FreightWaves NOW

In this episode, we kick things off by examining a major advancement in commercial vehicle safety technology that's targeting mass production across the Class 8 market. Bendix Commercial Vehicle Systems has officially selected Aeva to integrate 4D LiDAR sensors and perception software into its next-generation collision mitigation systems for Class 8 trucks. With roughly 300,000 new Class 8 trucks entering the North American market annually, this program is targeting mass production of one of the first LiDAR-based L2+ driver assistance solutions for commercial vehicles, marking a strategic shift toward using advanced perception technology in active safety systems rather than just higher levels of autonomy. Next, we shift to cross-border logistics, where Echo Global Logistics is making an aggressive play to dominate the entire U.S.-Mexico freight corridor. The Chicago-based third-party logistics provider has formally unveiled a new suite of intra-Mexico domestic transportation services, giving shippers a fully integrated supply chain solution spanning both sides of the border. The expansion includes city-to-city freight transportation, port drayage, domestic intermodal services, and managed transportation solutions across Mexico, all integrated with Echo's existing cross-border operations and allowing the company to capture growing freight movements tied to nearshoring trends. Finally, we explore how autonomous technology is officially moving beyond pilot programs and into full-scale daily operations at a major logistics hub. DHL has transitioned autonomous vehicles from its Fast Forward Challenge into live daily operations at its Singapore facility, partnering with Zelostech to operate fully electric, driverless vehicles for point-to-point transfers between logistics facilities on campus. Each vehicle averages 40 trips and covers 28 kilometers daily, delivering consistent performance at roughly half the operating cost of diesel trucks while cutting emissions to support customers' sustainability goals. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Shippers are facing a dramatically different freight market, one many are ill-equipped to handle. With new staff lacking experience in tight capacity environments and a prolonged supply-side driven market, traditional 'post-and-pray' strategies no longer work. Learn why securing favorable rates now, evaluating routing guides, and strengthening carrier partnerships are crucial for survival. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Trucking companies and freight brokers often face payment delays due to complex invoice audits. Upwell's CEO Charley Dehoney discusses how their AI-powered platform automates pre-invoice auditing, solving a critical 'missing link' in the supply chain. Discover how this partnership with Kleinschmidt aims to reduce invoice disputes and accelerate cash flow for carriers nationwide. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Weekly U.S. rail traffic data just dropped, and it's confirming significant strength in the industrial segment of the economy. Total traffic is up an amazing 7.2%, with carloads rising 3.2% year-to-date, despite declines in coal and flat forest products. This is a critical indicator of future freight demand, including trucking, as manufacturers ramp up production. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

After being acquired by Shell USA, Multi-Service Fuel Card CEO Aaron Decker reveals how he and his management team executed a bold management buyout to regain control. Discover the fascinating journey of this pioneering fuel card provider, established in 1978, and how they help trucking companies navigate volatile fuel markets, maximize efficiency, and combat fraud. Aaron also shares his outlook on diesel prices and how fleets can protect their bottom line. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

John Ferguson, CEO of Pivot Supply Chain Solutions, shares the gritty details of starting his freight brokerage during the peak of COVID. From a coat closet to a $50M company, learn the raw truth about establishing credit, covering loads, and building a robust team in a tough market. This isn't your average startup story. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining a major digital freight platform designed to eliminate the traditional back-and-forth friction between carriers and shippers hunting for committed freight. C.H. Robinson unveiled BidBoardX, a new self-service tool that gives carriers direct access to committed freight opportunities through a single digital interface. The platform allows certified carriers to search opportunities across multiple categories, submit bids for full or partial volume, and track activity without the lengthy phone calls and email exchanges that have historically pushed both sides toward spot market volatility. Next, we explore the parcel sector where FedEx is slowly clawing its way back from an operational meltdown in Vietnam that left shipments stranded and customers furious. The express logistics giant says shipping delays have eased this month after a bungled switch to a different ground delivery provider and the rollout of new technology created widespread disruption, with backlogs decreasing by nearly fifty percent compared to peak levels in early May. Finally, we cover a Boston-based sensor startup pushing its terahertz vision technology closer to automotive serialization with a crucial new partnership with a top German automaker for its flagship Summit sensor. The sensor will be tested against edge cases that continue to expose the limitations of cameras, lidar and radar, including detecting a fallen motorcyclist at a distance or identifying stopped vehicles ahead in dense fog. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

When illness or injury forces a truck driver off the road, the financial fallout can be immediate and devastating. The St. Christopher Truckers Relief Fund steps in as a vital safety net, offering financial aid for essential needs like rent, insurance, and vehicle payments. Beyond crisis support, they provide crucial wellness programs, from smoking cessation to cancer screenings, helping America's highway heroes stay healthy and on the job. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Weekly AAR rail traffic numbers are in, showing a continued strong week for rail freight in North America. We dive into the data, examining intermodal and carload volumes, and what these trends signal for the second half of the year. Plus, editor Bill Stephens shares his exclusive experience riding Union Pacific's Big Boy, the world's largest operational steam locomotive, on its historic East Coast tour. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Strait of Hormuz has introduced a permanent risk premium into the global oil market, fundamentally altering price dynamics for crude and diesel. Despite some recent drops from March highs, experts like John Kingston warn that supply won't snap back quickly. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

For years, the yard has been a forgotten 'dark spot' in the supply chain — unseen and unoptimized. Now, YMX Logistics is changing the game with its autonomous yard operating system. Combining AI, computer vision, and electrification, they're transforming labor-driven functions into controlled systems, driving millions in value by turning a cost center into a strategic asset ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The freight market is gearing up for a dynamic second half of the year, driven by capacity constraints rather than pure volume increases. Get ready for tighter conditions and potentially higher costs as industrial and retail sectors recover. Craig Fuller breaks down the latest SONAR data, Cass Freight Index, and container flows from China to reveal what's truly shaping the market. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

The Supreme Court's ruling on broker liability is shaking up the freight industry, putting real-time carrier intelligence in high demand. Freight fraud is evolving beyond physical theft, with sophisticated identity deception costing millions. GenLogs' Danielle Spinelli shares how their data provides critical insight into carrier operations, helping brokers and shippers prevent scams and tighten security. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off at the nation's busiest container gateway, where frontloading is fueling a massive early peak season surge. The Port of Los Angeles handled over 840,000 TEUs in May, up seventeen percent from a year ago, driven by strong inventory replenishment, concerns about fuel costs, trade-policy uncertainty, and preparation for upcoming retail seasons. Loaded imports surged twenty-six percent year-over-year, rebounding sharply from May 2025 when import traffic was severely undercut by Liberation Day tariffs on China. Meanwhile, the truckload market's upswing is officially ushering in driver pay hikes across the sector. Joliet-based carrier GP Transco increased pay for all company drivers by five cents per mile, pushing the upper end to seventy-two cents per mile, while Dubuque's Hirschbach announced a ten-cent per mile increase for over-the-road drivers. A supply-led trucking recovery has prompted the need for enhanced driver pay and perks, with heightened regulatory enforcement purging noncompliant drivers from the market since last fall. Finally, the Federal Railroad Administration is greenlighting expanded testing of high-tech track inspection systems as Class I railroads prepare for a major safety upgrade. The FRA recently approved a five-year waiver that lets railroads expand the use of Automated Track Inspection technology, which uses lasers, cameras, sensors, and ground-penetrating radar to scan tracks for defects. CSX plans to start using the waiver on July first, deploying the technology across over three thousand route miles, with early data showing ATI reduces track geometry defects by ninety percent in some cases. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

The logistics world is seeing average tariff rates jump by 10x! Curtis Spencer of IMS Worldwide breaks down how Foreign Trade Zones (FTZs) are no longer just a good idea, they're essential for cutting costs and building resilient supply chains. Learn about duty deferral, re-export benefits, and merchandise processing fee caps that can save your business millions. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The 2026 State of Logistics Report confirms volatility as the new normal, not a cyclical blip. Logistics costs saw an unusual drop this year, driven by a soft freight market and lower ocean rates, marking a supply-driven downturn. Kohran Acar explains the five strategic implications for building supply chain resilience, from prioritizing asset productivity to leveraging AI for enhanced collaboration and automation. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Are your fleets investing in the wrong AI dashcam technology? Nuclear verdicts and climbing insurance costs mean you can't afford to treat dashcams like commodity hardware. Dr. Stefan Heck, CEO of Nauto, explains the critical difference between reactive and predictive AI, highlighting how advanced systems can prevent collisions and save lives. Learn why accuracy, speed of detection, and real-time driver coaching are crucial for true safety. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Autonomous trucks are heading to the I-35 corridor between Laredo and Dallas, promising to revolutionize cross-border freight. Andrew Culhane from Torc Robotics discusses how driverless technology can tackle persistent delays at the border and enhance efficiency for the entire supply chain. The strategic importance of this route and the regulatory landscape are paving the way for commercial launch by 2027. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining a brutal new wave of financial distress hitting the transportation and logistics sector. Over the past ten days, trucking companies, truck dealers, and logistics providers have filed for bankruptcy protection while hundreds of workers faced layoffs nationwide. Notable filings include Laredo-based Triple RRR Carriers, a cross-border trucking company that operated a fleet of 177 power units, and Dallas-area logistics provider Alan Ritchey Inc., which will lay off 232 employees beginning in September. Next, we shift to the truckload sector where a strategic acquisition is poised to expand growth opportunities across the Southeast. Chattanooga-based F2F Transport announced that it has been acquired by LRT Group, a Fort Payne, Alabama-based transportation holding company focused on building transportation-based businesses. The move is expected to create new opportunities for growth and expanded service offerings, including increased access to dedicated freight opportunities for F2F's network of owner-operators. Finally, we explore a closely watched freight index that is signaling a positive inflection point may finally be on the horizon. According to a Monday report from Cass Information Systems, a positive inflection in freight shipments now appears likely after 40 months of year-over-year declines. The multimodal shipments component of the Cass Freight Index dipped just 1.2% year over year in May, the smallest decline in 18 months. Assuming historical seasonal trends, the index is projected to log a 1.8% year-over-year increase in the back half of 2026. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this segment of FreightWaves Today, Alex Guirguis, Co-Founder and CEO of Off The Record, breaks down the severe implications of traffic tickets for Commercial Driver's License (CDL) holders. Guirguis explains why drivers should treat traffic tickets as legal matters rather than simple bills, detailing the unique and strict penalties that apply specifically to commercial drivers. He also shares how Off The Record is helping drivers protect their livelihoods by simplifying the legal process. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

The freight market is in a regulatory-driven bull cycle unlike any we've seen. Seth Holm, CEO of West Brow Capital, breaks down the shocking truth about trucking capacity, revealing that potentially only a fraction of carriers meet minimum safety requirements. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

QXO CEO Brad Jacobs sees AI and robotics automation as the biggest trend since humanity began, poised to transform the freight and logistics industry. Jacobs outlines his vision for an automated trucking future, the role of technology in M&A, and his playbook for building multi-billion-dollar enterprises. Discover why he believes automation will drive efficiency and precision across the supply chain, from brokerage to warehousing. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

The Supreme Court ruling has fundamentally changed compliance for freight brokers. Highway CEO Jordan Graft breaks down what this means for safety standards, risk management, and combating evolving fraud vectors like impersonation and double brokering. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

The recent Supreme Court decision on broker liability caught many by surprise. Attorney Doug Marcello explains why this unanimous ruling is a game-changer, potentially leading to 'nuclear settlements' and placing freight brokers in the role of "excess insurers" for trucking companies. This means heightened due diligence and compliance are critical now more than ever. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off in Washington, where a renewed push to tax Chinese cargo ships has agricultural shippers warning of catastrophic consequences for U.S. crop exporters. Democratic Senators Mark Kelly and Elizabeth Warren are pressing the Trump administration to reinstate port fees on Chinese vessels, charges that were suspended until November after China applied reciprocal fees. The Agriculture Transportation Coalition warns the proposals threaten the very existence of large segments of U.S. agriculture by denying them the ability to continue exporting. Next, we head west to examine how the nation's busiest container gateway is bracing for a significant downturn while massively ramping up infrastructure spending. The Los Angeles Board of Harbor Commissioners has approved a three point four billion dollar annual budget even as the port forecasts a seven percent decline in box volumes to nine point three million TEUs. Despite the volume decline driven by trade volatility and China's shrinking import share, the budget increase of six hundred sixty-five million dollars over the prior year is mostly driven by a thirty-one percent expansion for capital improvements. Finally, we explore a bold vision for autonomous cross-border freight taking shape along the Texas-Mexico border as industry leaders debate the Green Corridors project at a major Laredo conference. The privately funded initiative proposes a one hundred sixty-five-mile elevated guideway linking Laredo and Monterrey through a network of autonomous freight shuttles. The system would feature secure terminals connected by a closed-loop automated corridor designed to bypass traditional border bottlenecks, with the capacity to handle as many as ten thousand trailers per day in each direction and a targeted twenty thirty launch. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off with a massive milestone for autonomous trucking as Volvo Autonomous Solutions plans to remove safety drivers from its trucks in early 2027 and begin fully driverless operations on U.S. highways. The company currently runs commercial freight daily in Texas with safety drivers aboard, but projects it will have over three hundred autonomous trucks operating by the end of 2027, with industrial scaling beginning in 2028 and revenue approaching three billion dollars within five years. Over on the rails, agricultural retailers are raising serious alarm bells about the proposed Union Pacific-Norfolk Southern mega-merger and its impact on the agribusiness sector. The Agricultural Retailers Association, which represents more than five thousand retail locations nationwide, warns that freight rail rates have risen over forty percent in the past twenty years—seventy percent faster than truck rates—and that further consolidation among the four Class I carriers controlling ninety percent of rail traffic directly threatens supply chain reliability for moving fertilizer, chemicals, and fuel to America's farms. Finally, we explore how the Transportation Intermediaries Association is pushing FMCSA for federal clarity on approved carrier selection standards following the landmark Montgomery versus Caribe Transport II Supreme Court decision. With more than ninety percent of authorized motor carriers currently operating without an FMCSA safety rating, the TIA is requesting a federal rulemaking that would establish objective criteria to help brokers and shippers determine whether the use of a given carrier is reasonable based on demonstrable safety performance. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining a historic first for American energy exports as federal regulators have approved construction of a five-billion-dollar floating platform to produce liquefied natural gas for export in U.S. waters. The controversial project, led by Delfin Midstream of Houston, will be located forty miles off the coast of Louisiana and is expected to begin production in 2030, with Samsung Heavy Industries constructing the platforms and MOL of Japan also connected to the venture. Meanwhile, the e-commerce giant's full entry into the less-than-truckload market is sparking fierce debate over whether Amazon can truly disrupt the LTL space with its asset-light model of roughly thirty terminals. While the announcement sent shares of publicly traded LTL carriers modestly lower, analysts are largely skeptical, noting that Amazon's offering is more akin to what brokers provide and will likely compete primarily with the economy three-to-four-day sub-segment rather than premium service lanes. Finally, we cover a potential lifeline for the embattled van trailer builder as the Commerce Department imposed preliminary countervailing duties on Chinese and Mexican trailer imports ranging from eighty-two to one hundred twenty-nine percent on Chinese products. The decision, which came as S&P Global Ratings downgraded Wabash to B-, will require importers to immediately begin posting cash deposits at the preliminary rates, providing relief to domestic manufacturers facing intense foreign competition. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining a massive competitive move that could fundamentally reshape the less-than-truckload landscape. Amazon announced the full expansion of its LTL service to all destinations, rolling out a traditional hub-and-spoke network capable of moving palletized freight anywhere nationwide at lower costs than legacy carriers. The service includes next-day live pickup, same-day drop-trailer options, real-time GPS tracking, and automated appointment scheduling, positioning the e-commerce giant as a serious threat to incumbent trucking companies like FedEx Freight, Old Dominion, and Estes. Next, we shift over to the autonomous trucking sector, where PepsiCo and Gatik have launched the largest commercial driverless freight deployment to date. This multi-year strategic partnership brings fully driver-out trucks into PepsiCo's consumer goods supply chain, with operations already live across Texas, Arizona, and Arkansas serving around two hundred fifty retail locations. These autonomous trucks maintain a ninety-nine percent on-time track record with no safety drivers in the cab, and a South Carolina production facility is set to begin mass-producing Level four autonomous trucks in the second half of twenty twenty-seven. Finally, we explore the trans-Pacific shipping market, where new tariffs are fueling an unusually early frontloading frenzy and peak season. Rate hikes and surcharges that took effect June first sent Asia-to-U.S. West Coast prices soaring fifty-one percent to four thousand eight hundred thirty-six dollars per forty-foot container, while East Coast prices jumped twenty-five percent. With the U.S. Trade Representative announcing new tariffs on sixty countries over forced labor concerns, the National Retail Federation has moved the expected peak season to June from July and predicts June import volumes will run five percent higher than May. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off with heartbreaking news from the freight analysis community as Donald Broughton, the bowtie-wearing analyst of freight markets, has died suddenly at home on May 30th. Broughton, who founded Broughton Capital in 2017 and was not known to have been ill, had spoken at the Transportation Intermediaries Association's annual meeting in mid-April and appeared on CNBC in mid-May with a bullish freight outlook. His trademark bow tie and intimate knowledge of freight transportation data made him one of the industry's most respected voices for drawing conclusions about the broader economy. Meanwhile, aggressive consolidation powered by artificial intelligence is fundamentally reshaping the brokerage sector. Cincinnati-based freight broker Fura announced Monday that it has acquired LG Logistics Solutions, marking its sixth acquisition as the AI-powered third-party logistics provider continues its aggressive roll-up strategy. Fura's approach is to migrate each acquired brokerage onto a shared automation platform that handles repetitive work, allowing every business to run leaner and more efficiently than it did as a standalone operation in one of the country's most fragmented service industries. Finally, the country's biggest brokerage is rolling out its next massive AI initiative designed to continuously optimize supply chains around the clock. C.H. Robinson is launching the Lean AI Engineer this month, a follow-up to last year's Lean AI Planner that now autonomously drives 92 percent of Managed Solutions' shipments. This groundbreaking closed-loop AI system runs continuously, holding historical and current data simultaneously across the entirety of a network to proactively identify inefficiencies like multiple LTL shipments headed to the same destination that could be consolidated into a single truckload. The system can heal itself when something breaks without requiring an alert or human intervention first. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off on the rails, where a powerful House committee is backing strict scrutiny for the proposed Union Pacific-Southern Pacific merger. The bipartisan House Appropriations Committee added language to the fiscal 2027 Transportation, Housing and Urban Development Appropriations bill during markup on June 2nd, urging the Surface Transportation Board to conduct a rigorous review of the $72 billion deal that would create the first all-freight transcontinental railroad. The committee specifically endorsed the STB's revised 2001 merger rules, which require applicants to not only preserve rail-to-rail competition but offer enhanced competitive options for railroad shippers. Meanwhile, in the cargo security sector, federal prosecutors have indicted eight individuals in what they allege was a massive carrier impersonation scheme targeting shipments moving through logistics facilities in New Jersey, Pennsylvania and Virginia between October 2025 and April 2026. Prosecutors allege the group stole approximately $4.49 million worth of products, including lamb, cheese, beef, copper and cigarettes, by obtaining legitimate carrier information and using it to impersonate those carriers at pickup locations with matching carrier names, MC numbers and DOT numbers on their tractor-trailers. Finally, we explore how FedEx is teaming up with a major Chinese carrier to strengthen its air logistics footprint in Asia. FedEx Corp. and the air cargo arm of China Southern Airlines signed a memorandum of understanding in Guangzhou, agreeing to strategically collaborate on ways to improve the efficiency and service capabilities of their air logistics networks. Under the agreement, the companies will explore cooperation opportunities in several areas, including capacity sharing, routes, hub connections, network planning, fleet resources, ground operations and digitalization. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining the Federal Motor Carrier Safety Administration's rocky debut of its new Motus registration system. Since launching in mid-May, the platform has sparked widespread industry frustration as carriers struggle to link their DOT numbers and access critical registration tools. While FMCSA leadership praised the rollout as a major milestone, industry consultants report clients are spending hours on hold with little clarity on when these access issues will be resolved. Next, we explore a major new initiative designed to combat the freight industry's escalating fraud and cargo theft crisis. The National Motor Freight Traffic Association has launched a free anonymous portal allowing carriers, brokers and shippers to report cybersecurity incidents and freight fraud. This threat intelligence sharing tool aims to address the persistent problem of underreporting, as many organizations hesitate to disclose incidents due to concerns about reputational damage or legal exposure. Finally, we cover a major leadership transition at one of the nation's largest truckload carriers as Kevin Knight retires from his role as executive chairman of Knight-Swift Transportation. The founder and former CEO played an instrumental role in building Knight Transportation and orchestrating its blockbuster 2017 merger with Swift Transportation, creating a diversified freight giant that now generates $7.5 billion in annual revenue. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off with a grim warning from Wall Street about one of the industry's more specialized logistics players. S&P Global Ratings has slashed Odyssey Logistics' debt rating to CCC+ and warned of a possible default in 2027. The third-party logistics provider faces $125 million in revolving credit maturing in July 2027 and a massive $490 million term loan due that October, with S&P projecting the company will exhaust all available liquidity as utilization climbs to approximately $42 million by mid-2027. Next, we discuss a major legal victory for the e-commerce giant in a case that could have fundamentally reshaped its delivery network. A National Labor Relations Board judge has approved a settlement ending the process that could have declared Amazon a joint employer with its Direct Service Providers. The original complaint centered on Amazon's relationship with Battle Tested Strategies, a DSP operating out of the DAX8 facility in Palmdale, California, believed to be the only DSP where workers voted for Teamsters representation. Under the settlement, which includes a nonadmission clause specifically disclaiming Amazon's joint employer status, workers at BTS are entitled to two weeks' pay. Finally, we explore increasingly positive signals from a major bellwether for the less-than-truckload sector as Old Dominion Freight Line reported a 12.3% year-over-year revenue increase per day during May, significantly outpacing its previously reported 7.6% revenue increase in April. May tonnage declined just 3.8% year-over-year, a notable improvement from April's 6.1% decline, while yield increased approximately 16% during the month. The improving metrics are being bolstered by a broader industrial recovery, with the Purchasing Managers' Index registering a 54 reading for May, the highest in four years. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off with a major private equity play in the intermodal freight space. Open Road Ventures announced it has acquired Double-Stack Logistics, an intermodal freight broker with direct rail relationships and a fleet of over 150 containers. The company specializes in converting freight that typically moves over the road into intermodal shipments, and the backing will allow Double-Stack to expand its service offering and North American footprint. Next, we explore a massive break for drivers hauling fertilizer as FMCSA grants hours-of-service waivers across 34 states to ease a critical squeeze on fertilizer supplies. Running from May 26 through August 26, the waiver allows drivers to operate for sixteen hours in a twenty-four-hour period—far beyond the standard eleven-hour limit—and eliminates the electronic logging device requirement, giving farmers the narrow window they need to get fertilizer applied during spring planting season. Finally, we unpack a bitter legal battle in the air cargo charter market where GlobalX Airlines is suing Ascent Global Logistics for $30 million, alleging the former investment partner steered charter work to its own subsidiary. According to the complaint, Ascent assigned hundreds of charters per month worth up to $15 million to USA Jet Airlines while only referring about $1 million in flights to GlobalX over three years, a stark breach of their exclusive freight brokerage agreement. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off with a major legal victory for shippers facing liability exposure in Texas. Just one day after Alabama's Supreme Court expanded broker liability in safety incidents, the Texas Supreme Court ruled that Home Depot cannot be held liable for a fatal crash involving Werner Enterprises. The court determined that simply hiring an independent contractor to haul freight does not create tort liability for the shipper, effectively blocking sweeping safety claims untethered from control or conduct. Next, we explore a blockbuster consolidation reshaping how small and midsize businesses access freight capacity. Dallas-based WWEX Group and shipping software provider Auctane have completed their merger to create ShipStation Global, a new logistics powerhouse serving over three million customers. Backed by private equity firm Thoma Bravo, the combined entity handles over three billion shipments annually and connects parcel, LTL, truckload and international services through a single technology platform. Finally, we head across the Atlantic to examine how FedEx is investing heavily in European ground infrastructure to support its premium air cargo ambitions. The express giant is pouring fifty-four million dollars into expanding a major trucking hub in the Netherlands, increasing palletized freight capacity by over fifty percent. This strategic expansion supports FedEx's truck-fly-truck delivery model and its aggressive push to capture a larger share of the ninety billion dollar deferred air cargo market. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off with a massive strategic move in the air cargo sector as Atlas Air, the world's largest Boeing 747 freighter operator, acquires a forty-nine percent stake in Iceland-based Air Atlanta and purchases its fleet of fourteen widebody aircraft through Titan Aviation Leasing. The partnership strengthens Atlas's ability to provide freight service at a time when many large freighters are nearing retirement and manufacturers cannot increase production fast enough. Next, we explore how UPS is rolling out a major service upgrade specifically designed for cross-border industrial shippers as the logistics giant launches time-definite heavy freight air service between the US and Mexico on its own aircraft for the first time. With one-day, two-day and three-day options launching in August, this move supports UPS's broader strategy to deemphasize low-margin parcel business and focus on high-value goods and complex supply chains like automotive. Finally, we cover a clear signal that the driver labor market is heating back up as Illinois-based Nussbaum Transportation announces driver pay increases and a first-ever profit sharing plan, becoming the first carrier to publicly disclose such a move in what appears to be an emerging industry trend. The National Transportation Institute confirmed that multiple fleets have quietly reported pay increases in recent weeks, driven by surging hiring challenges in the second quarter. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off in Washington, where federal regulators have conditionally accepted the massive Union Pacific-Norfolk Southern merger application, but with major strings attached. The Surface Transportation Board accepted the merger paperwork Thursday, but only on the condition that the railroads submit significantly more information across nine distinct areas of concern by July twenty-seventh. Shares of both companies fell about five percent on the news, while the two Class I railroads argue the proposed transcontinental network will eliminate handoffs, convert two point one million truckloads to rail annually, and kickstart reindustrialization across a sprawling fifty-three thousand-mile network. We also explore how the ocean carrier Maersk is paying a hefty price for billing the wrong parties. The company has agreed to pay a one point nine million dollars civil penalty to the Federal Maritime Commission over detention charges that were billed to third parties who had not agreed to Maersk's bills of lading, service contracts, or tariffs. Under the settlement, Maersk agreed to stop the practice entirely, amend its U.S. tariff rules to strictly limit the definition of "merchant," and provide refunds and waivers to impacted third parties. Finally, we cover the major leadership shakeup at Hub Group following a massive accounting error that continues to reverberate. The logistics company announced Thursday that its chief financial officer and chief operating officer have both departed the company, though both will remain available on a consulting basis during the transition. The exits come as Hub Group is forced to restate results for twenty twenty-three and twenty twenty-four, on top of a previously flagged seventy-seven million dollars understatement of purchased transportation expenses for the first three quarters of twenty twenty-five. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining Amazon's aggressive push into urban micromobility with a ten-month e-cargo bike pilot program in Washington, D.C. deploying up to fifteen battery-powered bikes through independent delivery partners. This marks Amazon's second U.S. pilot following Brooklyn in 2024, and builds on a global network that delivered 170 million packages via micromobility in 2024 across more than forty-five cities worldwide. Meanwhile, a sobering reality check from the banking sector reveals that stronger freight rates haven't translated into healthier carrier balance sheets at BMO, one of the largest lenders to trucking. Gross impaired loans stood at $417.2 million U.S. dollars, while allowances for credit losses climbed to $86 million from $57 million a year earlier, signaling continued financial stress across the carrier segment despite recent market improvements. Finally, we explore how fleet technology provider Motive is betting that artificial intelligence can solve the industry's most persistent operational headaches with its new AI Dashcam Plus and Atlas assistant unveiled at Vision 26 in Nashville. The dashcam combines telematics and cameras into a single unit powered by a Qualcomm AI processor capable of running over thirty AI models simultaneously, while Atlas scans safety, compliance and fuel data to generate morning briefings and draft personalized driver messages, saving fleets an average of twenty hours per week. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining a sweeping piece of legislation that just cleared its first major hurdle on Capitol Hill. The House Transportation and Infrastructure committee has overwhelmingly approved the BUILD America 250 Act by a decisive sixty-two to two vote, drawing rare bipartisan praise from both OOIDA and the American Trucking Associations. Two provisions in the sprawling, thousand-plus-page bill are generating particular attention from truckers: mandatory bathroom access at facilities where drivers are delivering or loading cargo, and expanded funding for commercial vehicle parking under an improved version of Jason's Law, which is named after a driver murdered in 2009 while parked at an abandoned gas station. Next, we head north to examine a damning government audit that's exposing widespread failures in commercial driver training oversight. Ontario Auditor General Shelley Spence's office sent undercover secret shoppers to six truck driving schools, uncovering shocking compliance gaps where two private career colleges provided only fifty-nine and eighty-one hours of training, well below the province's mandatory minimum of one hundred three point five hours. The audit also revealed that Ontario's Ministry had never inspected fifty-four of the province's two hundred sixteen registered private career colleges offering Entry Level Training as of March 2025, despite industry groups warning officials as early as 2017 that stronger compliance measures were desperately needed. Finally, we cover a high-profile interstate legal battle over commercial driver licenses and immigration. On Tuesday, the Supreme Court rejected Florida's attempt to sue California and Washington over the issuance of CDLs to immigrants who are not legally authorized to be in the United States. The case stemmed from a deadly crash on Florida's Turnpike in August 2025 involving a truck driver from India who held a valid CDL issued by California, with Florida's Attorney General seeking an injunction barring the two states from issuing licenses to applicants who are not U.S. citizens or lawful permanent residents. The court's refusal to hear the case leaves existing CDL licensing rules in California and Washington intact. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining a massive late-stage funding round that's positioning a fast-growing logistics specialist to take on Amazon's e-commerce dominance. Atlanta-based Stord announced it has raised $250 million in Series F venture capital funding that values the company at $3 billion, doubling its valuation in just twelve months. The new funds will go towards launching Stord Labs, a development hub aimed at rapidly building and deploying agentic AI, robotics and advanced automation by leveraging data from real orders coming through the company's live operating system. Meanwhile, a Texas jury has handed down a staggering nuclear verdict against a trucking company that may no longer even be in business. Last week in Ector County, Texas, a jury awarded $49 million against Texas-based carrier OPG Logistics and driver Biorkys Sanchez Fernandez following a January 2025 crash that killed 29-year-old Steffan Mick. The attorney for OPG reportedly said the company was no longer in business even as a defense was mounted, and with a defendant whose very existence is in doubt, the massive question remains just how much the Mick family will ultimately be able to collect. Finally, we cover a major leadership move at a smart trailer technology company that signals the freight industry's fundamental shift toward connected and autonomous operations. California-based Phillips Connect announced that Mark Wallin, the principal architect of its technical roadmap and customer strategy, has been named president and general manager. Wallin joined Phillips Connect in January 2024 as general manager and senior vice president of product, and has spent the past eighteen months reshaping how the company approaches the market by expanding platform capabilities while lowering barriers to adoption. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining the brutal reality of commercial trucking insurance as premiums have surged at double the rate of inflation while insurers themselves operate deep in the red. The American Transportation Research Institute documents an average annual premium increase of eight point three percent between twenty seventeen and twenty twenty-five, with smaller fleets bearing the heaviest burden at a staggering twenty point three cents per mile. Next, we explore the seismic shift in broker liability law as a major case previously won by Echo Global Logistics has been sent back to a lower court following the Supreme Court's landmark Montgomery decision. This unanimous ruling opens the door for brokers to be held liable for negligent hiring, and plaintiff attorneys are already aggressively screening catastrophic trucking cases for broker involvement at intake. Finally, we shift over to the rails to discuss the fierce battle over a Trump-backed safety measure as the Association of American Railroads slams the Railway Safety Act's inclusion in a major transportation funding bill. The legislation mandates two-person crews and stronger inspections, prompting railroad leaders to call out what they describe as hypocrisy for locking yesterday's operating models into federal law while simultaneously creating a framework for autonomous trucks. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off with a massive compliance crackdown hitting the trucking industry, as the Federal Motor Carrier Safety Administration added twelve electronic logging devices to the revoked list in the largest single-day event since May 2025. All twelve failed to meet minimum technical requirements, bringing the total to seventy-nine devices removed since January 2025 at an aggressive pace of nearly five per month. If you're running any of these devices, you have until July 20th to replace them with a compliant ELD or face citations and out-of-service violations. Over in the ocean shipping sector, we explore how ZIM Integrated Shipping Services posted a net loss of $86 million in the first quarter, a massive reversal from $296 million in net income one year earlier. The Israeli liner, set to be acquired by Germany's Hapag-Lloyd, saw revenues slump 30 percent to $1.4 billion as its average freight rate per TEU crashed 26 percent to just $1,310, reflecting a softer freight rate environment and weaker demand. Finally, we cover the evolving world of fleet technology as Fleetworthy unveiled three major platform enhancements at its Customer Roadshow event in Austin, including a unified cross-platform login, Centralized Vehicle Management, and the debut of the FleetworthyGO mobile app. These upgrades create a single source of truth for vehicle information across Fleetworthy's various products, allowing fleets to manage compliance, toll management, permitting, and weigh station bypass activities from one centralized platform. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining autonomous trucking's major geographic expansion as Einride deploys cabless electric trucks in Ohio in partnership with EASE Logistics. This proof-of-concept deployment represents a significant shift beyond the Sun Belt, bringing SAE Level 4 autonomous technology to the industrial Midwest for the first time. Operating between warehouses in Marysville, the project is part of Ohio and Indiana's Truck Automation Corridor initiative to evaluate real-world impacts on safety and freight efficiency. Next, we explore the equipment sector where Volvo Trucks North America has unveiled a completely redesigned D13 engine engineered to meet 2027 EPA standards taking effect January 1st. The next-generation powerplant slashes nitrogen oxide emissions by a staggering eighty-three percent and particulate matter by fifty percent, making it Volvo's cleanest engine ever. With compacted graphite iron block construction, a higher compression ratio, and innovative fourteen-wave piston design, the engine delivers up to 540 horsepower while fundamentally redefining heavy-duty performance and environmental compliance. Finally, we cover a sudden leadership shakeup at the western Class I railroad as BNSF's chief operations officer departed after just five months in the top operations role. Matt Garland, a twenty-five-year BNSF veteran who took the COO position on January 1st, has been replaced by Craig Morehouse, who will now oversee the entire operations organization. The abrupt transition comes as Berkshire Hathaway's new leadership pushes BNSF to further improve its operating ratio and operational performance. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices