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FreightWaves Today kicks off the fourth quarter with a packed episode covering autonomous trucking, freight market conditions, driver appreciation and the latest issues shaping transportation. Malcolm Harris and Zach Strickland break down the morning's biggest freight headlines, including new commercial trucking and cross-border enforcement legislation, a bizarre autonomous-trailer theft involving Plus AI, and growing challenges around cross-border freight between the U.S. and Mexico. Then, Kodiak's Daniel Goff and PrePass CTO Chas Worcester join the show to discuss Kodiak's partnership with IKEA as a driverless launch shipper and its work with PrePass to connect autonomous trucks with roadside inspection systems. They explain how autonomous vehicles are being tested for safety, how enhanced inspections work and what the path toward nationwide deployment could look like. Zach Strickland delivers a SONAR market update, examining tender rejection rates, truckload capacity, spot rates, early-October freight demand and the continued growth of domestic intermodal. The episode also features a conversation with Samsara's Kelly Soderlund about the company's first Driver Appreciation Month and its new Driver Perks program, including discounts and benefits designed for professional drivers. Later, Zach and Thomas Watson dig deeper into the fourth-quarter freight outlook, economic indicators and the impact of elevated diesel prices on carriers and transportation costs. Plus, get the latest details on the upcoming F3: Future of Freight Festival in Chattanooga, Tennessee, taking place October 27–28. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
As the third quarter comes to a close, FreightWaves Today looks at the forces shaping freight heading into Q4 — from cargo theft and diesel prices to record-setting intermodal volumes and the evolution of electric trucking. The show opens with a look at a coordinated national cargo-theft enforcement operation that recovered roughly $635,000 in stolen freight, followed by an update on falling diesel prices and new cold-storage warehouse safety requirements in California. Then, Sarit Tamir, founder and CEO of a computer-vision company, explains how warehouses can use cameras they already have to identify hidden sources of lost capacity, including idle dock doors, congestion, blocked aisles and forklift bottlenecks. The episode also features a SONAR intermodal update, with domestic rail container volumes reaching a new annual high and shippers continuing to shift freight from truckload to rail in search of significant cost savings. The discussion examines whether railroads, terminals and drayage providers can keep pace as intermodal volumes continue to grow. Trains Magazine editor Bill Stephens joins the show to break down the latest rail traffic data, including growth in intermodal, chemicals and metals, while discussing drayage capacity, rail service and the bankruptcy of Brightline. Finally, FreightWaves' Adam Wingfield shares his firsthand experience driving a loaded Tesla Semi. A longtime skeptic, Adam discusses the truck's acceleration, regenerative braking, camera-based visibility, maintenance advantages and the remaining questions around range and long-haul applications. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves Today looks ahead to the fourth quarter and holiday peak season with an in-depth discussion of freight market conditions, capacity, operating costs and the broader economy. Covenant Logistics Group Founder and CEO David Parker joins the show live in Chattanooga to discuss the company's strategy of moving away from commoditized truckload freight and deeper into specialized, service-intensive operations, including poultry transportation, expedited freight and logistics supporting AI data-center construction. Parker shares his outlook for peak season, contract rates, capacity, driver pay, diesel costs and the potential impact of autonomous trucking and electric trucks. The episode also examines major industry headlines, including Daimler Truck North America's opposition to proposed NOx noncompliance penalties, Trimble's strategic review of its transportation and logistics business, and uncertainty surrounding U.S. port fees on China-linked and China-built vessels. The SONAR market update explores tender rejections, spot and contract rates, freight volumes and the tightening capacity environment. With tender rejections around 14%, the discussion examines why the market can remain healthy without reaching the extreme tightness seen during previous freight booms. Economist Jason Miller joins the show for a broader look at the freight economy, including diesel prices, regulatory enforcement, capacity exits, consumer spending, energy markets, interest rates, housing and the driver labor market. Miller also discusses how AI and data-center investment are supporting industrial freight while weaker consumer activity creates potential headwinds. The episode closes with a discussion of changing student-loan policies and their potential implications for consumer spending and freight, along with an update on FreightWaves Today's new one-hour-plus format. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of FreightWaves Today, Julie Van de Kamp and Malcolm Harris break down the biggest stories shaping freight and logistics, from autonomous trucking and artificial intelligence to fraud, cargo theft and the evolving freight market. The show leads with Aurora Innovation's plan to scale to more than 30,000 driverless trucks by 2030, prompting a discussion about truck utilization, the future ownership of autonomous assets and how widespread autonomy could reshape freight brokerage. The hosts also examine a $105 million alleged trucking investment fraud scheme and proposed changes to Mexico's customs law that could affect cross-border freight through increased inspections and potential cargo seizures. In the featured interview, Gabriel Ribeiro of Hey Bubba AI discusses how carriers are actually adopting AI, where smaller fleets can begin, and why data security and human oversight remain critical. Ribeiro explains how AI can automate load discovery and negotiation, connect with TMS, telematics, email and phone systems, flag discrepancies in freight documents, provide driver support and create hands-free workflows designed to reduce distraction. The episode also features a SONAR market deep dive, examining rising diesel prices, elevated but relatively stable spot rates, tight capacity, tender rejections and the potential impact of automotive and housing demand heading into peak season. The hosts revisit freight fraud and cargo theft, discuss emerging last-mile delivery technology including drone delivery, and preview the upcoming F3: Future of Freight Festival in Chattanooga. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Freight visibility used to answer one big question: Where is my load? Now the question is becoming: Can I trust what I'm seeing? On this episode of What The Truck?!?, Malcolm Harris and Michael Vincent are joined by Andrew Wimer, Associate General Manager at Descartes, to break down the next phase of freight visibility and how multiple tracking signals can give brokers, carriers and shippers a clearer picture of what's actually happening with a load. Wimer explains Descartes MacroPoint ELD Plus, which combines ELD and mobile app tracking into a single session. Instead of relying on one source, the platform can track the truck, trailer and driver simultaneously. If those signals stop telling the same story, transportation teams have another data point to help identify tracking gaps, incorrect information or potentially suspicious activity. They also discuss why drivers still play an important role in freight visibility, how better tracking can accelerate proof of delivery and time to cash, and why accurate driver, truck and trailer information remains critical.Plus, Malcolm and Michael break down some of the biggest stories in trucking, including: Florida troopers recovering stolen tractor-trailers carrying tires and lithium-ion batteries Thieves cutting into a trailer to steal Black Angus beef in Philadelphia 16 trucking and transportation companies entering bankruptcy proceedings A cargo theft survey showing major losses for loss prevention professionals What proposed diesel export restrictions could mean for fuel markets Can two independent tracking signals make freight visibility more reliable and help transportation companies catch problems before it's too late? Watch the full episode to hear Andrew Wimer explain where freight tracking is headed next. Subscribe to FreightWaves and What The Truck?!? for more conversations on trucking, freight technology, cargo theft, logistics and the people moving the industry forward. Watch on YouTube Visit our sponsor - KOONER FLEET MANAGEMENT SOLUTIONS Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
Join host Malcolm Harris and Zach Strickland for today's episode of FreightWaves Today as they dive into the current freight market dynamics, artificial intelligence, and crucial risk management strategies. In Block A, Malcolm sits down with Will Bewley, Co-Founder & CEO of WoFlow, to cut through the noise and negative press surrounding artificial intelligence. Will breaks down how WoFlow approaches AI transformation in practical terms, how businesses can leverage AI to navigate today's constrained capacity environment without just adding another tool, and the critical importance of data quality. He also addresses common fears about AI replacing logistics jobs and shares where he sees the technology heading next. In Block C, Andy Kuchar, President of Centerline Insurance Company and Chief Risk Officer for Watkins Associated Industries, returns to the show to discuss trailer insurance gaps. Andy highlights three key warning signs that a company might have an uninsured exposure, unpacks common misconceptions surrounding trailer coverage, and explains why brokers, agents, and leasing companies need to pay close attention. Drawing on over 25 years of risk management experience, Andy also touches on nuclear verdicts, rising litigation costs, and offers actionable advice for transportation companies reviewing their overall insurance programs. Plus, stay tuned for the latest market intelligence during our SONAR Update, along with key industry developments in the Morning Minute. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Freight visibility used to answer one big question: Where is my load? Now the question is becoming: Can I trust what I'm seeing? On this episode of What The Truck?!?, Malcolm Harris and Michael Vincent are joined by Andrew Wimer, Associate General Manager at Descartes, to break down the next phase of freight visibility and how multiple tracking signals can give brokers, carriers and shippers a clearer picture of what's actually happening with a load. Wimer explains Descartes MacroPoint ELD Plus, which combines ELD and mobile app tracking into a single session. Instead of relying on one source, the platform can track the truck, trailer and driver simultaneously. If those signals stop telling the same story, transportation teams have another data point to help identify tracking gaps, incorrect information or potentially suspicious activity. They also discuss why drivers still play an important role in freight visibility, how better tracking can accelerate proof of delivery and time to cash, and why accurate driver, truck and trailer information remains critical.Plus, Malcolm and Michael break down some of the biggest stories in trucking, including: Florida troopers recovering stolen tractor-trailers carrying tires and lithium-ion batteries Thieves cutting into a trailer to steal Black Angus beef in Philadelphia 16 trucking and transportation companies entering bankruptcy proceedings A cargo theft survey showing major losses for loss prevention professionals What proposed diesel export restrictions could mean for fuel markets Can two independent tracking signals make freight visibility more reliable and help transportation companies catch problems before it's too late? Watch the full episode to hear Andrew Wimer explain where freight tracking is headed next. Subscribe to FreightWaves and What The Truck?!? for more conversations on trucking, freight technology, cargo theft, logistics and the people moving the industry forward. Watch on YouTube Visit our sponsor - KOONER FLEET MANAGEMENT SOLUTIONS Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves Today goes live from Green Bay, Wisconsin, as hosts Craig Fuller and Julie Van de Kamp sit down with some of the biggest names in transportation and technology to discuss the state of freight, innovation and automation. Jim Filter, President and CEO of Schneider, breaks down today's freight market, including tightening capacity, driver recruiting, intermodal opportunities, cargo theft and the changing liability landscape. He also discusses the potential impact of the proposed Union Pacific and Norfolk Southern combination and makes the case for Green Bay as one of America's premier freight cities. Craig Dickman, Managing Partner at TitletownTech, explores Green Bay's freight and startup ecosystem, how transportation develops strong problem solvers and where AI, optimization and emerging technologies could take supply chains next. Brian Figueroa, Managing Director, Transportation at KBX, joins the conversation to discuss the state of freight and Green Bay's deep connection to transportation and logistics. Finally, Kendra Phillips, VP of Global Transportation Management at Ryder System, Inc., discusses how AI and automation are transforming transportation management and helping companies identify inefficiencies, improve decision making and build smarter freight networks. What does the freight market look like from inside one of America's biggest transportation hubs, and where is the industry headed next? Watch the full episode for insights from the leaders moving freight, investing in its future and building the technology that will shape what comes next. #FreightWaves #FreightWavesToday #Trucking #Logistics #SupplyChain #GreenBay #FreightTech Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp sit down with leaders from trucking, logistics, transportation law and rail to examine the forces shaping freight markets. John Ferguson, founder and CEO of Pivot Supply Chain Solutions, Inc., joins the show in studio to discuss the state of freight, current supply chain conditions and the trends transportation companies should be watching. Drew Singleton Wilder, founder and CEO of Vicarious Liability Risk Management, and Greg Reed, partner at Hanson Bridgett, tackle transportation risk and liability, including legal exposure across transportation relationships and what businesses should understand about managing risk. Trains Magazine Editor Bill Stephens provides perspective on developments across North American freight rail and what changes in the sector could mean for shippers and the broader supply chain. Pam Polyak, founder of Polyak Trucking and Polyak Consulting, brings an operator's perspective to the conversation, discussing the realities facing carriers and owner-operators as they navigate changing freight demand, costs and operating conditions. Subscribe to FreightWaves for more transportation and logistics news, analysis and interviews. #FreightWaves #FreightWavesToday #Trucking #Logistics #SupplyChain #Freight #Transportation #Rail #FreightRail #TruckingIndustry #RiskManagement Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Live from the FreightWaves Enterprise Fleet Summit, hosts Malcolm Harris and Michael Vincent break down the strategies, technologies, and operational shifts required to scale trucking operations during volatile market cycles. In this episode: Chris Hines, CEO of REPOWR, discusses TOP (Trailer Optimization Platform)—the industry's first system designed to execute trailer repositioning rather than just analyzing data. He breaks down how fleets can eliminate idle trailer time, optimize asset allocation, and turn static trailers into revenue-generating assets. Hayden Cardiff, VP of Safety Solutions at Descartes, explores the gap between regulatory compliance and real-world safety. He shares insights on predicting driver risk before accidents occur, building proactive driver coaching programs, and leveraging AI to identify leading safety indicators. Event Highlights & Giveaways: Details on upcoming FreightWaves events, including the Brokerage Compliance Symposium and F3: Future of Freight Festival, plus a special showcase of the Away Travel convertible backpack giveaway. Watch on YouTube Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
Live from the FreightWaves Enterprise Fleet Summit, hosts Malcolm Harris and Michael Vincent break down the strategies, technologies, and operational shifts required to scale trucking operations during volatile market cycles. In this episode: Chris Hines, CEO of REPOWR, discusses TOP (Trailer Optimization Platform)—the industry's first system designed to execute trailer repositioning rather than just analyzing data. He breaks down how fleets can eliminate idle trailer time, optimize asset allocation, and turn static trailers into revenue-generating assets. Hayden Cardiff, VP of Safety Solutions at Descartes, explores the gap between regulatory compliance and real-world safety. He shares insights on predicting driver risk before accidents occur, building proactive driver coaching programs, and leveraging AI to identify leading safety indicators. Event Highlights & Giveaways: Details on upcoming FreightWaves events, including the Brokerage Compliance Symposium and F3: Future of Freight Festival, plus a special showcase of the Away Travel convertible backpack giveaway. Watch on YouTube Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
The freight market is shifting as carriers, brokers and shippers head toward Q4. On this episode of FreightWaves Today, we break down the latest trucking industry news, freight rates, insurance risks, fuel prices, capacity trends and the outlook for the 2026 peak season. In this episode: Trucking litigation & legal developments — We examine the latest developments in the Super Ego case and discuss the growing legal exposure facing carriers, brokers and other participants in the freight ecosystem. Cargo theft — Florida authorities recover stolen tractor-trailers in a coordinated cargo theft investigation, highlighting the continued threat of freight and equipment theft. Driver safety & crash risk — New Samsara data shows how combinations of risky driving behaviors can dramatically increase crash risk and why fleets are increasingly focused on identifying patterns rather than isolated safety events. Transportation insurance — Andy Sharpe, founder and CEO of MeshVI, joins the show to discuss real-time insurance verification, missing asset risk, certificate of insurance accuracy, insurance fraud and the growing importance of vehicle- and driver-level coverage data. Freight market update — We look at tender rejections, spot rates, intermodal volumes, freight demand and regional market conditions as the industry approaches peak season. Houston freight market — Houston has rapidly shifted from one of the loosest markets to one of the tightest, providing an important look at changing capacity conditions. Diesel & energy prices — Diesel prices continue to climb, putting additional pressure on trucking costs and potentially influencing both freight rates and consumer demand. Q4 freight outlook — We discuss whether peak season will be muted, how capacity exits are affecting the market, and what current conditions could mean for freight rates heading into 2027. Contract rates & routing guides — We examine changing shipper routing-guide strategies, the narrowing gap between spot and contract rates, and why double-digit contract rate increases could be on the table for 2027. Fuel markets with John Kingston — John Kingston joins us to discuss oil, diesel, geopolitical developments and the energy factors affecting trucking and transportation. Key topics: trucking news, freight market update, freight rates, truckload market, spot rates, contract rates, diesel prices, trucking insurance, cargo theft, carrier capacity, routing guides, peak season, transportation logistics, freight demand, supply chain, trucking industry and 2027 freight outlook. Subscribe to FreightWaves for daily coverage of the trucking, freight, logistics and supply chain industries. #FreightWaves #FreightWavesToday #Trucking #Freight #Logistics #SupplyChain #Truckload #FreightRates #Diesel #TruckingNews #Transportation #TruckingIndustry Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The freight market is shifting, cargo theft is getting more sophisticated, diesel prices are under pressure, and artificial intelligence is raising new questions for freight brokers and carriers. On this episode of FreightWaves Today, we break down the biggest stories shaping trucking, logistics, supply chains and transportation. We're also heading to Green Bay this week, and Ben Schill, Chief Corporate Development Officer at Paper Transport, joins the show to discuss the company's long-running logistics partnership with the Green Bay Packers, including how Paper Transport moves the team's equipment for away games. He also discusses trucking market conditions, dedicated freight, acquisitions, fleet growth and the company's strategy for building density in Wisconsin. In this episode: • Cargo theft and freight fraud: Two men allegedly posed as FedEx drivers to steal more than $680,000 in electronics from a Delaware warehouse. We also discuss an unusual Memphis case involving a $110,000 chicken shipment allegedly being used to settle a drug debt. • AI and freight brokerage liability: What does the future of AI-driven carrier selection look like following the Supreme Court's decision involving broker liability? We examine whether human brokers could become more important as artificial intelligence takes on more decision-making. • Paper Transport & Green Bay Packers logistics: Ben Schill explains how Paper Transport handles the Packers' equipment, including game-day gear, backup equipment and logistics surrounding away games. • Trucking market conditions: Paper Transport discusses the current dedicated freight environment, inflation, rates, fuel costs and why the trucking market feels more stable than it did previously. • Site selection and supply chain investment: Companies are reconsidering where to build factories, distribution centers and data centers as they navigate energy availability, labor constraints, infrastructure, tariffs and geopolitical risk. • Autonomous yard trucks: We explore the growing adoption of autonomous yard automation, including autonomous yard trucks, remote supervision, yard-management technology and what it could mean for trucking operations.