duty trucking suppliers across Western Canada as twelve businesses shipped truck tires, engine oil, and trailer parts on fraudulent credit card orders that initially appeared legitimate. Saskatchewan RCMP launched an investigation in March after companies across the province discovered that approved transactions ultimately failed, with callers having provided credit card details that prompted shipments before the payments declined. Finally, we cover a massive workforce reduction in Ohio as International Motors lays off 1,341 employees following the sale of its Springfield facilities to Canadian manufacturer Roshel. The sale is expected to close October 2nd, effectively ending the facility's contract manufacturing agreement with a major automotive company and paving the way for Roshel to transform the sprawling campus into a U.S.-based production hub for commercial, specialty, and armored vehicles. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Zac Rogers joins to show to discuss the latest LMI and the continued uncertainty that plagues supply chains.  ⁠Follow the Freightonomics Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of FreightWaves Today, co-hosts Zach Strickland and Julie Van de Kamp break down the latest market-moving headlines across the freight, logistics, and supply chain landscape. Driver Pay & Payroll Trends: Mike Ritzema, President and Founder of Superior Trucking Payroll Service, joins the show to discuss the Driver Pay Index reaching a record 170.04. He walks through what real payroll data reveals about rising driver compensation, surging turnover rates in June, and how carrier owners can adjust pay structures to navigate tightening margins. Scaling D2C Cold Chain Fulfillment: Juan Camilo Meisel, Founder and CEO of Grip, dives into the fast-growing world of direct-to-consumer perishable logistics. Juan shares insights on shipping over $3 billion in temperature-sensitive goods, why frozen products are leading the charge, and the strategic addition of industry veteran John Hummel as President of Grip Fulfillment to drive their next phase of expansion. Freightnomics & Macroeconomic Update: On the second half of the show, Zach Strickland and DJ Donahue break down the latest ISM manufacturing data, ADP labor metrics, and modal shifts between truckload and intermodal. Plus, Dr. Zack Rogers drops in for his monthly analysis of the Logistics Managers' Index (LMI), breaking down inventory cost deltas, capacity contractions, and what to expect heading into Q4. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this Brake Check Vacation Special, host Charles Gracey runs back two of the most critical regulatory, legal, and safety compliance conversations facing the trucking industry today. First, Brandon Wiseman and Rob Carpenter from Trucksafe join the show to break down what FMCSA's new MODUS registration system actually means for carriers and brokers. They dive into the legal fallout of recent Supreme Court rulings, discuss what's inside the massive new Highway Bill proposal (including controversial hair follicle testing provisions), and tackle the question: Are small fleets being regulated out of existence? Then, Sam Watts (Director of Safety & Loss Control at 10-4 Truck Insurance) joins to separate real fleet safety culture from "safety theater". Sam shares hard truths about driver pay structures, continuous CDL monitoring, fighting nuclear verdicts, and how carriers can protect their bottom line before a single crash happens. ⁠Follow the Brake Check Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining the latest quarterly results from third-party logistics provider RXO, which posted a mixed second-quarter performance. While net income remained at a five cents per share loss, the company achieved what it described as a ⁠historic sequential increase in profit per load driven by a massive jump in truckload spot mix⁠. That spot mix surged to forty-two percent in the second quarter, up from just thirty-three percent in the first quarter, as the strengthening freight market provides a tailwind for the broker. Next, we explore the encouraging turnaround at Forward Air, which is showing real signs of recovery following what analysts have called a messy merger with freight forwarder Omni Logistics. The company reported ⁠its best quarterly performance since the January 2024 combination, with consolidated revenue climbing nine percent year-over-year⁠ and consolidated adjusted EBITDA rising eighteen percent to ninety-three million dollars. The expedited freight segment led the charge with a solid twenty-four percent year-over-year revenue increase, benefiting from less-than-truckload freight that had previously been lost to a depressed truckload market now returning. Finally, we cover the heavy-duty truck market where North American Class 8 net orders totaled twenty-two thousand units in July, down thirty-one percent from June. However, industry analysts are clear that ⁠the slowdown reflects limited production availability rather than softening freight demand⁠, with calendar-year 2026 production essentially sold out. Through July, 2026 Class 8 net orders are running one hundred twenty percent higher than the same period last year, underscoring robust replacement demand and improving fleet utilization. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp break down critical news across the freight and logistics landscape, from financial health and quarterly earnings to regulatory shifts, market indices, and tariffs. James Gellert, Executive Chairman of Rapid Ratings, joins to discuss financial health across middle-market and private companies. He highlights cash-conversion cycle pressures, rising leverage, PE hold extensions, and how high-interest environments affect supply chain counterparty risk. Jay Edlin, CEO of Wove, stops by the studio to share how their AI-powered ingestion engine helps customs brokers and shippers navigate HTS updates and Section 301 tariff changes in real time. Trains Magazine Editor Bill Stephens breaks down North American rail traffic data. Excluding coal, carload growth remains strong alongside intermodal gains, pointing to continued industrial economy momentum. CEO Geoff Anderman discusses STG Logistics emerging from bankruptcy with a restructured balance sheet, the current state of drayage and intermodal demand, and ongoing modal conversion opportunities. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this hump day edition, Malcolm and The Dude dive into football playbook contests, fast-moving retail trends, new LTL technology, and sustainable supply chain tracking solutions. Jing Jing Chen (VP of Growth, Basic 3PL): Breaks down how e-commerce and viral social media trends are rewriting the traditional retail calendar. She explains how modern fulfillment centers and flexible warehousing adapt to handle sudden, viral demand surges—moving inventory in 72 hours instead of 72 days. Patrick Sugar (EVP of Operations, Saia LTL Freight): Discusses Saia's national expansion and the launch of Rev. Patrick shares operational insights into meeting changing customer expectations around speed, real-time visibility, reliability, and expanded last-mile capabilities. Dr. Brantly Fulton (CEO & Co-founder, Lamar Global): Takes us under the hood of single-use supply chain tracking. He shares how Lamar Global uses flexible electronics, roll-to-roll printing, and eco-friendly zinc batteries to solve complex reverse logistics and provide real-time temperature, humidity, and condition monitoring for cold chain and life sciences.  ⁠Watch on YouTube⁠ ⁠Visit our sponsor - GNOSIS FREIGHT⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining the harsh financial realities facing the truckload sector, where Pamt Corp. posted its seventh consecutive quarterly net loss and a staggering 110.6% adjusted operating ratio in its truckload division. Despite slashing its fleet by over four hundred tractors in three years, the company is finally seeing emerging signs of relief with a four percent sequential increase in revenue per loaded mile and constrained driver supply creating potential rate correction opportunities ahead. Next, we explore a major consolidation in the specialized bulk sector as Canadian hauler Trimac Transportation acquired California Freight, a bulk food-grade logistics provider operating eight terminals across California and Nevada. This strategic acquisition brings approximately five hundred tractors and tank trailers hauling raw milk, plus over four hundred thousand square feet of food-grade storage space that aligns directly with Trimac's long-term growth strategy. Finally, we break down another critical win for shippers in the ongoing legal battle over vicarious liability, where a Texas appeals court blocked liability claims against Atlas Aerospace in a fatal 2018 trucking collision case. This marks the second recent Texas court decision rejecting shipper liability for failing to control carrier selection, while C.H. Robinson continues its aggressive appeal of the massive six hundred four million dollar Lipe vs. Lupus Superior verdict. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Craig and Julie cover the entire supply chain spectrum in this packed episode! GEODIS CEO Laura Ritchey recaps her first year leading the company, while John Brooks introduces the new WOW Supply Chain Activity Index from Warehouse on Wheels. Plus, Sope Creek Capital's Kevin Nolan breaks down recent earnings and freight trends, Port of LA Executive Director Gene Seroka celebrates a record-breaking month, and FreightWaves' Eric Kulisch unravels the mystery of a ghost fleet of unbranded cargo planes. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Loaded and Rolling, host Thomas Wasson is joined by Sean Dehan, Vice President of Strategy and Corporate Development at Truckstop. Together, they dive deep into the changing landscape of the freight industry, exploring how brokers and carriers can navigate a post-Montgomery world, fight rising freight fraud, and adapt to shifting market dynamics. ⁠Follow the Loaded and Rolling Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Global Protection Corp., the company behind ONE® Condoms, never expected a routine shipment to become a $1.7 million cargo theft. The company wasn't hacked, yet it still became the victim of a sophisticated cyber-enabled scheme that forever changed how it approaches supply chain security. In this episode of Fraud Watch, Ryan Findling and Milla Impola share their story, the lessons they learned, and why they believe verification over speed is one of the strongest defenses against modern cargo theft. Questions for the Global Protection team? Contact them at info@globalprotection.