FreightCasts

On this episode of WHAT THE TRUCK?!?, host Malcolm Harris delivers a packed show covering the biggest stories shaping trucking and logistics right now. From major winter weather threats hitting the East Coast to regulatory crackdowns, air cargo shifts, fraud concerns, and carrier shutdowns, Malcolm breaks down the headlines that matter most to the freight economy. The episode also features a triple-threat lineup of industry leaders: Dan Brink, Chief Revenue Officer at Fleet Owl, dives into AI-driven dispatch, TMS innovation, and how technology is helping small and mid-sized carriers scale efficiently. Jason Douglass, VP of Community & Engagement at PCS, brings an unfiltered, driver-first perspective on the “driver shortage,” pay transparency, community building, and the future of trucking in 2026. Charles Masters, Co-Founder & CEO of Supply Veins, shares his journey from military service to startup founder and explains how fixing communication—not just sourcing—is transforming fleet procurement. ⁠Watch on YouTube⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

Join us for today's deep dive into a supply chain defined by intense scrutiny, from federal relief to aggressive state enforcement. We begin with Washington, where bipartisan legislation aims to reform the DataQs appeals process, finally giving drivers a fair shot against flawed safety records. However, the tone shifts dramatically at the state level, where Florida is advancing severe penalties that include vehicle impoundment and $50,000 fines for unauthorized immigrant drivers. This legislative push is part of a broader trend, as federal regulators press forward with data collection on non-domiciled CDLs despite significant pushback. We also analyze confusing enforcement patterns, where a surge in English Language Proficiency violations points toward the existence of "ghost fleets" masking their true size. The data reveals impossible discrepancies between reported truck counts and the volume of roadside inspections. On the financial front, the sudden collapse of AGX Freight highlights the fragility of brokerage cash flows and the immediate risks to carriers. This shutdown exposes the inadequacy of the current $75,000 bond system, which often leaves truckers unpaid and vulnerable to fraud when brokers fail. Finally, we look ahead to a pivotal Supreme Court case regarding broker liability for negligent selection, which could fundamentally reshape risk management across the industry. We explore whether these compounding pressures are pushing small operators out of the market entirely. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode, we discuss the Panama Supreme Court's ruling that forces a Hong Kong-based firm to give up its concessions at the Panama Canal ports. This legal decision comes as the U.S. president continues to assert the necessity of American influence over the strategic waterway. Next, we look at Maersk Air Cargo's strategic pivot to cancel its flying partnership with Amerijet in favor of utilizing its own larger, more efficient jets. This transition reportedly includes selling aircraft to Amazon and has triggered upcoming layoffs for roughly 20% of Amerijet's pilot workforce. Finally, federal regulators are doubling down on plans to enforce restrictions on foreign truck drivers despite facing fierce legal challenges from California and 18 other jurisdictions. The FMCSA argues that collecting historical data on non-domiciled CDL holders is essential for safety, even as the rules remain temporarily frozen by the courts. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

A severe bomb cyclone is targeting the East Coast, threatening to freeze supply chains just days after a similar crisis left trucks stranded in Louisiana. Drivers and fleets are urged to prioritize safety and understand their rights regarding coercion as winter weather intensifies along critical corridors like I-95. While the physical world battles ice, Wall Street celebrates C.H. Robinson's surging stock price following reports of impressive profit margins. The company credits its "lean AI" strategy for decoupling volume growth from headcount, signaling a fundamental shift in how brokerages manage efficiency. The autonomous sector also sees massive investment as Waabi secures $750 million to expand its "physical AI" technology for both trucking and robotaxis. This funding round supports a major partnership with Uber to deploy thousands of autonomous vehicles, aiming for commercialization by 2027. In the courts, major business groups are backing freight brokers in a Supreme Court case that could redefine liability for trucking accidents. Proponents argue that federal law should shield brokers from state-level negligent hiring claims to prevent a costly patchwork of regulations. On the legislative front, a new bill offers a lifeline for heavy-duty towing operators by addressing restrictive length regulations during recovery operations. The proposed Towing Safety Act aims to clear accident scenes faster and improve roadside safety for first responders. Legal troubles continue for the R&R Family of Companies as new lawsuits allege the firm continued operations and accumulated debt while insolvent. Meanwhile, legacy carrier Schneider prepares for a leadership transition with Jim Filter set to take the helm as CEO this summer. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Small carriers already know why this market hurts — rates are tight, fuel moves fast, and freight isn't forgiving mistakes. What most don't fully understand is how small daily decisions quietly compound into big financial outcomes. In this episode of The Long Haul, Adam sits down with Mike Hosted, VP of Sales and Marketing at ATBS, who has spent more than a decade working directly with owner-operators on one thing most avoid: the numbers behind their decisions. This is not a tax episode. This is not a fuel episode. This is a behavior and discipline episode. We talk about why turnover keeps getting mislabeled as a “driver shortage,” why “taking one more load” often hurts more than it helps, and why the grass is rarely greener — it's just measured differently. If you're trying to survive — or even grow — in a down market, this conversation is about how people are doing it, not selling you anything. ⁠Follow The Long Haul Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of the FreightWaves Morning Minute for January 29, 2026, we look at how logistics providers are adapting to market volatility with creative new trade lanes. DHL Global Forwarding has introduced a hybrid truck-air service that relays goods from China through Uzbekistan to Istanbul, offering a faster alternative to ocean freight for bulky shipments. In carrier news, a trucking giant is preparing for a major change at the top as Schneider announces a leadership transition scheduled for this July. Longtime executive and Marine Corps veteran Jim Filter will succeed Mark Rourke as CEO to guide the company through the evolving freight landscape. Finally, Tesla is highlighting progress on its Semi truck even as the company faces a sharp decline in overall profitability for the year. Executives confirmed that tooling is now in place in Nevada to begin the mass production ramp of the electric class 8 vehicle in early 2026. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Malcolm welcomes Ike Stephens, founder of Bonehead Truckers, for a no-holds-barred conversation on the state of trucking in 2026. From breaking down major freight and supply chain headlines to tackling controversial issues like driver shortages, training standards, safety, and industry accountability, this episode pulls no punches. Ike shares how he built one of trucking's most influential platforms, why professionalism matters, and where he believes the industry is headed. Candid, opinionated, and deeply rooted in real-world experience—this is a must-listen for anyone serious about freight and trucking. Watch on YouTube Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

The freight market is aggressively correcting toward specialization, highlighted by Werner Enterprises' decision to acquire dedicated carrier FirstFleet for $245 million. This strategic move adds over 2,400 tractors to their fleet and secures stable revenue streams in an otherwise volatile sector. While carriers expand, major retailers like American Eagle and Office Depot are pulling the plug on third-party logistics services to refocus on core operations. These companies realized that selling "supply chain as a service" became an operational nightmare that distracted from their primary retail goals. Automation takes a giant leap forward as Gatik launches fully driverless commercial trucking operations in Texas, Arkansas, and Arizona. By removing the safety driver entirely, the company is effectively solving the middle-mile challenge for Fortune 50 retailers moving perishable goods. Efficiency drives major changes at UPS, where the parcel giant plans to eliminate 30,000 jobs while downsizing its network to manage lower Amazon volumes. The company is also modernizing its air capacity by permanently retiring its aging MD-11 fleet in favor of more efficient Boeing 767s following a recent fatal crash. Financial scandals rock the brokerage world as a new lawsuit alleges the R&R Family of Companies continued operating while insolvent, racking up millions in unpaid bills. Court filings claim the founders transferred valuable property to themselves even as lenders urged an orderly wind-down of the business. Finally, regulators have opened a public comment period regarding the controversial under-21 interstate trucking program amid strong industry debate. While large fleets push to extend the pilot to address labor shortages, safety advocates warn of higher crash risks associated with younger drivers. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Major retailers are retreating from the logistics sector as American Eagle and Office Depot pull the plug on their third-party services. This strategic pivot returns focus to core retail operations, forcing thousands of outside brands to find new fulfillment partners. On the technology front, Gatik has reached a major milestone by launching fully driverless commercial trucking operations at scale in North America. These autonomous medium-duty trucks are now executing daily revenue-generating routes across Texas, Arkansas, and Arizona without human intervention. Drivers and consumers are also feeling the pain at the pump as diesel prices surge amid a severe winter cold snap. Refinery disruptions in the Gulf Coast and high heating oil demand have pushed the benchmark up by more than 16 cents in just two weeks. Finally, tune in to FreightWaves TV at noon today for a new episode of WHAT THE TRUCK?!? featuring Malcolm Harris. If you miss the live broadcast, you can always catch the replay on YouTube. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

At Trimble Insight 2025 in New Orleans, FreightWaves' Thomas Wasson sits down with Brian Mulshine, Senior Director of Product Management at Trimble, to unpack how AI, integrations, and real-time data are reshaping fleet maintenance. From AI-powered road call agents and automated invoice processing to predictive maintenance, OEM deep-linking, and tire failure trends, this conversation dives into how fleets can reduce downtime, slash administrative work, and keep trucks rolling in a tight freight market. A must-watch for fleet operators, maintenance leaders, and anyone focused on keeping equipment profitable. ⁠Follow the Loaded and Rolling Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The logistics sector is sending mixed signals in early 2026, with some data pointing to a boom while other indicators suggest fragility. On the growth side, 3PLs are dominating industrial leasing as corporations aggressively outsource their complex supply chains. Financial metrics back up this optimism, with Triumph Financial reporting rising invoice sizes and the addition of major fleets like J.B. Hunt to their network. This consolidation suggests big players are circling the wagons around platforms that provide stability and value. Operational efficiency is also improving, as C.H. Robinson uses AI agents to automate ready-checks and reduce unnecessary return trips by 42%. These technological advancements are helping stabilize networks by cutting out pure waste like fuel and driver time. However, friction remains in the air cargo sector, where Alaska Airlines is dissatisfied with its Amazon contract due to pilot scheduling issues and thin margins. The airline is looking to renegotiate terms or exit the deal as it struggles to optimize utilization between passenger and cargo operations. Regulatory and geopolitical risks are also mounting, highlighted by a court decision denying a reprieve for non-domiciled CDL renewals in California. Furthermore, global trade lanes face renewed uncertainty after Houthis threatened new attacks in the Red Sea, potentially forcing ships back around the Cape of Good Hope. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode, we discuss a legal setback for truck drivers in California after a federal judge declined to force the state to resume non-domiciled CDL renewals. The court ruled that intervention could jeopardize millions in federal highway funding, creating a catastrophic risk for the state. Next, we look at turbulence in the air cargo sector as Alaska Airlines signals dissatisfaction with its Amazon contract. Executives indicate that while they are meeting delivery standards, the current operating margins are too thin to be sustainable long-term. Finally, we examine how Smith System is modernizing fleet safety by replacing paper checklists with a digital trainer platform. This new cloud-based tool integrates with telematics to turn one-time training events into a consistent, data-driven safety culture. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of WHAT THE TRUCK?!?, Host Malcolm Harris welcomes Mary O'Connell to break down the real-world freight impacts of a major winter storm, from power outages to network disruptions. Then Mark Borchert from Travelers joins to unpack the 2026 freight market outlook, cargo risk, and insurance trends. Wrapping up the show, Grace Sharkey from Orderful brings insights from the retail and tech frontlines, exploring what's real versus hype in AI, automation, and why modern EDI still matters. It's a loaded episode packed with market insight, risk awareness, and future-focused conversation.  ⁠Watch on YouTube⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to #WithSONAR! This week, we're shifting to Critical Events and showing how you can track real-time weather disruptions directly within SONAR—while you're already analyzing rates and market conditions. In this session, we'll walk through SONAR's weather intelligence tools, powered by our partnerships with WeatherOptics and Everstream, and how they help you proactively manage risk during severe weather events. You'll learn how to: Access Critical Events under the Risk Management section in SONAR Monitor real-time and forecasted weather disruptions across the U.S. and globally Identify high-impact areas affecting facilities, shipments, and capacity View storms, cyclones, wildfires, earthquakes, and other disruptive events Use radar, traffic, hyperlocal weather, and impact indices to support operational decisions Validate delays, communicate proactively with customers and carriers, and plan ahead Both WeatherOptics and Everstream are included with your SONAR subscription, giving you the tools to stay ahead of disruptions and protect service during volatile conditions.

The regulatory battle between Washington and Sacramento reaches a boiling point as the ⁠DOT threatens to strip California of its authority to issue commercial driver's licenses⁠. This unprecedented "nuclear option" escalates beyond the initial dispute over non-domiciled credentials and could leave hundreds of thousands of drivers unable to operate in interstate commerce. On the weather front, the FMCSA has issued a ⁠massive 40-state regional emergency declaration⁠ to assist with relief efforts during Winter Storm Fern. While the Northeast battles snow, the Southeast faces dangerous ice storm conditions that have ⁠left over one million people without power⁠ and grounded thousands of flights. In market news, ⁠FedEx Freight prepares for its spinoff as a standalone company⁠ with a freshly assigned investment-grade credit rating. Meanwhile, Alaska Airlines leverages its acquisition of Hawaiian Airlines to ⁠launch new international cargo routes into London and Rome⁠. Finally, analysts predict a ⁠dramatic rise in transportation M&A activity by late 2026⁠, though buyers remain focused on specialized carriers rather than general freight. This recovery favors companies with defensible service models while pure spot market brokerages may continue to struggle. ⁠Follow the FreightWaves NOW Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the FreightWaves Morning Minute, we examine the escalating standoff between federal regulators and California that could paralyze the nation's largest trucking workforce. Transportation Secretary Sean Duffy is threatening to strip the state of its commercial licensing power over safety concerns regarding 17,000 non-domiciled licenses. Markets are also bracing for a major shift, with analysts predicting a dramatic spike in logistics mergers and acquisitions by the end of 2026,. Investors are increasingly favoring specialized tech platforms over generic brokerages, exemplified by Echo Global Logistics' recent move to acquire ITS Logistics. Finally, the nearshoring boom is driving tangible infrastructure investments along the southern border. DSV has broken ground on a massive regional headquarters in Arizona to support growing cross-border trade, joining other industry giants in expanding their footprint to capture Mexico-bound freight. Follow the FreightWaves NOW 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 breaks down the biggest stories shaping freight right now — from Winter Storm Fern threatening major U.S. freight corridors to consolidation moves and rail investments impacting the market. Malcolm is joined by two industry heavy-hitters for a jam-packed conversation covering technology, operations, and money on the ground: Steve Shebuski, VP of Presales at MCA Connect, dives deep into how TMS, WMS, ERP, and Dynamics 365 are transforming distribution, warehousing, and fulfillment. Steve explains where companies get digital transformation wrong, how to orchestrate (not just automate) supply chains, and why clean data, integration, and human judgment still matter — even in an AI-driven future. Kimberly “Kim” Fisk, President of Triumph, brings real-world insight into small carrier financing and cash flow strategy. From instant invoice approval and predictable capital to fraud prevention and back-office automation, Kim explains how fast, reliable access to cash is changing how carriers make decisions, survive tight markets, and plan for long-term growth. ⁠Watch on YouTube⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