• Truckload market & tender rejections: The FreightWaves SONAR update examines truckload rejection rates, freight volumes, capacity and the potential impact of peak season on trucking rates. • Diesel prices and the global energy crisis: We examine how disruptions in Russia and the Middle East are affecting crude oil, refining capacity, diesel fuel and transportation costs — and what higher energy prices could mean for trucking and supply chains. Whether you're a truck driver, owner-operator, carrier, freight broker, shipper, logistics professional, investor or supply chain executive, FreightWaves Today delivers the news, data and analysis you need to understand the freight market. Subscribe to FreightWaves for daily coverage of trucking, freight, logistics, supply chains, transportation technology and the global economy. #FreightWaves #FreightWavesToday #Trucking #Freight #Logistics #SupplyChain #Transportation #Truckload #CargoTheft #FreightFraud #ArtificialIntelligence #AutonomousTrucks #Diesel #TruckingNews #FreightMarket Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Craig Fuller and Julie discuss how GLP-1 weight-loss drugs are changing consumer behavior — and why those changes could have a measurable impact on freight volumes. The conversation explores declining food and beverage consumption, shifting demand for snacks, soda, alcohol and restaurant meals, and what those trends could mean for trucking and the broader freight economy. The show also covers the latest FreightTech 100, FreightWaves' annual list recognizing innovative companies across freight and supply chain technology. This year's list reflects the growing influence of artificial intelligence, automation and autonomous trucking. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Are organized crime rings hacking your ELDs to pull off massive cargo theft, and could a single cyber attack take down your entire food distribution supply chain? We're back to break down a recent Overdrive Online article where federal prosecutors finally handed down solid nine and 10-year prison sentences to a Philly cargo theft ring that actively tracked truck drivers and exploited mandatory 10-hour ELD rest breaks to steal high-value freight. We are also diving into a crucial FreightWaves piece highlighting how cybersecurity executives are warning food service distributors that cyber attacks are rapidly evolving into severe supply chain disruptions that can completely cripple warehouses and trucks. It is time for our industry to step up, collaborate on these intrusions, and build real resilience into our networks before digital threats shut down our logistics operations! Resources / References https://www.overdriveonline.com/hours-of-service/article/15835095/phillyarea-cargo-thieves-sentenced-hos-eld-regs-weigh-in https://www.freightwaves.com/news/food-distributors-warn-cyberattacks-can-quickly-become-supply-chain-disruptions
In this episode, Craig Fuller and Julie discuss how GLP-1 weight-loss drugs are changing consumer behavior — and why those changes could have a measurable impact on freight volumes. The conversation explores declining food and beverage consumption, shifting demand for snacks, soda, alcohol and restaurant meals, and what those trends could mean for trucking and the broader freight economy. The show also covers the latest FreightTech 100, FreightWaves' annual list recognizing innovative companies across freight and supply chain technology. This year's list reflects the growing influence of artificial intelligence, automation and autonomous trucking. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves Today dives into the latest forces reshaping freight markets, from rising carrier costs and cross-border trade tensions to stronger-than-expected import volumes and signs of tightening truckload capacity. Hosts Julie Van de Kamp and Zach Strickland break down J.B. Hunt's warning that higher diesel and driver costs are outpacing pricing gains, as well as the growing challenges around recruiting, retaining and developing qualified drivers. They also examine rising rail dwell at the Los Angeles–Long Beach port complex and what the divergence between rail and truck dwell times means for intermodal reliability. Peacock Tariff Consulting principal Kyle Peacock joins the show to discuss the breakdown in U.S.-Canada trade negotiations, new Canadian tariffs and product bans, and the ongoing U.S.-Mexico talks over USMCA and automotive content requirements. The conversation explores how tariff uncertainty is reshaping freight lanes, supply chains and long-term planning for shippers and carriers. In the SONAR market update, Zach looks at rising tender rejection rates following Labor Day and a sharp post-holiday surge in truckload volumes. The data points to broad-based increases in rejection rates across major freight markets, while refrigerated freight continues its seasonal influence on the national market. The show also features Mark McEntire, the new CEO of Emerge, who discusses his shipper-focused vision for the company, the shift from episodic to continuous procurement, the growing role of AI and data in freight procurement, and Emerge's efforts to bring truckload, LTL, intermodal and other modes together on a single platform. Finally, FreightWaves writer Stuart Chirls joins the program to examine elevated U.S. container imports, including August's exceptionally strong volumes at major ports such as Long Beach and Charleston. The discussion looks at the forces driving import demand—from consumer goods to data-center construction—and whether elevated volumes will persist into the fall. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves Today dives into the latest forces reshaping freight markets, from rising carrier costs and cross-border trade tensions to stronger-than-expected import volumes and signs of tightening truckload capacity. Hosts Julie Van de Kamp and Zach Strickland break down J.B. Hunt's warning that higher diesel and driver costs are outpacing pricing gains, as well as the growing challenges around recruiting, retaining and developing qualified drivers. They also examine rising rail dwell at the Los Angeles–Long Beach port complex and what the divergence between rail and truck dwell times means for intermodal reliability. Peacock Tariff Consulting principal Kyle Peacock joins the show to discuss the breakdown in U.S.-Canada trade negotiations, new Canadian tariffs and product bans, and the ongoing U.S.-Mexico talks over USMCA and automotive content requirements. The conversation explores how tariff uncertainty is reshaping freight lanes, supply chains and long-term planning for shippers and carriers. In the SONAR market update, Zach looks at rising tender rejection rates following Labor Day and a sharp post-holiday surge in truckload volumes. The data points to broad-based increases in rejection rates across major freight markets, while refrigerated freight continues its seasonal influence on the national market. The show also features Mark McEntire, the new CEO of Emerge, who discusses his shipper-focused vision for the company, the shift from episodic to continuous procurement, the growing role of AI and data in freight procurement, and Emerge's efforts to bring truckload, LTL, intermodal and other modes together on a single platform. Finally, FreightWaves writer Stuart Chirls joins the program to examine elevated U.S. container imports, including August's exceptionally strong volumes at major ports such as Long Beach and Charleston. The discussion looks at the forces driving import demand—from consumer goods to data-center construction—and whether elevated volumes will persist into the fall. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves Today digs into the latest signals from across the freight and transportation markets — from weakening freight demand and rail volumes to record diesel prices, supply chain disruptions and the evolving role of technology in trucking and procurement. The team breaks down J.B. Hunt's latest commentary, softer consumer demand, tight capacity and what current tender rejection and truckload volume data are saying about the fall freight market. Energy advisor Tom Kloza examines the forces driving diesel and crude markets, the impact of disruptions in the Middle East and Russia, refining capacity, renewable diesel and what the next several months could mean for transportation costs. Daniel Silverfield, Head of Value and Selection for Amazon Business, explains how the B2B operation serves millions of business customers, simplifies procurement and uses AI and data to help companies consolidate purchases and find savings. Bill Stephens, Editor of Trains Magazine, joins the show to discuss the latest railroad data. North American rail traffic declined year over year, with weakness across several economically sensitive commodities, including chemicals, petroleum and autos. Michael Cainey from Highway joins the conversation on the challenges facing the brokerage and trucking markets, including fraud, carrier verification, tracking technology and how legitimate carriers can stand out in an increasingly complex freight environment. Plus, the latest SONAR data on diesel, spot rates, shipment volumes and tender rejections — and a look at what those numbers could mean as the freight market heads into peak season. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves Today digs into the latest signals from across the freight and transportation markets — from weakening freight demand and rail volumes to record diesel prices, supply chain disruptions and the evolving role of technology in trucking and procurement. The team breaks down J.B. Hunt's latest commentary, softer consumer demand, tight capacity and what current tender rejection and truckload volume data are saying about the fall freight market. Energy advisor Tom Kloza examines the forces driving diesel and crude markets, the impact of disruptions in the Middle East and Russia, refining capacity, renewable diesel and what the next several months could mean for transportation costs. Daniel Silverfield, Head of Value and Selection for Amazon Business, explains how the B2B operation serves millions of business customers, simplifies procurement and uses AI and data to help companies consolidate purchases and find savings. Bill Stephens, Editor of Trains Magazine, joins the show to discuss the latest railroad data. North American rail traffic declined year over year, with weakness across several economically sensitive commodities, including chemicals, petroleum and autos. Michael Cainey from Highway joins the conversation on the challenges facing the brokerage and trucking markets, including fraud, carrier verification, tracking technology and how legitimate carriers can stand out in an increasingly complex freight environment. Plus, the latest SONAR data on diesel, spot rates, shipment volumes and tender rejections — and a look at what those numbers could mean as the freight market heads into peak season. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves Today takes a deep look at where the freight market is headed, from tightening capacity and rising rates to regulation, industrial demand, global trade and the forces reshaping supply chains. Tom Albrecht of Reliance Partners joins the show to discuss the current freight cycle, drawing on decades of experience covering both trucking and rail. The conversation examines improving industrial demand, strong rail volumes, capacity constraints and the regulatory changes that could determine how long the current freight recovery lasts. Jason Miller weighs in on the demand side of the market, including the massive buildout of AI data centers and the possibility that traditional freight metrics are underestimating the amount of freight moving through the industrial economy. The discussion also looks at truck capacity, driver availability, equipment orders and the potential impact of interest rates on the freight cycle. Rush from Tabi breaks down how freight brokers are adapting to a more data-driven market. Tabi's Pricing Pressure Index, which measures the balance of pricing power between shippers and brokers, is showing a market that remains favorable to brokers but is beginning to normalize. The conversation explores spot pricing, margins, shipper behavior and why disciplined, data-driven brokers are outperforming those still chasing volume. Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, brings a macroeconomic perspective, warning that global and U.S. industrial growth may be approaching a turning point. He explains how leading indicators are signaling slower growth ahead and discusses the risk of sticky costs, higher interest rates and a potential period of stagflation. The episode closes with a wide-ranging conversation about North American trade and supply chains, including the future of USMCA, sourcing strategies, U.S.-Canada-Mexico trade relationships, reindustrialization and national security. The discussion highlights how decades of integrated North American supply chains could be affected by changing trade policies and tariffs. Also featured: a look at the role of AI data centers, energy infrastructure and the challenge of balancing technological investment with regulatory and community concerns. Watch FreightWaves Today for the latest analysis on freight markets, trucking, logistics, rail, supply chains and the economy. #FreightWaves #FreightWavesToday #Trucking #Logistics #Freight #SupplyChain #Truckload #Rail #FreightMarket Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves Today takes a deep look at where the freight market is headed, from tightening capacity and rising rates to regulation, industrial demand, global trade and the forces reshaping supply chains. Tom Albrecht of Reliance Partners joins the show to discuss the current freight cycle, drawing on decades of experience covering both trucking and rail. The conversation examines improving industrial demand, strong rail volumes, capacity constraints and the regulatory changes that could determine how long the current freight recovery lasts. Jason Miller weighs in on the demand side of the market, including the massive buildout of AI data centers and the possibility that traditional freight metrics are underestimating the amount of freight moving through the industrial economy. The discussion also looks at truck capacity, driver availability, equipment orders and the potential impact of interest rates on the freight cycle. Rush from Tabi breaks down how freight brokers are adapting to a more data-driven market. Tabi's Pricing Pressure Index, which measures the balance of pricing power between shippers and brokers, is showing a market that remains favorable to brokers but is beginning to normalize. The conversation explores spot pricing, margins, shipper behavior and why disciplined, data-driven brokers are outperforming those still chasing volume. Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, brings a macroeconomic perspective, warning that global and U.S. industrial growth may be approaching a turning point. He explains how leading indicators are signaling slower growth ahead and discusses the risk of sticky costs, higher interest rates and a potential period of stagflation. The episode closes with a wide-ranging conversation about North American trade and supply chains, including the future of USMCA, sourcing strategies, U.S.-Canada-Mexico trade relationships, reindustrialization and national security. The discussion highlights how decades of integrated North American supply chains could be affected by changing trade policies and tariffs. Also featured: a look at the role of AI data centers, energy infrastructure and the challenge of balancing technological investment with regulatory and community concerns. Watch FreightWaves Today for the latest analysis on freight markets, trucking, logistics, rail, supply chains and the economy. #FreightWaves #FreightWavesToday #Trucking #Logistics #Freight #SupplyChain #Truckload #Rail #FreightMarket Learn more about your ad choices. Visit megaphone.fm/adchoices
Autonomous trucking is moving from the drawing board to real-world operations — and the implications for the freight industry could be enormous. In this special edition of FreightWaves Today, we take an in-depth look at the future of automation with leaders across autonomous trucking, freight marketplaces, artificial intelligence and autonomous delivery. The episode explores how purpose-built autonomous vehicles could reshape the way freight moves, including the potential decline of traditional drop-trailer models and the rise of on-demand, dock-to-dock transportation. Industry leaders also discuss whether autonomous trucking will accelerate consolidation among carriers and brokers, and which companies could be best positioned for the transition. We also examine the business of autonomous transportation with Einride CEO Roozbeh Charafeddine, including the company's growth, its work with major customers such as Amazon, its 500-truck Tesla Semi commitment and its strategy for gradually introducing autonomous and electric vehicles into freight networks. Charafeddine also discusses Einride's defense business and how autonomous technology can remove people from dangerous transportation environments. uShip CEO Shawn Wu talks about the role of marketplaces in a changing freight environment, including the challenges of moving non-standardized and oversized freight, marketplace trust and safety, cargo security, household moves and the current market for large and bulky shipments. The conversation then expands beyond trucking to autonomous delivery. AV Ride discusses its autonomous passenger vehicles and delivery robots, the role of platforms such as Uber and Grubhub, and the challenges of bringing autonomous delivery from dense urban areas and college campuses into suburban markets. We also examine how artificial intelligence could transform global trade, with a focus on the data and operational knowledge needed to make AI agents useful in real-world supply chain operations. From autonomous trucks and electric fleets to AI, delivery robots and the potential consolidation of the freight industry, this special edition looks at the technologies and business models that could define the next decade of transportation. Subscribe to FreightWaves for more coverage of the people, companies and technologies shaping the future of freight. Learn more about your ad choices. Visit megaphone.fm/adchoices
Autonomous trucking is moving from the drawing board to real-world operations — and the implications for the freight industry could be enormous. In this special edition of FreightWaves Today, we take an in-depth look at the future of automation with leaders across autonomous trucking, freight marketplaces, artificial intelligence and autonomous delivery. The episode explores how purpose-built autonomous vehicles could reshape the way freight moves, including the potential decline of traditional drop-trailer models and the rise of on-demand, dock-to-dock transportation. Industry leaders also discuss whether autonomous trucking will accelerate consolidation among carriers and brokers, and which companies could be best positioned for the transition. We also examine the business of autonomous transportation with Einride CEO Roozbeh Charafeddine, including the company's growth, its work with major customers such as Amazon, its 500-truck Tesla Semi commitment and its strategy for gradually introducing autonomous and electric vehicles into freight networks. Charafeddine also discusses Einride's defense business and how autonomous technology can remove people from dangerous transportation environments. uShip CEO Shawn Wu talks about the role of marketplaces in a changing freight environment, including the challenges of moving non-standardized and oversized freight, marketplace trust and safety, cargo security, household moves and the current market for large and bulky shipments. The conversation then expands beyond trucking to autonomous delivery. AV Ride discusses its autonomous passenger vehicles and delivery robots, the role of platforms such as Uber and Grubhub, and the challenges of bringing autonomous delivery from dense urban areas and college campuses into suburban markets. We also examine how artificial intelligence could transform global trade, with a focus on the data and operational knowledge needed to make AI agents useful in real-world supply chain operations. From autonomous trucks and electric fleets to AI, delivery robots and the potential consolidation of the freight industry, this special edition looks at the technologies and business models that could define the next decade of transportation. Subscribe to FreightWaves for more coverage of the people, companies and technologies shaping the future of freight. Learn more about your ad choices. Visit megaphone.fm/adchoices