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to Brake Check! In this episode, Charles sits down with industry leaders to cut through the fluff, break down current market trends, and deliver real trucking talk. Michael Kroul (CEO of KTI) discusses navigating spot rates, building long-term carrier relationships, and the role of legal risk management and AI in modern freight brokerage. Tyler Johnston (GM of Operations at Mercer Transportation) breaks down the true cost of operating in 2026, the myth of the “Freight Super Cycle,” and why consistency outperforms chasing rates. ⁠Follow the Brake Check Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining a manufacturing surge that's creating serious momentum across the freight landscape. July's Institute for Supply Management Manufacturing PMI jumped to 55.6, the highest reading since May 2022 and well ahead of analyst expectations. This manufacturing recovery is showing up directly in ⁠less-than-truckload volumes, with four publicly traded LTL carriers reporting tonnage up 2.6 percent year over year⁠ in the second quarter, and preliminary July results showing even stronger growth at 5.1 percent year over year. Next, we discuss a major driver misclassification case as ⁠drayage drivers who hauled for STG Logistics in New Jersey are eligible for a piece of a more than $2.2 million payout⁠ following the settlement. The suit, which dates back to 2023, was the first filed under a 2021 New Jersey law targeting employers who misclassified full-time workers as independent contractors. Eligible drivers can receive a lump sum based on their earnings from January 2017 to the present. Finally, we explore how a strategic investment is expanding global widebody cargo capacity as ⁠Atlas Air Worldwide Holdings completed its transaction to take a 49 percent stake in Iceland-based Air Atlanta⁠, the all-cargo carrier and lessor announced on Monday. As part of the deal, Atlas subsidiary Titan Aviation acquired fourteen widebody freighter aircraft owned by Air Atlanta and leased them back, while Air Atlanta's CEO and vice presidents acquired a 51 percent controlling interest in the operating companies. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Craig and Julie have a jam packed show to start of the week! FreightWaves Finance Editor, Todd Maiden, starts things off talking railroad earnings. He breaks down how major carriers like Schneider National handily beat expectations, signaling the early stages of a capacity-constrained rate recovery. Schneider captured double-digit rate increases on contract renewals during Q2. Zak Andersoe, Chief of Staff and VP of Corporate Relations at BNSF, outlined why the railroad strongly opposes the proposed merger between Union Pacific (UP) and Norfolk Southern (NS). He explains how the merger creates an unprecedented level of market power (over 50% market share in the combined entity), which BNSF argues will ultimately raise prices and reduce competition for shippers—particularly bulk and carload shippers who lack competitive alternatives. Trent Broberg, CEO of FullBay, highlighted key trends and operational pressures across heavy-duty maintenance shops. Brian Fielkow, EVP of Risk Resources at Acrisure, detailed how safety directly drives productivity and enterprise value. Alex Tabarrok, Chair in Economics at George Mason University, presented findings from a white paper on autonomous vehicle (AV) adoption and opposition. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to WithSONAR! In this episode, we break down SONAR's latest Peak Season SITREP and highlight the key datasets you should be monitoring to stay ahead of changing market conditions. From capacity and demand to imports and spot rates, we'll walk through the indicators shaping the second half of the year and show you where to find them in SONAR. Check out the Peak Season SITREP here: https://sonar.surf/sitreps?tab=peak-season-capacity-convergence Save the charts to your 'My Dashboards' here: https://sonar.surf/sharepage/02389c4e-62ea-46f9-bdf4-debd22243c1f In this episode, you'll learn: How current capacity conditions compare to previous years Why tender rejections remain one of the most important leading indicators What freight volumes, fuel prices, and Port of Los Angeles imports are signaling for Q4 Which regions are experiencing the greatest market pressure How spot and contract rates are trending heading into peak season

Welcome to a Monday edition of WHAT THE TRUCK?!? with your hosts Malcolm Harris and Michael Vincent! We are officially kicking off August with a wild ride through the latest freight news and diving into the future of logistics tech with two incredible guests. Malcolm and Mike run through a mind-boggling roundup of recent freight crime and poor decisions: $20M Smuggling Bust: Customs officers at the Calexico Port of Entry seized 1,002 pounds of cocaine hidden under the wooden floorboards of a flatbed hauling rebar. Discount Store Heist: The California Highway Patrol recovered more than $500,000 in stolen cargo merchandise from a discount retail store in Rialto. Million-Dollar Truck Theft Ring: Two men were arrested in South Carolina after stealing 13 semi-trucks and 3 trailers over the course of three years. Bud Light Bumper Cars: A driver in a 2022 Freightliner crashed into nine stopped vehicles in Erie, PA, and allegedly fled the scene on foot while carrying a case of Bud Light. USPS Lottery Theft: A Florida mail carrier was arrested for stealing a resident's mail and cashing their $2,600 winning lottery ticket. Louisiana CDL Bribery: A massive bribery scheme was uncovered where over 120 people paid around $5,000 each to obtain fraudulent CDLs with the help of corrupt DMV employees The Innovators: AI in Logistics Paul Singer (Co-founder & CEO, FleetWorks): Coming hot off being named a Forbes Next Billion-Dollar Startup, Paul joins the show to discuss how FleetWorks is revolutionizing the industry. Leveraging his experience at Uber Freight, Paul explains how their AI agents (Chet and Sophia) help brokers and carriers automatically match freight, negotiate rates, and handle unstructured communications via phone, email, or text. Amir Haas (Founder & CEO, Eagle): Amir breaks down how Eagle is digitizing and securing manual freight yards. By automating gate check-ins with AI, they are stopping fake licenses, catching damaged or empty trailers, reducing dwell time, and saving facilities an average of $500,000 a year on labor costs. ⁠Watch on YouTube⁠ ⁠Visit our sponsor - GNOSIS FREIGHT⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining how Schneider National is aggressively pushing rates higher in a tight capacity environment. The Green Bay-based carrier handily beat second-quarter expectations and raised its full-year outlook, declaring that ⁠the truckload market is only in the early stages of rate recovery⁠ as it captures double-digit increases on contract renewals. Next, we explore the autonomous trucking sector where Aurora Innovation is spelling out exactly what its driverless technology will cost carriers. The Pittsburgh-based developer reported a second-quarter loss of two hundred seventy million dollars and ⁠detailed the per-mile pricing behind its two distinct business models⁠, targeting different revenue ranges for its transportation-as-a-service and driver-as-a-service offerings. Finally, we cover the rapidly evolving enterprise artificial intelligence landscape as a leading CEO argues that ⁠the competitive battleground has shifted away from model quality entirely⁠. Speaking at the Supply Chain AI Symposium in Chicago, Reindeer's founder explained that large language models are becoming commoditized and that the real edge now lies in the maintenance layer—detecting when workflows drift and adjusting agents without costly engineering intervention. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The freight industry is facing one of its biggest legal challenges ever. Craig Fuller and Matt Leffler analyze the $604 million C.H. Robinson verdict, unpack the court's borrowed employee finding, explore why brokers across the country are calling the case an existential threat, and examine what comes next as the decision heads toward appeal. ⁠Follow the Freight Expectations Podcast⁠ ⁠Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

It's a action-packed Friday episode of FreightWaves Today! Host Craig Fuller, Julie Van de Kamp, and guest host Max Fuller dive deep into the latest earnings releases, critical market shifts, and major legal developments rocking the supply chain industry. In this episode, we cover: Spotlight on ArcBest: President & CEO Seth Runser joins the show to discuss ArcBest's impressive Q2 performance, signs of an early demand recovery, their strategic rebranding (consolidating Molo and Panther), and the launch of the new ArcBest View platform. Freight Market Deep Dive: A breakdown of 5 key market pillars—from capacity exits and durable spot rates to shifting driver recruiting dynamics. C.H. Robinson & Earnings Roundup: Senior Editor John Kingston drops by to unpack C.H. Robinson's earnings call, headcount reductions, and the lingering overhang of recent litigation. Legacy Carriers & Market Supercycle: Covenant Logistics Founder & CEO David Parker sits down to discuss Covenant's transition away from one-way OTR, driver market constraints, rising insurance burdens, and why we might be in the early stages of a freight supercycle. Freight Expectations: Transportation attorney Matt Leffler breaks down the massive $604M Lupus Superior nuclear verdict against C.H. Robinson, the legal concept of vicarious liability/co-employment, and why this case represents an existential threat to the freight brokerage model. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices