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Dive into the proposed rail mega-merger of Union Pacific and Norfolk Southern, which Republican legislators warn threatens to raise consumer costs, reduce competition, and create "captive shippers". This controversial deal would combine systems controlling nearly 45% of all U.S. rail tonnage across 43 states, raising serious questions about long-term service reliability and inflationary pressure on American households. The trucking market remains in a recession due to a collapse in demand and a significant industrial recession, confirmed by indices like the SONAR Outbound Tender Volume Index (OTVI). Despite low demand, the market could face a radical supply shock if estimates hold true that new immigration enforcement targeting foreign-born drivers could remove 16%, or over 600,000, of the current driver population, potentially strengthening freight rates by late next year. We also examine the FMCSA's new pilot program testing flexible sleeper berth split options, such as 6/4 and 5/5 hours, designed to provide more flexibility for truckers. Safety groups like OOIDA and the TCA are cautioning regulators about a high potential for driver coercion, insisting on strict safeguards and anonymous reporting methods to ensure that discretion belongs solely to the driver. Postmaster General David Steiner is driving a "U-turn" strategy at the USPS, re-emphasizing last-mile delivery services for big shippers like UPS and Amazon to grow revenue by leveraging the agency's unique national network]. While the goal is to stop revenue decline, critics worry this move risks cannibalizing USPS's own products and empowering competitors by handling the toughest delivery segment for them. We also briefly touch on the regulatory back-and-forth seen internationally, such as the now-suspended U.S. fees on Chinese ships, which analysts warned would ultimately burden U.S. agricultural exporters. Learn more about your ad choices. Visit megaphone.fm/adchoices
A Delaware bankruptcy court has cleared the path for the final liquidation of Yellow Corp.'s estate, which will distribute as much as $700 million to creditors, but the order could face an appeal from Yellow's largest equity holder, MFN Partners. We discuss the poor third-quarter results for ocean carrier CMA CGM, which saw group net income fall 72.6% year-over-year and revenue drop 11.3%. The carrier attributed this downturn to geopolitics, trade tensions in the U.S., and a corresponding slowdown in maritime activity, though it noted an improvement quarter-over-quarter after trade between the U.S. and China picked back up. Finally, truck safety advocates are strongly opposing the FMCSA's proposed pilot program that would allow drivers to pause their 14-hour on-duty period for up to three hours, essentially extending the work window to 17 hours. While the FMCSA claims the allowance would mitigate excessive detention times and improve working conditions, Advocates for Highway and Auto Safety argue the initiative is dangerous and misguided. Learn more about your ad choices. Visit megaphone.fm/adchoices
Starting with tech rollouts, Trimble bets big on AI to fix trucking's workflow bottlenecks. It debuted its new cloud-native, modular, AI-powered Transportation Management System (TMS), designed as a single intelligence center for enterprise operations. New AI agents, such as the Order Intake Agent, automate administrative tasks like data extraction from emails and PDFs, potentially eliminating manual review for up to 90% of standard orders. Efficiency is also the core strategy behind major network redesigns at FedEx, who is focused on prioritizing high-quality B2B business and sectors like high-tech freight and healthcare logistics, while using generative AI to predict classification codes to simplify cross-border trade execution. In contrast, global maritime operator CMA CGM profit collapses on ocean ‘slowdown'. reported a staggering 72.6% decline in net income, yet maintained volume growth (up 2.3%) due to its agility in redeploying assets to counter Red Sea disruptions and volatility. On the regulatory and legal front, a Delaware bankruptcy court approved Judge Oks Yellow Corp.'s final liquidation plan, clearing the path to distribute up to $700 million to creditors, crucially classifying employee claims for PTO and sick time as priority for payment. Meanwhile, truck safety advocates strongly oppose the FMCSA's proposed pilot program, detailed in Safety group opposes extending truckers' workday, which would allow truck drivers to pause their 14-hour on-duty window for up to three hours, arguing the agency should instead study detention time directly. Managing constant risk is essential, as evidenced by the U.S.-flag barge Brooklyn Bridge running aground in the Bahamas after a tow wire failed and subsequently being looted, highlighting the vulnerability of routine operations to external factors. The defining trait of a successful logistics operation today is agility built on automation; technology is no longer a differentiator but a necessary cost for maintaining margins and compliance. Learn more about your ad choices. Visit megaphone.fm/adchoices
Malcolm kicks off the week with energy, industry insights, and a packed lineup of guests who deliver deep expertise across transportation safety, branding, and heavy-haul logistics. Malcolm opens with key headlines impacting the freight world — from upcoming USPS parcel price hikes to fluctuating global trade patterns, ocean carrier earnings, FMCSA's new crash-risk study, and shifting M&A trends in the freight sector. The episode's interviews begin with Chris Isley, Risk Control Specialist at Travelers Transportation, who breaks down the complexities of heavy equipment transportation, load securement standards, DOT compliance, specialized permits, escort coordination, and the safety measures needed to move oversized cargo. His decades of experience inform a detailed look at how fleets can strengthen safety programs, prevent losses, and keep operators protected. Next, Malcolm is joined by Alex Martin-Banzer, Brand Marketing Manager for Western Star and Daimler Truck North America. Alex shares her journey from intern to brand leader, offering an inside perspective on engineering, product strategy, and the storytelling behind one of the industry's most iconic vocational truck brands. She dives into the massive Western Star–supported move of a historic Martin Mars aircraft, reflects on the brand's legacy, and previews upcoming projects and the Star Nation operator experience. The show closes with Kyle Wilkes, Project Manager at Southwest Industrial Rigging, who provides an up-close look at the monumental effort required to transport the enormous Martin Mars bomber fuselage across Arizona — the tallest load ever moved on Arizona highways. Kyle walks through the intense planning, routing, permitting, engineering challenges, electrical coordination, and teamwork needed to pull off one of the most complex heavy-haul feats in recent memory. He also shares career advice, industry trends, and a thoughtful tribute to company founder Harry Baker. Watch on YouTube Visit our sponsor 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 current intersection of federal regulation and enforcement is creating significant market risk, forcing carriers to exit and fundamentally tightening liability for both carriers and the shippers who hire them. The immediate shockwave comes from California, where the cancellation of 17,000 non-domiciled CDLs—over 9% of the state's for-hire carrier base—is expected to cause substantial capacity constraints and firm up outbound freight rates, signaling national enforcement scrutiny. This episode unpacks the crucial precedent set by California's AB5 enforcement action, which resulted in an $868,000 penalty against three companies, including shipper Costco and 3PL Ryder Last Mile. Ryder and Costco were found jointly liable with the carrier for exercising "direct or indirect control" over drivers, demonstrating that managing drivers like employees results in liability like an employer. We debate whether the current market slump is purely demand-driven or if regulatory fear is driving non-compliant carriers out, causing spot rates to slowly "melt up" despite weak volumes. Further regulatory focus is evident as the FMCSA launches a major study with 60 carriers to analyze the link between driver work schedules, hours-of-service, and crash risk, aiming to inform future HOS restrictions. Shifting focus to logistics investment, the USPS reported a massive $9 billion loss but is executing an urgent, long-term modernization push, including investing nearly $20 billion in automated sorters and new vehicles to attract parcel volume. Finally, we examine the unanimous industry consensus that autonomous trucking is inevitable, with the rapid "J-curve of adoption" expected to hit between 2035 and 2040 as labor and regulatory risks accelerate investment in driverless technology. Learn more about your ad choices. Visit megaphone.fm/adchoices
Malcolm kicks off the week with energy, industry insights, and a packed lineup of guests who deliver deep expertise across transportation safety, branding, and heavy-haul logistics. Malcolm opens with key headlines impacting the freight world — from upcoming USPS parcel price hikes to fluctuating global trade patterns, ocean carrier earnings, FMCSA's new crash-risk study, and shifting M&A trends in the freight sector. The episode's interviews begin with Chris Isley, Risk Control Specialist at Travelers Transportation, who breaks down the complexities of heavy equipment transportation, load securement standards, DOT compliance, specialized permits, escort coordination, and the safety measures needed to move oversized cargo. His decades of experience inform a detailed look at how fleets can strengthen safety programs, prevent losses, and keep operators protected. Next, Malcolm is joined by Alex Martin-Banzer, Brand Marketing Manager for Western Star and Daimler Truck North America. Alex shares her journey from intern to brand leader, offering an inside perspective on engineering, product strategy, and the storytelling behind one of the industry's most iconic vocational truck brands. She dives into the massive Western Star–supported move of a historic Martin Mars aircraft, reflects on the brand's legacy, and previews upcoming projects and the Star Nation operator experience. The show closes with Kyle Wilkes, Project Manager at Southwest Industrial Rigging, who provides an up-close look at the monumental effort required to transport the enormous Martin Mars bomber fuselage across Arizona — the tallest load ever moved on Arizona highways. Kyle walks through the intense planning, routing, permitting, engineering challenges, electrical coordination, and teamwork needed to pull off one of the most complex heavy-haul feats in recent memory. He also shares career advice, industry trends, and a thoughtful tribute to company founder Harry Baker. Watch on YouTube Visit our sponsor 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 current intersection of federal regulation and enforcement is creating significant market risk, forcing carriers to exit and fundamentally tightening liability for both carriers and the shippers who hire them. The immediate shockwave comes from California, where the cancellation of 17,000 non-domiciled CDLs—over 9% of the state's for-hire carrier base—is expected to cause substantial capacity constraints and firm up outbound freight rates, signaling national enforcement scrutiny. This episode unpacks the crucial precedent set by California's AB5 enforcement action, which resulted in an $868,000 penalty against three companies, including shipper Costco and 3PL Ryder Last Mile. Ryder and Costco were found jointly liable with the carrier for exercising "direct or indirect control" over drivers, demonstrating that managing drivers like employees results in liability like an employer. We debate whether the current market slump is purely demand-driven or if regulatory fear is driving non-compliant carriers out, causing spot rates to slowly "melt up" despite weak volumes. Further regulatory focus is evident as the FMCSA launches a major study with 60 carriers to analyze the link between driver work schedules, hours-of-service, and crash risk, aiming to inform future HOS restrictions. Shifting focus to logistics investment, the USPS reported a massive $9 billion loss but is executing an urgent, long-term modernization push, including investing nearly $20 billion in automated sorters and new vehicles to attract parcel volume. Finally, we examine the unanimous industry consensus that autonomous trucking is inevitable, with the rapid "J-curve of adoption" expected to hit between 2035 and 2040 as labor and regulatory risks accelerate investment in driverless technology. Learn more about your ad choices. Visit megaphone.fm/adchoices
Please text us at 559-701-8000 In this episode, we sit down with Rupinder Kaur from Prime Drug Testing to break down the most important aspects of DOT-regulated and non-DOT drug testing for the trucking industry. Rupinder shares her insights on why proper testing is critical for safety, compliance, and protecting carriers from costly violations. We discuss pre-employment screening, random testing pools, post-accident requirements, and how fast, reliable testing helps trucking companies avoid FMCSA penalties. Rupinder also discusses Prime Drug Testing's streamlined process, mobile testing capabilities, and the growing need for trusted testing partners—especially within the Punjabi trucking community. A practical, informative conversation every carrier, owner-operator, and safety manager should hear. #DrugTesting #DOTDrugTesting #FMCSACompliance #DOTCompliance #TruckingCompliance #SafetyFirst #DriverSafety #RandomTesting #PreEmploymentTesting #PostAccidentTesting #ReturnToDuty #Clearinghouse #CDLDrivers #CDLLife #TruckingSafety #OnTheRoadSafety Support the showThank you for listening & please share with your friends and family. Please follow us on SoundCloud, Spotify, or any other major podcast platform.
While the Port of Long Beach saw container volumes drop significantly—imports declined 17.6% and total TEUs fell 14.9% in October 2025 compared to the previous year's record-setting month—the hub remains ahead of its 2024 all-time annual cargo record pace through the first 10 months of 2025. Port officials are anticipating that American consumers will likely see price escalation on goods in the coming months as shippers are expected to pass along the costs of ongoing tariffs and trade policies. In trucking, a major regulatory shift has been halted as the U.S. Court of Appeals for the D.C. Circuit temporarily stayed the FMCSA's interim final rule heavily restricting non-domiciled commercial driver's licenses. This administrative stay, ordered pending a review of a lawsuit filed by an affected driver, means state agencies can presumably resume issuing and renewing these non-domiciled CDLs. Truckload carrier Werner Enterprises stated at an investor conference that it has hit a baseline capacity and sees "no retreat" from its current dedicated fleet size, despite calling the current downcycle the worst he has seen in 35 years in the industry. Werner's CEO asserted that the duration of the downturn and rising trucking accident rates across the industry may be linked to lower standards on CDL issuance and driver schools, which have contributed to excess capacity. Learn more about your ad choices. Visit megaphone.fm/adchoices
While the Port of Long Beach saw container volumes drop significantly—imports declined 17.6% and total TEUs fell 14.9% in October 2025 compared to the previous year's record-setting month—the hub remains ahead of its 2024 all-time annual cargo record pace through the first 10 months of 2025. Port officials are anticipating that American consumers will likely see price escalation on goods in the coming months as shippers are expected to pass along the costs of ongoing tariffs and trade policies. In trucking, a major regulatory shift has been halted as the U.S. Court of Appeals for the D.C. Circuit temporarily stayed the FMCSA's interim final rule heavily restricting non-domiciled commercial driver's licenses. This administrative stay, ordered pending a review of a lawsuit filed by an affected driver, means state agencies can presumably resume issuing and renewing these non-domiciled CDLs. Truckload carrier Werner Enterprises stated at an investor conference that it has hit a baseline capacity and sees "no retreat" from its current dedicated fleet size, despite calling the current downcycle the worst he has seen in 35 years in the industry. Werner's CEO asserted that the duration of the downturn and rising trucking accident rates across the industry may be linked to lower standards on CDL issuance and driver schools, which have contributed to excess capacity. Learn more about your ad choices. Visit megaphone.fm/adchoices
Carrier sentiment is suppressed by a weak rate environment as the market waits for necessary fleet rationalization, highlighted by historic levels of Class 8 oversupply exceeding 90,000 units. The physical evidence of financial distress is staggering, demonstrated by the collapse in trailer prices—with 3-year-old 53-foot dry vans now trading for under $20,000—and the high volume of repossessions dominating used equipment sales, where 158 out of 162 units sold by Ritchie Bros. in Q3 2025 were repossessions. This contraction is bleeding into the tech sector, as evidenced by the Chapter 11 filing of VC-backed freight tech startup Zuum, which listed assets and liabilities between $10 million and $50 million. Importantly, 19 of Zuum's top 20 unsecured creditors are freight brokers, revealing how interconnected the ecosystem is and exposing brokers to significant financial risk from failed tech platforms. Amidst the contraction, the future driver talent pipeline is seeing massive investment, including a 4.9 million earmark secured by Senator Thom Tillis for Southeastern Community College in North Carolina to aggressively expand its truck driver training program. Furthermore, a significant bureaucratic roadblock was temporarily removed when the DC Court of Appeals issued a temporary stay on the FMCSA's non-domiciled CDL rule, halting restrictions while the court reviews a lawsuit against the regulation. We also cover major international policy shifts, including the U.S. Trade Representative suspending Section 301 port fees on China-built cargo ships for one year, a reciprocal move that temporarily eases global trade tensions. Finally, we discuss the sobering update in air cargo capacity, where the FAA temporarily grounded all MD-11 freighters for inspection following a tragic UPS crash in Louisville, impacting major carriers like UPS and FedEx globally. Learn more about your ad choices. Visit megaphone.fm/adchoices
Carrier sentiment is suppressed by a weak rate environment as the market waits for necessary fleet rationalization, highlighted by historic levels of Class 8 oversupply exceeding 90,000 units. The physical evidence of financial distress is staggering, demonstrated by the collapse in trailer prices—with 3-year-old 53-foot dry vans now trading for under $20,000—and the high volume of repossessions dominating used equipment sales, where 158 out of 162 units sold by Ritchie Bros. in Q3 2025 were repossessions. This contraction is bleeding into the tech sector, as evidenced by the Chapter 11 filing of VC-backed freight tech startup Zuum, which listed assets and liabilities between $10 million and $50 million. Importantly, 19 of Zuum's top 20 unsecured creditors are freight brokers, revealing how interconnected the ecosystem is and exposing brokers to significant financial risk from failed tech platforms. Amidst the contraction, the future driver talent pipeline is seeing massive investment, including a 4.9 million earmark secured by Senator Thom Tillis for Southeastern Community College in North Carolina to aggressively expand its truck driver training program. Furthermore, a significant bureaucratic roadblock was temporarily removed when the DC Court of Appeals issued a temporary stay on the FMCSA's non-domiciled CDL rule, halting restrictions while the court reviews a lawsuit against the regulation. We also cover major international policy shifts, including the U.S. Trade Representative suspending Section 301 port fees on China-built cargo ships for one year, a reciprocal move that temporarily eases global trade tensions. Finally, we discuss the sobering update in air cargo capacity, where the FAA temporarily grounded all MD-11 freighters for inspection following a tragic UPS crash in Louisville, impacting major carriers like UPS and FedEx globally. Learn more about your ad choices. Visit megaphone.fm/adchoices
The October Logistics Managers' Index data, detailed in the article October LMI shows price increases outpacing capacity growth, shows transportation utilization (57.3) and pricing (61.7) surged, reversing the prior negative freight inversion. This tight market prediction is worsened by the immediate air cargo capacity shock stemming from the UPS MD-11 crash on November 5th, a tragedy covered in LATEST: Death toll in UPS cargo jet crash rises to 7. This incident led to seven confirmed fatalities and resulted in the indefinite closure of the Louisville Muhammad Ali International Airport and the complete halt of UPS Worldport operations. Regulatory pressure is further squeezing the driver pool through the FMCSA's new non-domiciled CDL rule, which prevents Ukrainian war refugees from renewing legally obtained licenses, a complex issue explored in CDL overhaul tailspins Ukrainian truckers. Meanwhile, labor friction is mounting as the Teamsters union accuses UPS of violating its contract by diverting delivery work to non-union gig drivers at subsidiaries like Roadie and Happy Returns, a conflict covered in Teamsters union to press UPS over Roadie use of gig drivers. Shifting focus to corporate performance, Uber Freight revenue flat in Q3 as company posts strong delivery gains reports the freight unit's Q3 revenue remained flat at $1.31 billion and incurred a loss, even as Uber's overall mobility and delivery divisions saw strong growth and record adjusted EBITDA. Conversely, TFI CEO Alain Bedard anticipates a weak fourth quarter, yet offers a strongly positive long-term outlook, particularly for 2026, due to operational improvements in LTL and potential infrastructure impacts, as detailed in TFI's Bedard sees a stronger 2026 after a weak 4Q. Learn more about your ad choices. Visit megaphone.fm/adchoices
The October Logistics Managers' Index data, detailed in the article October LMI shows price increases outpacing capacity growth, shows transportation utilization (57.3) and pricing (61.7) surged, reversing the prior negative freight inversion. This tight market prediction is worsened by the immediate air cargo capacity shock stemming from the UPS MD-11 crash on November 5th, a tragedy covered in LATEST: Death toll in UPS cargo jet crash rises to 7. This incident led to seven confirmed fatalities and resulted in the indefinite closure of the Louisville Muhammad Ali International Airport and the complete halt of UPS Worldport operations. Regulatory pressure is further squeezing the driver pool through the FMCSA's new non-domiciled CDL rule, which prevents Ukrainian war refugees from renewing legally obtained licenses, a complex issue explored in CDL overhaul tailspins Ukrainian truckers. Meanwhile, labor friction is mounting as the Teamsters union accuses UPS of violating its contract by diverting delivery work to non-union gig drivers at subsidiaries like Roadie and Happy Returns, a conflict covered in Teamsters union to press UPS over Roadie use of gig drivers. Shifting focus to corporate performance, Uber Freight revenue flat in Q3 as company posts strong delivery gains reports the freight unit's Q3 revenue remained flat at $1.31 billion and incurred a loss, even as Uber's overall mobility and delivery divisions saw strong growth and record adjusted EBITDA. Conversely, TFI CEO Alain Bedard anticipates a weak fourth quarter, yet offers a strongly positive long-term outlook, particularly for 2026, due to operational improvements in LTL and potential infrastructure impacts, as detailed in TFI's Bedard sees a stronger 2026 after a weak 4Q. Learn more about your ad choices. Visit megaphone.fm/adchoices
Leveraging Shipper Intent Data to Win More Freight", Joe Lynch and Rob Light, CEO & Co-founder at CarrierSource, discuss how their platform provides the real-time intent signals and AI tools necessary to turn passive interest into high-value revenue. About Rob Light Robert Light is the CEO and a Co-Founder of CarrierSource, the leading review website for brokers and carriers. Rob has been building CarrierSource for the past five years, and prior to that was an early employee at the software review website G2.com. At G2, Rob saw the power of customer reviews and how small businesses could leverage the voice of their customers to compete with the largest companies in the space. He's excited to bring this same opportunity to logistics and transportation. About CarrierSource CarrierSource is revolutionizing the freight industry with real-time Shipper Intent Data and AI-powered Research Agents. For the first time, brokers and carriers can see when a shipper is searching for capacity, viewing competitor profiles, or interacting with their own listing. These signals empower teams to engage high-intent prospects at exactly the right moment, turning passive interest into closed business. With Research Agents, teams can go from shipper intent signal to context to outreach in minutes, bridging the gap between intent and action. CarrierSource is built on top of the first truly two-sided review marketplace. Brokers and carriers can review each other, and shippers can find freight partners through verified reviews, FMCSA safety and insurance data, and detailed company profiles. With over 75,000 reviews across 40,000+ brokers and carriers, CarrierSource is where reputations are built. It's now also where intent turns into revenue. Key Takeaways: Leveraging Shipper Intent Data to Win More Freight Leveraging Shipper Intent Data to Win More Freight", Joe Lynch and Rob Light, CEO & Co-founder at CarrierSource, discuss how their platform provides the real-time intent signals and AI tools necessary to turn passive interest into high-value revenue. Real-Time Shipper Intent is the New Gold: The most critical factor in winning freight is knowing when a shipper is actively in the market. CarrierSource provides real-time signals—such as a shipper searching for capacity or viewing a competitor's profile—allowing brokers and carriers to engage prospects at the precise moment of highest intent. AI Closes the Intent-to-Action Gap: The platform utilizes AI-powered Research Agents to bridge the gap between signal and outreach. This technology ensures that teams can move from identifying an intent signal to gathering necessary context and initiating an informed outreach effort in minutes. Reputation is the Foundation for Conversion: Rob Light's experience at G2 highlights the power of customer voice. CarrierSource is built on a two-sided review marketplace with over 75,000 reviews, establishing that a verified and strong reputation is essential for converting a high-intent prospect into closed business. Democratizing the Competitive Edge: The technology empowers smaller and mid-sized brokers and carriers. By providing access to high-value intent data and leveraging the voice of their customers through reviews, they can effectively compete head-to-head with the largest companies in the logistics space. A Holistic View Wins the Business: Winning freight requires more than just knowing intent; it demands credibility. The platform integrates real-time intent data with essential compliance information, including verified reviews, FMCSA safety data, and insurance details, providing a comprehensive profile for shippers. The Shift to a Proactive Revenue Model: The industry is shifting from a reactive approach (waiting for RFPs) to a proactive one. CarrierSource enables a model where "intent turns into revenue," fundamentally changing the sales motion from passive interest tracking to immediate, targeted engagement. Leverage Reviews to Compete on Par: A core lesson from Rob's previous work is that customer reviews are a powerful tool to level the playing field. By making the voice of the customer central to the partner selection process, brokers and carriers of all sizes can use their established service reputation to secure new freight opportunities. Learn More About Leveraging Shipper Intent Data to Win More Freight Rob Light | Linkedin CarrierSource CarrierSource | Linkedin The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube
What if you knew a shipper was actively searching for capacity before they ever reached out?In this episode, I'm joined by Kevin Hill, longtime freight media voice and now part of the team at CarrierSource, to talk about one of the most powerful tools in freight prospecting today: shipper intent data.We break down how CarrierSource tracks shipper behavior across thousands of lane and equipment type searches, how sales teams are using that intel to target better, and why this kind of visibility flips the old “spray and pray” approach on its head. Kevin also walks us through how carrier sales reps are using the platform daily to find, vet, and build relationships with high-performing carriers — all based on real reviews and data, not just FMCSA basics.This episode is a playbook for using smarter data to close more freight.______________________________________________
Dry van rates are surging nationwide, despite weak trucking volumes and low tender rejections, an inversion that points to hard supply contraction driven by behavioral reactions to immigration enforcement efforts. We also analyze the broader, longer-term metrics from the Logistics Managers' Index, which recorded a September reading of 57.4, marking the seventh consecutive month the index has remained below its all-time average. This confirms slow, steady growth rather than a roaring expansion, and for the third straight month, a "negative freight inversion" occurred where transportation capacity grew faster than transportation pricing. In Washington, Derek Barrs was officially confirmed as the eighth administrator of the FMCSA, a move that industry groups like the American Trucking Associations and the Owner-Operator Independent Drivers Association had been anxious to see confirmed. Furthermore, new research links truck drivers who violate English language proficiency rules to significantly higher safety risks—with inspections involving an ELP violation having two and a half times the number of total non-ELP violations—though the study cautions this is a correlation and not direct causation. We provide a quick carrier pulse check confirming ongoing market pressures, highlighted by San Diego-based Epic Lightning Fast Service LLC permanently closing operations and laying off 116 employees by the end of October due to persistent challenging market conditions. However, there is positive news in the LTL space, as Daylight Transport was named the top overall LTL carrier for the second consecutive year and Old Dominion Freight Line was recognized as the top national carrier for the 16th straight year. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dry van rates are surging nationwide, despite weak trucking volumes and low tender rejections, an inversion that points to hard supply contraction driven by behavioral reactions to immigration enforcement efforts. We also analyze the broader, longer-term metrics from the Logistics Managers' Index, which recorded a September reading of 57.4, marking the seventh consecutive month the index has remained below its all-time average. This confirms slow, steady growth rather than a roaring expansion, and for the third straight month, a "negative freight inversion" occurred where transportation capacity grew faster than transportation pricing. In Washington, Derek Barrs was officially confirmed as the eighth administrator of the FMCSA, a move that industry groups like the American Trucking Associations and the Owner-Operator Independent Drivers Association had been anxious to see confirmed. Furthermore, new research links truck drivers who violate English language proficiency rules to significantly higher safety risks—with inspections involving an ELP violation having two and a half times the number of total non-ELP violations—though the study cautions this is a correlation and not direct causation. We provide a quick carrier pulse check confirming ongoing market pressures, highlighted by San Diego-based Epic Lightning Fast Service LLC permanently closing operations and laying off 116 employees by the end of October due to persistent challenging market conditions. However, there is positive news in the LTL space, as Daylight Transport was named the top overall LTL carrier for the second consecutive year and Old Dominion Freight Line was recognized as the top national carrier for the 16th straight year. Learn more about your ad choices. Visit megaphone.fm/adchoices
President Donald Trump's expansion of tariffs, which includes a new 25% duty on imported medium and heavy-duty trucks is set to begin November 1st. This decision follows a federal probe under Section 232 of the Trade Expansion Act and is aimed at protecting U.S. manufacturers like Peterbilt and Kenworth. The broadcast also covers the escalating labor situation at Canada Post, which has presented a scaled-back offer to 50,000 striking mail carriers that increases the likelihood of job cuts. The company's proposed collective bargaining agreement no longer includes a signing bonus due to its deteriorating financial position and plans to eliminate lifetime job security provisions for urban unit employees. Furthermore, the U.S. Department of Transportation has issued an emergency federal order leading to California and Oregon suspending the issuance of non-domiciled CDLs. This crackdown follows an FMCSA audit that found widespread non-compliance, including that more than 25% of California's non-domiciled CDLs were improperly issued. Don't miss the upcoming FreightWaves TV programming, including Loaded and Rolling and Check Call. You can also join the leaders shaping the future of freight at the F3: Future of Freight Festival in Chattanooga, Tennessee, which is just two weeks away. Learn more about your ad choices. Visit megaphone.fm/adchoices
President Donald Trump's expansion of tariffs, which includes a new 25% duty on imported medium and heavy-duty trucks is set to begin November 1st. This decision follows a federal probe under Section 232 of the Trade Expansion Act and is aimed at protecting U.S. manufacturers like Peterbilt and Kenworth. The broadcast also covers the escalating labor situation at Canada Post, which has presented a scaled-back offer to 50,000 striking mail carriers that increases the likelihood of job cuts. The company's proposed collective bargaining agreement no longer includes a signing bonus due to its deteriorating financial position and plans to eliminate lifetime job security provisions for urban unit employees. Furthermore, the U.S. Department of Transportation has issued an emergency federal order leading to California and Oregon suspending the issuance of non-domiciled CDLs. This crackdown follows an FMCSA audit that found widespread non-compliance, including that more than 25% of California's non-domiciled CDLs were improperly issued. Don't miss the upcoming FreightWaves TV programming, including Loaded and Rolling and Check Call. You can also join the leaders shaping the future of freight at the F3: Future of Freight Festival in Chattanooga, Tennessee, which is just two weeks away. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of FreightWaves' What The Truck?!?, host Malcolm Harris dives into how technology is quietly reshaping the freight world. From AI-powered visibility to smarter dock operations, this show takes you under the hood of innovation in logistics. Guests: Wesley Montague, CEO & Founder of ShipItPro — shares how his platform is tackling freight damage and cargo claims head-on, saving shippers billions through proactive tech and smarter communication across the supply chain. David Mendelson, Chief Product Officer at Super Dispatch — talks scaling logistics tech, the evolution of SuperPay, and how invisible AI is making carriers' lives easier (and getting them paid faster). Headlines: - U.S. DOT halts non-domiciled CDLs — what it means for illegal operators - USPS carrier shot by Amazon driver raises questions about delivery safety - Red Sea tensions impact global trade routes amid Gaza peace talks - Derek Bars confirmed as new FMCSA chief, signaling tighter regulatory focus Watch on YouTube Visit our sponsor 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' What The Truck?!?, host Malcolm Harris dives into how technology is quietly reshaping the freight world. From AI-powered visibility to smarter dock operations, this show takes you under the hood of innovation in logistics. Guests: Wesley Montague, CEO & Founder of ShipItPro — shares how his platform is tackling freight damage and cargo claims head-on, saving shippers billions through proactive tech and smarter communication across the supply chain. David Mendelson, Chief Product Officer at Super Dispatch — talks scaling logistics tech, the evolution of SuperPay, and how invisible AI is making carriers' lives easier (and getting them paid faster). Headlines: - U.S. DOT halts non-domiciled CDLs — what it means for illegal operators - USPS carrier shot by Amazon driver raises questions about delivery safety - Red Sea tensions impact global trade routes amid Gaza peace talks - Derek Bars confirmed as new FMCSA chief, signaling tighter regulatory focus Watch on YouTube Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
Transport Topics is the news leader in trucking and freight transportation. Today's briefing covers Derek Barrs' confirmation to lead FMCSA, Jim Ward's retirement from TCA, and a fire at Chevron's El Segundo refinery. Learn more about your ad choices. Visit podcastchoices.com/adchoices
No news has been bigger in trucking this year than the DOT's announcement Friday, September 26, of changes to the rules around non-domiciled CDL issuance, effective now: https://www.overdriveonline.com/regulations/article/15767991/fmcsa-to-force-nearly-200k-nondomiciled-cdl-holders-out-of-trucking New restrictions on issuance hold potential to limit foreign-domiciled CDL drivers' ability to work OTR in the U.S. The influx of asylum seekers into the country in recent years has meant a lot of those asylum seekers ended up getting those non-domiciled CDLs. Going forward, they won't, unless they have an employer-sponsored visa for temporary work in the United States. The same day DOT announced the changes, likewise initial results from its ongoing audit of state CDL programs around non-domciled CDL issuance, our own Matt Cole was out at the Guilty by Association Truck Show in Joplin, Missouri, where he reported from a sort of listening session hosted at the event by the Owner-Operator Independent Drivers Association and featuring questions and commentary from owner-operators in attendance. Responses came from FMCSA's own Senior Policy Advisor Michael Hampton. This week's episode features a good near-hour's worth of audio from the session, and applause lines weren't hard to come by -- rare for a regulatory session, that's certain. One came fairly early on in response to a commenting owner-operator's contention that, as was noted by many Overdrive readers earlier this year, maybe a non-domiciled CDL shouldn't even exist, particularly as an option for a non-immigrant in the country with temporary status: https://www.overdriveonline.com/15747114 Perhaps the biggest applause line, though, came when FMCSA's own Michael Hampton contended that more hours of service flexibility would result in better safety, as the agency readies two studies of flexibility enhancements we highlighted two weeks back here on the podcast: https://www.overdriveonline.com/15755974 Hampton urged truckers to participate in those studies when they get rolling -- the agency will need data to help it get further changes to the split-sleeper rules, and/or a 14-hour clock pause button, across the finish line in future. Participation's going to be paramount to analyzing safety impacts and, with any luck, truly showing that Hampton in his contention is in fact correct. As also mentioned in the podcast: **Big congrats to Overdrive's four 2025 Small Fleet Champ finalists! Recent announcement: https://overdriveonline.com/15768558 **DOT OIG's audit of oversight of CDL skills testing and training: https://overdriveonline.com/15755980 (second brief down the page)
Today's daily update tackles extreme market volatility, starting with the unprecedented regulatory about-face by the California Air Resources Board. CARB has essentially wiped out the two biggest components of their Advanced Clean Fleets rule, including the High Priority Fleets regulation covering fleets over 50 trucks and rules that were set to bar non-ZEV trucks from port operations. We analyze the looming threat of a federal shutdown, noting that while essential safety functions like FMCSA roadside inspections and CBP cargo inspections are expected to continue, critical oversight functions will largely cease. Agencies like the Federal Maritime Commission and the Surface Transportation Board, which handles shipping disputes and vital transportation data, will suspend case processing, potentially leading to increased dwell times at major ports like LA-Long Beach. Moving to efficiency gains, we examine how AI startup Oatway is tackling the “dirty secret of full truckload”—partially filled trailers—by dynamically matching partial shipments with empty capacity on existing FTL run. This innovation optimizes existing infrastructure using machine learning and ELD data, potentially boosting net annual revenue for carriers by up to 30% while cutting shipper costs by up to 50% compared to traditional LTL. In corporate news, Interstate Personnel Services , the parent company of Paschall Truck Lines, is in formal talks to acquire J&R Sugar Trucking, which would create a combined fleet of around 2,000 trucks and 5,000 trailers. This merger strategically adds temperature-controlled refrigerated transport capacity to IPS's existing dry van network, highlighting the current premium placed on reefer capacity. Finally, Texas has halted the issuance of Commercial Driver's Licenses to non-citizens, including DACA recipients and refugees, following a federal directive aimed at tightening commercial licensing rules. Since 2015, Texas has issued almost 52,000 non-domiciled CDLs, and this regulatory move presents an immediate challenge for fleet staffing and recruitment efforts across the state. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's daily update tackles extreme market volatility, starting with the unprecedented regulatory about-face by the California Air Resources Board. CARB has essentially wiped out the two biggest components of their Advanced Clean Fleets rule, including the High Priority Fleets regulation covering fleets over 50 trucks and rules that were set to bar non-ZEV trucks from port operations. We analyze the looming threat of a federal shutdown, noting that while essential safety functions like FMCSA roadside inspections and CBP cargo inspections are expected to continue, critical oversight functions will largely cease. Agencies like the Federal Maritime Commission and the Surface Transportation Board, which handles shipping disputes and vital transportation data, will suspend case processing, potentially leading to increased dwell times at major ports like LA-Long Beach. Moving to efficiency gains, we examine how AI startup Oatway is tackling the “dirty secret of full truckload”—partially filled trailers—by dynamically matching partial shipments with empty capacity on existing FTL run. This innovation optimizes existing infrastructure using machine learning and ELD data, potentially boosting net annual revenue for carriers by up to 30% while cutting shipper costs by up to 50% compared to traditional LTL. In corporate news, Interstate Personnel Services , the parent company of Paschall Truck Lines, is in formal talks to acquire J&R Sugar Trucking, which would create a combined fleet of around 2,000 trucks and 5,000 trailers. This merger strategically adds temperature-controlled refrigerated transport capacity to IPS's existing dry van network, highlighting the current premium placed on reefer capacity. Finally, Texas has halted the issuance of Commercial Driver's Licenses to non-citizens, including DACA recipients and refugees, following a federal directive aimed at tightening commercial licensing rules. Since 2015, Texas has issued almost 52,000 non-domiciled CDLs, and this regulatory move presents an immediate challenge for fleet staffing and recruitment efforts across the state. Learn more about your ad choices. Visit megaphone.fm/adchoices
Starting with high stakes legal risks surrounding broker liability, we explore the Supreme Court's scheduled conference to discuss whether to grant certiorari on two landmark cases, Cox v. TQL and Montgomery v. Caribe II, which hinges on interpreting the safety exception in the Federal Aviation Administration Authorization Act (F4A). We shift gears to financial risks, where dry van contract rates have remained stalled and fell only a marginal 0.3% year-over-year as of early September. This flat rate environment is extremely stressful because the average cost to operate a truck has increased 33% since 2019, compared to only a 17% rise in contract rates over the same period, leading to massive carrier attrition. Operational security is also paramount as cargo theft tactics are becoming incredibly sophisticated, with Mexico serving as the epicenter and accounting for 75% of all North American incidents in Q3. Furthermore, we analyze the surprise leadership shift at CSX, where the board named Steve Angel as the new president and CEO, following activist investor pressure over persistent underperformance metrics compared to other Class I carriers. Finally, we cover the ultimate labor battleground: the fight for driver hours and pay, as the FMCSA proposes pilot programs that could allow for up to 17-hour driving windows. Many drivers argue that the solution is not more hours but mandatory federally-mandated detention pay, suggesting compensation should kick in after just 30 minutes of waiting at docks. Learn more about your ad choices. Visit megaphone.fm/adchoices
All eyes are on Washington today as the Supreme Court is scheduled to discuss whether to grant review in two critical broker liability cases under the F4A. The fundamental issue is whether the safety exception, which allows state action for negligence causing physical harm, extends to third-party logistics providers or brokers. The FMCSA's National Consumer Complaint Database modernization, part of Transportation Secretary Sean Duffy's broader Pro-Trucker Package, has officially gone live with Phase One. This long overdue tech upgrade is mobile-optimized and creates an official federal mechanism for reporting broker complaints, which can directly influence a company's safety ratings and audit priorities. The Surface Transportation Board is seeking more time to review the proposed $85 billion acquisition of Norfolk Southern by Union Pacific. The board has proposed a procedural schedule that slightly tweaks the original timeline and grants the Justice Department and Department of Transportation an extra 15 days to file their official comments. Learn more about your ad choices. Visit megaphone.fm/adchoices
All eyes are on Washington today as the Supreme Court is scheduled to discuss whether to grant review in two critical broker liability cases under the F4A. The fundamental issue is whether the safety exception, which allows state action for negligence causing physical harm, extends to third-party logistics providers or brokers. The FMCSA's National Consumer Complaint Database modernization, part of Transportation Secretary Sean Duffy's broader Pro-Trucker Package, has officially gone live with Phase One. This long overdue tech upgrade is mobile-optimized and creates an official federal mechanism for reporting broker complaints, which can directly influence a company's safety ratings and audit priorities. The Surface Transportation Board is seeking more time to review the proposed $85 billion acquisition of Norfolk Southern by Union Pacific. The board has proposed a procedural schedule that slightly tweaks the original timeline and grants the Justice Department and Department of Transportation an extra 15 days to file their official comments. Learn more about your ad choices. Visit megaphone.fm/adchoices
Starting with high stakes legal risks surrounding broker liability, we explore the Supreme Court's scheduled conference to discuss whether to grant certiorari on two landmark cases, Cox v. TQL and Montgomery v. Caribe II, which hinges on interpreting the safety exception in the Federal Aviation Administration Authorization Act (F4A). We shift gears to financial risks, where dry van contract rates have remained stalled and fell only a marginal 0.3% year-over-year as of early September. This flat rate environment is extremely stressful because the average cost to operate a truck has increased 33% since 2019, compared to only a 17% rise in contract rates over the same period, leading to massive carrier attrition. Operational security is also paramount as cargo theft tactics are becoming incredibly sophisticated, with Mexico serving as the epicenter and accounting for 75% of all North American incidents in Q3. Furthermore, we analyze the surprise leadership shift at CSX, where the board named Steve Angel as the new president and CEO, following activist investor pressure over persistent underperformance metrics compared to other Class I carriers. Finally, we cover the ultimate labor battleground: the fight for driver hours and pay, as the FMCSA proposes pilot programs that could allow for up to 17-hour driving windows. Many drivers argue that the solution is not more hours but mandatory federally-mandated detention pay, suggesting compensation should kick in after just 30 minutes of waiting at docks. Learn more about your ad choices. Visit megaphone.fm/adchoices
The biggest global shift is the cancellation of the de minimis rule, which previously offered a duty-free pass for low-value parcels but now adds huge friction by requiring formal customs entries. In response to this turbulence, companies like DHL are pouring millions into compliance, hiring over 880 new customs experts and investing heavily in AI and digital platforms to manage the rising complexity. The U.S. trucking market faces a capacity crisis marked by systemic overcapacity—a 54% surge in for-hire carriers since 2018 compared to only a 1.2% rise in freight volume. This environment has enabled dangerous "chameleon carriers" linked to hundreds of deaths, prompting the FMCSA to issue an emergency rule severely restricting non-domiciled Commercial Driver's Licenses (CDLs). Carriers must prepare for major cost inflation starting October 2025, when the U.S. is set to slap a new 25% import tariff on heavy-duty trucks, hitting an equipment market already reeling from low orders. Adding to regulatory uncertainty, the Department of Justice is seeking to dismiss California's lawsuit over Congress overturning key EPA waivers, even as Automated Manual Transmissions (AMTs) make driving easier but eliminate the traditional mechanical knowledge defining professional skill. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this Friday edition of WHAT THE TRUCK?!?, host Malcolm Harris is in Chattanooga breaking down the week's biggest headlines and talking with industry titans. First, we dive into the FMCSA's new emergency rule that immediately restricts the issuance of non-domiciled CDLs. Then, we cover President Trump's new tariffs targeting heavy trucks and other goods, which could lead to higher costs for imported trucks and parts. Other topics include Volvo making side curtain airbags a standard feature on all new North American models and a CDL testing scam in Massachusetts. This episode features two incredible guests: Kevin Nolan: Founder of Nolan Transportation Group (NTG) and the mastermind behind OTR Solutions, Marquee Insurance, PayHawk, and Sope Creek Capital. Kevin joins Malcolm in the studio to discuss everything from building a business and evolving with the industry to their shared love for Atlanta hip-hop. Kevin also gives a preview of the epic after-parties planned for the F3: Future of Freight Festival, including specialty cocktails, an 80s cover band, and live midget wrestling. Brandon Wiseman: President of Truck Safe Consulting. Brandon provides an expert legal breakdown of the FMCSA's emergency rule on non-domiciled CDLs. He clarifies that while there are an estimated 200,000 such CDL holders, the rule will likely impact a smaller percentage by narrowing eligibility criteria. Watch on YouTube Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
What's the real problem in trucking right now? Are there too many regulations? Or lack of reinforcement? Find out in this episode with our returning guest, Adam Wingfield of Innovative Logistics Group! Adam discusses the FMCSA's staffing crisis, what really creates safety gaps across the industry, the disconnect between federal and state regulations that leaves us with 48 to 50 different standards instead of a national approach, and why political swings only exacerbate the issue. We also cover safety audit delays, misconceptions surrounding language barriers, how social media noise distracts from real solutions, the broker accountability in today's excess capacity market, and why treating carriers right now will pay off when things tighten! About Adam Wingfield Adam is the Founder and Managing Director of Innovative Logistics Group. The Charlotte, NC based company is a Trucking Consulting and Carrier Services firm that focuses on providing resources and success guidance to small carriers. Adam a South Carolina native and 21 year industry vet, started in the industry in 2000 as a OTR company driver and quickly progressed to fleet ownership purchasing his first semi truck at 23 years old. Adam began his collegiate study at Johnson C. Smith University where he begun his studies to go on to complete his degree, Magna Cum Laude in Business Management/Supply Chain from Strayer University. As a trucking visionary, he managed to amass a portfolio of trucks under management as well as progressing into executive mentorship all before the age of 30. Driven by his passion for success, Innovative Logistics has helped thousands of carriers small and large with countless resources and mentorship. Connect with Adam Website: https://www.thetruckingconsultants.com/ LinkedIn: https://www.linkedin.com/in/adam-wingfield-012b523a/ X (Twitter): https://x.com/adamlwingfield
On this Friday edition of WHAT THE TRUCK?!?, host Malcolm Harris is in Chattanooga breaking down the week's biggest headlines and talking with industry titans.First, we dive into the FMCSA's new emergency rule that immediately restricts the issuance of non-domiciled CDLs. Then, we cover President Trump's new tariffs targeting heavy trucks and other goods, which could lead to higher costs for imported trucks and parts. Other topics include Volvo making side curtain airbags a standard feature on all new North American models and a CDL testing scam in Massachusetts.This episode features two incredible guests: Kevin Nolan: Founder of Nolan Transportation Group (NTG) and the mastermind behind OTR Solutions, Marquee Insurance, PayHawk, and Sope Creek Capital. Kevin joins Malcolm in the studio to discuss everything from building a business and evolving with the industry to their shared love for Atlanta hip-hop. Kevin also gives a preview of the epic after-parties planned for the F3: Future of Freight Festival, including specialty cocktails, an 80s cover band, and live midget wrestling. Brandon Wiseman: President of Truck Safe Consulting. Brandon provides an expert legal breakdown of the FMCSA's emergency rule on non-domiciled CDLs. He clarifies that while there are an estimated 200,000 such CDL holders, the rule will likely impact a smaller percentage by narrowing eligibility criteria. Watch on YouTube Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Following the regulatory changes that led to a 30% drop in express volumes from China/Hong Kong, DHL surges customs agent hiring as new tariffs confuse importers. Despite sourcing diversification driving double-digit growth from countries like Vietnam and Mexico, DHL Express is forecasting an unusually muted peak season lift of just 20% to 25%, down significantly from the typical 40% to 50% jump. Domestically, we dive into the contentious legal battle over California's Advanced Clean Trucks Rule (ACT) as the Federal goverment fires back in court over California waiver cancellation. Owner-operators, who face astronomical repair costs like $21,000 for emissions equipment on a $30,000 truck, argue that these standards dramatically drive up operating expenses, leading major associations to back regulatory rollbacks, as noted in Truckers back Trump's emissions rollback at EPA. The soft freight market highlights the intense need for financial agility, illustrated by a recent small carrier filing for Chapter 11, where their lawyer stressed that the cash needed for operations “doesn't generate itself”. This scenario emphasizes why the reliance on factoring services is now a critical lifeline for many smaller outfits struggling in the current economic environment, as detailed in Small carrier's bankruptcy spells out need for factoring. We examine how the annual corn harvest creates a short but lucrative peak season for Midwestern carriers, relying heavily on the FMCSA agricultural commodity exemption to maximize hours and earnings, as explored in How the corn harvest season changes freight networks across the Midwest. Finally, we analyze the structural shifts impacting the rails following the Union Pacific/Norfolk Southern proposed merger, where a union job guarantee meant to secure support is being widely warned against by former executives, as heard in Rail merger: Lifetime job is great “until you are stuck in it”. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transport Topics is the news leader in trucking and freight transportation. Today's briefing covers trucking tonnage in August, an audit at FMCSA, and Performance Food Group adding a new member to its board amid merger discussions with US Foods. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Transport Topics is the news leader in trucking and freight transportation. Today's briefing covers an increase in FMCSA roadside inspections, a federal trial beginning this week involving Amazon, and a new partnership from Uber Freight and Tesla. Learn more about your ad choices. Visit podcastchoices.com/adchoices
This episode of What the Truck?! delivers a packed lineup of industry insights and big-name guests. After a quick sponsor spotlight on Verizon Business, Harris dives into the headlines—covering FMCSA's English proficiency testing concerns, the latest State of Freight report, President Trump's approval of an $85B Union Pacific–Norfolk Southern merger, and shipping disruptions on the Mississippi River.The first guest, Scott Cornell, VP of Transportation at Travelers and a veteran cargo theft expert, breaks down the surge in cargo theft, particularly a 96% spike in metal thefts driven by copper demand. He explains thieves' methods, from straight theft at truck stops to sophisticated double-brokering scams, and shares prevention and recovery strategies for brokers and carriers.Later, David Galbraith, VP of Global Brand and Marketing at Mack Trucks, joins to discuss brand legacy, driver engagement, and marketing innovation. With decades of experience across automotive and tech, Galbraith explains how Mack is blending its heritage of toughness with forward-looking sophistication and comfort—highlighted by initiatives like the Mack Hotel campaign and the “Driven by Heroes” platform celebrating truck drivers as essential workers. Watch on YouTube Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode of What the Truck?! delivers a packed lineup of industry insights and big-name guests. After a quick sponsor spotlight on Verizon Business, Harris dives into the headlines—covering FMCSA's English proficiency testing concerns, the latest State of Freight report, President Trump's approval of an $85B Union Pacific–Norfolk Southern merger, and shipping disruptions on the Mississippi River.The first guest, Scott Cornell, VP of Transportation at Travelers and a veteran cargo theft expert, breaks down the surge in cargo theft, particularly a 96% spike in metal thefts driven by copper demand. He explains thieves' methods, from straight theft at truck stops to sophisticated double-brokering scams, and shares prevention and recovery strategies for brokers and carriers.Later, David Galbraith, VP of Global Brand and Marketing at Mack Trucks, joins to discuss brand legacy, driver engagement, and marketing innovation. With decades of experience across automotive and tech, Galbraith explains how Mack is blending its heritage of toughness with forward-looking sophistication and comfort—highlighted by initiatives like the Mack Hotel campaign and the “Driven by Heroes” platform celebrating truck drivers as essential workers. Watch on YouTube Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
How might truckers get back a measure of flexibility in the hours of service rules, such as that enjoyed by so many owner-operators of past generations? That is, the ability to split the 10-hour required rest period into two periods of any length they want. That's the option favored by a whopping 88% of readers who responded to Overdrive polling around the subject this time last year, with results published earlier in the year showing most readers wanted the ability just to split as they saw fit, fundamentally. Since the 14-hour duty window came into play more than two decades ago, well before the time of electronic logging device mandate's implementation in 2017, greater duty-window and/or rest period flexibility has been owner-operators' cardinal ask of regulators when it comes to the hours of service. After trucker appreciation week last week, we might see a path forward to it. In this Overdrive Radio edition, Chief Editor Todd Dills and Matt Cole break down the details of the DOT and FMCSA's announcement to start truck appreciation week last week of two proposed pilot programs to fully test two different options for split flexibility. It's not often we start the annual appreciation week with something other than a free soda at a truck stop or other deal from a vendor or supplier to write about. Yet that was the case for Cole last week Monday, when DOT announced formal proposals to conduct those safety-efficacy studies. One's the split-as-you-see fit option of up to 5/5-hour sleeper splits, the other a daily up-to-three-hour pause button, spot to speak, for the 14-hour clock. The news wasn't entirely unexpected, nontheless. The formal proposals had been teased back in June as part of what the DOT called a “Pro Trucker” package of efforts. The formal proposals open up a comment period on how regulators might set up and conduct the programs, each of which will be open to more than 250 drivers to participate: https://www.overdriveonline.com/hours-of-service/article/15755537/what-fmcsas-hoursofservice-flexibility-pilot-programs-could-look-like We're certainly months out from interested participants being able to apply to take part, and given each test could take years to bring to fruition, it could be quite some time before any subsequent regulatory action is taken. That is, unless another federal body pushes the ball more quickly forward, as Cole puts it in the podcast, and "Congress were to get involved." Absent Congressional directive to take regulatory action, further hours flexibilities for all drivers aren't likely in the cards before the next decade rolls around after these studies conclude -- depending on results, of course. That timeline takes us into whatever administration follows the current one. "Personally I don't see this as necessarily a partisan issue," said Cole. "If a Democratic Administration were to come in" come 2029, he felt FMCSA wouldn't be likely to wholesale abandon work put into potential new flexibilities. After all, some of groundwork for the 2020 split-sleeper enhancements was put in under the Obama administration. If these two studies show positive or even neutral safety impacts for participating truckers, it might really get things moving toward change for the next administration's FMCSA. Where to read and comment on the proposals, through mid-November: **Split-sleeper program: https://www.regulations.gov/document/FMCSA-2025-0193-0001 **Split-duty program: https://www.regulations.gov/document/FMCSA-2025-0194-0001 More on the 2020 split-sleeper change, which itself offered a boost in duty-pause and split flexibility: https://www.overdriveonline.com/partners-in-business/safety-compliance/video/15737159/significant-hos-change-fmcsas-2020-splitsleeper-provisions
Amazon has aggressively expanded its third-party logistics footprint. They opened their Multi-Channel Fulfillment service to merchants on rival platforms like Shein, Shopify, and Walmart, leveraging their scale to become the default logistics backbone for e-commerce. We analyze the major corporate reality shift in Less-Than-Truckload as FedEx Freight remains firmly on track to become an independent public company by June 2026, trading on the NYSE as FDXF. Despite a constrained LTL market due to a weak industrial economy, FedEx Freight announced a 5.9% general rate increase taking effect January 5th, driven by spin-off cost pressures and rising wages. The episode shares a stark economic warning of "profitless prosperity," which projects steady, slow expansion for US GDP and freight activity through 2029, yet requires operators to fight hard for margins. Persistent inflation is expected, fueled by factors like labor scarcity, fiscal deficits, and rising energy demand, making these rate increases likely to stick. Adding to the inflation headache, the weighted average U.S. tariff rate has climbed to 16.4%, the highest level seen since the 1930s, which is expected to generate 1.3% to 1.4% inflation. We also cover capacity dynamics, noting that while the Outbound Tender Rejection Index remains low (stuck just over 5%) signaling persistent excess capacity, capacity exits are expected to continue as smaller carriers struggle to afford replacing aging truck fleets. Finally, we address critical regulatory changes related to risk and driver welfare, starting with the Department of Transportation launching a major crackdown on cargo theft after a spike of more than 90% between 2021 and 2024. New legislation is also moving fast to ban predatory lease-purchase programs, which were concluded by an FMCSA task force to be "irredeemable tools of fraud and driver oppression" that shift the financial burden onto drivers. Learn more about your ad choices. Visit megaphone.fm/adchoices
CSX CEO Joe Hinrichs challenges the long-standing obsession with operating ratios and pushes for volume growth, especially in high-potential areas like intermodal. He believes railroads can achieve both high profit margins and volume growth, emphasizing interline partnerships as a critical strategy to access new markets and improve service. Global trade winds are literally shifting freight patterns, with China drastically reducing its U.S. soybean imports due to trade tensions and retaliatory tariffs. This significant decrease in exports is creating a substantial drop in freight demand, particularly affecting Midwest states and potentially leading to job losses across trucking, rail, and port operations. High-stakes trade negotiations between the U.S. and South Korea, involving a proposed $350 billion South Korean investment fund aimed at underwriting U.S. shipbuilding, manufacturing, and other critical development. Despite reported stalls in discussions over foreign exchange markets and recent tensions, strategic commitments like Hanwha Group's $5 billion investment in a Philadelphia shipyard highlight re-industrialization efforts. At home, the Ports of Los Angeles and Long Beach are showing positive trends, reporting improved truck and rail dwell times in August 2025. This reflects strong coordination between terminals, trucking partners, and railroads, ensuring supply chains remain reliable during peak shipping season despite high cargo volumes. Uber Freight has launched its Dedicated EV Fleet Accelerator Program in partnership with Tesla. This program aims to overcome major adoption barriers for electric trucks by offering subsidized access to Tesla Semi-trucks, guaranteed freight demand, and direct operational support. We also address recent operational realities, including the temporary outage of critical FMCSA public data, which underscored the absolute importance of timely and accessible information for trucking safety and compliance. Finally, the ongoing liquidation of Yellow Corp. continues to reshape the LTL landscape, with over 200 service centers sold for nearly $2.4 billion, significantly realigning physical assets and market capacity. Learn more about your ad choices. Visit megaphone.fm/adchoices
Major carriers like DHL Express and FedEx Express are making significant, strategically expanded, and sustainability-focused moves. DHL recently inaugurated a new $94 million international hub at Barcelona International Airport, which boasts a seven-fold capacity increase, processing over 20,000 pieces per hour, and features a full solar array and 37 electric chargers for its vans. Similarly, FedEx opened a new 19,000-square-foot dedicated freight facility at East Midlands Airport in the UK, operating separately from parcel sorting to boost cross-border air shipments and improve asset utilization. Next, we shift stateside to US ports, specifically the LA-Long Beach complex, which is showing surprisingly strong efficiency numbers for August 2025. Truck dwell time averaged just 2.73 days, while rail dwell time significantly improved to 4.98 days, demonstrating effective coordination between terminals, truckers, and railroads even with high cargo volumes. Diesel is currently presenting a "tale of two prices" with retail stability contrasting with surging futures. The weekly average retail price remained stable around $3.739 a gallon, but ultra low sulfur diesel futures surged over 10 cents in two days, reaching its highest settlement since late July due to geopolitical factors and attacks on Russian oil infrastructure. Supreme Court's upcoming review of two important broker liability cases, TQL v. Cox and Montgomery v. Caribe II, on September 29th. These cases will determine the interpretation of the FAAAA safety exception regarding whether it covers brokers or just carriers, a critical point that has led to conflicting circuit court decisions. Additionally, we note the recent, thankfully quick, resolution of a brief outage of public FMCSA data, which highlighted the industry's reliance on this information for critical safety checks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Large chunks of publicly available data on carriers have vanished from the FMCSA's website, impacting transparency for safety scrutiny efforts. Neither the FMCSA nor the Department of Transportation has yet offered an explanation for this significant data disappearance. Yellow Corp. is selling a Baltimore service center for $4.7 million, with only 11 terminals now remaining from its original 325-plus locations. Yellow has successfully sold over 200 service centers for nearly $2.4 billion since beginning its liquidation process. The surprising boost in container rates, influenced by positive trade negotiations between China and the US, include a potential TikTok deal. Rates from China to the US West Coast surged 7% week-over-week and 34% since late August, with East Coast prices also rising due to general rate increases and demand before China's Golden Week. Finally, don't miss Malcolm Harris and Adam Wingfield on FreightWaves TV today at noon, discussing Truck Driver Appreciation Week. Remember to grab your last-chance tickets for the Future of Freight Festival in Chattanooga, Tennessee, on October 21st and 22nd. Learn more about your ad choices. Visit megaphone.fm/adchoices
Voice Of GO(r)D is very happy to bring you a conversation with Tamie Sue Stuttle of the advocacy organization Real Women in Trucking, where we discuss many of the usual problems facing truckers, and one in particular that is of import to Lady Truckers.Due to the intransigence of certain of the biggest trucking companies in the country, and their reliance on a wicked and evil training model, a study examining Sexual Abuse and Sexual Harassment in the industry was recently cancelled.As reported on by John Gallagher at FreightWaves not two weeks ago -The Trump administration has canceled a study aimed at addressing sexual harassment and rape in the trucking industry, according to one of the study's developers.“We all put a lot of time and attention into this, and just got an email yesterday telling us not to do any more work, that we've been cancelled,” Anne Balay, a member of the working group overseeing the project, told FreightWaves.“Everyone knows rape and sexual harassment are incredibly common in this industry, and this was an attempt to do an actual study that would have led to suggestions on how to address it and make the industry safer. But it was canceled not to save money – the money had already been spent – but to prevent the results from getting out to the public, ensuring now nothing gets done to change the industry and make it safer for women.”A screenshot of a notice from the administration states that the decision to terminate the study “is because the government's priorities have shifted and this project no longer meets our needs.”As Tamie and I discuss the cancellation, it appears that it is not the governments needs they are concerned with, but those of the members of the American Trucking Association, whose ‘Team Training' programs would be exposed to the scrutiny they need by this study, and possibly bring this stupid training method, and all of the sexual abuse it leads to for women, into the public eye. And, perhaps, result in it being made illegal - which is the correct action, to our minds.Tamie and I also discuss various other issues relevant to woman behind the wheel, and every other trucker out on the road, including a recent study from the ATA's research arm which suggests that more felons be recruited into trucking. What about those convicted of sexual crimes who would now be a problem for women truckers?You can find Tamie on Twitter - https://x.com/tamiesue2Tamie's own podcast - https://truckinwithtamie.com/The canceled SASH study at FMCSA - https://www.fmcsa.dot.gov/research-and-analysis/cmv-driver-sexual-assault-and-sexual-harassment-sashhttps://www.realwomenintrucking.org/Driver Documentary FilmPetition to re-instate the SASH Study -https://www.change.org/p/reinstate-the-fmcsa-study-on-sexual-assault-and-harassment-in-truckingThe disgusting White Paper from ATRI encouraging the recruitment of dangerous ex-cons and Foster Children into trucking -https://truckingresearch.org/2025/07/new-atri-research-highlights-evolving-truck-driver-demographics/Questions, comments, suggestions, corrections and Hate Mail are always welcomed and strongly encouraged - gordilocks@protonmail.com
Are broker transparency rules the solution to today's freight challenges, or should we be focusing more on enforcement and safety? We're excited to bring The Armchair Attorney back to the show, Matt Leffler, to break down the FMCSA's latest delay on broker transparency updates, why the current 371.3 requirements remain unchanged, and what this means for brokers, carriers, and shippers! We delve into how market dynamics, tighter margins, and reduced consumer spending are shaping rates, and why stricter enforcement of maintenance and safety regulations could have a greater impact on the industry than transparency alone. Hear another straightforward take on what's really driving the transportation market! About Matthew Leffler Matthew is a 3rd generation supply chain executive with over fifteen years of experience in safety, law, & maintenance. Matthew currently serves as Vice President of Strategic Accounts at Contract Leasing Corp. He is also an attorney that provides legal commentary on various supply chain issues & operates a popular podcast. In addition, Matthew has served as a senior leader with some of the nation's most admired maintenance, repair, & fleet management firms. Matthew entered the industry as an attorney defending trucking companies in civil litigation in 2010, but cut his teeth helping build & later selling his family's maintenance firm, Outsource Fleet Services, Inc. Matthew earned his J.D. from Michigan State University College of Law, Magna Cum Laude, and his B.A. from the University of Illinois Urbana-Champaign. He is licensed to practice law in the State of Illinois; U.S. District Court, Northern District of Illinois; & 7th Circuit Court of Appeals. Matthew is the proud father of Michael, Rowan, Elise, & Elijah & has been happily married to his wife, Holly, since 2008.
If you want to know what the new trucking regulations mean for your business, you shouldn't miss today's episode covering the latest headlines in the industry! I also cover the ATA's push for stricter federal safety enforcement, the ongoing debate over dash cams, FMCSA's enforcement gaps that affect driver safety checks, and the latest battle between California and the federal government over clean truck regulations! References / Resources https://www.ttnews.com/articles/ata-renews-safety-call https://www.overdriveonline.com/regulations/article/15754336/why-states-let-nonelp-drivers-placed-oos-go-free https://www.freightwaves.com/news/california-vs-us-showdown-two-cases-might-head-to-same-stage-and-federal-register-notice-posted
Mexico's industrial boom, highlighted by the new $540 million Wellness Development Hub in Huamantla, is the first of 15 centers projected to attract $277 billion in investment and 300,000 jobs by 2030. Cross-border opportunities face challenges, exemplified by the U.S. labor dispute against Mexican meatpacker Alimentos Grole, resulting in a suspension of goods liquidation due to alleged worker rights suppression. Additionally, a major U.S. appeals court ruling found most of Trump's broad import tariffs unlawful, creating a critical window of uncertainty regarding future import costs until October 14th. Prepare for peak season parcel surcharges, with major carriers like UPS, DHL, FedEx, and USPS implementing additional fees from September/October through January, varying based on package specifics and shipping volume. In innovation, autonomous trucking advancements include Torc Robotics' partnership with Edge Case Research to develop a comprehensive safety case for Level 4 autonomous trucks, aiming for fully driverless commercial long-haul trucks by 2027. Trimble launched its new Freight Marketplace, a platform designed for long-term contractual agreements rather than spot loads, with Procter & Gamble as its first major shipper. A critical industry safety concern addresses the Trump administration's cancellation of a three-year FMCSA study on sexual harassment and rape in the trucking industry, a significant setback for policies protecting vulnerable groups. Learn more about your ad choices. Visit megaphone.fm/adchoices
Everyone's pointing fingers at foreign drivers, visas, and this so-called “driver shortage” after the Florida crash. But are we actually addressing the real problem, and is the narrative we're hearing online actually true? Or just noise? Today, we'll break down the numbers on non-domiciled CDL holders, tax and safety compliance, and the failures of FMCSA, state DMVs, DOT, and CDL schools that no one wants to talk about. Tune in to this episode about costs, risks, and accountability—no fluff, just facts!
Bizable https://GoBizable.comUntie your business exposure from your personal exposure with BiZABLE. Schedule your FREE consultation at GoBizAble.com today. Angel Studios https://Angel.com/ToddJoin the Angel Guild today and stream Testament, a powerful new series featuring the retelling of the book of Acts. Renue Healthcare https://Renue.Healthcare/ToddRegister today to Join the Renue Healthcare Webinar Thursday September 11th at 11:00 PST. Visit https://joinstemcelltalks.com or call 602-428-4000. Bulwark Capital https://KnowYourRiskPodcast.comBe confident in your portfolio with Bulwark! Schedule your free Know Your Risk Portfolio review. Go to KnowYourRiskPodcast.com today. Alan's Soaps https://www.AlansArtisanSoaps.comUse coupon code TODD to save an additional 10% off the bundle price.Bonefrog https://BonefrogCoffee.com/toddThe new GOLDEN AGE is here! Use code TODD at checkout to receive 10% off your first purchase and 15% on subscriptions.LISTEN and SUBSCRIBE at:The Todd Herman Show - Podcast - Apple PodcastsThe Todd Herman Show | Podcast on SpotifyWATCH and SUBSCRIBE at: Todd Herman - The Todd Herman Show - YouTubeGlobalism for profit and for control. Let's reverse engineer this illegal immigrant truck driver story. How did we get to this point?Episode Links:NEW: The illegal immigrant who is accused of taking 3 American lives while making an illegal U-turn was only able to accurately identify 1 of 4 highway traffic signs during an FMCSA interview.As President Trump has made clear, it's time to end mail-in votingCleta Mitchell wants people to vote early and in person.Colorado Secretary of State Jena Griswold: “Mail ballots are secure. They cannot be hacked.” This is the same woman whose office leaked passwords for voting systems then tried covering it up. Can't make this upRep. Jasmine Crocket (D-TX) posts a late night Monday meltdown calling Texas racist for redistricting. She then applauds California for redistricting.TEXAS GOP BETRAYAL: Instead of punishing the rogue Dems... Texas GOP leadership REWARDED them by letting the Democrats edit the redistricting map.“What're you gonna do about it?” (The Democrat platform)
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