Join Julie Van de Kamp and Malcolm Harris on FreightWaves Today as they break down major freight news, market trends, and industry insights. In this episode, industry leaders discuss small carrier financial discipline, fleet repair innovations, and regional market volatility. In our Morning Minute: Teamsters President Sean O'Brien warns UPS of potential 2028 strike risks, Delaware breaks ground on a $669M container terminal project, and a cargo ship fire in China leaves 25 dead. Then, Dave Gilbert, Founder and CEO of National Funding, discusses why a full order book doesn't always signal expansion readiness, navigating high repair costs, and how small carriers can avoid cash flow traps. Julie has a breakdown of national tender rejections, spot rates, and headhaul vs. backhaul trends across key markets including Cincinnati, Detroit, Joliet, Miami, and Houston. And to wrap up the first hour, Andy Klobnock, COO of ServiceUp, breaks down their new partnership with Stellantis Pro One, detailing how centralized billing and AI agents are untangling fleet repair headaches. Then in our 2nd hour, Zach Strickland and economist D.J. Donahue break down the latest economic data and what it means for transportation, consumers and the broader freight economy. Zach is also joined by Thomas Wasson who helps Zach to explore the changing North American freight landscape. They discuss Mexican cross-border trucking, cabotage enforcement, falling Laredo freight volumes, shifting Mexico trade flows and the growing influence of data-center construction on freight demand. Data-center investment is generating demand for electronics, steel, concrete and open-deck capacity even as traditional consumer demand remains relatively muted. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Join Julie Van de Kamp and Malcolm Harris on FreightWaves Today as they break down major freight news, market trends, and industry insights. In this episode, industry leaders discuss small carrier financial discipline, fleet repair innovations, and regional market volatility. In our Morning Minute: Teamsters President Sean O'Brien warns UPS of potential 2028 strike risks, Delaware breaks ground on a $669M container terminal project, and a cargo ship fire in China leaves 25 dead. Then, Dave Gilbert, Founder and CEO of National Funding, discusses why a full order book doesn't always signal expansion readiness, navigating high repair costs, and how small carriers can avoid cash flow traps. Julie has a breakdown of national tender rejections, spot rates, and headhaul vs. backhaul trends across key markets including Cincinnati, Detroit, Joliet, Miami, and Houston. And to wrap up the first hour, Andy Klobnock, COO of ServiceUp, breaks down their new partnership with Stellantis Pro One, detailing how centralized billing and AI agents are untangling fleet repair headaches. Then in our 2nd hour, Zach Strickland and economist D.J. Donahue break down the latest economic data and what it means for transportation, consumers and the broader freight economy. Zach is also joined by Thomas Wasson who helps Zach to explore the changing North American freight landscape. They discuss Mexican cross-border trucking, cabotage enforcement, falling Laredo freight volumes, shifting Mexico trade flows and the growing influence of data-center construction on freight demand. Data-center investment is generating demand for electronics, steel, concrete and open-deck capacity even as traditional consumer demand remains relatively muted. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The freight market is heading into peak season with plenty of uncertainty. On this episode of FreightWaves Today, Malcolm Harris and Zach Strickland break down the latest data shaping trucking, logistics and the broader economy. First, Eric Lemus of The Fulfillment Lab joins the show to discuss new Commerce Signal data showing operator margin cushions nearly disappearing as shipping costs rise faster than revenue. With parcel costs up sharply and peak-season surcharges approaching, retailers and 3PLs face growing pressure to control transportation spend while managing lean inventories. Lemus also explains why diversifying carrier strategies could deliver significant savings. Then, Zach dives into the latest SONAR data, including tender rejection rates, tender volumes, spot rates, diesel prices, imports and the potential for tighter capacity as retailers replenish inventory heading into Q4. Weather is also taking center stage. Ben Hershey of DTN explains how AI-powered weather intelligence and crash-risk forecasting can help fleets anticipate dangerous conditions, improve routing decisions and keep drivers moving safely. The discussion also examines what the developing El Niño pattern could mean for winter weather, freight corridors and mountain passes across the country. In the second hour, Zach is joined by FreightWaves economist D.J. Donahue to unpack the latest economic releases, consumer credit, transportation inflation, tariffs and the growing influence of AI and data-center construction on the economy and freight demand. Finally, Thomas Wasson returns to discuss major transportation and international trade issues, including U.S.-Mexico cross-border freight, cabotage enforcement, changing freight flows, maritime rates and the latest FMCSA carrier data. The conversation takes a close look at whether trucking capacity is actually growing — and what recent regulatory changes could mean for the carrier base. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The freight market is heading into peak season with plenty of uncertainty. On this episode of FreightWaves Today, Malcolm Harris and Zach Strickland break down the latest data shaping trucking, logistics and the broader economy. First, Eric Lemus of The Fulfillment Lab joins the show to discuss new Commerce Signal data showing operator margin cushions nearly disappearing as shipping costs rise faster than revenue. With parcel costs up sharply and peak-season surcharges approaching, retailers and 3PLs face growing pressure to control transportation spend while managing lean inventories. Lemus also explains why diversifying carrier strategies could deliver significant savings. Then, Zach dives into the latest SONAR data, including tender rejection rates, tender volumes, spot rates, diesel prices, imports and the potential for tighter capacity as retailers replenish inventory heading into Q4. Weather is also taking center stage. Ben Hershey of DTN explains how AI-powered weather intelligence and crash-risk forecasting can help fleets anticipate dangerous conditions, improve routing decisions and keep drivers moving safely. The discussion also examines what the developing El Niño pattern could mean for winter weather, freight corridors and mountain passes across the country. In the second hour, Zach is joined by FreightWaves economist D.J. Donahue to unpack the latest economic releases, consumer credit, transportation inflation, tariffs and the growing influence of AI and data-center construction on the economy and freight demand. Finally, Thomas Wasson returns to discuss major transportation and international trade issues, including U.S.-Mexico cross-border freight, cabotage enforcement, changing freight flows, maritime rates and the latest FMCSA carrier data. The conversation takes a close look at whether trucking capacity is actually growing — and what recent regulatory changes could mean for the carrier base. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of FreightWaves Today, Malcolm Harris and Julie Van de Kamp break down the latest developments shaping freight, transportation and global supply chains. The show leads with escalating trade tensions as Canada imposes retaliatory tariffs of up to 50% on nearly $20 billion of U.S. goods, while President Donald Trump raises the possibility of further changes to trade with Mexico, Canada and the European Union. The hosts examine what the uncertainty could mean for cross-border freight, manufacturers, shippers and transportation costs. Then, Jason Murray, CEO and co-founder of Shipium, and Penny Allen, SVP of AI Product and Engineering, join the show to discuss Shipium's new "Always-On Audit." They explain how AI-powered, continuous auditing can track shipments in real time, identify billing and data issues, catch problems before they become costly and automate freight-payment reconciliation. The team also digs into the deadly Amazon cargo jet crash at Miami International Airport with FreightWaves air and parcel expert Eric Kulisch. Eric provides an update on the NTSB investigation, the sequence of events surrounding the Boeing 767 freighter's runway overrun and the potential implications for air cargo operations at one of the country's key international gateways. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of FreightWaves Today, Malcolm Harris and Julie Van de Kamp break down the latest developments shaping freight, transportation and global supply chains. The show leads with escalating trade tensions as Canada imposes retaliatory tariffs of up to 50% on nearly $20 billion of U.S. goods, while President Donald Trump raises the possibility of further changes to trade with Mexico, Canada and the European Union. The hosts examine what the uncertainty could mean for cross-border freight, manufacturers, shippers and transportation costs. Then, Jason Murray, CEO and co-founder of Shipium, and Penny Allen, SVP of AI Product and Engineering, join the show to discuss Shipium's new "Always-On Audit." They explain how AI-powered, continuous auditing can track shipments in real time, identify billing and data issues, catch problems before they become costly and automate freight-payment reconciliation. The team also digs into the deadly Amazon cargo jet crash at Miami International Airport with FreightWaves air and parcel expert Eric Kulisch. Eric provides an update on the NTSB investigation, the sequence of events surrounding the Boeing 767 freighter's runway overrun and the potential implications for air cargo operations at one of the country's key international gateways. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Trucking is spending a fortune on AI and automation. But what if fleets are automating the WRONG damn thing?AI can quote freight, process tenders, move data, predict maintenance problems and eliminate hours of back-office work. What it CAN'T do is lead your people.On this episode of Brake Check, Charles puts both sides of trucking's technology revolution in the hot seat. Grace Sharkey of Orderful has lived freight from nearly every angle .... brokerage executive, FreightWaves journalist and now freight-tech insider. We break down AI in trucking, freight automation, EDI, back-office technology, carrier productivity and how small fleets can separate REAL technology from another expensive demo with “AI” slapped on the front. What should a 20-truck carrier automate FIRST? What should stay human? How do you prove a technology investment actually delivers ROI? And how can you tell the difference between a real AI product and somebody who simply wrapped a shiny dashboard around an API?Then Dr. Vernard “Doctor V” Jenkins of Knight-Swift Supply Chain takes the other side.With 29 locations and roughly 10 million square feet of operations, Doctor V tackles leadership, employee retention, frontline management, AI implementation, change management and developing the next generation of transportation leaders. Because a dashboard can tell you WHAT happened. It still takes a leader to figure out WHY. And then we put $100,000 on the table:SOFTWARE OR PEOPLE?You can only choose one.If you're a fleet owner, trucking executive, owner-operator, freight broker, logistics professional, operations leader or anyone considering AI and automation, watch this before buying another piece of technology.The future isn't about choosing humans OR machines.It's knowing which damn job belongs to which.AUTOMATE THE WORK. NOT THE PEOPLE.#Trucking #AI #ArtificialIntelligence #FreightTech #TruckingIndustry #Automation #Logistics #FleetManagement #TruckDrivers #Leadership #SupplyChain Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of FreightWaves Today, the team breaks down the latest freight market developments as the industry heads into fall peak season. Topics include the deadly cargo plane accident at Miami International Airport, rising truckload tender rejections, spot and contract rate trends, strong intermodal demand and what the latest SONAR data signals for the weeks ahead. The episode also explores record-high diesel prices and their impact on carriers and brokers, along with the evolving legal and regulatory landscape facing the trucking industry. Plus, the team looks at autonomous trucking, automation and the potential for consolidation across freight and logistics. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of FreightWaves Today, the team breaks down the latest freight market developments as the industry heads into fall peak season. Topics include the deadly cargo plane accident at Miami International Airport, rising truckload tender rejections, spot and contract rate trends, strong intermodal demand and what the latest SONAR data signals for the weeks ahead. The episode also explores record-high diesel prices and their impact on carriers and brokers, along with the evolving legal and regulatory landscape facing the trucking industry. Plus, the team looks at autonomous trucking, automation and the potential for consolidation across freight and logistics. Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves Today takes a look back at some of the biggest conversations shaping freight and transportation in this special edition featuring a collection of standout interviews from the summer. Malcolm Harris and the FreightWaves team dig into the real-world performance of the Tesla Semi with Inter-coastal Trucking's Bob Lewis, including driver feedback, range, charging infrastructure, maintenance savings and where electric trucks make the most sense in a fleet. The show also explores the state of the rail freight market with Telegraph's David Correll, including rail volume forecasts, coal exports, tank car availability, AI data center construction and the growing gap between truck and intermodal pricing. Freight market strategy takes center stage with RXO Chief Strategy Officer Jared Weisfeld, who discusses the ongoing capacity correction, tightening freight markets, shipper concerns, routing guide failures, spot versus contract rates and why he believes the industry could be entering a multi-year freight recovery. Mitsubishi HC Capital America's Kirk Mann joins the conversation to examine the equipment financing market, the impact of the freight recession on small carriers, truck values, lending conditions and what fleets are doing as the market begins to recover. Finally, Ken Adamo of EASE Logistics weighs in on current freight volumes, seasonality, intermodal growth, contract repricing and the question of whether new capacity is actually entering the trucking market. Learn more about your ad choices. Visit megaphone.fm/adchoices
Everyone believes the energy shock is about oil. It isn't. The most important price in energy today isn't really the price of crude. It is the difference between crude oil and the fuel made from it—a number known as the crack spread.And for diesel, that spread has absolutely exploded to record highs. Now what?CHAPTERS:0:00: It's Not Oil, It's Diesel1:45: Crude vs Diesel and the Refinery Bottleneck5:27: The Crack Spread Explained7:13: Falling Fuel Demand10:38: The Weakening Labor Market13:31: Why Refiners Can't Just Make More15:45: Retailers Are Cutting Prices17:48: Peak Season, Record-Low Diesel Supply19:13: Demand Destruction, Not InflationEurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------Eurodollar University Live 2October 9-12, West Palm Beach, Florida40 seats exist. Application only.https://eurodollar-university.com/edu-conference-2026----------------------------------------------------------------------------------https://www.youtube.com/watch?v=mbyK0zBmUdkhttps://www.facebook.com/FreightWaves/videos/fuel-surcharges-hit-post-war-high/995362180202422/https://www.facebook.com/yahoofinance/videos/us-diesel-is-at-its-highest-price-since-peaking-in-april-during-the-initial-phas/1983606939022118/https://www.youtube.com/watch?v=KV9WNbDYvashttps://www.youtube.com/watch?app=desktop&v=l62qGJkGRgghttps://www.youtube.com/watch?v=gSOyHFh0JeQhttps://www.facebook.com/KIII3News/videos/one-of-the-first-new-us-refineries-in-decades-set-to-break-ground-in-san-patrici/28365786599721611/https://www.facebook.com/FreightWaves/videos/us-diesel-exports-smash-records-economic-impact/2210266723100605/https://www.wsj.com/business/energy-oil/trump-wants-big-oil-to-build-more-refineries-thats-a-tough-sell-54666292https://www.bloomberg.com/news/articles/2026-07-19/us-oil-refiners-are-running-so-hard-they-are-risking-breakdownshttps://www.facebook.com/cnbc/videos/america-is-building-its-first-new-oil-refinery-in-nearly-50-years/1771239487664827/https://www.spglobal.com/energy/en/news-research/latest-news/refined-products/090126-us-gulf-coast-diesel-prices-hit-all-time-high-amid-global-supply-disruptionshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu
On this episode of FreightWaves Today, Malcolm Harris and Zach Strickland break down the latest developments shaping freight, logistics and the broader economy. The show opens with the latest headlines, including an EPA proposal that could change how diesel exhaust fluid warnings work, a series of commercial vehicle safety enforcement blitzes and rising Pacific container rates amid strong peak-season demand and port congestion. Then, Ainsley Williams, VP of Automation and Innovation at Kenco, joins the show to discuss the expansion of Kenco's Innovation Lab in Chattanooga from 10,000 to 30,000 square feet. She explains how the larger facility will allow Kenco to test interconnected warehouse robotics, automation systems and emerging technologies in a real-world environment before deploying them for customers. Zach then dives into the latest SONAR data, examining the impact of Labor Day on tender rejections, freight volumes and spot rates across van, reefer and flatbed markets. Later, Matt Pyatt, CEO and co-founder of Arrive Logistics, joins the show to discuss Mubadala Capital's majority investment in Arrive, the company's growth strategy and what the deal means for its future. Pyatt also shares his outlook on freight demand, capacity, truckload rates and why he believes the market remains highly susceptible to disruption. Finally, the FreightWaves team examines the latest JOLTS and ADP employment data with economist D.J. Donahue, looking at what the numbers reveal about the labor market and the health of the economy. Subscribe to FreightWaves for the latest news, data and analysis from across the transportation and logistics industry. Learn more about your ad choices. Visit megaphone.fm/adchoices
AI is transforming freight operations, but how far can automation go — and what happens when location intelligence, rail networks and energy markets collide? On this episode of FreightWaves Today, Malcolm Harris and Julie Van de Kamp break down the biggest stories and trends shaping transportation and logistics. The show opens with three major headlines: an alleged Texas grain theft ring involving more than 170 loads, a federal crackdown on 110 commercial driver training schools, and the latest developments in Yellow Corp.'s bankruptcy and pension settlements. Then, EAIGLE CEO and founder Amir Hoss joins the show to explain how AI-powered computer vision is automating truck gates and yards. The discussion covers unmanned and paperless facilities, real-time yard visibility, fraud prevention, data accuracy and the path toward fully autonomous yards. HERE Technologies' Bart Coppelmans discusses the next phase of AI in logistics, including spatial reasoning, location intelligence and the importance of connecting planning, execution and analytics. He explains how AI can help fleets make better routing decisions while keeping humans in control of critical decisions. For the weekly rail segment, Trains Magazine editor Bill Stephens and Trinity Rail Chief Commercial Officer Charlie Moore break down the latest rail traffic numbers, railcar demand, intermodal growth, coal shipments, tariffs and steel costs. They also discuss the proposed Union Pacific-Norfolk Southern merger, rail service reliability and what could drive railcar demand into 2027. Finally, FreightWaves editor-at-large John Kingston takes a deep dive into surging diesel prices, refinery constraints, Russia-Ukraine disruptions, the Strait of Hormuz and what historically high diesel costs could mean for trucking and the broader economy. Plus, Julie breaks down the latest manufacturing and logistics data, including the August PMI and Logistics Managers' Index, with a look at transportation capacity, utilization, pricing and what the numbers could mean heading into peak season. Subscribe to FreightWaves for the latest news, analysis and data covering trucking, freight, logistics, rail and supply chain. #FreightWaves #FreightWavesToday #Trucking #Logistics #SupplyChain #AI #Rail #Diesel #Freight Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves Today hits the road for a special episode live from ShipStation Global headquarters in Austin, Texas, as Craig Fuller and Zach Strickland break down the latest forces shaping freight, logistics and the broader economy. The show opens with a look at the current freight and economic environment, including rising transportation and warehousing costs, inventory management challenges and the growing gap between truckload and intermodal pricing. Craig and Zach discuss why shippers are becoming more selective with inventory and SKUs, how uncertainty around demand and interest rates is influencing supply chain decisions, and what elevated costs could mean for the remainder of the year. They also dive into the extraordinary investment surrounding AI and data centers. With corporate profits climbing and massive infrastructure projects driving industrial activity, Craig and Zach examine how the AI boom is affecting railroads, construction, manufacturing and blue-collar employment. They also discuss the growing community backlash against hyperscale data centers and why the technology industry's messaging around AI could become an increasingly important part of the conversation. Then, ShipStation Global CEO Tom Madine joins the show to discuss the combination of ShipStation and Worldwide Express and what the newly integrated company is building for shippers. Madine explains how ShipStation Global is bringing together ShipStation's e-commerce shipping technology with Worldwide Express' transportation and freight expertise to create a more unified logistics platform. The goal is to give small and midsized businesses the ability to manage more of their supply chain from a single place instead of jumping between different providers and systems. A major focus is ShipStation's newly launched LTL offering. Madine explains why LTL was one of the most requested additions from ShipStation customers and how integrating freight directly into the platform can simplify inbound inventory movements, middle-mile transportation and other shipping needs that previously required merchants to leave the ShipStation ecosystem. The conversation also explores why transportation decisions can't simply come down to finding the cheapest rate. Service reliability, damage risk, estimated arrival times, carrier selection and the consequences of a failed shipment can all dramatically change what "best" means for an individual shipper. Craig, Zach and Madine discuss how data and intelligence can help businesses make better transportation decisions, particularly for smaller companies that don't have dedicated logistics teams or the resources to constantly monitor freight market cycles. Madine also lays out ShipStation Global's larger vision: bringing parcel, LTL, truckload, final mile and potentially additional transportation modes together into a more unified experience. He explains why simplifying logistics could be especially valuable for entrepreneurs and SMBs already balancing everything from finance and accounting to marketing, inventory and product development. Finally, the conversation turns global. Madine discusses ShipStation's presence across North America, Europe and Australia, the company's hundreds of parcel-carrier API connections and its ambition to become a truly global shipping technology platform. Topics include: • ShipStation Global's new LTL offering • The ShipStation and Worldwide Express combination • Bringing parcel, LTL and truckload together• Freight market cyclicality and SMB shippers • Using data to improve carrier and shipping decisions • Why the lowest freight rate isn't always the best option • Rising transportation and warehousing costs • Inventory management and changing shipper behavior • Truckload versus intermodal economics • AI, data centers and industrial freight demand • Corporate efficiency and the AI investment boom • The growing economic importance of hyperscale data centers • ShipStation Global's international expansion • The future of multimodal shipping technology FreightWaves Today brings together the latest freight market intelligence, transportation news and conversations with the leaders shaping global supply chains. Subscribe to FreightWaves for more interviews, market analysis and breaking news from across trucking, logistics, technology and the global supply chain. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The freight industry is facing a major wave of regulatory, economic and operational changes. On this episode of FreightWaves Today, Craig and Julie breaks down the latest developments affecting trucking, freight brokers, autonomous trucks, railroads and cross-border freight. The show opens with the FMCSA crackdown on CDL schools, including the shutdown of hundreds of driving schools over concerns involving English-language proficiency, facilities and instructor qualifications. The discussion examines what tougher barriers to entry could mean for trucking safety, capacity and the broader freight market. The hosts also dive into a major Penske liability case, the future of the independent contractor model and the potential impact of new legal precedents on freight brokers and motor carriers. They discuss the latest movement on the FMCSA freight broker transparency rule, which could require brokers to maintain electronic transaction records and provide them to carriers or shippers upon request. The episode also explores California's autonomous truck regulations, including the state's million-mile testing requirement and a legal challenge from the California Teamsters. With autonomous trucking continuing to advance, the conversation looks at the growing battle over technology, regulation and trucking jobs. Joining the show is Dr. David Correll of Telegraph, who discusses his company's latest six-month freight rail outlook. Harrell shares his forecast for rail carload and intermodal volumes, the potential for coal exports, tank car availability, the impact of energy prices and the massive industrial demand being created by AI data center construction. He also explains why the widening price gap between truckload and intermodal transportation could continue shifting freight from trucks to rail. The team then examines the rapid growth of U.S.-Mexico cross-border freight, with Laredo and other border markets seeing significant increases in transportation activity amid nearshoring and changing global trade patterns. Later, Josh Lovan of J.J. Keller joins the show to discuss carrier vetting, freight broker compliance, safety management and the growing legal risks facing brokers after major nuclear verdicts. Loving outlines what companies should be doing now to create a defensible carrier-vetting process, including reviewing CSA and roadside inspection data, documenting carrier-selection decisions and consistently enforcing safety standards. Learn more about your ad choices. Visit megaphone.fm/adchoices
Rob is the Vice President and Founder of Smarter Finance USA, an equipment financing firm dedicated to helping small and mid-sized businesses secure the capital they need to purchase equipment and grow. With more than 20 years of experience in financial analysis, business valuation, and financial services, Rob founded the company to bring greater transparency and straightforward guidance to the equipment financing industry. Rob combines a strong financial background—with a Bachelor's degree in Economics from the University of California, Irvine, an MBA in Finance from Pepperdine University, and completion of CFA Level II—with practical, real-world lending expertise. He is also the host of The Smarter Business Finance Podcast and has been featured by industry publications and podcasts including Manufacturing.net, FreightWaves, Business.com, Overdrive, and The Lead Pedal Podcast, where he shares insights on equipment financing, trucking finance, and common funding mistakes made by business owners. Rob's perspective would be especially valuable for conversations around equipment financing, commercial lending, trucking finance, business growth strategies, and how entrepreneurs can avoid common financing pitfalls while accessing capital. During the show we discuss: Why equipment should generate enough cash flow to justify its cost How to evaluate the ROI of an equipment purchase How to determine whether renting or financing equipment makes more sense How to identify when equipment financing is likely to improve cash flow How to avoid overextending the business with debt How to spot predatory short-term financing How to recognize a potential deposit scam How to identify an FMV lease You can explore more about Rob here: Website: https://www.smarterfinanceusa.com/ LinkedIn: https://www.linkedin.com/in/rob-misheloff/
Labor Day is just around the corner, but is the freight market ready for the traditional fall surge? On this episode of FreightWaves Today, we break down the latest signals across trucking, rail, freight technology and the broader supply chain. We cover the proposed Union Pacific–Norfolk Southern mega-merger, a wave of freight and logistics bankruptcies, and new federal pilot programs that could give truck drivers more flexibility with hours of service.Then, we dive into the growing battle between Highway and Motive over ELD data access — and what the dispute could mean for small carriers, brokers, fraud prevention and access to freight. AVRide Chief Commercial Officer Sergei Kirillov joins the show to discuss autonomous vehicles, delivery robots, robotaxis, college-campus deliveries and what it will take for autonomous delivery to expand into more cities and suburban markets. We also examine the latest SONAR freight data heading into Labor Day, including tender rejection rates, spot rates and whether the anticipated peak-season surge is finally beginning to emerge. Plus, Trains Editor Bill Stephens joins from the North Carolina Transportation Museum to discuss Mexico's growing rail market, Grupo México's innovative rail-ferry operations and the technology and security measures being used to combat cargo theft. And in Freight Expectations with Matt Leffler, we tackle organized cargo crime, the push for the Combating Organized Retail Crime Act (COCA), the legal risks surrounding double brokering, and how massive AI data-center construction is creating new demand for industrial freight. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome back to FreightWaves Today! Host Malcolm Harris and Zach Strickland kick off today's show breaking down the latest supply chain headlines, market data, and major industry developments. Morning Minute Headlines: Kenco successfully deploys six supply chain AI agents in just three months with Deep Fabric; Canadian authorities seize nearly 850 lbs of cocaine at the Bluewater Bridge; and a deep dive into the massive global container ship order book pressuring ocean rates. State of Freight Fraud: Danielle Spinelli (Director of Partnerships at Gen Logs & "The Fraud Girl") breaks down Q2 cargo theft trends, high-value target risks, and how Gen Logs' nationwide sensor network helps catch criminals and assist law enforcement. $100M Tech Acquisition: Andrew Wimer and Mitch Mitchell join the show to discuss Descartes acquiring Ty Software. Learn how combining AI-powered brokerage workflows with global visibility tools like MacroPoint aims to streamline broker operations into a single execution layer. Driver-Led Innovation: 20-year veteran professional truck driver James Boyce, founder of Bubba Lee LLC, introduces the "Trucker Tote"—a modular console designed to eliminate cab distractions, improve safety, and help fleets prevent thermonuclear verdicts. SONAR & Freightnomics Update: Lead Economist DJ Donahue and Ben Peterson (Head of Shipper Solutions) join Zach for a deep dive into tender rejections, Q2 GDP revisions, PCE inflation figures, and strategic shipper advice for the upcoming bid season. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
We are talking toe socks, virtual tap dance lessons, Abby Lee Miller, a Little Debbie Bandit, and so much more. Episode 195 was mixed and edited by Kevin Betts.Want BONUS CONTENT? Join our PATREON! Explore everything Camp Shady Birch has to offer at CampShadyBirch.com!Sponsors:➜ Go to Progressive.com to see if you could save on insurance.Works Cited:➜ Brink, Phil. “Police: Little Debbie Snack Fraud Scheme Involved Deliveries That Never Happened.” FreightWaves, 8 Aug. 2026.➜ Nadeau, Barbie Latza. “Scenic Spot in Italian Mountains Overrun by Tourists Seeking the Perfect Pastry.” CNN, 19 Aug. 2026.Camp Songs:Spotify Playlist | YouTube Playlist | Sammich's Secret MixtapeSocial Media:Camp Counselors TikTokCamp Counselors InstagramCamp Counselors FacebookCamp Counselors TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of FreightWaves Today, hosts Craig Fuller and Julie Garner analyze the current trajectory of the North American economy, key supply chain news, and recent data across freight modes. Craig and Julie open with commentary on strong U.S. industrial and rail volume data, record corporate profit margins driven by technological efficiency, and the passing of country music legend Dolly Parton, highlighting her recent venture into driver-centric travel stops. They also cover a proposed $6 billion freight rail bypass around Atlanta and a major $150,000 cargo theft bust in California's Mojave Desert. Pavan Joshi, Chief Strategy Officer at E2open, breaks down ongoing trade posturing between the U.S., Canada, and Mexico. Joshi highlights the operational challenges of unwinding 30 years of integrated continental supply chains (particularly in auto, agriculture, and energy) and stresses the need for stable trade policies and strategic friend-shoring. Sonar Daily Market Update: A deep dive into tender rejections shows refrigerated capacity remaining tight (~20.5%) due to summer weather demand, while flatbed rejection rates have cooled off. The hosts highlight strong intermodal performance, driven by a 33% contract cost-savings advantage over truckload. Einride CEO Roozbeh Charli discusses the commercialization of autonomous and electric freight networks. He reviews recent deployments, including their partnership with Tesla, the expansion of their vehicle-agnostic software stack, and their entry into defense applications to remove human drivers from high-risk zones. Valentina Jordan, CEO and co-founder of Nada, explains why successful AI adoption requires a solid, contextual data foundation rather than just standalone AI agents. She shares details on their recent strategic funding round and how Nada's platform processes fragmented global trade data to eliminate stockouts and reduce costs. Aaron Decker, CEO of Multi-Service Fuel Card, clarifies that elevated retail diesel prices are primarily driven by historic refining crack spreads and global refining disruptions (including attacks on Russian energy infrastructure) rather than crude shortages alone. Weekly AAR Rail Report: The episode closes with the latest Association of American Railroads (AAR) data, which reveals sustained year-over-year volume growth in U.S. intermodal units (+5%) and Canadian trade traffic. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode of FreightWaves Today covers critical shifts across truckload market dynamics, equipment remarketing, cross-border trade, software consolidation, and global energy risks. Used Truck Market Update: Chris Backeberg (President, Daimler Trucks Remarketing) discusses tight sleeper and day cab inventories, stable used-truck pricing, and fleet age/maintenance cycles. Spot Market & Bidding Dynamics: Rush Feldhacker (Tabi) details Tabi's Pricing Pressure Index and how disciplined brokers leverage spot data and automation to navigate shifting pricing power. Credit Quality & Energy Risks: John Kingston (FreightWaves) dives deeper into BMO's credit metrics, historical diesel crack spreads, and seasonal heating oil demand. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp break down the major trade and regulatory shifts shaking up the freight industry—including the newly implemented 50% tariffs on Canadian imports and the sudden departure of ATA President and CEO Chris Spear. Keith Moore, CEO of Auto Scheduler AI, discusses how AI-powered warehouse orchestration software helps manage complex facility operations. He explains that by using an "operational twin" model of a warehouse, the software helps optimize inventory flow, decision-making, and labor utilization while addressing the bottlenecks created by modern automation. Eric Kulisch, Air Cargo Reporter at FreightWaves, shares updates on Amazon's expanding drone delivery program and the evolving regulatory environment surrounding drone logistics. He details how tech capabilities like detect-and-avoid features are shaping the space, as well as the long-term industry projections for urban air mobility. Russell Jones CEO of Private Fleet Net Zero, breaks down how his company functions as a digital matching platform specifically designed to unlock unused backhaul capacity for private fleets. He highlights how this approach offers freight brokers reliable, safer, and heavily discounted capacity while simultaneously cutting down on empty miles and carbon emissions. Kurt Mann, Head of Transportation at Mitsubishi HC Capital, provides a financial perspective on the current state of the freight and equipment markets following an extended economic downturn. He outlines lender strategy, equipment valuation shifts from peak bubble levels, and why fleets remain cautious about adding new capacity until overall freight demand sees a sustained rebound. Plus, we explore the latest industry headlines, deep-dive into freight market data, and feature insights from expert guests across warehouse automation, drone delivery, private fleets, and equipment financing. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this Best Of episode of FreightWaves Today, we are replaying top industry interviews that focus on earnings before diving into an exclusive freight market breakdown. David Parker, founder and CEO of Covenant Logistics, weighs in on the urgent necessity of federal tort reform in the face of skyrocketing insurance costs and severe "nuclear verdicts". He also breaks down Covenant's strategic shift away from one-way over-the-road freight and shares his perspective on where we stand in the current market cycle. Julie Van de Kemp breaks down the latest market trends using FreightWaves SONAR, featuring key insights on: Spot vs. Contract Rates: Tender rejections and volumes are stabilizing. Meanwhile, contract rates continue to rise, significantly narrowing the rate gap with spot market pricing. Intermodal Savings Index: Why intermodal rates have remained relatively steady compared to volatile truckload spot and contract rates, offering massive cost savings. Top Cost-Saving Lanes: Analysis of high-savings outbound routes, including key East Coast and Midwest corridors out of Atlanta and Pennsylvania. Rail Merger Impact: How current railroad merger discussions could keep intermodal contract rate increases quiet to avoid regulatory pushback from shippers. FreightWaves Finance Editor Todd Maiden shares his expert financial perspective on the public transport sector. He breaks down recent earnings reports, key Wall Street movements, and what carrier financial disclosures reveal about underlying demand and market health. Chris Versace brings a high-level macroeconomic and OEM market perspective to the show. He analyzes transportation stocks, equipment manufacturing trends, and what broader economic indicators signify for freight volumes moving forward. ArcBest President & CEO Seth Runser dives into the company's strong performance, early signals of demand recovery, and their strategic consolidation efforts. He also highlights ArcBest's latest platform technology and how LTL carriers are adapting to changing market conditions. Aaron Graft, CEO of Triumph Financial, discusses the real-world operational pressures hitting independent truckers and small fleets. He outlines how surging input costs—from insurance to equipment and fuel—are squeezing carrier margins and how tech-driven financial tools are helping operators stay afloat. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Broadcasting live from the College Football Hall of Fame in Atlanta, Georgia, this episode of FreightWaves Today dives into major industry headlines and explores Atlanta's vital role as a global freight and logistics hub. The hosts cover crucial market trends—from regulatory impacts on capacity to rail surge data and cold chain innovations—alongside interviews with top supply chain executives. Clayton Griffin (President, OTR Solutions): Discusses the factoring industry, OTR Select's capacity and data product, fraud mitigation, non-recourse models, and market cycle predictions amid regulatory crackdowns. Tony Broyles (Head of Sales, Overdrive Logistics): Shares insights from both the shipper and broker perspectives, highlighting how market tightening, capacity shifts, and authentic networking shape modern freight relationships. Ed Elkins (EVP & Chief Commercial Officer, Norfolk Southern): Explores Atlanta's historical and modern significance in rail logistics, mode conversion in the "Golden Triangle," reshoring trends, and the strategic vision behind the pending transcontinental rail merger. Brian Dunn (SVP of Facilities & Engineering, Americold): Breaks down cold storage growth, energy efficiency, risk resiliency during extreme weather, and how AI technology optimizes thermal management across temperature-controlled facilities. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of FreightWaves Today, Craig Fuller and Julie Van de Kamp break down the latest signals from across trucking, rail, intermodal and the broader industrial economy. Thom Albrecht of Reliance Partners joins the show to discuss where the freight cycle is headed, improving demand signals and the supply-side forces reshaping trucking. Albrecht explains how English-language proficiency enforcement, non-domiciled CDL scrutiny, changes to CDL and ELD self-certification, safety enforcement and major court decisions could affect capacity and potentially extend the current freight cycle. The show also dives into what the railroads are telling us about the health of the industrial economy, including strength across commodities such as chemicals, scrap metal, steel-related freight and grain. Craig and Julie examine the continued shift of freight toward intermodal and BNSF's expanded Phoenix-to-Dallas-Fort Worth service as railroads look to capture more over-the-road truckload freight. Plus, Bloomberg Intelligence's Lee Klaskow provides his outlook for transportation and what the fourth quarter could hold, Oliver Sawbridge brings a supply chain intelligence perspective to the conversation, and Bill Stephens closes out the show with a deeper look at the rail industry and what current volumes are signaling about the economy. Craig and Julie also cover the day's biggest freight headlines, including Americold's new $80 million cold-storage hub at Port Saint John, BNSF's intermodal expansion between Phoenix and Dallas-Fort Worth, and UPS strengthening its Asia-Pacific air cargo network. Subscribe to FreightWaves for the latest news, analysis and conversations covering trucking, transportation, logistics, supply chains and the global freight economy. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In today's show, we are jumping straight into two major legal battles shaping our industry. First, we break down a FreightWaves report on 22 states suing to stop a massive federal request for 17 million CDL holder records, looking at the thin line between FMCSA driver safety enforcement and commercial driver privacy. Next, we'll move to an Overdrive article detailing how federal courts are cracking down on double brokering and enforcing vicarious liability following devastating accidents involving companies like A1 Logistics and Penske. If you are a freight broker, this is your wake-up call to stop turning a blind eye, tighten your carrier vetting processes, and fix your internal operations before getting dragged into a courtroom! Resources / References https://www.freightwaves.com/news/why-22-states-are-suing-to-block-a-federal-demand-for-17-million-truckers-records https://www.overdriveonline.com/business/article/15832732/courts-cracking-down-on-double-brokers-with-two-important-cases