The industrial economy flashes a warning sign as⁠ CSX reports a dip in revenue⁠ and pivots back to a strategy of strict cost discipline. Executives cite subdued demand as the primary driver for⁠ abandoning previous growth targets⁠ in favor of efficiency. In the brokerage sector, the⁠ sudden collapse of the R&R Family of Companies⁠ serves as a brutal cautionary tale about rapid expansion and cash burn. Former employees reveal how⁠ failed acquisitions and maintenance costs⁠ spiraled into a crisis that left drivers stranded. Legal risks for 3PLs escalate after a Texas court rules⁠ Landstar is fully liable for a $23 million accident verdict⁠, overturning a previous jury decision. This ruling intensifies the stakes for an upcoming⁠ Supreme Court decision on broker liability⁠ regarding the federal preemption of state negligence claims. On the infrastructure front, Congress advances a spending package that includes⁠ a record $200 million for truck parking⁠ to improve safety and retention. Meanwhile, the adoption of electric trucks gets a boost through⁠ a new charging partnership⁠ aimed at achieving cost parity with diesel on major freight corridors. ⁠Follow the FreightWaves NOW Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Friday edition of the Morning Minute, Isaiah Buchanan reports on a major legislative win for drivers as the House passes a spending bill that dedicates $200 million to truck parking. This first-of-its-kind line item now heads to the Senate, where lawmakers are racing against a January 30 government shutdown deadline. A Texas court has delivered a massive blow to Landstar System, ruling that the company must pay 100% of a $23 million accident verdict rather than the 15% originally assigned by a jury. The freight giant intends to vigorously appeal the judgment, which has already caused the company to lower its earnings expectations for the quarter. The episode also explores a pivotal upcoming Supreme Court case regarding whether federal law preempts state negligence claims against freight brokers. The Department of Justice argues that allowing these lawsuits would create a patchwork of liability standards, while advocates fear preemption leaves a dangerous gap in safety accountability. Finally, listeners are invited to catch a new episode of WHAT THE TRUCK?!? featuring Malcolm Harris, airing at noon on FreightWaves TV. If you miss the live broadcast, the full episode will be available for streaming on YouTube. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Winter weather has been the most disruptive force of nature on transportation in the past few years. The freight market may not be as resilient as it has been.  Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode analyzes a massive shift in the logistics landscape as Echo Global Logistics moves to acquire ITS Logistics in a deal creating a $5.4 billion combined entity. We discuss why this merger signals a strategic pivot toward asset control as the industry anticipates a future market turn. Attention then turns to the Southeast, where logistics leaders are bracing for Winter Storm Fern and its potential to freeze critical supply chain arteries. The forecast is drawing concern across the industry as conditions threaten to mirror the disruptions seen during the historic 2021 Texas freeze. We also break down the latest financial results from Knight-Swift, which reported a quarterly loss but signaled optimism for margin improvement in 2026. Management believes that exiting weaker players will help correct the market balance, even as rail networks also prepare for severe weather disruptions. On the international front, CMA CGM has reversed its course on returning to the Red Sea, choosing to divert ships around Africa due to safety risks. This decision highlights the ongoing volatility in global shipping lanes and the resulting inflationary pressures on transit times and fuel. Finally, we explore significant regulatory updates, including the Trump administration's support of C.H. Robinson in a Supreme Court case that could define broker liability. We also look at the FMCSA's long-awaited rollout of the Motus registration system, designed to finally crack down on chameleon carriers and industry fraud. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Fuel prices just jumped again — up nine cents this week — and for small carriers, that's not a market trend, that's a problem. In this episode of The Long Haul, Adam sits down with Zach Buckner, Senior VP of Sales at OTR Solutions, to dig into what really separates good financial partners from the ones who quietly drain your margins. Zach shares his journey from sales executive to senior leadership, the lessons he's learned from a decade in the factoring space, and why OTR is betting big on transparency, speed, and innovation to support small carriers when the market tightens. This is a conversation between two people who live it — not a sales pitch. If you're an owner-operator or small fleet trying to manage cash flow and fuel spikes at the same time, this one's for you. Follow The Long Haul Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode, we discuss the major announcement that Echo Global Logistics is acquiring ITS Logistics to create a combined entity valued at over $5.4 billion. Leadership indicates this merger will enhance their AI capabilities and expand solutions for complex supply chains. We also look at the forecast for Winter Storm Fern, which threatens to paralyze transportation networks across more than 30 states this weekend. Logistics experts warn that heavy ice and snow could trigger ground stops at critical hubs and cause shipment delays of up to 48 hours. Finally, we break down why Knight-Swift's Q4 earnings missed the mark after the trucking giant reported a net loss. The company faced margin pressure across all business segments due to restructuring charges and a difficult market environment. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

The battery landscape is shifting, and the stakes for domestic manufacturing have never been higher. In this episode of Truck Tech, host Thomas Wasson sits down with Dave Rubin, Head of Policy at Proterra, to unpack the complex realities of building commercial EV batteries in the U.S. From strict "Build America, Buy America" (BABA) compliance rules to the strategic use of friendshoring with allies like Japan and South Korea, they explore how federal mandates and tax incentives are reshaping the supply chain. Tune in as they discuss: BABA Explained: What does "Build America, Buy America" actually require for battery manufacturers?  Supply Chain Realities: Can the U.S. move from buying "cookies" to making them from scratch, and where do we currently stand on raw material processing?  Strategic Friendshoring: How partnerships with allied nations are helping bridge the gap while domestic capacity ramps up.  Policy Impacts: The role of the 45X tax credit and trade policies in driving investment toward the U.S. "Battery Belt."  Proterra's Latest Moves: An update on Proterra's integration with the Volvo Group and their new H223 high-energy density battery pack.  Whether you're tracking the EV revolution or navigating the new rules of American manufacturing, this episode offers a deep dive into the policies powering the future of commercial transportation. ⁠Follow the Truck Tech Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this update edition of WHAT THE TRUCK?!?, host Malcolm Harris is back in the studio with a powerhouse lineup covering freight strategy, logistics tech, industry trust, and driver health — all in one jam-packed episode. The show kicks off with a fast-moving global freight headlines roundup, breaking down what matters most right now: new Tennessee trucking legislation, volatile U.S.–Mexico cross-border trade dynamics, USPS parcel compliance changes, rising cargo theft risks, and the operational impact of Winter Storm Fern. From there, Malcolm is joined by Rich Krul, Co-Founder and CEO of Hoplite Logistics, for a deep dive into building a modern brokerage the right way. Rich shares his journey through Coyote Logistics and Traffic Tech, why Hoplite invested early in infrastructure and tech, how they approach cross-border Mexico operations, and why reliability and “no-excuses” service still matter in today's freight market. Next up, Blythe Brumleve, host of the Everything Is Logistics podcast, joins the show to unpack what's really happening behind the headlines. Blythe breaks down why so many companies are struggling to realize ROI from AI and automation, the importance of fixing internal processes before adding tech, why trust is more fragile than ever in freight, and how frontline workers are often left out of critical decisions. Finally, Malcolm sits down with Dr. Brett Caminez for an in-studio conversation focused on driver and operator health. The discussion covers DOT physicals, posture and mental health, stress management, preventative care, and practical steps transportation professionals can take to stay healthy in a demanding industry. ⁠Watch on YouTube⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

The trucking market is defying the typical post-holiday slump, with data showing high tender rejections instead of the usual January hangover. Rapid inventory contraction suggests shippers may soon rush to restock, keeping spot rates elevated. However, this boom attracts "chameleon carriers" who utilize magnetic placards to swap identities and bypass safety regulations. Industry experts warn that recent federal notices downplay the severity of this rampant carrier identity theft The problem is exacerbated by the rise of instant-issue insurance platforms, which have removed critical barriers to entry for dangerous operators. This lack of vetting coincides with a surge in nuclear verdicts, leaving the public exposed due to outdated [federal liability minimums]. Financial volatility is also hitting large asset-based carriers, leading the R&R Family of Companies to divest its logistics units to the CJK Group. This sale comes on the heels of the [sudden shutdown of Taylor Express], highlighting liquidity issues in the sector. Competition is heating up elsewhere as the U.S. Postal Service begins soliciting bids from retailers to fill their last-mile delivery networks. By selling reserved capacity, the agency intends to [challenge private carriers] for e-commerce volume. Innovation continues to reshape the landscape, demonstrated by autonomous railcars in Michigan that operate without traditional locomotives. This technology promises to make short-haul rail profitable, potentially luring freight away from trucks. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we break down new data revealing that organized crime rings are keeping cargo theft levels near record highs across North America. We discuss how these sophisticated groups are increasingly targeting rail corridors and exploiting security gaps during freight handoffs. Next, we look at the Postal Service's bold strategy to transform its last-mile network by requiring retailers to bid for delivery space. Postmaster General David Steiner hopes this premium product approach will generate billions in revenue to help offset recent financial losses. Finally, the Port of Long Beach is preparing for a massive cargo surge with plans to double container volume to 20 million units by 2050. Officials are fast-tracking nearly $2 billion in rail projects to triple capacity and turn the Southern California hub into a zero-emissions powerhouse. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Recorded live at Trimble Insight 2025 in New Orleans, FreightWaves' Thomas Wasson sits down with Jonah McIntire, Chief Platform Officer at Trimble Transportation, for a wide-ranging and refreshingly candid conversation about AI, software, and the future of logistics work. Jonah breaks down how Trimble operates at the “plumbing layer” of the supply chain, why tools like PC*MILER are still the industry's ground truth, and why many past tech hype cycles—blockchain, visibility, buzzword AI—missed the mark. He doesn't shy away from the hard truth: AI will eliminate back-office jobs, even as it radically increases productivity and reshapes how logistics companies scale. The conversation dives deep into AI-written code, self-connecting systems, rewriting legacy software in days instead of months, and why Trimble is betting on AI colleagues—not just AI features. From creative destruction to AI agents interviewing for dispatcher roles, this episode offers a rare, inside look at how one of the largest supply-chain software companies is rebuilding for the next decade. ⁠Follow the Loaded and Rolling Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this high-stakes episode of Freight Expectations, Craig Fuller and Matthew Leffler pull back the curtain on the “incompetent” Forward Air and Omni Logistics merger, a deal so controversial it led to a courtroom showdown at the “Madison Square Garden” of corporate litigation. From exposing the “light audits” that kill M&A deals to debating the federal power grab behind autonomous truck laws, the hosts tackle the industry's biggest power shifts. Stick around to find out if “self-certification” is a death sentence for road safety and why the fight against organized cargo crime is finally moving to the next level in D.C. ⁠Follow the Freight Expectations Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we analyze how Maersk's decision to restart Red Sea transits is flooding the global market with capacity and driving down ocean rates. This shift could release significant tonnage back into circulation, effectively erasing the pricing power carriers gained during the disruptions. Domestic markets are showing a strange contradiction, as the Cass Truckload Linehaul Index climbs even while shipment volumes hit cycle lows. This anomaly sits alongside sobering data showing that inflation-adjusted trucking rates have dropped 27% compared to 2020, leaving many carriers financially exhausted. We also dive into the "stagecoach robbing era" of freight fraud, where digital identity theft allows criminals to steal billions without consequence. States are fighting back with measures like Tennessee Bill 1587, which proposes massive fines for employers who knowingly allow unlawful commercial vehicle operations. Finally, the discussion turns to the Supreme Court battle involving Flowers Foods, which could fundamentally change labor liability by exempting last-mile drivers from mandatory arbitration. A ruling against the bakery giant may unleash a flood of class-action litigation regarding worker classification and pay. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Host Alex Quarles opens the show with a look at a new Tennessee bill imposing strict penalties on carriers that employ undocumented drivers. The legislation mandates automatic notifications to federal immigration authorities and establishes a $1 million minimum in damages for accidents involving unlawful operators. Federal regulators have halted consolidation plans as the Surface Transportation Board rejected the Union Pacific and Norfolk Southern merger application for being incomplete. While rival railroads have praised the decision, the companies now have until February 17 to notify the board of their plans to submit the missing market share data. Defying the usual post-holiday slump, the trucking market is holding steady in January with tender rejection rates hitting nearly 10%, the highest level since 2022. Spot rates remain elevated at $2.62 per mile as capacity tightens in key hubs like Chicago, signaling a strong start to 2026 for the industry. Tune in this afternoon at 2 p.m. for a new episode of Loaded and Rolling with Thomas Wasson. Later today, catch the latest Freight Expectations featuring founder Craig Fuller and Armchair Attorney Matthew Leffler for more industry commentary. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Host Malcolm Harris kicks off a high-impact 2026 episode covering the freight, logistics, and supply chain issues everyone in the industry is feeling right now. Malcolm opens the show with the latest freight headlines — including Amazon last-mile closures, AI-driven DOT enforcement, major broker and carrier developments, and legal decisions that could reshape liability across the industry. Then, the show dives into two must-hear expert conversations:  Mark Becker, President, CEO, and Co-Founder of G10 Fulfillment, joins the show to break down the rapidly growing hazardous goods market. As one of the few Amazon-approved hazmat shippers in the U.S., Mark explains how lithium-ion batteries are transforming e-commerce, where brands often miss on compliance, how regulations are reshaping warehouse operations, and why cutting corners in hazmat shipping creates serious safety risks. Danny Ramon, Director of Intelligence at Overhaul, returns to WHAT THE TRUCK?!? to unpack what's really driving cargo theft in 2026. Danny covers strategic theft, fictitious pickups, physical security gaps, insider risk myths, and how overreliance on technology can create a false sense of security — plus what carriers, brokers, and shippers should audit right now to reduce exposure. This episode covers: Hazmat compliance and lithium battery growth Amazon and carrier enforcement pressure Cargo theft trends and fraud tactics Supply chain security fundamentals vs. tech What logistics leaders need to fix now If you work in freight, logistics, or supply chain security, this episode of WHAT THE TRUCK?!? is a must-watch. ⁠Watch on YouTube⁠ ⁠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 explore the paradoxical freight environment of early 2026, where⁠ strategic cost management drives success⁠ for industry giants while others face immediate collapse. We analyze how J.B. Hunt achieved a Q4 earnings beat through internal discipline, even as the broader market offers mixed signals on demand. The distress in the market is palpable, evidenced by the⁠ abrupt closure of Taylor Express⁠ that left drivers stranded without fuel or pay. We also discuss the layoffs at⁠ Smoky Mountain Logistics⁠, proving that even specialized Amazon partners are not immune to the industry's financial squeeze. On the strategic front, we examine why⁠ Titanium Transportation is going private⁠ with a significant stock premium to escape the pressures of public reporting. The conversation also shifts to innovation, highlighting how⁠ RoadOne's investment in the Tesla Semi⁠ demonstrates the growing viability of vertically integrated electric trucks. Finally, we uncover the systemic regulatory failures surrounding the⁠ upcoming trial of Dartanyan Gasanov⁠, a key figure in the chameleon carrier network responsible for the tragedy that killed seven Marines. This segment serves as a stark reminder of the deadly risks that persist when unsafe operators slip through the cracks of federal oversight. ⁠Follow the FreightWaves NOW Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's FreightWaves Morning Minute, J.B. Hunt exceeded fourth-quarter earnings expectations by implementing aggressive cost cuts even as revenue dipped slightly. Management noted that cost management drove the Q4 beat at J.B. Hunt amid signs that the truckload market began tightening late last year. In transaction news, Canada's Titanium is going private with a 40%+ bump in stock price, offering shareholders a significant premium and immediate liquidity. This all-cash deal allows the company's fleet to navigate current financial challenges away from the public markets. Meanwhile, investigators found that the part that broke in the UPS cargo jet crash had a history of failure regarding a specific bearing assembly. The NTSB reported that Boeing warned operators of this defect in 2011 but did not classify it as critical to flight safety. Finally, a new episode of WHAT THE TRUCK?!? airs today featuring a look at high-stakes logistics with G10 Fulfillment. The segment will cover the complexities of being an Amazon-approved hazmat shipper. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we explore strategic capacity management as Abilene Motor Express being absorbed into Swift signals Knight-Swift's focus on long-term efficiency over brand diversity. We also analyze market resilience as the LTL pricing index hits new high in Q4, contrasting strong LTL yields against a truckload sector that is only showing tentative signs of recovery. Legal risks take center stage as C.H. Robinson makes its legal written case before SCOTUS on broker liability, arguing that the F4A safety exemption does not impose negligence liability on brokers. On the regulatory front, we discuss how the DOT to use AI to go after illegal truckers is transforming artificial intelligence from an operational tool into a weapon against fraud and compensation erosion. Technological fragility is exposed in our breakdown of How Verizon's Cellular Outages Expose Trucking's Technology Achilles' Heel, revealing the liability risks of cloud-dependent ELDs during infrastructure failures. Finally, we look at positive global news as Maersk returns to Red Sea with India-US service, shaving a week off transit times by resuming Suez Canal routes. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

The debate over non-domiciled CDLs has become one of the most heated and misunderstood conversations in trucking. Court filings, enforcement changes, and political rhetoric dominate the headlines — but rarely do we hear from the drivers whose lives are directly affected. In this episode of The Long Haul, Adam sits down with Jorge Rivera Lujan, an owner-operator with more than a decade in trucking who is currently involved in active litigation related to non-domiciled CDL enforcement.Because the case is ongoing, this conversation does not analyze legal strategy or argue outcomes. Instead, it focuses on the human impact — how enforcement changes affect work, family, safety perceptions, and community — and addresses common myths surrounding non-domiciled CDL drivers. This episode is about listening, understanding, and separating fact from assumption in one of trucking's most emotionally charged issues. Follow The Long Haul Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

The Department of Transportation is deploying artificial intelligence to enforce regulations against companies hiring illegal foreign drivers. This new initiative aims to identify fraud regarding non-domiciled CDLs that officials warn are driving down wages for American truckers, as detailed in DOT to use AI to go after illegal truckers. Southeastern Freight Lines is expanding its reach south of the border through a new partnership with Fletes Mexico Carga Express. The move is designed to streamline less-than-truckload shipments between the U.S. and Mexico with real-time tracking and faster customs clearance, according to Southeastern Freight Lines joins regional carriers moving into Mexico trade. A recent industry report indicates that parcel shipping rates have reached record highs driven by a proliferation of blanket surcharges. Even as fuel prices have declined, carriers hiked fuel surcharges significantly year-over-year to maintain revenue, a trend analyzed in Proliferation of parcel delivery surcharges drives up shipping rates. Finally, a new episode of The Long Haul features an interview with a non-domiciled CDL holder sharing his perspective on the regulatory crackdown. This is your daily update on the freight market for Thursday, January 15th. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's WHAT THE TRUCK?!?!, host Malcolm Harris takes a wide-angle look at the forces reshaping freight in 2026, from autonomous trucking and fleet safety to regulation, compliance, and ongoing market volatility. The episode blends breaking industry headlines with two in-depth conversations that explore where trucking is headed and what fleets need to be thinking about right now. The show kicks off with a global freight and logistics roundup, including federal compliance cost cuts for fuel haulers, Allegiant's move into air cargo with Amazon freight, expanding CDL compliance crackdowns in Tennessee, and Louisiana's growing staged truck accident investigation. Malcolm also highlights Purdue University's successful wireless charging test for a heavy-duty truck at highway speeds, Southeastern Freight Lines' expansion into Mexico, and what these developments signal for capacity, safety, and future freight operations. The first featured guest is Don Burnette, Founder and CEO of Kodiak, who joins the show to break down how autonomous trucking has officially moved beyond the demo phase. Don explains how Kodiak's AI-powered trucks are operating in real, driverless commercial service today and why the industry conversation has shifted from if autonomy works to how fast it can scale. The discussion covers Kodiak's partnership with Bosch, the importance of manufacturing-grade hardware, redundancy, and system reliability, as well as how trust is built with fleets, regulators, and the public. Don also offers a realistic perspective on what autonomous trucking solves today, what challenges remain, and how fleets should think about autonomy in a tight and uncertain freight market. Later in the episode, Cyndi Brandt, VP of Fleet Solutions at Descartes, brings a fleet-side view of safety, compliance, and operational efficiency. Cyndi explains why safety risks often begin long before a truck ever hits the road, highlighting the role of planning, dispatch, and unrealistic schedules in creating stress and unsafe driving behaviors. She dives into how congestion, tight delivery windows, and poor route planning show up in real-time fleet data, and why stress is one of the most measurable — and overlooked — safety risks in trucking today. The conversation also explores how telematics, routing tools, and execution data can be used proactively to reduce risk rather than simply monitor compliance. Watch on YouTube 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 of FreightWaves Daily, we explore the paradox shaping the current truckload market, where federal regulators are offering specific cost relief while simultaneously tightening overall capacity. We break down how Feds slash compliance costs for fuel haulers by restoring a critical marking exception and greenlighting video inspections to save the industry millions. Our analysis delves into the Five State of Freight takeaways, showing that current market strength is being driven by capacity contraction rather than demand. With inventory levels hitting historic lows, the industry must prepare for a potential bullish restocking cycle despite soft manufacturing numbers. We also examine the intense regulatory pressure facing carriers, including the ongoing battle over non-domiciled CDL holders that is effectively shrinking the available driver pool. Additionally, we discuss the escalating legal risks as the Louisiana staged truck accident indictment widens to include shocking charges of witness tampering and murder conspiracy. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the FreightWaves Morning Minute, we discuss the Department of Transportation's decision to drop its appeal regarding highway funding for sanctuary states, even as Secretary Sean Duffy shifts tactics to target non-domiciled CDL compliance as detailed in Trump Administration Waves White Flag on Transportation Funding Immigration Fight, But the War is Far From Over. Despite this legal concession, the administration is using compliance audits to withhold funding over English language standards and license requirements, a move that threatens to impact nearly 200,000 immigrant drivers. We also analyze the latest economic data showing inflation has accelerated with a 2.7% rise for the year, a trend explored in Consumer Price Index reports continued hikes in 2025. Rising costs for shelter, food, and energy are driving this increase, while transportation capacity has simultaneously plummeted to its lowest level since 2021. Additionally, the federal government is calling on industry experts to help identify the most critical physical and digital impediments to commerce, according to Feds seek input on solving supply chain bottlenecks. This new Request for Information aims to guide federal research and technology investments through 2030 to ensure goods move more smoothly across the nation's infrastructure. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Craig Fuller, CEO and founder of FreightWaves, and Zach Strickland, Head of Freight Market Intelligence at SONAR for this month's State of Freight as they discuss: - The impact of continued tariff uncertainty - How the current freight market can potentially benefit carriers - Potential risks and concerns for shippers in 2026, and how to plan ahead ⁠Follow the Freightonomics Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Join us for today's freight roundup as we explore the financial maneuvers and technological breakthroughs transforming the logistics landscape. This episode dives into how activist investor Ancora has carved out a niche in the transportation sector, driving leadership shakeups at major companies like Norfolk Southern and Forward Air to boost shareholder returns. We also analyze the 2025 holiday rush, where large parcel carriers significantly improved on-time delivery rates despite facing higher volumes than the previous year. Data reveals that the U.S. Postal Service achieved the largest performance jump, while UPS maintained the highest overall reliability during the peak season. In technology news, we discuss a major milestone in electric infrastructure where Purdue University achieved the first U.S. wireless charging of a heavy-duty truck traveling at highway speeds. This innovative system delivered 190 kilowatts of power to a moving vehicle, a breakthrough that could eventually allow for smaller batteries and increased cargo capacity. Looking at cross-border trade, we profile a Mexican-built logistics startup, WeShip, which has set its sights on U.S. expansion after rapid growth in its home market. The company aims to compete in the concentrated American parcel sector by leveraging software designed by former e-commerce operators to solve real-world shipping pain points. Finally, we address developing concerns in the brokerage space as the R&R Family of Companies faces uncertainty amid executive departures and reports of payment delays. Industry sources warn of potential operational disruptions across the Pittsburgh-based group's subsidiaries, including R&R Express, alongside signals of credit tightening. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices